SentinelOne shares are recommended as a strong buy despite recent market challenges and tariff concerns, due to their strong operational performance and promising outlook. The company's Q4 results exceeded expectations with significant new customer acquisitions, strong ARR growth, and improved competitive positioning, highlighting effective sales execution. SentinelOne's shift from end-point security to a comprehensive CNAPP platform, coupled with AI-driven solutions, positions it for substantial growth and market share gains.
Cybercrime is forecast to cause a staggering $10.5 trillion in damage to the global economy in 2025 alone, according to a report from Cybersecurity Ventures. Unfortunately, that number will probably grow even bigger in the years to come as businesses shift more of their operations online (increasing their vulnerability) and as technologies like artificial intelligence (AI) make it easier than ever for malicious actors to launch attacks.
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.
Shares of SentinelOne (S -0.36%) dropped more than 5% following the release of the company's fiscal 2025 fourth-quarter results (for the three months ended Jan. 31) on March 12. The cybersecurity specialist's guidance turned out to be weaker than expectations.
SentinelOne recently reported earnings, and the stock sold off about 17% in the hour or so following the report. As I quickly reviewed the contents of the report, I shared that a bounce was virtually inevitable. The report, contrary to the market's reaction, was actually pretty great. I'll walk us through the metrics underpinning that statement.
SentinelOne (S 2.51%) developed the Singularity cybersecurity platform, which features a suite of products powered by artificial intelligence (AI) to help businesses automate everything from threat detection to incident response.
SentinelOne reported strong growth with ARR up 27% YoY, yet the stock sold off due to conservative guidance and market obsession over net new ARR. Despite a potentially conservative outlook, the cybersecurity company guided to 23% growth for FY26 with AI, cloud, and a Lenovo partnership likely to drive years of strong growth. The stock trades at a massive discount at 5x forward EV/S targets.
SentinelOne NYSE: S insiders are selling stock in Q1, but investors should buy because of cybersecurity trends, the company's position in the cybersecurity industry, institutional and analyst trends, the deep value, and the insider trends.
I think the 14% selloff in SentinelOne, Inc. stock makes sense since investors are now focusing more on future guidance rather than past performance, especially given the current macro uncertainties in the US. Specifically, I'm concerned about the uncertainty surrounding government contracts due to the DOGE cost-cutting measures. The company's FedRAMP High certification is a plus, but revenue may stagnate. Q4 net new ARR was flat, partially due to the phase-out of legacy deception solutions. Management acknowledged a $10 million revenue impact, half of which will affect Q1 FY26.
SentinelOne, Inc S stock is trading lower on Thursday. The company reported fourth-quarter financial results Wednesday, and multiple Wall Street firms lowered their respective price targets on the stock.
SentinelOne (S) shares dropped after the company issued on Wednesday a revenue outlook that fell short of analysts' expectations after the bell Wednesday, even as adjusted earnings beat estimates.
The cybersecurity company reports better-than-expected fiscal fourth-quarter earnings and revenue but guidance disappoints.