Added to YB: 2025-09-26
Pitch date: 2025-09-24
S [bullish]
SentinelOne, Inc.
-17.56%
current return
Author Info
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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
$18.00
Price Target
55.00 (+265%)
Dividend
N/A
EV/EBITDA
-16.88
P/E
-12.96
EV/Sales
5.45
Sector
Software
Category
growth
$1B ARR, Rising Margins, Big TAM: SentinelOne’s Bagger Math
S: AI-native cybersecurity platform at $1B ARR (+24% YoY) flipping to profitable growth. Q2 revenue $242M (+22%), non-GAAP op margin 2% targeting 3% FY26. Purple AI GA, PingSafe CNAPP acquisition, pending Prompt Security deal create AI+data+cloud control plane. Risks: brutal competition (MSFT/CRWD/PANW), execution on portfolio reshaping, proving AI security differentiation. Path to 2-3x via operating leverage as consolidator.
Read full article (2 min)