Filing Flows › SentinelOne (S) › Takeover & LBO
Is SentinelOne (S) a takeover target?
A leveraged buyout does not work for SentinelOne on its latest figures: it has no positive EBITDA to borrow against (−$256M over the last 12 months, on revenue of $1.1B). Historically 5.9% of companies with its figures were bought within a year (1.18× the average).
Why a leveraged buyout does not fit
A leveraged buyout is paid for mostly with debt that the company's own cash flow repays. SentinelOne's EBITDA over the last 12 months was −$256M on revenue of $1.1B, so there is nothing to lend against and nothing to repay a loan with: a buyer would have to pay almost entirely with its own money. That is the kind of deal another company — a strategic buyer that wants the products, the pipeline or the technology — makes, not a private-equity fund. The model therefore gives no buyout price.
What a takeover could cost
Takeovers in its sector paid a median premium of 30% over the share price before the deal (the middle half 12% to 31%), according to the 14 merger proxies and tender-offer responses on EDGAR that state a premium. At the median, SentinelOne would cost about $28.05 a share, $9.6B for all its shares.
| Premium | % | Price a share | All shares |
|---|---|---|---|
| Low end (a quarter of deals paid less) | 12% | $24.17 | $8.3B |
| Median | 30% | $28.05 | $9.6B |
| High end (a quarter paid more) | 31% | $28.27 | $9.7B |
The odds, from history
Historically 5.9% of companies with its figures were bought within a year (1.18× the average). Its figures put it in decile 8 of 10 (10 = the most likely to be bought). The odds come from a model of every merger proxy, tender-offer response and going-private statement filed on EDGAR since 2011, set against each company's size, margins, debt, cash flow and growth the year before.
SentinelOne's latest quarter
SentinelOne, Q2 FY27: revenue $292M (+21% year over year), operating margin -31.1%, net loss $93.4M, operating cash flow −$6.5M. The chart follows the revenue to costs, profit and cash.
Questions
Is SentinelOne being acquired?
No headline, 8-K or 13D about a sale is on file in the last year.
Could private equity buy SentinelOne?
A leveraged buyout does not work for SentinelOne on its latest figures: it has no positive EBITDA to borrow against (−$256M over the last 12 months, on revenue of $1.1B). With no cash flow to repay a loan, a buyer would pay almost entirely with its own money: a deal for another company (a strategic buyer), not for a private-equity fund.
What would a takeover of SentinelOne cost?
Takeovers in its sector paid a median premium of 30% over the share price before the deal (the middle half 12% to 31%), according to the 14 merger proxies and tender-offer responses on EDGAR that state a premium. At the median, SentinelOne would cost about $28.05 a share, $9.6B for all its shares.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.