Core Viewpoint - The article discusses the increasing scrutiny and criticism of Chinese cybersecurity companies by U.S. experts and institutions, particularly focusing on the actions of Dakota Cary and the implications for the cybersecurity industry. Group 1: Criticism of Chinese Cybersecurity Companies - Dakota Cary, a prominent figure in U.S. cybersecurity, has accused several Chinese companies, including Alibaba and Baidu, of being "weapons suppliers" for state-sponsored hacking, distorting the nature of penetration testing services [1][3][6] - Cary's claims are seen as part of a broader strategy to isolate Chinese cybersecurity firms from international collaborations, particularly the Microsoft Active Protections Program (MAPP) [6][7] - Following Cary's accusations, Microsoft announced restrictions on Chinese companies' access to vulnerability information, which was celebrated by Cary as a victory [7][8] Group 2: Historical Context and Evolution - The article traces the origins of U.S. criticism of Chinese cybersecurity back to a 2012 congressional hearing where Richard Bejtlich accused the Chinese government of extensive cyber espionage [9][13] - This hearing marked the beginning of a decade-long focus on China as a primary adversary in cyberspace, leading to a series of reports and accusations against Chinese firms [13][14] - The narrative has evolved, with newer figures like Cary taking the lead in shaping public perception and policy against Chinese cybersecurity entities [17][20] Group 3: The Role of U.S. Cybersecurity Firms - U.S. cybersecurity firms, such as SentinelOne, have benefited from the political climate by increasing government contracts, with SentinelOne's government orders rising from 12% in 2021 to 37% by 2025 [32][33] - The article highlights a pattern where U.S. cybersecurity companies publish reports that criticize Chinese firms, which in turn helps them secure government contracts and funding [32][34] - The rise of companies like CrowdStrike and SentinelOne is linked to their ability to align with U.S. government interests and narratives against China [33][34] Group 4: Response from Chinese Cybersecurity Firms - In response to the accusations, Chinese cybersecurity companies have begun to publish their own reports exposing U.S. cyber activities, aiming to counter the narrative and assert their capabilities [36][37] - Reports from firms like Qihoo 360 and Antiy have detailed U.S. cyber attacks, marking a shift towards a more aggressive defense strategy against U.S. claims [35][36] - The article notes that these responses are part of a broader struggle for legitimacy and recognition in the global cybersecurity landscape [34][38] Group 5: Future Implications - The ongoing conflict between U.S. and Chinese cybersecurity firms reflects a larger geopolitical struggle, with implications for international cybersecurity cooperation and competition [48][49] - The article suggests that the U.S. is conducting a comprehensive assessment of China's cybersecurity capabilities, which may signal preparations for future cyber confrontations [48][49] - The narrative constructed by U.S. experts may influence policy decisions and funding allocations within the U.S. government, further entrenching the divide between the two nations in the cybersecurity domain [57][58]

【文/观察者网专栏作者 心智观察所】 一、"微脱钩"的吹鼓手 2025年7月26日，美国社交媒体X上，认证为"中国网络安全问题专家"的达科塔·卡里（Dakota Cary）突 然开启了"猎巫"行动。他点名了十家互联网和网络安全企业，阿里巴巴、百度、安天、安恒、绿盟等都 在其中。他列举了这些企业的公开资料中安全服务品类中有渗透测试服务的截图，并用红框标注：这些 企业伪装成守护者，实为国家级黑客的"武器供应商"。 渗透测试服务是网络安全行业常见的服务品类，是网络安全公司为协助客户发现安全缺陷的一项基础服 务。这一服务模式本来就是美国网络安全企业所创造的，全球主要网络安全企业，包括美国主流安全企 业都提供该项服务，只是在称呼上，部分美国企业称之为"红队"（Red Team）服务而已。 卡里的真实意图，意在将中国网络安全企业从一项微软漏洞分享体系MAPP中剥离。MAPP（Microsoft Active Protections Program微软主动防护计划）是一个由微软安全响应中心（MSRC）发起的全球性安全 合作项目，旨在通过提前向认证安全厂商共享漏洞信息，缩短漏洞修复的防护窗口期，提升整体网络安 全防御能力。微 ...

SentinelOne Inc. (NYSE:S) is one of the best low-priced technology stocks to buy right now. On September 8, Robert W. Baird analyst Shrenik Kothari reaffirmed a Buy rating with a $23 price target, as the company continues to strengthen its position in the cybersecurity market following its acquisition of Observo AI. SentinelOne (S) Strengthens Cybersecurity Platform with Observo AI Integration, Says Baird Photo by FlyD on Unsplash The analyst highlighted that the acquisition enhances SentinelOne’s reach ...

