S SentinelOne, Inc.

Technology · Software - Infrastructure

Desk view

Watchingmedium conviction · entry the laggard catching up (+30% in 30 days, still only +9% on the year and -8.6% from its high); after this week's +9.5% the entry is the first pullback that HOLDS the 20-day ($17.39) — chasing 12.5% ab... — not entered

Basis Open desk call ·Logged decision

Updated Jul 18, 2026

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $14.56 · VWAP $17.12 · +26.0% vs 12m avg buyer

pullback vol: expandingchurn: quiet as of Oct 16, 2026

Insiders selling 0 buy / 1 sell · Form 4, 90d $13.3M sold last open-market sell Weingarten Tomer Oct 6, 2026

Cluster CEO, CFO + 4 others sold $3.4M, Jul 27–Aug 7

Coverage

2 watchlists

Watchlists @cybersec @nvidia-open-agent-ecosystem

S Price Structure

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Peers

Every watchlist S belongs to, members best 30-day change first — S highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cybersec

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ZS+8.3% -5.9%1d -11.3%7d

BB+5.5% -7.4%1d -9.5%7d

OKTA-0.5% -10.2%1d -19.3%7d

BUG-1.4% -5.3%1d -11.5%7d

CIBR-1.5% -4.5%1d -10.2%7d

FTNT-1.5% -7.0%1d -13.2%7d

HACK-2.0% -4.2%1d -10.4%7d

CRWD-5.8% -7.0%1d -17.3%7d

S-6.9% -7.7%1d -17.9%7d

NET-8.7% -6.3%1d -17.9%7d

PANW-9.0% -7.6%1d -18.3%7d

@nvidia-open-agent-ecosystem

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ACN+21.1% +2.1%1d +9.9%7d

SNPS+20.1% -2.9%1d -10.9%7d

CDNS+14.2% -1.5%1d -9.4%7d

NTSK+9.9% -7.1%1d -8.5%7d

ZS+8.3% -5.9%1d -11.3%7d

MSFT+7.9% -1.9%1d -1.1%7d

PLTR+6.7% -7.2%1d -11.0%7d

SAP+5.2% -0.3%1d +4.4%7d

FFIV+4.3% -3.2%1d -7.9%7d

PWR+2.0% -1.6%1d -10.5%7d

NOW+1.5% -4.4%1d +0.8%7d

CHKP+0.1% -0.2%1d +0.5%7d

NVDA+0.1% -1.4%1d -6.6%7d

CSCO-0.3% -2.2%1d -9.3%7d

OKTA-0.5% -10.2%1d -19.3%7d

NEE-0.7% +1.1%1d +3.1%7d

FTNT-1.5% -7.0%1d -13.2%7d

IBM-2.3% -0.8%1d +2.2%7d

JPM-2.6% +1.3%1d +2.0%7d

HPE-2.7% -6.0%1d -24.9%7d

SPCXE-3.2% -1.7%1d -10.2%7d

MNDY-3.9% -4.2%1d +1.6%7d

CRM-3.9% -2.5%1d +5.0%7d

CRWD-5.8% -7.0%1d -17.3%7d

C-6.5% +0.8%1d -4.2%7d

ARM-6.6% -6.9%1d -14.4%7d

S-6.9% -7.7%1d -17.9%7d

SAIL-7.9% -5.1%1d -9.7%7d

HPQ-8.2% -2.7%1d -0.6%7d

NET-8.7% -6.3%1d -17.9%7d

PANW-9.0% -7.6%1d -18.3%7d

FROG-9.0% -10.8%1d -17.5%7d

ORCL-10.4% -4.6%1d -9.3%7d

SMCI-14.2% -9.9%1d -24.4%7d

AKAM-16.0% -4.9%1d -17.9%7d

DELL-19.8% -4.6%1d -22.9%7d

DOCN-20.3% -9.8%1d -26.8%7d

NBIS-21.0% -12.2%1d -25.1%7d

CRWV-26.4% -11.9%1d -25.2%7d

BTDR-30.0% -8.1%1d -19.8%7d

IREN-36.7% -11.2%1d -23.3%7d

Desk commentary

Authored analysis and challenge notes tied to S.

NoteDesk Jul 18, 2026

Cybersec entry conditions: the rotation-IN lane gets its written triggers

Next earnings S reports in 47 days Dec 3

Last report Aug 27

Reported EPS $-0.27 versus analyst consensus of $-0.23 (-16.5%).

full note →

Against street estimates

How S's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 27 · projection Oct 16

Result

Aug 27 -0.23-0.27-16.5%Miss

May 28 -0.24-0.23+2.8%Beat

Mar 12 -0.18-0.33-79.2%Miss

Dec 4 '25 -0.17-0.18-2.9%Miss

Aug 28 '25 -0.19-0.22-14.9%Miss

May 28 '25 -0.24-0.63-166.6%Miss

Mar 12 '25 -0.21-0.22-5.3%Miss

Dec 4 '24 -0.20-0.25-22.3%Miss

S research tape

71 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

Oct 16, 2026 scan Cybersecurity Scan — October 16, 2026 Close Oct 15, 2026 scan Monster Scan — 2026-10-15 Oct 14, 2026 scan Monster Scan — 2026-10-14 Oct 13, 2026 brief A Flat Index Over a Chip Rout, and Cipher's Zero-Coupon Haircut Oct 13, 2026 scan Monster Scan — 2026-10-13