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Waiting For Growth To Return: SentinelOne's Inflection Still Elusive
Seeking Alphaยท 2025-10-25 10:34
Core Viewpoint - Despite a 33% decline in the past year, SentinelOne (NYSE: S) is not considered a buy at this time, although there are positive trends in Purple AI monetization and platform consolidation [1]. Company Analysis - SentinelOne has experienced a significant drop of approximately 33% in its stock price over the past year [1]. - The company shows encouraging signals regarding platform consolidation and cash management, which may indicate potential for future growth [1]. Industry Trends - There is a notable interest in AI monetization trends within the industry, particularly related to Purple AI, which could influence investment decisions [1].
Waiting For Growth To Return: SentinelOne's Inflection Still Elusive (NYSE:S)
Seeking Alphaยท 2025-10-25 10:34
Core Viewpoint - Despite a 33% decline in the past year, SentinelOne (NYSE: S) is not considered a buy at this time, although there are positive trends in Purple AI monetization and platform consolidation [1]. Company Analysis - SentinelOne has experienced a significant drop of approximately 33% in its stock price over the past year [1]. - The company shows encouraging signals regarding platform consolidation and cash management, which may indicate potential for future growth [1]. Industry Trends - There is a notable interest in AI monetization trends within the industry, particularly related to Purple AI, which could influence investment decisions [1].
Fortinet Q3 Earnings Preview: I Expect A Beat, But I'm Waiting To Buy (NASDAQ:FTNT)
Seeking Alphaยท 2025-10-25 06:05
Core Insights - Fortinet (NASDAQ: FTNT) is a cybersecurity company that provides integrated network, cloud, and endpoint protection solutions, with earnings scheduled for November 5, prompting analysis of its stock for potential investment opportunities [1] Group 1: Company Overview - Fortinet specializes in cybersecurity solutions, focusing on integrated network, cloud, and endpoint protection [1] Group 2: Investment Strategy - The analysis emphasizes a GARP (growth at a reasonable price) investment strategy while remaining open to other opportunities [1] - The investment horizon is flexible, with a focus on holding stocks as long as the investment thesis remains valid [1] Group 3: Analyst Background - The analyst has developed market-beating algorithms using Python to identify attractive investment opportunities and has been investing since 2016 [1] - Previous experience includes roles at TipRanks as an analysis/news writer and editor, enhancing the understanding of market trends and investor interests [1]
Fortinet Q3 Earnings Preview: I Expect A Beat, But I'm Waiting To Buy
Seeking Alphaยท 2025-10-25 06:05
Core Insights - Fortinet (NASDAQ: FTNT) is a cybersecurity company that provides integrated network, cloud, and endpoint protection solutions, with earnings scheduled for November 5, prompting analysis of its stock for potential investment opportunities [1] Group 1: Company Overview - Fortinet specializes in cybersecurity solutions, focusing on integrated protection across network, cloud, and endpoint environments [1] Group 2: Investment Strategy - The analysis emphasizes a GARP (growth at a reasonable price) investment strategy while remaining open to various investment opportunities [1] - The investment horizon is flexible, with a focus on holding stocks as long as the investment thesis remains valid [1] Group 3: Analytical Background - The analyst has developed market-beating algorithms using Python to identify attractive investment opportunities [1] - Previous experience includes roles at TipRanks as an analysis/news writer and editor, enhancing the understanding of market trends and investor interests [1]
Fal.Con Europe Could Be CrowdStrike's Early Earnings Catalyst
MarketBeatยท 2025-10-24 20:59
Core Insights - CrowdStrike is preparing for its Fal.Con Europe event from November 4-6, ahead of its earnings report, which is expected to provide insights into the reception of its new Agentic Security Platform [3][5][12] - The Agentic Security Platform aims to unify data, intelligence, agents, and governance to enhance cybersecurity in an AI-driven environment [4][6] - Despite elevated valuation metrics, CrowdStrike is experiencing year-over-year revenue and earnings growth, with a projected 29% EPS growth in the next 12 months [8][10] Event Details - Fal.Con Europe is an extension of the Las Vegas event, showcasing the Agentic Security Platform and its features [4][5] - The event follows a significant outage at Amazon Web Services, highlighting the importance of resilient cybersecurity [6] Financial Performance - CrowdStrike's stock has shown a bullish trend since December 2022, with recent trading around $499 and attempts to break above $500 [14][15] - Analysts maintain a Moderate Buy rating for CRWD stock, but some top-rated analysts suggest alternative stocks may be better buys [9][17] Market Position - The company is capturing market share with its Falcon platform, which is crucial for sustaining its premium valuation [8][10][11] - Investors are encouraged to monitor the company's revenue and earnings for evidence of monetization and market adoption following the Fal.Con events [11][12]
Two Data Center Plays Race To New Highs, Near Buy Points
Investorsยท 2025-10-24 19:20
Dow Jones Futures: Intel, AI Play Jump After Bullish Tesla Move; Trade Talks, CPI In Focus 10/23/2025Futures rise with Intel and AI play Comfort Systems big earnings winners. Trump cuts off Canada trade negotiations with China... BREAKING: Stock Market At Highs; Huge Earnings, Fed, Trump-Xi Ahead Zscaler (ZS) is in a buy zone as it hits a new high in Friday's stock market. Shares broke out of a cup base at a buy point of 318.46 in early October and pulled back to their 21-day moving average before heading h ...
