애널리스트
Bernstein: 투자의견 하향 → Market Perform
첫날 +0.1% · 5일 후 +3.4%
M&A·자금조달
SentinelOne CEO & CFO Sell ~60K Shares Combined for Tax Withholding영어 원문
Both sales were tax-withholding related, each ~2% of holdings, not a bearish signal
첫날 +1.9% · 5일 후 +17.1%
이전 이벤트 9건›
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -5.2% · 5일 후 -7.7%
실적악재
SentinelOne Beats Q2 but Cuts FY27 EPS View; Shares Fall영어 원문
Revenue beat and raised outlook offset by trimmed FY27 EPS guidance, weighing on shares
첫날 +1.2% · 5일 후 +1.7%
›전개 과정 7회
- 2026-08-21 복수의 독립 소식통이 실적 일정을 확인하며 시장의 관심이 높아졌다.
- 2026-08-24 Multiple sources confirm earnings date; focus on AI-native security platform results
- 2026-08-24 Multiple sources confirm earnings date; market watches AI-native security platform results
- 2026-08-25 Focus on whether profitability inflection can hold without sacrificing 23% ARR growth; upcoming report draws attention
- 2026-08-27 Ahead of earnings, options imply a large move; focus on revenue and EPS vs. consensus.
- 2026-08-28 Revenue and EPS beat estimates, but soft guidance weighed on shares in after-hours trading
- 2026-08-28 Revenue beat and raised outlook offset by trimmed FY27 EPS guidance, weighing on shares
실적
실적 발표
첫날 +10.7% · 5일 후 -12.8%
애널리스트호재
Oppenheimer raises SentinelOne PT to $27 from $21영어 원문
Multiple sources confirm analyst upgrade amid AI-driven endpoint security tailwinds
첫날 -3.1% · 5일 후 -8.3%
기업악재
SentinelOne CEO & Insider Sell More Shares on Aug 6영어 원문
CEO sold 53,811 shares; another insider sold 26,374 shares, extending recent insider selling trend
첫날 +3.9% · 5일 후 -1.8%
›전개 과정 2회
- 2026-08-09 Six executives incl. CEO, COO sold >100k shares on Aug 6, all tax-withholding sales
- 2026-08-10 CEO sold 53,811 shares; another insider sold 26,374 shares, extending recent insider selling trend
기업악재
SentinelOne Executives Sell Shares for RSU Tax Obligations영어 원문
CAO, COO, President, and CLO sold ~48K shares on Aug 6 in non-discretionary tax withholding events.
첫날 +3.9% · 5일 후 -1.8%
›전개 과정 5회
- 2026-08-08 CEO, COO among several insiders sold shares on the same day, values ranging from $110K to $1.1M, drawing market attention.
- 2026-08-08 Adds CEO sale of 53,811 shares and other tax-related sales, total over $2M
- 2026-08-09 CEO, COO, and other executives sold shares on Aug 6, all non-discretionary tax withholding events
- 2026-08-09 CEO, COO, CFO and others sold on same day, all non-discretionary tax withholding
- 2026-08-09 CAO, COO, President, and CLO sold ~48K shares on Aug 6 in non-discretionary tax withholding events.
제품호재
SentinelOne Expands Wayfinder Frontier AI Services, Launches Governed Closed-Loop Response for Autonomous SOC영어 원문
Two AI security platform updates announced same day, enhancing autonomous SOC capabilities
첫날 +5.2% · 5일 후 +10.9%
애널리스트호재
Scotiabank: 투자의견 상향 → Sector Outperform
첫날 +3.7% · 5일 후 +2.2%
기업악재
Sonic Labs loses 3 board members in a day, token drops over 5%영어 원문
Cronje, Kong, and Richardson resigned Friday; $S is down 97% since its January 2025 launch
첫날 -1.9% · 5일 후 +13.5%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
