Added to YB: 2024-06-11
Pitch date: 2024-06-10
S [bullish]
SentinelOne, Inc.
-23.24%
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
$4.9B
Pitch Price
$17.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
-17.40
P/E
-10.61
EV/Sales
4.29
Sector
Software
Category
growth
SentinelOne -A Big Opportunity After A 20% Drop
S: Cybersecurity play w/ strong AI-powered platform. Rev +40% YoY, expanding beyond endpoint to emerging tech (40% new customers). Raised FCF guidance but lowered rev on macro. Trades at discount to CRWD despite competitive tech. Upside on big client wins & profitability, but slower growth than CRWD at similar rev a risk. Mgt focused on growth > margins for now.
Read full article (9 min)