SentinelOne: Finally Worth A Nibble (Rating Upgrade)

2025-12-11 08:00:44 ET

Introduction

Back in July 2025, I passed on the idea of fresh capital allocation to SentinelOne, Inc. ( S ) at ~$20 per share amid loud buyout rumors:

The rumor mill suggests SentinelOne is an acquisition target for cybersecurity behemoth Palo Alto Networks. Theoretically, such an M&A transaction (even at a 50% price premium) makes sense. However, as a standalone company, SentinelOne's long-term risk/reward is not attractive enough to warrant buying S stock right here, right now.

Source: SentinelOne Is Ripe For A Takeover, But Still Not A Buy .

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