Levi & Korsinsky Reminds Fortinet, Inc. Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of November 21, 2025 - FTNT
Prnewswireยท 2025-10-24 13:00
Core Viewpoint - A class action securities lawsuit has been filed against Fortinet, Inc. for alleged securities fraud affecting investors between November 8, 2024, and August 6, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that Fortinet's management made false statements regarding the refresh cycle of their products, suggesting it would be more profitable than it actually was, as it involved older products that represented a "small percentage" of the company's business [2]. - It is alleged that Fortinet misrepresented the number of FortiGate firewalls eligible for upgrades and that the company had pushed through approximately half of the refresh in just a few months, contrary to claims of a gradual momentum over two years [2]. Group 2: Investor Information - Investors who suffered losses during the specified timeframe have until November 21, 2025, to request to be appointed as lead plaintiff, although participation in any recovery does not require serving in this role [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, indicating no financial obligation to participate in the lawsuit [3]. Group 3: Legal Firm Background - Levi & Korsinsky, LLP has a history of securing hundreds of millions of dollars for shareholders and is recognized as one of the top securities litigation firms in the United States, with over 70 employees dedicated to serving clients [4].
CrowdStrike (NASDAQ: CRWD) Stock Price Prediction and Forecast 2025-2030 (Oct 2025)
247Wallstยท 2025-10-24 12:15
The cybersecurity company CrowdStrike Holdings Inc. (NASDAQ: CRWD) recently saw record attendance at its Fal.Con 2025 conference, and it unveiled a major update to its Falcon platform. ...
How Background Screening Can Help Improve Your Cybersecurity Hiring Process
HR Daily Advisorยท 2025-10-24 09:05
Core Insights - The urgency to hire cybersecurity experts is heightened due to the increasing prevalence of digital information theft and fraudulent activities within organizations [1][2] - There is a significant talent gap in the cybersecurity field, with approximately 510,000 roles open in the U.S. by 2025, but only 74% of these positions can be filled with available talent [2][3] - The complexity of cybersecurity roles necessitates thorough background checks and data verification to ensure candidates possess the required expertise and integrity [3][9] Group 1: Challenges in Hiring Cybersecurity Professionals - Organizations face a talent gap, with only 74% of cybersecurity roles filled, highlighting the difficulty in finding qualified candidates [2] - A high percentage of HR professionals (71%) have encountered fabricated candidate information, emphasizing the need for improved vetting processes [3][8] - Speed to hire is a challenge, with only 12% of HR professionals consistently hiring candidates quickly, which is critical given the urgency of filling cybersecurity roles [8] Group 2: Importance of Cybersecurity Roles - Cybersecurity professionals are essential for protecting intellectual property and customer data, requiring specialized knowledge and technical skills [4] - Effective cybersecurity professionals possess attributes that allow them to think like potential attackers, enabling proactive identification of vulnerabilities [5][6] - The demanding nature of cybersecurity roles can lead to employee burnout, necessitating a focus on both talent acquisition and employee well-being [7] Group 3: Background Screening Benefits - Background screening can validate candidates' expertise, as an estimated 40% of individuals may lie on their resumes, making verification crucial [9][10] - Criminal background checks are important for identifying potential risks, given the high level of access cybersecurity professionals have to sensitive data [14] - Confirming a candidate's integrity through thorough background checks can enhance trust and expedite the hiring process, which is vital in cybersecurity roles [14]
NRD Cyber Security completes successful phase in Bangladesh and plans to focus on regional expansion
Globenewswireยท 2025-10-24 06:30
Core Viewpoint - NRD Cyber Security has decided to liquidate its Bangladesh-based entity while continuing its operations in the region without a registered legal entity [1][2]. Group 1: Company Actions - NRD Cyber Security has been operating in Bangladesh since 2015, contributing to the development of national cybersecurity capabilities [2]. - The company controls 99% of NRD Bangladesh's shares, which will be purchased by its founder, Norway Registers Development AS, to facilitate the liquidation [3]. - The planned liquidation will not impact the overall value of NRD Cyber Security or Norway Registers Development AS [3]. Group 2: Business Focus - NRD Cyber Security aims to focus on business development in the Indo-Pacific region following the liquidation of its Bangladesh entity [2]. - The company provides a range of cybersecurity solutions and consulting services, aiming to create secure digital environments for various stakeholders [4].