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3 Under-$50 Tech Stocks That Could Double Before Year-End
Yahoo Finance· 2026-03-25 17:35
If you're looking for some tech stocks trading under $50 that have the potential to double this year, I've got a strong trio for you to consider. All three of these stocks are beaten down and cheap, while still showing solid growth. 1. UiPath While its stock has been caught in the software-as-a-service (SaaS) sell-off, UiPath (NYSE: PATH) has a big potential opportunity in front of it, and the stock is dirt cheap, trading at a forward price-to-sales (P/S) ratio of just 3.6 times. Will AI create the world ...
LevelBlue and SentinelOne Announce Expanded Strategic Global Partnership to Deliver AI-Powered Managed Security Operations and Incident Response
Businesswire· 2026-03-24 13:57
LevelBlue and SentinelOne Announce Expanded Strategic Global Partnership to Deliver AI-Powered Managed Security Operations and Incident Response Mar 24, 2026 9:57 AM Eastern Daylight Time LevelBlue and SentinelOne Announce Expanded Strategic Global Partnership to Deliver AI-Powered Managed Security Operations and Incident Response Share Partnership combines AI-driven detection, advanced SIEM analytics, and global MDR and incident response to reduce dwell time and strengthen cyber resilience DALLAS & MOUNTAI ...
Is It Time to Load Up On Beaten-Down SentinelOne Stock?
Yahoo Finance· 2026-03-18 11:50
SentinelOne (NYSE: S) shares are down more than 20% over the past year, despite the stock being both cheap and seeing strong revenue growth. Let's take a closer look at the cybersecurity stock's recent quarterly results to see if now is a good time to load up on shares. Strong revenue growth continues SentinelOne continues to deliver strong revenue growth, with its sales jumping 20% in its fiscal fourth quarter to $271.2 million. That came in just ahead of its earlier $271 million forecast. Will AI create ...
1 Intriguing Artificial Intelligence (AI) Stock to Buy for Under $15 in March, According to Wall Street
Yahoo Finance· 2026-03-17 17:35
SentinelOne (NYSE: S) is the cybersecurity vendor behind Singularity, an artificial intelligence (AI)-powered platform designed to automate threat detection, incident response, and everything in between. With a market capitalization of just $4.6 billion, the company is much smaller than its main rivals CrowdStrike and Palo Alto Networks, which boast valuations north of $100 billion. But that might be an opportunity for investors. The majority of the analysts tracked by The Wall Street Journal have given S ...
Can Platformization Boost Palo Alto Networks' Long-Term ARR Growth?
ZACKS· 2026-03-16 15:56
Core Insights - Palo Alto Networks (PANW) is implementing a platformization strategy to encourage customers to adopt multiple products across network, cloud, and endpoint security, leading to significant growth in annual recurring revenue (ARR) [1][9] Financial Performance - In Q2 of fiscal 2026, PANW's NGS ARR increased by 33% year-over-year to $6.33 billion, driven by the platformization strategy [1][9] - The Zacks Consensus Estimate predicts a revenue increase of approximately 23% for fiscal 2026 and 21% for fiscal 2027 [4] Customer Adoption - PANW added about 110 net new platform customers in Q2 FY2026, bringing the total to approximately 1,550, which is a 35% increase year-over-year [2][9] - The net retention rate for platform customers is around 119%, with low single-digit churn, indicating strong customer loyalty and product adoption [2] Major Deals - Significant enterprise deals include a global automotive company signing a security transformation deal worth over $50 million, and a global technology supplier signing a deal exceeding $40 million [3] - These large deals reflect a trend where enterprises are shifting from point security tools to comprehensive security platforms [3] Competitive Landscape - Competitors like CrowdStrike and SentinelOne are also expanding their platforms and leveraging AI, with CrowdStrike reporting $4.66 billion in ARR, a 20% year-over-year growth [5] - SentinelOne achieved a 22% year-over-year growth in ARR, driven by its AI-first platform [6] Valuation Metrics - PANW trades at a forward price-to-sales ratio of 10.88X, slightly above the industry average of 10.78X [11] - The Zacks Consensus Estimate for PANW's earnings indicates year-over-year growth of 11.7% for fiscal 2026 and 9.1% for fiscal 2027, although estimates have been revised down recently [14]
Can Falcon Flex Drive CrowdStrike's Next Phase of ARR Growth?
