Wedbush 维持 SentinelOne 跑赢大盘评级、目标价 25→27 美元，称 OneCon 2026 战略积极

Cybersecurity firm SentinelOne ( S ) held its OneCon event earlier this week and Wedbush Securities said the company is "making the right moves" with its "aggressive" investments in artificial intelligence. "We attended OneCon 2026 in Las Vegas, where we come away with positive takeaways around SentinelOne’s strategy to build a new security infrastructure for the age of AI with agents now operating within enterprises with credentials, tools, identities, and the ability to act independently, increasing the threat surface," analyst Steven Wahrhaftig wrote in a note to clients. "We spoke with dozens of customers, vendors, resellers, and MSPs to get a better gauge of where customers are focused and we note that many new and existing customers are looking to expand their presence on the SentinelOne platform beyond endpoint solutions, including SIEM, identity. We note that some customers we spoke to, which were SMB and mid-market organizations, were doing competitive bakeoffs between S and CRWD, but ended up choosing with SentinelOne due to attractive pricing without sacrificing technical ability. We believe this shows how S is continuously winning deals in downstream markets while CRWD operates more in enterprise environments given its premium products and pricing." Wahrhaftig reiterated his Outperform rating on SentinelOne and upped his price target to $27 from $25.