SentinelOne price target lowered to $26 from $30 at Canaccord

Canaccord lowered the firm’s price target on SentinelOne (S) to $26 from $30 and keeps a Buy rating on the shares. The firm said SentinelOne reported steady Q4’25 results with ARR of $920M, growing 27% year-over year and 7% quarter-over-quarter, coming in $2M above the firm’s $918M estimate. Canaccord said its bullish stance on SentinelOne is primarily rooted in sustained market- leading growth driven by expansions into product adjacencies like SIEM, cloud security, and identity security with ample margin expansion opportunities plus natural leverage over the next few years.