SentinelOne (S) ended the recent trading session at $27.57, demonstrating a -1.22% swing from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.38%. Elsewhere, the Dow saw an upswing of 0.59%, while the tech-heavy Nasdaq appreciated by 0.09%.Shares of the cybersecurity provider have appreciated by 7.97% over the course of the past month, outperforming the Computer and Technology sector's gain of 7.11% and the S&P 500's gain of 4.9%.Market participants will be ...

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In the latest market close, SentinelOne (S) reached $26.26, with a +1.12% movement compared to the previous day. The stock outpaced the S&P 500's daily loss of 0.03%. Elsewhere, the Dow lost 0.61%, while the techheavy Nasdaq added 0.56%. The the stock of cybersecurity provider has risen by 8.39% in the past month, leading the Computer and Technology sector's gain of 1.65% and the S&P 500's gain of 1.39%. The investment community will be paying close attention to the earnings performance of SentinelOne in it ...

SentinelOne, Inc. (NYSE:S) Investor Technology Session at OneCon Conference Call October 16, 2024 4:00 PM ET Company Participants Doug Clark - Vice President, Investor Relations Tomer Weingarten - Chief Executive Officer Ric Smith - Chief Product and Technology Officer Michael Cremen - Chief Revenue Officer Barbara Larson - Chief Financial Officer Conference Call Participants Brad Zelnick - Deutsche Bank Brian Essex - JPMorgan John DiFucci - Guggenheim Securities Rob Owens - Piper Sandler Saket Kalia - Barc ...

SentinelOne, Inc. (NYSE:S) Investor Technology Session at OneCon Conference Call October 16, 2024 4:00 PM ET Company Participants Doug Clark - Vice President, Investor Relations Tomer Weingarten - Chief Executive Officer Ric Smith - Chief Product and Technology Officer Michael Cremen - Chief Revenue Officer Barbara Larson - Chief Financial Officer Conference Call Participants Brad Zelnick - Deutsche Bank Brian Essex - JPMorgan John DiFucci - Guggenheim Securities Rob Owens - Piper Sandler Saket Kalia - Barc ...

Company leverages SentinelOne's rich endpoint and vulnerability management telemetry data within Corelight Sensor to find and disrupt attacksSAN FRANCISCO, Oct. 15, 2024 /PRNewswire/ -- Corelight, the fastest growing provider of network detection and response (NDR) solutions, today announced a partnership with SentinelOne™, (NYSE: S), a global leader in AI-powered security, to provide real-time enrichment of Corelight logs. Combining endpoint and vulnerability data at the point of observation in the network ...

SentinelOne Inc S shares have been in focus with the growing cybersecurity concerns among businesses.The current estimates for the company over the next 18 months appear "too low," according to Piper Sandler.Analyst Rob Owens upgraded the rating for SentinelOne from Neutral to Overweight, while raising the price target from $25 to $32.The SentinelOne Thesis: The expectations over the next four to six quarters appears too conservative and there are three key catalysts that are likely to drive incremental NNA ...

Core Insights - SentinelOne Inc. is emerging as a strong competitor to CrowdStrike in the cybersecurity market, particularly in endpoint detection and response (EDR) and extended detection and response (XDR) solutions [1][2] - The North American cybersecurity market is projected to grow from $75.3 billion in 2023 to nearly $200 billion by 2030, with a compound annual growth rate (CAGR) of 14.3% [1] Company Overview - SentinelOne's strategy emphasizes the speed of machine responses to security breaches, utilizing its AI-driven Singularity platform for automated threat detection and response [3] - The company's business model integrates EDR, cloud workload protection, and IoT security into a centralized platform, enhancing its competitive edge [3] Product Innovations - The launch of Purple AI, an AI-powered virtual assistant, has improved threat hunting and incident remediation speed by 80% for early adopters, showcasing the company's commitment to user accessibility [4] - SentinelOne is focusing on runtime security and cloud workload protection to differentiate itself in a fragmented market [5] Go-To-Market Strategy - The company employs a land-and-expand strategy, starting with EDR solutions and upselling additional services to grow its presence within organizations [6] - SentinelOne is building a robust partner ecosystem to scale effectively, particularly in mid-sized businesses, and has strengthened its incident response capabilities through partnerships [7] Financial Performance - In Q2 FY25, SentinelOne reported a 33.1% year-over-year revenue growth to $199 million, achieving its first positive non-GAAP net income [8] - Annual recurring revenue (ARR) grew by 32% to $806 million, with significant increases in high-spending customers [8] - The company has a strong balance sheet with $700 million in cash and no debt, although it has a growing goodwill from acquisitions [9] Market Outlook - SentinelOne raised its FY 2025 revenue guidance to $815 million, indicating positive growth expectations despite some investor disappointment [10] - The company anticipates benefiting from increased pipeline activity and win rates due to disruptions faced by competitors like CrowdStrike [11] Competitive Landscape - The cybersecurity market is highly competitive, with larger players like Microsoft and CrowdStrike posing challenges due to their greater resources [13] - SentinelOne's reliance on channel partners introduces concentration risk, as a single partner accounted for 19% of revenue in FY24 [13][16] Valuation Metrics - SentinelOne has a market cap of $7.6 billion and trades at a P/S ratio of 10.6x, which is attractive compared to its peers [18] - The company is expected to grow its revenue significantly over the next two years, positioning it for potential multiple expansion [18] Future Prospects - The company is on track to achieve consistent profitability, with expectations for this milestone in Q2 or Q3 of the following year [29] - SentinelOne's focus on AI-driven automation and strategic partnerships positions it well for future growth and shareholder value [29]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

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