Is SentinelOne, Inc. (NYSE:S) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating SentinelOne, Inc. at current levels.
Cheap, profitable on cash flow, finally shipping the AI security agent that matters. The market is bored. That's the opportunity.
Where S is headed
SentinelOne in mid-2028 looks like a company the market spent three years writing off and then had to re-rate in a hurry. Revenue run-rate is pushing $1.6B, free cash flow margin is in the high teens, and Purple AI is no longer a sidecar feature but the front door to the platform. The Singularity Data Lake quietly became the destination for security telemetry at hundreds of mid-market and lower-enterprise accounts that decided CrowdStrike's pricing got abusive after the 2024 outage and Microsoft Defender was fine until it wasn't.
Read the full Compass Direction on S
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $17.81).
See the full S analysisGet calls like this, free
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Frequently asked questions
Is SentinelOne, Inc. (NYSE:S) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating SentinelOne, Inc. at current levels. Cheap, profitable on cash flow, finally shipping the AI security agent that matters. The market is bored. That's the opportunity.
What is S's Compass Score?
SentinelOne, Inc. scores 81/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for S?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the S page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.