Added to YB: 2025-10-16
Pitch date: 2025-10-14
S [bullish]
SentinelOne, Inc.
-12.33%
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
$17.20
Price Target
45.62 (+203%)
Dividend
N/A
EV/EBITDA
-16.88
P/E
-12.96
EV/Sales
5.45
Sector
Software
Category
growth
Can SentinelOne challenge CrowdStrike?
S: AI-driven cybersecurity challenger to CrowdStrike w/ $821.5M revs, 24% ARR growth to $1B. Autonomous agent-based platform covers endpoints/cloud/identity. Retention issues (NDR fell 132%→110%) addressed via new Flex pricing model. Trades 6.5x P/S vs CRWD's 25x despite comparable growth. Bull: $100B TAM, GenAI security pioneer. Bear: retention challenges, dilution risk. PT $45.62 (+165% upside, 17.7% CAGR to 2030).
Read full article (13 min)