SentinelOne (S) Surpasses Market Returns: Some Facts Worth Knowing
In the latest trading session, SentinelOne (S) closed at $24.12, marking a +1.9% move from the previous day.
Better Artificial Intelligence (AI) Stock: Palo Alto Networks vs. SentinelOne
The adoption of artificial intelligence (AI) in the cybersecurity industry has been gaining momentum in the past couple of years, unlocking a significant long-term growth opportunity for companies in this sector.
SentinelOne: Poised For A DeepSeek AI Revolution
SentinelOne, Inc.'s $1.1 billion cash balance and no debt provide a substantial cushion for growth, supporting a path to $40 per share by summer 2025. Despite recent earnings disappointments, SentinelOne's improving free cash flow margins and financial discipline will reframe it as a profitable growth story. My investment thesis for S stock focuses on future free cash flow, projecting a 9% margin by Q4, emphasizing long-term potential over short-term noise.
SentinelOne Declines 12% in a Year: Buy, Sell or Hold the Stock?
S' strong prospects, driven by an expanding AI-powered portfolio, as well as a solid partner base, is noteworthy. However, a stretched valuation is a concern.
SentinelOne: Chasing The $375 Billion Cybersecurity Gold Rush
The cybersecurity market is projected to grow at a 12% CAGR through 2028, with cloud-based cybersecurity potentially growing even faster. SentinelOne's Singularity XDR suite drives strong ARR growth, with projections of $1.25 billion ARR by FY2026 and a DBNRR around 130%. SentinelOne is nearing profitability, with expected positive operating income by FY2026.
SentinelOne: Fundamental Outlook Is Still Intact
I reiterate my buy rating for SentinelOne due to its robust revenue and ARR growth, particularly from larger enterprise customers. Emerging products like Purple AI and AI Security Posture Management are experiencing strong adoption, positioning S to capitalize on the growing AI security market. Enhanced distribution through partnerships with Lenovo and achieving FedRAMP High certification significantly expands S's market reach and credibility.
SentinelOne (S) Rises Yet Lags Behind Market: Some Facts Worth Knowing
In the closing of the recent trading day, SentinelOne (S) stood at $22.33, denoting a +0.54% change from the preceding trading day.
1 No-Brainer Artificial Intelligence (AI) Stock Down 70% to Buy on the Dip in 2025
SentinelOne (S -1.62%) went public with a bang in 2021. After listing at $35 per share, it more than doubled to a record high of $78.50 within just a few months.
SentinelOne: Should Be Able To Maintain Expertise In Several Cybersecurity Niches
SentinelOne's products lead in cybersecurity niches, driving customer growth and expected revenue increases. Singularity platform ranks No. 1 for 4th year; Purple AI shows strong growth and customer adoption, enhancing security operations. Revenue rose 28% to $211M; 4Q guidance at $222M; ARPU expected to grow 3% quarterly; marketing costs stable.
Will SentinelOne Stock Break Out in 2025?
The cybersecurity field is a lucrative but crowded industry. Fortune Business Insights forecasts this industry will expand at a compound annual growth rate (CAGR) of 14% through 2032.
SentinelOne, Inc. (S) Barclays 22nd Annual Global Technology Conference (Transcript)
SentinelOne, Inc. (NYSE:S ) Barclays 22nd Annual Global Technology Conference December 12, 2024 1:25 PM ET Company Participants Tomer Weingarten - Co-Founder and Chief Executive Officer Doug Clark - Vice President, Investor Relations Conference Call Participants Saket Kalia - Barclays Saket Kalia All right. Hi, good morning, everyone.
Can SentinelOne Rebound in 2025 After CrowdStrike's Slip-Up?
In 2024, it seems to be a year of the haves and the have-nots in the cybersecurity industry. Bigger firms have tended to get bigger, while smaller ones have tended to lose value.
