SentinelOne Dips 10% YTD: Should You Buy, Sell or Hold the Stock?
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.
Is This Beaten-Down Cybersecurity Stock Finally Worth Buying?
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: $1.1 Billion Cash, $0 Debt, ~$1 Billion ARR, Long Runway Ahead
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.
1 No-Brainer Artificial Intelligence (AI) Stock Down 75% to Buy on the Dip in 2025
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: Market Is Far Too Negative
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 Insider Selling? Why Investors Should Stay Bullish
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.
SentinelOne's Selloff: Growth Concerns Loom Despite Profitability Milestones
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 Stock Slips As Analysts Cut Price Forecasts On Soft Guidance, ARR Miss, Product Retirement
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 Stock Slumps as Revenue Forecast Disappoints
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.
SentinelOne Stock Is Tumbling After Earnings. Why ‘It's Not That Bad.
The cybersecurity company reports better-than-expected fiscal fourth-quarter earnings and revenue but guidance disappoints.
SentinelOne, Inc. (S) Q4 2025 Earnings Call Transcript
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 forecasts annual revenue below Wall Street estimates
SentinelOne forecast annual revenue below Wall Street estimates on Wednesday, hurt by tough competition and softer enterprise spending due to economic uncertainty.
