SentinelOne Pushes Into Regulated, On-Prem Markets With Arete Partnership

Overview

• On December 17, SentinelOne and Arete launched an On-Premises Deployment Solution to run the company’s AI-driven detection and response inside network-restricted, sovereign and regulated environments.
• The deployment is designed to provide consistent security on-premises for government organizations and public sector entities with strict data privacy and sovereignty requirements.
• Citizens reiterated a $23 price target and highlighted a CY26E EV/revenue multiple of 3.7x versus a peer median of 11.1x, pointing to a notable valuation gap.
• DA Davidson cut its target to $16 and kept a Neutral rating, calling shares undervalued but awaiting growth stabilization after FQ3 revenue rose 23% to $259 million and ARR reached $1.055 billion.
• Recent milestones include researchers tying two Chinese state actors to the Salt Typhoon telecom breach and a bookings mix now over 50% from Cloud Data and AI, with Purple AI attaching to about 40% of new licenses.