$S

Citizens upgraded J.B. Hunt (JBHT) to Outperform with a $300 target, citing a 18% pullback. Goldman upgraded Sunbelt Rentals (SUNB) to Buy with a $93 target, citing strong Q1 results. Macquarie upgraded Trip.com (TCOM) to Outperform with a $53.20 target, citing Q2 earnings. Citi upgraded Haemonetics (HAE) to Buy with a $123 target, citing a supply agreement. BofA upgraded HawkEye 360 (HAWK) to Buy with a $23 target, citing strong growth. Guggenheim downgraded Lyft (LYFT) to Neutral with a $16 ta

Analysts made several calls on Thursday. Goldman upgraded Sunbelt citing growth improvement. Wolfe reiterated Tesla as peer perform. Bernstein downgraded Palo Alto Networks, Okta, and SentinelOne due to valuation. Citizens upgraded JBHT to market outperform. Daiwa reiterated Nvidia as outperform but lowered its price target to $245. RBC initiated Kraft Heinz as outperform. Wells Fargo initiated several bitcoin miners as overweight. Barclays reinstated Paramount Skydance as underweight and Warner

Bernstein downgraded SentinelOne (S) to Market Perform but raised its price target to $25.00. The company's GF Value™ suggests a 10.3% undervaluation, with a GF Score™ of 84/100. SentinelOne, an AI-powered cybersecurity firm, has a market cap of $8.06 billion but is currently unprofitable.

SentinelOne's stock fell 3.3% in pre-market trading due to a downgrade by Bernstein SocGen Group, which set a $25 price target. CEO Tomer Weingarten's recent share sales and a hawkish Federal Reserve rate hike also pressured the stock. Despite strong fundamentals, the company's shares underperformed peers.

Analysts adjusted ratings and price targets for several companies. HSBC downgraded Copart to hold, lowering its target to $36. Bernstein downgraded Palo Alto Networks and SentinelOne but raised their targets. Fortinet's target was raised by Bernstein, while Pegasystems' was cut by JP Morgan. Other companies affected include J&J, Generac, Mks, Oscar Health, and Wingstop.

SentinelOne (S) expanded its Wayfinder AI services with OpenAI's GPT-5.6-Cyber model. The company reported Q2 FY2027 revenue of $292M, up 21% YoY, and raised full-year guidance. Non-GAAP operating margin improved to 10%, but GAAP net loss widened to $93.4M. The new AI tools are in private preview, with no immediate revenue impact.

Dave & Buster's (PLAY) fell 11.1% due to Q2 earnings miss. Vishay (VSH) rose 2.5% on Oppenheimer's Outperform rating. DocuSign (DOCU) gained 3.9% after IDC recognition and AI news. SentinelOne (S) rose 2.9% on Latio's AI Security Platform Leader status. Agilon Health (AGL) climbed 3.9% after Bernstein SocGen's upgrade and price target raise.

SentinelOne CEO Tomer Weingarten sold $2.29M in shares on September 11, part of a pre-planned 10b5-1 trading plan. The stock is up 56.5% year-to-date, closing at $23.48. Weingarten also converted Class B shares to Class A, holding a total of 1.74M Class A and 3.42M Class B shares.

Weingarten Tomer (President, CEO) sold 114,890 shares of SentinelOne, Inc. (S) at $19.89 ($2.29M total) on 2026-09-11 under a Rule 10b5-1 trading plan.

Qualys (QLYS) reported $182.2M revenue, up 11% YoY, beating estimates. SentinelOne (S) reported $292M revenue, up 20.6%, but missed EPS guidance. Zscaler (ZS) reported $898.2M revenue, up 24.9%, beating estimates. Tenable (TENB) reported $268.5M revenue, up 8.6%, with mixed results. All stocks declined post-earnings.