F1Q27 Preview: Need to Secure Agentic AI Emerges as Significant Growth Tailwind

研报英文原文证据摘录

F1Q27 Preview: Need to Secure Agentic AI Emerges as Significant Growth Tailwind

Software: Cybersecurity & Information Security

SentinelOne

TD SECURITIES (USA) LLC COMPANY UPDATE

May 19, 2026

Price: $17.54 (05/18/2026) F1Q27 Preview: Need to Secure Agentic AI

Price Target: $22.00 Emerges as Significant Growth Tailwind

BUY (1)

ESG SCORE: 62/100

Shaul Eyal THE TD COWEN INSIGHT

646 562 1414

For F1Q27 (due on May 28 AMC), we est in-line ARR of $1,161M (+22.5% y/y), implying 50% y/

shaul.eyal@tdsecurities.com

y in NNARR. We expect continued progress to accelerate NNARR as S is clearly positioned

Hugh Cunningham, CFA, CAIA to benefit from the accelerating demand to secure adoption of AI frontier models, agentic

646 562 1370 workflows, and employee AI usage. An upbeat outlook on NNARR may trigger an expansion of

hugh.cunningham@tdsecurities.com

its valuation multiples. Reit Buy, $22 PT.

Michael Junghans

646 562 1427 'Securing AI' Remains Significant Tailwind for Endpoint Protection: The fundamental setup

michael.junghans@tdsecurities.com for EDR/XDR and endpoint security in general remains positive heading into the Q. While

Key Data considered to significantly boost white-collar workers' productivity, discussions with investors

Symbol NYSE: S are centered on how agentic AI and the adoption of unsupervised agents with autonomous

Beta: 0.78 decision-making capabilities are increasing the attack surface. Furthermore, threat actors are

52-Week Range: $20.09-$11.94 increasingly leveraging AI algorithms to conduct personalized social engineering attacks such

as deepfakes to generate realistic video and audio snippets that are difficult to distinguishMarket Cap: $5.9B

from authentic recordings. As the adoption of agentic AI continues, the need to secure AI

Net Debt (MM): $(636.3)