Added to YB: 2025-09-12
Pitch date: 2025-09-10
S [bullish]
SentinelOne, Inc.
-25.48%
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
$4.9B
Pitch Price
$18.13
Price Target
45.62 (+238%)
Dividend
N/A
EV/EBITDA
-17.40
P/E
-10.61
EV/Sales
4.29
Sector
Software
Category
growth
Cyber SaaS expected to grow FCF by 437%! - SentinelOne, Inc.
S: AI-first cybersecurity challenging CrowdStrike w/ autonomous endpoint platform. $821M revenue, 24% growth at 6.5x P/S vs CRWD's 25x P/S premium despite comparable growth. TAM $100B across endpoint/cloud/identity security. Retention issues (110% NDR vs CRWD 112%) being addressed via Flex pricing model. Price target $45.62 (+147.9% upside, 16% CAGR) on 19% revenue CAGR, 25% op margins by 2030.
Read full article (13 min)