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SentinelOne Stock Down 14% in a Month: Hold Tight or Time to Let Go?
ZACKS· 2025-08-19 18:36
Core Insights - SentinelOne (S) shares have decreased by 14% over the past month, underperforming the Zacks Computer & Technology sector's 3% return and the Zacks Security industry's decline of 12.1%, primarily due to challenging macroeconomic conditions affecting sales cycles and net new ARR growth [1][10][21] Company Performance - Despite recent stock performance, SentinelOne's long-term growth trajectory is supported by its innovative Singularity platform, which offers comprehensive AI-native security solutions across various levels [3][4] - The first quarter of fiscal 2026 saw significant growth in the adoption of AI-powered cybersecurity solutions, with Purple AI achieving triple-digit quarterly bookings growth year-over-year and an attach rate exceeding 25% for subscriptions sold [5][10] - SentinelOne's annualized recurring revenues (ARR) increased by 24% year-over-year to $948.1 million, with large enterprise customers generating over $100K in ARR rising by 22% year-over-year to 1,459 [10][13] Product Innovations - The launch of Purple AI Athena, the first true end-to-end Agentic AI platform for cybersecurity, and the general availability of Singularity Hyperautomation are key innovations driving growth [6][10] - Recent acquisitions, such as the agreement to acquire Prompt Security, are expanding the capabilities of the Singularity platform to secure generative and agentic AI use in enterprises [7] Strategic Partnerships - SentinelOne's expanding partner base, including notable companies like Amazon, CyberArk, Mimecast, and Lenovo, is enhancing platform functionality and attracting more customers [8][12] Financial Outlook - The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is 3 cents per share, indicating a 200% year-over-year increase, with expected revenues of approximately $242 million, reflecting 21.7% year-over-year growth [14][15] Competitive Landscape - The company faces stiff competition in the cybersecurity industry from established players like CrowdStrike and Microsoft, which may impact its market position [16][18]
Housing Starts Shine Light on 2 Homebuilding Stocks
Schaeffers Investment Research· 2025-08-19 18:32
The housing market is under scrutiny today, after privately owned starts for July came in well above analysts' estimates at an adjusted annual rate of 1.428 million, while building permits fell 2.8% from June and missed expectations. Despite the mixed data, Lennar Corp (NYSE:LEN) and Toll Brothers Inc (NYSE:TOL) are enjoying afternoon gains.LEN Breaks Above Technical ResistanceLEN was last seen 1.6% higher to trade at $133.52, following Friday's rally to its highest level since January. The stock sports a 2 ...
Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Markets Pull Back As Geopolitical Risk Premium Declines
FX Empire· 2025-08-19 18:30
Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in relation to investments and financial instruments [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].
PatentVest Releases First-Ever Quantum Computing Rankings
Globenewswire· 2025-08-19 18:30
Core Insights - The PatentVest Pulse Report highlights the transition of quantum computing from R&D to commercialization, identifying key players in the $850 billion market [1][2] - The report evaluates 38 companies based on competitive progress and intellectual property defensibility, indicating that leadership is not yet established [2][3] Competitive Benchmarking - PatentVest analyzed 38 companies across various metrics including technology modality, funding history, and patent portfolio defensibility [3] - The top companies ranked by global patent publications include D-Wave Quantum Inc., Origin Quantum, and IonQ Inc., with D-Wave leading with 1,338 publications [4][5] Emerging Quantum Computing Companies - The report ranks companies based on their global patent publications and total patent families, showcasing a concentrated leadership group [5] - D-Wave, Origin Quantum, and IonQ are identified as frontrunners, while other challengers like PsiQuantum and Quantinuum are also making significant advancements [5] IP Landscape - The analysis covers 14,762 patent families from 1,743 assignees, mapping the intellectual property landscape in quantum computing [6] - IBM, Alphabet, and Microsoft are the top corporate assignees in terms of patent publications, while startups like D-Wave and Rigetti hold targeted portfolios [7] Conclusion - The combination of competitive benchmarking and IP landscape analysis suggests that success in quantum computing will depend on both intellectual property and commercialization capabilities [8]
Google pays $30M to settle lawsuit over children's YouTube data
TechCrunch· 2025-08-19 18:28
In Brief Google will pay $30 million to settle a class action lawsuit claiming it violated children’s privacy on YouTube, per Reuters.The lawsuit alleges that Google collected data from children watching YouTube videos; while this kind of data collection has become common, it remains illegal to collect data from children under the age of 13, per the longstanding COPPA legislation. Though Google will settle the case, the company denies these allegations.It’s possible that up to 45 million people in the U.S. ...
