Added to YB: 2025-06-02
Pitch date: 2025-05-29
S [neutral]
SentinelOne, Inc.
-12.93%
current return
Author Info
No bio for this author
Company Info
SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company’s Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization’s endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats.
Market Cap
$5.7B
Pitch Price
$17.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
-16.88
P/E
-12.96
EV/Sales
5.45
Sector
Software
Category
growth
TRADE ALERT: SELL SentinelOne; What I Got Wrong
S sell: Mistake owning SentinelOne. Facing competitive challenge from CrowdStrike; customers got nervous in April. Management pulled revenue guidance—cardinal sin for growth company. FCF grew 35% Y/Y but without strong topline growth, 60x forward FCF valuation unsustainable. Clean balance sheet ($750M cash) blinded me to slowing growth.
Read full article (3 min)