SentinelOne (S) investors remain optimistic about its potential to accelerate net new annual recurring revenue in fiscal 2026, though they expect management to take a "cautious" approach on guidance following past execution challenges, Oppenheimer said Monday.
Oppenheimer's note, based on an investor event held last week, highlights that investors are generally positive about the company's new executive hires and the possibility of improved execution going into fiscal 2026.
However, investors are still "split" on whether SentinelOne should be viewed as a single product company or a comprehensive security platform, which impacts their long-term valuation outlook, the firm noted.
Oppenheimer remains optimistic about SentinelOne's security platform and growth prospects, pointing to leadership improvements, expanding non-endpoint market opportunities, and the potential to "significantly accelerate" net new annual recurring revenue.
Oppenheimer has an outperform rating on SentinelOne, with a price target of $32.
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