SentinelOne: Initiate Long For Its Strong Growth And Huge TAM
SentinelOne(S) Seeking Alpha·2024-01-09 06:01
BlackJack3D Investment overview I give a buy rating for SentinelOne (NYSE:S), as I believe there is plenty of room for S to continue growing and capturing share in this large $40 billion total addressable market [TAM]. As long as the world becomes more digitalized, cybersecurity is here to stay, and it will only get larger from here given the nature of cyberattacks. Looking ahead, I expect the business to accelerate growth as it reinvests in sales and marketing, and there is a potential for valuation to ...