SentinelOne, Inc. (NYSE:S ) Q4 2025 Earnings Conference Call March 12, 2025 4:30 PM ET Company Participants Doug Clark - VP, IR Tomer Weingarten - CEO Barbara Larson - CFO Conference Call Participants Adam Tindle - Raymond James Brian Essex - JPMorgan Gray Powell - BTIG Annick Baumann - Jefferies John DiFucci - Guggenheim Jonathan Ho - William Blair Shaul Eyal - TD Cowen Zach Schneider - Baird Rudy Kessinger - D.A. Davidson Tal Liani - Bank of America Eric Heath - KeyBanc Capital Markets Trevor Walsh - Citizens JMP Andrew Nowinski - Wells Fargo Operator Good afternoon.
SentinelOne forecast annual revenue below Wall Street estimates on Wednesday, hurt by tough competition and softer enterprise spending due to economic uncertainty.
SentinelOne stock tumbled after the cybersecurity firm's fiscal first quarter 2026 revenue guidance came in well below expectations. The post SentinelOne Earnings Top Views.
S fourth-quarter fiscal 2025 results are likely to reflect strong demand for the Singularity platform amid growing competition and stretched valuation.
SentinelOne: Why A Major Rerating Is Likely Coming
SentinelOne (S) closed the most recent trading day at $21.08, moving +1.05% from the previous trading session.
One of the cybersecurity names that has drawn attention in recent years is SentinelOne (S -2.90%). Its artificial intelligence (AI)-driven approach has helped it stand out in the increasingly critical cybersecurity industry.
SentinelOne is a unique AI-driven cybersecurity company, currently undervalued, with significant growth potential and a compelling buying opportunity around the $22-23 support area. Despite a recent UBS downgrade causing a temporary stock slide, SentinelOne's robust AI capabilities and bullish technical setup suggest a potential 60% upside. SentinelOne's market cap is only $7.8 billion, trading at 7 times sales, much lower than peers like CrowdStrike, Palo Alto Networks, and Zscaler.
The latest trading day saw SentinelOne (S) settling at $22.78, representing a -1.39% change from its previous close.
S' strong prospects, driven by an expanding AI-powered portfolio, as well as a solid partner base, are noteworthy. However, a stretched valuation is a concern.
This cybersecurity company uses artificial intelligence to protect companies from cyberattacks.
The cybersecurity sector is a compelling industry to invest in. Customer demand remains strong, and cyberattacks show no signs of slowing down.