VUG: Buy For The Bubble
Seeking Alpha· 2025-08-19 18:27
Growth stocks were sluggish in H2 last year as Mag 7 earnings outperformance narrowed and overbought technical conditions started to weigh. Quite simply, growth needed a rest and a reset. That came with the March/April "crash" and growth is once again leading the gains inMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElr ...
Meta is shaking up its AI org, again
TechCrunch· 2025-08-19 18:27
In Brief On Friday, The Information reported that Meta was preparing to tear down its existing AI org and reorganize it into four new groups. Four days later, the change has been made official with an internal memo, as reported by Bloomberg and The New York Times. The changes were announced by Scale AI founder Alexandr Wang, who joined Meta as Chief AI officer in June.Meta’s new organization for AI will be called the Meta Superintelligence Labs, or MSL. The centerpiece is a new group called TBD Labs, which ...
Enduro Metals Announces Increase to Non-Brokered Private Placement and Closes First Tranche
Newsfile· 2025-08-19 18:26
Core Points - Enduro Metals Corporation has closed the first tranche of a non-brokered private placement, raising total gross proceeds of $2,730,477.43 and increasing the overall placement size to up to $3.5 million [1][4] Group 1: Private Placement Details - The first tranche included the issuance of 1,945,825 flow-through shares at a price of $0.185 per share and 15,803,332 non flow-through units at a price of $0.15 per unit [2] - Each non flow-through unit consists of one common share and one-half of a common share purchase warrant, with each warrant allowing the purchase of one common share at a price of C$0.22 until August 19, 2027 [3] - Proceeds from the non flow-through units will be used for general working capital, while proceeds from the flow-through shares will be allocated to eligible Canadian exploration expenses related to the Newmont Lake project [4] Group 2: Use of Proceeds and Tax Implications - The company will renounce qualifying expenditures by December 31, 2025, in an amount not less than the total gross proceeds raised from the issuance of the flow-through units, with expenses to be incurred by December 31, 2026 [5] - The company paid finders fees totaling $91,694.99 in cash and issued 599,741 finder's warrants to qualified parties [6] Group 3: Management Participation - Key executives, including the CEO and President, participated in the offering by purchasing flow-through shares and non flow-through units, which constitutes a related party transaction [7] Group 4: Company Overview - Enduro Metals is focused on the Newmont Lake Project, a 688 km² property located in British Columbia's Golden Triangle, with multiple deposit environments of interest identified [10]
2 Concrete & Aggregates Stocks to Ride Industrial and Public Spend
ZACKS· 2025-08-19 18:26
The Zacks Building Products - Concrete & Aggregates industry is progressing through 2025 with cautious optimism, anchored by strong and steady infrastructure demand. Funding from the Infrastructure Investment and Jobs Act (IIJA) and additional state-level initiatives continue to drive highway, bridge, and public works activity, creating a resilient base of demand. Residential construction remains pressured by high interest rates and affordability constraints, though multifamily projects are beginning to sta ...
Else Nutrition Schedules 2025 First Quarter Business Update Conference Call
Prnewswire· 2025-08-19 18:24
VANCOUVER, BC, Aug. 19, 2025 /PRNewswire/ - ELSE NUTRITION HOLDINGS INC. (TSX: BABY) (OTCQX: BABYF) (FSE: 0YL.F)  ("Else" or the "Company"), today announced that it plans to host a business update conference call at 10:00 a.m. Eastern Time on Thursday, August 21, 2025 to discuss the Company's financial results for the first quarter of 2025 ended March 31, 2025, as well as the Company's corporate progress and other developments.The conference call will be available via telephone by dialing toll free 1-877-40 ...