Where Will SentinelOne (S) Stock Be in 3 Years?

Key Points SentinelOne’s stock still trades below its IPO price. It’s still growing, but it faces intense competitive and macro headwinds. 10 stocks we like better than SentinelOne › SentinelOne (NYSE: S) , a provider of AI-powered cybersecurity services, went public five years ago at $35 per share. Its stock reached a record high of $76.30 in late 2021, but it now trades at about $24. Let's see why it pulled back -- and if it will recover over the next three years. Why did SentinelOne's stock drop below its IPO price? SentinelOne's Singularity XDR (extended detection and response) platform uses fully automated AI algorithms to counter cybersecurity threats . It claims that the approach is faster, more accurate, and more efficient than relying on teams of human analysts. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue » Image source: Getty Images. From fiscal 2021 to fiscal 2026 (which ended this January), SentinelOne's revenue surged from $93 million to $1.00 billion. However, its revenue growth, annualized recurring revenue (ARR) growth, and ARR growth among larger customers have all cooled over the past four years. Metric FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Revenue Growth 100% 120% 106% 47% 32% 22% ARR Growth 96% 123% 88% 39% 27% 22% Growth in Customers with $100,000+ in ARR 109% 137% 74% 30% 25% 18% Data source: SentinelOne. For fiscal 2027, SentinelOne expects its revenue to rise 20%-21%. That slowdown isn't disastrous, but it indicates its hypergrowth days are over. That deceleration can be attributed to intense competition from larger cybersecurity companies , including Palo Alto Networks (NASDAQ: PANW) and CrowdStrike (NASDAQ: CRWD) , which are integrating more AI-powered tools into their endpoint security platforms, as well as macro headwinds that drove its enterprise customers to rein in spending. SentinelOne's pursuit of higher-value enterprise customers (which generate over $100,000 in ARR) also exposed it to longer sales cycles with lower upfront payments. At the same time, it reined in its aggressive, loss-leading customer acquisition strategies to stabilize its margins. Its dollar-based net revenue retention rate among customers with over $100,000 in ARR also dipped from 115% in fiscal 2024 to 109% in fiscal 2026. In other words, its older, maturing enterprise customers were spending less money year over year on its platform. Where will SentinelOne's stock be in 3 years? From fiscal 2026 to fiscal 2029, analysts expect SentinelOne's revenue to grow at an 18% CAGR. But with an enterprise value of $8.3 billion, it isn't a screaming bargain at 6.9 times this year's sales. It also isn't expected to turn profitable within the next three years. If SentinelOne matches analysts' estimates through fiscal 2028, grows its revenue at a 15% CAGR through fiscal 2030, and still trades at seven times its current fiscal year's sales, its market cap could grow nearly 86% to $15.4 billion within the next three calendar years. That would lift it back above its IPO price, but it would remain far below its all-time high. Should you buy stock in SentinelOne right now? Before you buy stock in SentinelOne, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and SentinelOne wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $395,625 !* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,397,147 !* Now, it’s worth noting Stock Advisor’s total average return is 951 % — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor , and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of September 22, 2026. Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool recommends Palo Alto Networks. The Motley Fool has a disclosure policy .

It’s still growing, but it faces intense competitive and macro headwinds.

SentinelOne (NYSE: S) , a provider of AI-powered cybersecurity services, went public five years ago at $35 per share. Its stock reached a record high of $76.30 in late 2021, but it now trades at about $24. Let's see why it pulled back -- and if it will recover over the next three years.

SentinelOne's Singularity XDR (extended detection and response) platform uses fully automated AI algorithms to counter cybersecurity threats . It claims that the approach is faster, more accurate, and more efficient than relying on teams of human analysts.

Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »

From fiscal 2021 to fiscal 2026 (which ended this January), SentinelOne's revenue surged from $93 million to $1.00 billion. However, its revenue growth, annualized recurring revenue (ARR) growth, and ARR growth among larger customers have all cooled over the past four years.

For fiscal 2027, SentinelOne expects its revenue to rise 20%-21%. That slowdown isn't disastrous, but it indicates its hypergrowth days are over.

That deceleration can be attributed to intense competition from larger cybersecurity companies , including Palo Alto Networks (NASDAQ: PANW) and CrowdStrike (NASDAQ: CRWD) , which are integrating more AI-powered tools into their endpoint security platforms, as well as macro headwinds that drove its enterprise customers to rein in spending.