Sentinelone Inc Stock Price, News & Analysis

SentinelOne (NYSE: S), the AI-native security leader, has appointed Ana Pinczuk as President of Product & Technology, effective immediately. Pinczuk, who has served on SentinelOne's Board since 2022, brings nearly 30 years of experience in scaling SaaS and cybersecurity businesses.

She will lead the company's global product and technology organization, including R&D, AI and platform engineering, product management, and technology operations. Pinczuk succeeds Ric Smith, who is departing after serving in technology leadership roles since 2021. Her extensive experience includes leadership positions at HPE, Anaplan, Veritas, Symantec, Cisco, and AT&T.

SentinelOne (NYSE: S) has announced its intent to acquire Observo AI, a leading AI-native data streaming platform for telemetry pipeline management. The acquisition will enhance SentinelOne's AI SIEM and data offerings, which have been among the company's fastest-growing solutions.

Observo AI's platform delivers real-time telemetry pipeline capabilities that can reduce data volume by up to 80% while maintaining full-fidelity log access on demand. The platform supports open formats like OCSF, JSON, OTLP, and Parquet, enabling seamless data integration and routing across various security tools and platforms.

The transaction, expected to close in Q3 FY26, will be executed through a combination of cash and stock. This strategic acquisition aims to address the growing challenges of security operations teams dealing with increasing data volumes and complexity in modern security environments.

SentinelOne (NYSE: S) and Schwarz Digits have announced a strategic partnership to deliver sovereign cybersecurity solutions in Europe. The collaboration will integrate SentinelOne's AI-powered Singularity Platform with Schwarz Digits' STACKIT sovereign cloud infrastructure in Germany.

The partnership aims to provide European organizations with advanced cybersecurity capabilities while maintaining full data sovereignty and compliance with EU regulations, including GDPR, NIS2, and DORA. The solution will be deployed on German infrastructure with ISO 27001 and C5 certification from the German Federal Office for Information Security (BSI).

The offering complements Schwarz Digits' existing cybersecurity portfolio, including XM Cyber's Continuous Exposure Management platform, creating an integrated ecosystem for proactive risk management within a sovereign cloud environment.

Addigy has launched its groundbreaking Security Suite, partnering with SentinelOne (NYSE:S) to deliver the industry's first real-time, Apple-first security and compliance platform. The suite integrates Addigy MDM with SentinelOne's MDR and EDR capabilities, offering comprehensive protection for macOS devices.

Key features include real-time malware protection, 24/7 SOC coverage, Zero Trust policy enforcement, automated compliance remediation, and audit dashboards. This solution addresses critical security challenges, particularly as misconfigurations account for 30% of security breaches and are projected to cause over 60% of security incidents through 2029.

The platform is designed for both IT teams and MSPs, enabling efficient management of Apple device fleets ranging from 50 to 50,000 devices while maintaining enterprise-grade security standards.

SentinelOne (NYSE: S) has announced Managed AI Defense, a new cybersecurity offering developed in partnership with Pax8 to bring enterprise-grade AI security to small and mid-sized businesses (SMBs). The solution will be available through the Pax8 Marketplace for Managed Service Providers (MSPs).

The offering combines SentinelOne's endpoint detection and response (EDR) with Purple AI security analyst, managed threat hunting, and vulnerability management in an integrated package. The solution features per-endpoint pricing and optional add-ons including MDR, Remote Forensics, and Identity Threat Detection and Response (ITDR).

The program will initially launch with Pax8, with plans to expand to other aggregators and Master MSPs in the coming months. Existing Pax8 customers' deployments will remain unaffected.

SentinelOne (NYSE: S) has announced the speaker lineup for LABScon 2025, their premier cybersecurity research conference, scheduled for September 17-20 at the Omni Scottsdale Resort & Spa in Arizona.

The conference features distinguished speakers including Lindsay Freeman from UC Berkeley School of Law discussing Wagner Group investigations, Thomas Rid from Johns Hopkins University presenting on signals intelligence, and Mei Danowski providing insights into China's cyber ranges.

Now in its fourth year, LABScon brings together global security researchers to discuss critical topics including nation-state threats, cyberwarfare, ransomware, LLM malware, and offensive operations, with support from leading security vendors like Cisco Talos and Validin.

SentinelOne (NYSE:S) reported strong Q2 FY2026 financial results, with revenue increasing 22% year-over-year to $242.2 million. The company achieved a significant milestone by surpassing $1 billion in ARR, marking a 24% year-over-year growth. The customer base with ARR over $100,000 expanded by 23% to 1,513 customers.

The company demonstrated improved profitability metrics with non-GAAP gross margin at 79% and non-GAAP operating margin reaching 2%, up from -3% year-over-year. SentinelOne raised its full-year revenue guidance to $998-1,002 million and maintained its commitment to full-year operating profitability and positive free cash flow.

For Q3 FY2026, SentinelOne expects revenue of $256 million with a non-GAAP gross margin of 78.5% and operating margin of 4%.

SentinelOne (NYSE: S) has announced two upcoming investor events. The company will release its fiscal Q2 2026 financial results on August 28, 2025, after market close, followed by a conference call at 1:30 p.m. PT. Additionally, SentinelOne will present at the Goldman Sachs Communacopia + Technology Conference on September 8, 2025, at 1:45 p.m. PT.

Both events will be accessible via live webcasts on SentinelOne's Investor Relations website, with replays available shortly after each event. The company maintains its IR website as a primary channel for material disclosures under Regulation FD.

SentinelOne (NYSE: S) and Mimecast have announced an enhanced technology partnership focused on human-centric cyber risk management. The integration combines SentinelOne's endpoint threat telemetry with Mimecast's Human Risk Management (HRM) Platform to provide comprehensive risk profiling and targeted interventions.

The partnership enables organizations to identify high-risk employees, as research shows that 8% of employees cause 80% of security incidents. The integration offers unified human risk visibility, targeted behavioral intervention, and adaptive security policies. The solution is immediately available at no additional cost for Mimecast Engage customers.

Mimecast was recently recognized as Strategic Technology Partner of the Year for both EMEA and North America at the 2025 SentinelOne PartnerOne Awards.