文章核心观点 - SentinelOne是一家快速增长的网络安全公司,有望在未来10年内超越市场 [1] - SentinelOne的网络安全平台凭借人工智能技术在行业内表现出色,可能会从CrowdStrike的IT故障中获得额外推动 [5][6][8] - SentinelOne作为一家规模较小的公司,在网络安全市场上仍有大量增长空间 [12][13][14][15] - SentinelOne目前的估值相对较低,有望成为一只"百倍股"为投资者带来丰厚回报 [16][17][18][19][20] 公司概况 - SentinelOne是一家专注于人工智能驱动的网络安全解决方案的公司 [5][6] - 公司的Singularity平台使用人工智能技术来主动发现和应对安全威胁 [5][6] - 公司的新产品如数据湖、云、身份安全和Purple等在Q1占到了40%的订单 [9][10] - 公司目前的年收入还不到10亿美元,但市场机会巨大,有望在未来10年内实现高速增长 [12][13][14][15] 行业分析 - 人工智能驱动的网络安全市场规模巨大,CrowdStrike预计到2028年将达到2250亿美元 [12] - 尽管SentinelOne目前规模较小,但已经能够成功服务包括3家世界500强企业在内的众多大客户 [14][15] - 相比同行,SentinelOne的估值相对较低,有望成为一只"百倍股"为投资者带来丰厚回报 [16][17][18][19][20]

文章核心观点 - 公司在最新的交易会话中收盘价为23.11美元,较前一交易日下跌1.28% [1] - 公司股价在过去一个月内上涨22.12%,超过了同期计算机和技术板块的下跌2.41%和标普500指数的下跌0.26% [2] - 公司即将公布的财报预计每股收益为-0.01美元,同比上升87.5%;预计收入为1.97亿美元,同比上升31.84% [3] - 全年来看,公司预计每股收益为0.03美元,同比上升110.71%;预计收入为8.1141亿美元,同比上升30.63% [4] 行业分析 - 公司所属的计算机-IT服务行业属于计算机和技术板块,行业排名位于全部250多个行业的前37% [10][11] - 该行业的平均市盈率为28.26,而公司的市盈率为900.39,显著高于行业平均水平 [8] - 公司的PEG率为16.56,也高于行业平均水平3.27 [9] 投资评级 - 分析师近期对公司的预测有所调整,这反映了短期业务趋势的变化 [5] - 根据Zacks评级体系,公司目前评级为3级(持有) [7]

Sundry Photography Opportunity Within the Cybersecurity Sector With the increasing demand for protection against cyberattacks, investors recognize the potential returns from high-growth cybersecurity stocks. This trend is reflected in the HACK ETF's near 60% price increase over the last five years. Companies like Palo Alto Networks, Inc. (PANW) and Zscaler, Inc. (ZS) are gaining attention from politicians and analysts alike. However, it's crucial to differentiate whether this growth is organic and sustainab ...

Market speculators should consider cybersecurity specialist SentinelOne (NYSE:S) in large part because rival CrowdStrike (NASDAQ:CRWD) messed up badly. It may be a while before CRWD’s stain is removed. In the meantime, S stock looks awfully intriguing.Let’s look at the core fundamentals. As stated in its public profile, SentinelOne is a cybersecurity provider focusing on protecting an enterprise-level client’s endpoints, cloud workloads and identification credentials. It uses artificial intelligence and oth ...

Sundry Photography SentinelOne: Can a company of this scale survive in a consolidating cybersecurity sector Before starting this article, I thought it's best to consider the sector rotation trades of the past few weeks and months. Many readers will know that most of this year have seen outsize gains in the so-called Magnificent Seven. Lately, there has been a rotation of small caps and defensive names. The small-cap rotation has been as strong as anything ever seen, according to some data. The past several ...

Investors are looking for an investment opportunity after CrowdStrike's mistake last week.Shares of cybersecurity company SentinelOne (S 7.67%) surged on Monday because it's one of CrowdStrike's biggest rivals and CrowdStrike is struggling. As of 11:30 a.m. ET, SentinelOne stock was up 8% whereas CrowdStrike stock was down about 12%.Why could this be good for SentinelOne?According to Microsoft, an estimated 8.5 million Windows-based devices went down Friday after CrowdStrike's software update had a defect. ...

SentinelOne (S) shares rallied 7.9% in the last trading session to close at $21.72. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 12.1% gain over the past four weeks.SentinelOne is benefiting from the continued adoption of its AI-powered security solutions, which are contributing to its growth prospects continuously and driving top-line growth.This cybersecurity provider is expected to post quarterly loss o ...

sankai/E+ via Getty Images Thesis The cybersecurity industry will continue to grow quickly and outperform the market in the coming years. Investors looking to buy into the industry today should look at CrowdStrike (CRWD) competitors such as SentinelOne (NYSE:S), in part because their offerings could see increased demand due to fallout from the recent CrowdStrike outage. Author's Note: I wrote an investment thesis for CrowdStrike in 2021, and it's been a great performer since then. If you're not familiar ...

SentinelOne Inc. (S, Financial) is one of the less established advanced cybersecurity companies working with artificial intelligence. The industry is positioned to have extremely high growth over the next few decades as AI, robotics and automation platforms scale. As a result, many investments in the field are richly valued, but SentinelOne is much more favorable in this regard with a much lower price-sales ratio compared to competitors. In addition, the company is close to free cash flow positivity, which ...

SentinelOne’s (S) shares have gained 16.2% in the past month. It is benefiting from the continued adoption of its AI-powered security solutions.In the first quarter of fiscal 2025, revenues jumped 40% year over year to $186 million driven by expansion in clientele. Singularity Data Lake was its fastest-growing solution (up triple-digits), followed by Cloud, Identity and others. Annualized Recurring Revenue (ARR) grew 35% year over year to $762 million in the fiscal first quarter. Customers with more than $1 ...