SentinelOne: Data And Cloud Should Drive A Stronger 2026 (NYSE:S)

SentinelOne's ( S ) stock has come under significant pressure in 2025, despite a seemingly modest valuation and a likely growth rebound in coming quarters. Net new ARR and RPO growth are accelerating, and SentinelOne's margins continue to improve. Some of this is likely relatedRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can ...