ZACKS· 2026-03-16 15:50
Core Insights - CrowdStrike's Falcon Flex subscription model is a significant growth driver, facilitating easier access to multiple modules through a single contract, which has become the primary go-to-market model for the company [1] Group 1: Financial Performance - Annual recurring revenue (ARR) from Flex accounts surpassed $1.69 billion, reflecting over 120% year-over-year growth in Q4 of fiscal 2026, indicating strong adoption among enterprise customers [2] - CrowdStrike has over 1,600 customers utilizing the Flex model, with more than 350 new Flex customers added in Q4, each generating an average of over $1 million in ARR [2][10] - Contract expansions through "re-Flex" deals are contributing to growth, with over 380 re-Flex customers representing about 23% of the Flex customer base, leading to an average ARR increase of about 26% within seven months [3] Group 2: Customer Adoption and Module Expansion - Falcon Flex is enhancing module adoption, as evidenced by a large enterprise software company that expanded from using one module to 25 modules, committing to a total Falcon Flex contract value of $86 million [4] - Continued adoption of Falcon Flex is expected to be a key contributor to CrowdStrike's long-term growth, with revenue estimates for fiscal 2027 and 2028 indicating year-over-year increases of approximately 22.8% and 21.2%, respectively [5] Group 3: Competitive Landscape - Competitors like Palo Alto Networks and SentinelOne are also experiencing growth through platform expansion and AI innovation, with Palo Alto Networks reporting a 33% year-over-year increase in Next-Gen Security ARR [6] - SentinelOne achieved a 22% year-over-year growth in ARR, driven by the adoption of its AI-first Singularity platform [7] Group 4: Valuation and Estimates - CrowdStrike's shares have decreased by 0.9% over the past six months, contrasting with a 12.5% decline in the Zacks Security industry [8] - The company trades at a forward price-to-sales ratio of 18.52X, significantly higher than the industry's average of 10.78X [12] - The Zacks Consensus Estimate for CrowdStrike's fiscal 2027 and 2028 earnings indicates year-over-year growth of 30% and 26.9%, respectively, with recent upward revisions in estimates [15]
SentinelOne Q4 earnings beat driven by platform growth, large deals
Yahoo Finance· 2026-03-13 14:42
Core Insights - SentinelOne reported fiscal fourth quarter 2026 results with revenue and earnings slightly above analyst expectations, leading to a 2% increase in shares to approximately $14 [1] Financial Performance - For the quarter ended January 31, 2026, SentinelOne generated $271.2 million in revenue, a 20% increase from $225.5 million a year earlier, aligning with Street estimates [1] - Adjusted earnings per share were $0.07, surpassing expectations of $0.06 [2] - Annualized recurring revenue (ARR) rose 22% year-over-year to $1.12 billion, with the number of customers generating $100,000 or more in ARR increasing 18% to 1,667 [2] Future Guidance - SentinelOne expects Q1 2027 revenue of $276 million to $278 million, slightly below the Street estimate of $277.3 million, and non-GAAP operating income of $4 million to $5 million, compared to the expected $12.7 million [2] Market Position and Analyst Commentary - Analysts from Wedbush noted strong demand for SentinelOne's Singularity platform, with a record attach rate of over 50% for Purple AI licenses [3] - The quarter's performance was characterized by large deal activity, including an 8-figure total contract value deal for the Singularity platform [4] - Platform adoption grew, with approximately 65% of customers using three or more solutions, up from 39% a year ago, and 22% using five or more solutions, compared to 9% previously [4] Leadership Changes - The company will welcome Sonalee Parekh as CFO on March 24, 2026, with Barry Padgett serving as interim CFO until her start date [5]
SentinelOne's quarterly profit forecast falls short of estimates amid stiff competition
Reuters· 2026-03-12 21:03
Core Viewpoint - SentinelOne's quarterly profit forecast is below Wall Street estimates, indicating a cautious outlook amid strong competition and a leadership transition in finance [1] Company Performance - The company anticipates adjusted profit per share between 1 cent and 2 cents for the fiscal first quarter, which is lower than analysts' average estimate of 5 cents [1] - Revenue expectations for the quarter are between $276 million and $278 million, aligning closely with estimates of $277 million [1] - For the fourth quarter ended January 31, SentinelOne's revenue increased by 20% to $271.2 million, meeting estimates, while adjusted profit was reported at 7 cents per share, surpassing estimates of 6 cents [1] Competitive Landscape - SentinelOne faces significant competition from larger rivals such as CrowdStrike, Palo Alto Networks, and Microsoft, which is integrating security features into its enterprise software [1] - The cybersecurity market is experiencing disruptions due to the rise of artificial intelligence tools, which may commoditize certain security functions [1] Product Offering - The company's primary product is the AI-powered cybersecurity platform called Singularity, designed to autonomously prevent, detect, and respond to cyberattacks across various environments [1] - SentinelOne also offers Purple AI, aimed at assisting security teams in accelerating the identification of digital threats [1] Macroeconomic Environment - A cautious macroeconomic environment is putting pressure on corporate IT budgets, which may hinder the company's growth prospects [1] - Analysts suggest that SentinelOne may provide conservative initial guidance for fiscal 2027 as the new finance chief, Sonalee Parekh, settles into the role [1]
SentinelOne(S) - 2026 Q4 - Earnings Call Presentation
2026-03-12 20:30
Q4 & FY2026 Earnings Presentation March 12, 2026 Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "pre ...
SentinelOne to Report Q4 Earnings: What's in Store for the Stock?
ZACKS· 2026-03-10 19:16
Core Insights - SentinelOne is expected to report fourth-quarter fiscal 2026 results on March 12, with anticipated revenues of approximately $271 million, reflecting a 20% year-over-year growth [1][9] - The Zacks Consensus Estimate for revenues stands at $270.96 million, indicating a growth of 20.15% compared to the same quarter last year [1] Revenue and Earnings Expectations - The consensus estimate for earnings remains at six cents per share, compared to four cents reported in the year-ago quarter [2] - SentinelOne has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average earnings surprise of 93.33% [2] Performance Influencing Factors - Annualized recurring revenues (ARR) increased by 23% year-over-year to $1.05 billion in Q3 fiscal 2026, with customers generating $100,000 or more in ARR rising by 20% to 1,572 [3] - Continued adoption of AI-driven solutions, such as Purple AI, has led to higher ARR per customer and increased average deal sizes, contributing to revenue growth [4] Partnerships and Integrations - SentinelOne expanded its partnership with NinjaOne, enhancing endpoint management and security integration, and also strengthened its relationship with Pax8, facilitating easier deployment of the Singularity platform [5] - The integration of SentinelOne solutions with AWS Marketplace and Google Cloud's AI services is expected to positively impact revenue growth [6] Acquisitions - The company completed two acquisitions in Q3 fiscal 2026: Observo AI and Prompt Security, which are expected to enhance its AI-driven cybersecurity capabilities [7]