SentinelOne ( S ) shares fell Monday despite broader market gains, as the company expanded its partnership with Cloudflare ( NET ) to boost real-time threat detection. The S&P 500 rose 1.2%, and tech stocks gained 1.7%, putting added pressure on SentinelOne ( S ).

Integrates Cloudflare Logpush Into SIEM

SentinelOne’s Singularity AI SIEM now integrates Cloudflare Logpush telemetry, automating threat detection, investigation, and remediation. The partnership addresses the rising need for unified security solutions, combining Cloudflare’s global infrastructure with SentinelOne’s AI-driven insights to speed response across environments.

Organizations worldwide are facing a growing number of threat signals, according to Tom Evans, Cloudflare ( NET ) Chief Partner Officer. Cloudflare ( NET ) and SentinelOne ( S ) can automate action and analysis from a single platform, clearly see AI-driven correlations, and enforce protections to improve their security posture, he explained.

Recent Earnings Snapshot

Last week, SentinelOne ( S ) reported fourth-quarter revenue of $271.15 million, narrowly missing the consensus estimate of approximately $271.16 million.

The cybersecurity company posted fourth-quarter adjusted earnings of seven cents per share, beating analyst estimates of six cents per share.

SentinelOne ( S ) expects first-quarter revenue of approximately $276 million to $278 million versus estimates of $277.04 million. The company anticipates adjusted earnings of one cent to two cents per share in the first quarter versus estimates of 5 cents per share.

Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $19.34. Recent analyst moves include:

UBS: Neutral (Lowers Target to $15.00) (Mar. 13)

Citigroup: Neutral (Lowers Target to $17.00) (Mar. 13)

Canaccord Genuity: Buy (Lowers Target to $17.00) (Mar. 13)

S Trades -4.9% Below 100-Day SMA

The broader market saw gains, with the Technology sector up 1.73% today. SentinelOne’s decline comes as the sector performs well, indicating company-specific factors may be at play.

The stock is currently trading 5.7% above its 20-day simple moving average (SMA) but is 4.9% below its 100-day SMA, demonstrating mixed momentum. Shares have decreased 24.46% over the past 12 months and are currently positioned closer to their 52-week lows than highs.

The RSI is at 58.41, which is considered neutral territory. Meanwhile, MACD is at 0.1085, above its signal line at -0.0466, indicating bullish momentum.

The combination of neutral RSI and bullish MACD suggests mixed momentum.

Key Resistance: $15.50

Key Support: $12.50

BUG Holds S at 4.53% Weight

Global X Cybersecurity ETF ( BUG ) : 4.53% Weight

iShares Cybersecurity and Tech ETF ( IHAK ) : 4.15% Weight

SPDR S&P Software & Services ETF : 0.87% Weight

Significance: Because S carries significant weight in these funds, any substantial inflows or outflows in these ETFs will likely trigger automatic buying or selling of the stock.

S Stock Price Activity: SentinelOne ( S ) shares were down 2.75% at $14.12 at the time of publication on Monday, according to Benzinga Pro data.