10 Best Software Infrastructure Stocks to Buy According to Analysts

7. SentinelOne Inc. (NYSE:S)

Upside Potential: 25%

Number of Hedge Funds: 37

SentinelOne Inc. (NYSE:S) is a cybersecurity company that excels in endpoint protection solutions powered by artificial intelligence. The company offers its Singularity platform, which integrates prevention, detection, response, and hunting capabilities to safeguard organizations against advanced cyber threats. Its technology is designed to secure endpoints across various environments, including cloud, on-premises, and hybrid infrastructures.

In early December, SentinelOne Inc. (NYSE:S) announced its Q3 2025 earnings results for the quarter ending October 2024. The company’s revenue surged by 28% year-over-year (YoY) to $210.6 million, and its annualized recurring revenue (ARR) increased by 29% to reach $859.7 million. This growth was driven by the number of customers with ARR exceeding $100,000, which grew by 24% to 1,310 during the quarter. Significantly, the company reduced its operating losses, with the adjusted operating loss margin improving from (11)% to (5)%. SentinelOne also achieved positive free cash flow on a trailing twelve-month basis for the first time. Based on this strong performance, the company raised its FY 2025 revenue growth outlook to 32%. SentinelOne Inc. (NYSE:S) is well-positioned to capitalize on the increasing demand for cybersecurity solutions as organizations continue to face sophisticated cyber threats.

Oppenheimer analyst recently initiated coverage of SentinelOne Inc. (NYSE:S) with an Outperform rating and a $32 price target. The analyst highlighted several factors for this positive outlook, including an improved leadership team, enhanced operational execution, and a stronger sales and go-to-market strategy. He also emphasized the company’s potential in non-endpoint security, noting significant cross-sell and upsell opportunities. Moreover, the analyst believes that the consensus is underestimating SentinelOne Inc. (NYSE:S)’s recent strategic adjustments and the overall value of its platform.