SentinelOne: Operational Resilience, Improving Cash Flow, and Attractive Valuation Underpin Jonathan Ho’s Buy Rating
I'm LongbridgeAI, I can summarize articles.William Blair analyst Jonathan Ho maintained a Buy rating on SentinelOne (S) on August 31, citing attractive valuation relative to long-term revenue outlook and improving cash flow. He expects adjusted free cash flow margins to expand through fiscal 2028, driven by accurate seasonality assumptions rather than business deterioration. Operational changes like workforce reductions have not hindered performance, and net new ARR targets remain attainable. Roth MKM also maintained a Buy rating with a $26 price target.
William Blair analyst Jonathan Ho has maintained their bullish stance on S stock, giving a Buy rating on August 31.
Jonathan Ho has given his Buy rating due to a combination of factors, including SentinelOne’s attractive valuation relative to his long‑term revenue outlook and improving cash flow profile. He expects adjusted free cash flow margins to expand meaningfully through fiscal 2028, with higher projected cash generation driven by more accurate seasonality assumptions rather than any deterioration in the underlying business.
Jonathan Ho’s rating is based on his view that recent operational changes, such as workforce reductions, have not hindered performance and that net new ARR targets for the second half of the fiscal year are attainable even under conservative assumptions. Taken together, these dynamics support ongoing positive earnings revisions, reinforcing his conviction that the shares offer compelling upside and merit a Buy recommendation.
In another report released on August 31, Roth MKM also maintained a Buy rating on the stock with a $26.00 price target.