Core Thesis - SentinelOne, Inc. is positioned as a disruptive force in the cybersecurity industry, leveraging its AI-driven, cloud-native platform, Singularity, to autonomously prevent, detect, and respond to threats across various environments [2][3]. Company Overview - As of September 11th, SentinelOne's share was trading at $18.46, with a forward P/E ratio of 92.59 [1]. - The company operates under a subscription-based SaaS model, which has driven rapid growth, with Annual Recurring Revenue (ARR) projected to rise from $67 million in 2020 to $1 billion by 2025 [3]. Market Position and Strategy - SentinelOne's agent-based architecture allows for real-time responses without continuous connectivity, providing a competitive edge over legacy providers and next-generation competitors [2]. - The company is targeting high-growth markets, including endpoint security, data analytics, cloud, and identity, with a total addressable market (TAM) exceeding $100 billion [3]. Growth and Financial Metrics - Despite recent retention issues, SentinelOne's valuation is attractive, trading at a steep discount to competitors like CrowdStrike, with a significantly lower price-to-sales (P/S) ratio [4]. - If the company successfully executes its growth plan and expands margins, its valuation model suggests potential upside of nearly 150% [4]. Customer Demand and Recognition - SentinelOne's solutions have been recognized by Gartner as among the top offerings in endpoint and cloud security, indicating strong customer demand for its products [3]. Recent Performance and Sentiment - The stock price has depreciated approximately 4.59% since previous coverage due to retention concerns, but the long-term bullish thesis remains intact [5].

Group 1 - SentinelOne has become the subject of takeover rumors but has instead pursued its own acquisitions, indicating a potential strategy to remain independent [1][6] - The company has made two bolt-on acquisitions of smaller competitors since August, which may signal its intention to continue operating independently [1] - Despite slowing growth, the recent acquisitions could positively impact SentinelOne's stock price and future fiscal results [2][7] Group 2 - Founded in 2012, SentinelOne has grown to nearly $1 billion in annual revenue, primarily due to its AI-powered cybersecurity platform, Singularity [4] - Revenue growth has slowed significantly, dropping from over 100% in the early 2020s to just 32.2% last fiscal year, with further downward revisions expected [5][8] - Recent fiscal results showed a 22% increase in revenue year-over-year, but the growth slowdown remains a concern [8]

Group 1 - SentinelOne has underperformed the market in 2023, with a year-to-date performance of -19%, while the S&P 500 has gained +12% [1] - The analysis emphasizes the importance of quantitative methods for identifying undervalued stocks across various industries [1] Group 2 - The author has been investing since 2013 and has gained knowledge from extensive reading on stock market strategies [1]

Core Insights - SentinelOne Inc. is recognized as a leading cybersecurity stock, particularly following its strategic partnership with Schwarz Digits to develop an AI-powered cybersecurity platform [1][2]. Group 1: Partnership and Platform Development - The partnership aims to deliver a cybersecurity platform specifically targeting European customers, addressing the increasing demands for data sovereignty and regulatory compliance [2]. - The collaboration combines SentinelOne's Singularity Platform with Schwarz Digits' STACKIT sovereign cloud infrastructure, ensuring that data remains within specific jurisdictions while complying with European regulations [2][3]. Group 2: Market Demand and Compliance - There is a strong demand from European customers for security solutions that provide advanced protection while ensuring full data sovereignty [3]. - The new platform will align with EU policy frameworks related to Cloud and AI development, ensuring digital sovereignty for both public and private sectors in Europe [3]. Group 3: Company Overview - SentinelOne is a cybersecurity company that leverages artificial intelligence to provide an autonomous platform for comprehensive enterprise-wide cybersecurity, covering endpoints, cloud environments, and identity infrastructure [4]. - The platform utilizes behavioral and static AI for real-time prevention, detection, and response to cybersecurity threats [4].

Group 1 - SentinelOne, Inc. ranks among the most active stocks to buy according to Wall Street analysts, with a price target increase from $17 to $19 by DA Davidson, maintaining a Neutral rating [1] - The company's Annual Recurring Revenue (ARR) reached $1.001 billion, surpassing projections of $985 million, reflecting a 24% year-over-year growth [1] - Despite strong performance metrics, SentinelOne's fiscal year 2026 revenue guidance was only raised by $1.5 million at the midpoint, attributed to cautious management considering macroeconomic conditions [2] Group 2 - The company reduced its operating margin expectation by about 50 basis points, linked to foreign exchange effects and the Prompt Security acquisition [2] - SentinelOne is recognized for its cybersecurity technologies, including the Singularity Platform, endpoint protection, and attack surface management tools [3]

Group 1 - The discussion focuses on the competitive differentiation of SentinelOne's technology in the endpoint security market compared to kernel-based approaches [1] - There has been a noted increase in market education regarding these technological differences over the past year [1] - The company is reflecting on its progress in illustrating this competitive edge, particularly in the enterprise sector [1]

SentinelOne (NYSE:S) 2025 Conference September 08, 2025 04:45 PM ET Company ParticipantsTomer Weingarten - Co-Founder, Chairman, President & CEOMax Gamperl - VP - Equity ResearchBarbara Larson - CFOGabriela Borges - MD - Software ResearchGabriela BorgesOkay, get started. Following on the microphone?Yeah, I think. Okay, cool. A little subtle. Hi, Gabriela Borges. Delighted to have on stage with me my colleague Max Gamperl and Tomer and Barbara from the SentinelOne team. Thank you so much for taking the time ...