When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about SentinelOne (S) .SentinelOne currently has an average brokerage recommendation (ABR) of 1.68, o ...

baranozdemir/iStock via Getty Images Since I last covered cybersecurity play SentinelOne (NYSE:S) on February 20, the stock lost 5% while the S&P 500 gained 12%. At that time emphasized the strength of its Singularity platform which protects against cybersecurity threats in real-time together with the progress on profitability. However, I had a hold position based on the opportunities having already been priced in given it was trading at a forward price-to-sales of 13x. Now, it could profit from CrowdSt ...

Jonathan Kitchen/DigitalVision via Getty Images Investment Thesis Cybersecurity company SentinelOne, Inc. (NYSE:S) is slated to announce their Q2 FY25 earnings next week on Tuesday, August 27th, after markets close. The company's results will come a day before its larger peer, CrowdStrike Holdings, Inc. (CRWD), reports the most anticipated earnings report of this earnings season on August 28th, where industry watchers and markets will closely follow updates & commentary from CrowdStrike's management followi ...

SentinelOne’s (S) shares have declined 16.9% in the year-to-date (YTD) period, underperforming the Zacks IT Services industry’s decline of 0.2% and the broader Zacks Computer & Technology sector’s 18% growth.It has been suffering from a challenging macroeconomic condition and tighter financial conditions, which continue to impact customer buying behavior. High interest rate and persistent inflation continue to negatively impact enterprise spending. These factors, along with a revamp of SentinelOne’s go-to-m ...

In the latest market close, SentinelOne (S) reached $22.79, with a +1.97% movement compared to the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.38%. On the other hand, the Dow registered a gain of 0.61%, and the technology-centric Nasdaq increased by 0.03%.Prior to today's trading, shares of the cybersecurity provider had gained 2.15% over the past month. This has outpaced the Computer and Technology sector's loss of 7.5% and the S&P 500's loss of 3.2% in that time.The in ...

Group 1: Upstart - Upstart's stock has fallen over 93% from its former high, but there is potential for recovery as the lending environment improves and revenue begins to grow again [4][3] - The company uses proprietary AI technology to evaluate loan applicants, claiming it provides better credit access and fewer defaults compared to traditional credit scores [2] - Upstart has expanded its network of lender partners from 10 to over 100 since going public and has diversified its offerings to include auto loans and home equity lines of credit [2] Group 2: SentinelOne - SentinelOne's stock has decreased by 70% from its peak valuation, but the company continues to show strong growth, with revenue exceeding $674 million and positive free cash flow of $33 million last quarter [5][7] - The company operates in the cybersecurity sector, which is projected to grow from $193 billion in 2024 to over $500 billion by 2032, indicating significant market opportunities [7] - SentinelOne's forward price-to-sales ratio is under nine, which is lower than competitors like CrowdStrike and Zscaler, suggesting potential for a higher valuation as profitability improves [7]

CrowdStrike's tech blunder might open the door for SentinelOne to benefit.Cybersecurity has become an integral component in today's digitally connected world. It's so significant that when CrowdStrike (CRWD -3.34%) accidentally released a software glitch to its cybersecurity platform, it caused a global tech outage on July 19.CrowdStrike's mistake can contribute to competitors capturing customers who may have otherwise considered the cybersecurity giant. SentinelOne (S -5.55%) is one such potential benefici ...

Sundry Photography Just a few days ago cyber-security firm CrowdStrike Holdings (CRWD) was responsible for the large global IT outage causing the grounding of air planes, the shutdown of millions of Windows devices and other disruptions. With CrowdStrike's stock getting hammered as a result, a key competitor, SentinelOne, Inc. (NYSE:S) is emerging as a potential beneficiary in the cyber-security market. As investors struggle to ascertain the impact of the IT outage on CrowdStrike's business, I think some cu ...

The stock is poised to crush the market over the next decade and beyond.Cybersecurity stocks are in the news after a flawed update from CrowdStrike virtually bricked 8.5 million computers worldwide last week. While it's unclear how much the breach will impact CrowdStrike over the long term, it could be a long-awaited opportunity for its smaller rival, SentinelOne (S -0.30%), to shine.The rising cybersecurity star is one of Wall Street's fastest-growing companies and rapidly heading toward profitability. Mea ...

Company Performance - SentinelOne closed at $23.11, reflecting a -1.28% change from the previous day, which lagged behind the S&P 500's daily loss of 0.51% [1] - Over the past month, shares of SentinelOne gained 22.12%, outperforming the Computer and Technology sector's loss of 2.41% and the S&P 500's loss of 0.26% [1] - The upcoming earnings disclosure is anticipated, with a forecasted EPS of -$0.01, indicating an 87.5% increase from the same quarter last year, and a projected revenue of $197 million, representing a 31.84% rise year-over-year [1] Full Year Estimates - For the full year, analysts expect earnings of $0.03 per share and revenue of $811.41 million, marking changes of +110.71% and +30.63% from the previous year [2] - Recent changes to analyst estimates suggest a positive outlook for SentinelOne's business, with positive revisions indicating favorable short-term business trends [2] Valuation Metrics - SentinelOne has a Forward P/E ratio of 900.39, significantly higher than its industry's Forward P/E of 28.26, indicating a premium valuation [3] - The company has a PEG ratio of 16.56, compared to the average PEG ratio of 3.27 for the Computers - IT Services industry [3] Industry Context - The Computers - IT Services industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 93, placing it in the top 37% of over 250 industries [4] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [4]