SentinelOne: Chasing The $375 Billion Cybersecurity Gold Rush

Market Growth and Projections - The cybersecurity market is experiencing significant growth, with Morgan Stanley projecting a 12% compound annual growth rate (CAGR) through 2028, which will push the industry to nearly $375 billion [1] - Cloud-based security platforms are expected to grow even faster than the overall cybersecurity market [1] Industry Dynamics - Despite the rapid growth, cybersecurity still represents a relatively small portion of the overall IT spending, indicating substantial room for further expansion [1] Analyst Background - The analyst has extensive experience in investment banking and private equity consulting, with a focus on risk assets such as growth, contrarian, and emerging market investments [1] - The analyst is currently pursuing the CFA charter, having completed levels I and II [1]