Will SentinelOne’s (S) New AI Partnerships Redefine Its Competitive Edge in Cloud Security?
- At its recent OneCon 2025 event in Las Vegas, SentinelOne announced a comprehensive suite of new AI-powered cybersecurity products, including expanded integrations with Amazon Web Services, new capabilities for its Purple AI assistant, and the launch of the Wayfinder Threat Detection & Response suite in partnership with Google Cloud.
- These developments underscore SentinelOne’s ongoing drive to combine autonomous security with human expertise, targeting emerging risks in cloud, AI, and agentic operations while deepening its footprint with leading hyperscale partners.
- We’ll now examine how SentinelOne’s broadened AWS integrations and agentic security innovations may influence its future investment outlook.
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SentinelOne Investment Narrative Recap
To be a SentinelOne shareholder, you need to believe in the long-term demand for AI-driven, autonomous cybersecurity and the company’s ability to convert this innovation into sustained revenue and improving margins. The latest OneCon announcements, focused on deepened AWS integrations, new agentic security features, and managed services with Google Cloud, reinforce SentinelOne’s ambition but do not materially shift the most important short-term catalyst: accelerating multi-product adoption through enterprise customers. The biggest risk remains margin pressure from ongoing R&D investment and reliance on large hyperscale partners, especially as these giants could reprioritize their own security offerings.
Among the new developments, SentinelOne’s expanded AWS integrations and Singularity Hyperautomation for AWS Security Incident Response are especially relevant. These integrations position SentinelOne to entrench itself within enterprise cloud environments, increasing cross-sell potential while addressing emerging security needs across generative AI workflows, a direct link to the key catalyst of driving larger, stickier customer deals through broader platform adoption.
However, it’s worth remembering that while partnerships with hyperscalers open doors, there’s always the risk that these same partners might…
Read the full narrative on SentinelOne (it’s free!)
SentinelOne’s narrative projects $1.6 billion in revenue and $215.8 million in earnings by 2028. This requires 22.0% yearly revenue growth and a $645.2 million earnings increase from current earnings of -$429.4 million.
Uncover how SentinelOne’s forecasts yield a $23.50 fair value, a 39% upside to its current price.
Exploring Other Perspectives
S Community Fair Values as at Nov 2025
Thirteen Simply Wall St Community members estimate SentinelOne’s fair value anywhere from US$15 to US$35 per share. While enterprise adoption and product innovation support growth expectations, reliance on large partners continues to weigh on the near-term outlook and remains a key topic for investor debate.
Explore 13 other fair value estimates on SentinelOne – why the stock might be worth over 2x more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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