SentinelOne: Pre-Earnings Drop Could Spark Next Rally
SentinelOne shares have fallen ~7% since last coverage as Q2 FY26 earnings approach, with EPS projected at $0.03. AI-driven Singularity platform achieved 33% RPO growth to $1.2B and Purple AI attach rates above 25%. FedRAMP High authorization opens federal sector opportunities, solidifying leadership in AI cybersecurity and expanding the total addressable market.
SentinelOne: Surprising Downgrade Ahead Of Upcoming Generative AI Storm
At first glance, the stock looks compelling due to its rapid growth, discounted valuation, and clear margin expansion catalyst despite recent guidance reductions. The company lags larger peers in profitability and growth but is aggressively building its customer base and maintains a robust net cash balance sheet. Management attributes slower growth to macro headwinds, yet the long-term outlook is positive as cross-selling and margin expansion could drive a re-rating.
SentinelOne (S) Registers a Bigger Fall Than the Market: Important Facts to Note
In the most recent trading session, SentinelOne (S) closed at $18.69, indicating a -4.64% shift from the previous trading day.
SentinelOne: Palo Alto Bonus
SentinelOne jumped on rumors of a potential bid from Palo Alto Networks. A potential $10 billion acquisition by Palo Alto Networks would be a bonus to shareholders. SentinelOne is turning profitable, forecasting 22% sales growth and positive margins, yet trades at a significant discount to slower-growing peers.
SentinelOne (S) Moves 9.8% Higher: Will This Strength Last?
SentinelOne (S) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
SentinelOne (S) Rises As Market Takes a Dip: Key Facts
SentinelOne (S) closed the most recent trading day at $18.01, moving +1.64% from the previous trading session.
SentinelOne Looks Like Palantir Before The Breakout (Double Rating Upgrade)
SentinelOne could become GAAP profitable in the next year. As investors begin to recognize the company's strong, AI-driven revenue model, the stock could re-rate. Trading at only 5-6x sales, and with 25% FCF margins, we think the company's valuation is incredibly un-demanding. As management continues to execute against the opportunity, we're expecting a rapid rise in the company's share price.
SentinelOne (S) Stock Slides as Market Rises: Facts to Know Before You Trade
The latest trading day saw SentinelOne (S) settling at $17.92, representing a -3.24% change from its previous close.
SentinelOne: An Undervalued Cybersecurity Powerhouse Set To Explode With Non-Kernel Platform Integration
SentinelOne's Singularity platform consolidates endpoint, cloud, identity, and data protection into one AI-powered solution, capturing enterprises abandoning fragmented point solutions for integrated platforms. Post-CrowdStrike chaos, SentinelOne's non-kernel architecture and AI SIEM provide a competitive edge, driving structural wins and market share as companies prioritize resilient, safer architectures over legacy solutions. The shift from C-suite to engineer-led purchasing favors S1, creating superior retention dynamics that also benefit its multi-module approach and active partnerships with OS's and other vendors.
SentinelOne (S) Exceeds Market Returns: Some Facts to Consider
SentinelOne (S) closed at $18.45 in the latest trading session, marking a +1.77% move from the prior day.
SentinelOne: Poised To 2x Its Market Valuation
SentinelOne is a top AI-driven cybersecurity provider, benefiting from robust market growth and increasing enterprise demand for advanced security solutions. Rapid sales and annual recurring revenue growth, alongside improving profit margins and positive free cash flow, position S for operating profitability soon. With 77% profit growth projected next year and a valuation at half of CrowdStrike's, the Company offers compelling upside and re-rating potential.
SentinelOne: The $1 Billion ARR Breakout
SentinelOne's ARR grew 24% YoY to $948M, nearing the $1B mark, with 1,459 customers generating $100K+ annually. Purple AI bookings surged triple digits YoY, reaching a 25% attach rate, showing strong demand for AI-driven security. RPO rose 33% YoY to $1.2B, reflecting multi-year contracts and growing topline visibility.
