SentinelOne(S)

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SentinelOne: Untapped Potential
Seeking Alpha· 2024-07-23 23:25
Sundry Photography Opportunity Within the Cybersecurity Sector With the increasing demand for protection against cyberattacks, investors recognize the potential returns from high-growth cybersecurity stocks. This trend is reflected in the HACK ETF's near 60% price increase over the last five years. Companies like Palo Alto Networks, Inc. (PANW) and Zscaler, Inc. (ZS) are gaining attention from politicians and analysts alike. However, it's crucial to differentiate whether this growth is organic and sustainab ...
Trade of the Day: Buy SentinelOne (S) Stock Amid Cybersecurity Carnage
Investor Place· 2024-07-23 12:17
Group 1: Core Insights - SentinelOne (NYSE:S) is positioned as an attractive investment opportunity due to the recent troubles faced by rival CrowdStrike (NASDAQ:CRWD), which experienced a significant system outage impacting various industries [1] - SentinelOne specializes in cybersecurity, focusing on protecting enterprise-level clients' endpoints, cloud workloads, and identification credentials using advanced technologies like artificial intelligence [1] - The average cost of data breaches is rising, making endpoint security essential for enterprises, thus enhancing the appeal of SentinelOne's offerings [1] Group 2: Technical Analysis - The technical profile for SentinelOne has turned bullish, with the stock gaining over 6% in the past five sessions, while CrowdStrike suffered a loss of more than 30% during the same period [2] - SentinelOne's stock reached an intraday high of $24.80, indicating a potential target of $25, which is a significant psychological milestone and a previous level of support [2] - Barchart identified SentinelOne as a J-Hook opportunity, suggesting a potential breakout following a see-saw price action [2] Group 3: Trading Strategy - Investors are advised to consider long-expiry call options for SentinelOne, specifically the 2025 Jan. 17 $25 call, as the price action suggests $25 is a logical target for bullish traders [3] - The main risk factor is the technical support at $22, which could be a fallback point for the stock [3] - The potential loss of market share by CrowdStrike may serve as a fundamental driver for SentinelOne's stock to recover to previous highs [3]
SentinelOne: GARP Valuation; Hypergrowth Performance
Seeking Alpha· 2024-07-23 11:30
Sundry Photography SentinelOne: Can a company of this scale survive in a consolidating cybersecurity sector Before starting this article, I thought it's best to consider the sector rotation trades of the past few weeks and months. Many readers will know that most of this year have seen outsize gains in the so-called Magnificent Seven. Lately, there has been a rotation of small caps and defensive names. The small-cap rotation has been as strong as anything ever seen, according to some data. The past several ...
Why SentinelOne Stock Surged Today
The Motley Fool· 2024-07-22 17:12
Investors are looking for an investment opportunity after CrowdStrike's mistake last week.Shares of cybersecurity company SentinelOne (S 7.67%) surged on Monday because it's one of CrowdStrike's biggest rivals and CrowdStrike is struggling. As of 11:30 a.m. ET, SentinelOne stock was up 8% whereas CrowdStrike stock was down about 12%.Why could this be good for SentinelOne?According to Microsoft, an estimated 8.5 million Windows-based devices went down Friday after CrowdStrike's software update had a defect. ...
SentinelOne (S) Surges 7.9%: Is This an Indication of Further Gains?
ZACKS· 2024-07-22 16:30
Group 1 - SentinelOne shares increased by 7.9% to close at $21.72, with notable trading volume compared to typical sessions, and a total gain of 12.1% over the past four weeks [1] - The company is experiencing growth due to the adoption of its AI-powered security solutions, which are driving top-line growth [1] - SentinelOne is expected to report a quarterly loss of $0.01 per share, reflecting an 87.5% year-over-year change, with revenues projected at $197 million, a 31.8% increase from the previous year [1] Group 2 - The consensus EPS estimate for SentinelOne has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [2] - SentinelOne holds a Zacks Rank of 3 (Hold), while Dell Technologies, another company in the IT Services industry, has a Zacks Rank of 2 (Buy) [2] - Dell Technologies' consensus EPS estimate has also remained unchanged at $1.72, representing a -1.2% change compared to the previous year, with a recent stock price increase of 0.4% to $125.79 [2]
SentinelOne: Likely Best Positioned To Benefit From The CrowdStrike Incident
Seeking Alpha· 2024-07-22 00:45
sankai/E+ via Getty Images Thesis The cybersecurity industry will continue to grow quickly and outperform the market in the coming years. Investors looking to buy into the industry today should look at CrowdStrike (CRWD) competitors such as SentinelOne (NYSE:S), in part because their offerings could see increased demand due to fallout from the recent CrowdStrike outage. Author's Note: I wrote an investment thesis for CrowdStrike in 2021, and it's been a great performer since then. If you're not familiar ...
SentinelOne Has Potential for High Long-Term Alpha
GuruFocus· 2024-07-19 13:00
SentinelOne Inc. (S, Financial) is one of the less established advanced cybersecurity companies working with artificial intelligence. The industry is positioned to have extremely high growth over the next few decades as AI, robotics and automation platforms scale. As a result, many investments in the field are richly valued, but SentinelOne is much more favorable in this regard with a much lower price-sales ratio compared to competitors. In addition, the company is close to free cash flow positivity, which ...
SentinelOne (S) Up 16% in a Month: How Should You Play the Stock?
ZACKS· 2024-07-18 15:10
SentinelOne’s (S) shares have gained 16.2% in the past month. It is benefiting from the continued adoption of its AI-powered security solutions.In the first quarter of fiscal 2025, revenues jumped 40% year over year to $186 million driven by expansion in clientele. Singularity Data Lake was its fastest-growing solution (up triple-digits), followed by Cloud, Identity and others. Annualized Recurring Revenue (ARR) grew 35% year over year to $762 million in the fiscal first quarter. Customers with more than $1 ...
SentinelOne (S) Outperforms Broader Market: What You Need to Know
ZACKS· 2024-07-16 23:21
SentinelOne (S) ended the recent trading session at $21.88, demonstrating a +0.74% swing from the preceding day's closing price. The stock outpaced the S&P 500's daily gain of 0.64%. Elsewhere, the Dow saw an upswing of 1.85%, while the tech-heavy Nasdaq appreciated by 0.2%.Prior to today's trading, shares of the cybersecurity provider had gained 17.85% over the past month. This has outpaced the Computer and Technology sector's gain of 1.06% and the S&P 500's gain of 3.82% in that time.The upcoming earnings ...
Better AI Stock: BigBear.ai vs. SentinelOne
The Motley Fool· 2024-07-14 16:37
Which of these speculative stocks is a better investment right now?BigBear.ai (BBAI 0.62%) and SentinelOne (S 0.54%) represent two unique ways to invest in the growing artificial intelligence (AI) market. BigBear.ai develops modular data mining and analytics tools that can be plugged into edge networks. SentinelOne provides AI-powered cybersecurity tools that are aimed at replacing human analysts.Those AI-driven technologies sound promising, but both stocks disappointed their early investors. BigBear.ai wen ...