Cybersecurity firm SentinelOne (S 3.30%) has seen its stock surge so far in 2024. In fact, the share price more than doubled from a 52-week low of $12.43 last June to a high of $30.76 this past Valentine's Day. SentinelOne's share price hit a high on Feb. 14 thanks to Bank of America upgrading the stock from a neutral rating to a buy. With shares still hovering near this high, it's fair to wonder whether it's now too late to buy SentinelOne stock. To determine whether it still makes sense to invest in this ...

SentinelOne入选CRN®的Security 100榜单 - SentinelOne连续第七年入选CRN®的Security 100榜单，表彰其与渠道合作伙伴共同保护企业免受网络威胁的卓越承诺[1] - CRN的2024年度榜单分为五个技术类别，包括端点和托管安全、身份、访问和数据安全、网络安全、安全运营、风险和威胁情报以及Web、电子邮件和应用程序安全[2] SentinelOne的人工智能安全平台 - SentinelOne与合作伙伴共同致力于提供领先的基于人工智能的安全平台，保护整个企业，公司是首家将人工智能应用于网络安全的公司，并首创统一数据湖和基于人工智能的工作负载保护[3] Purple AI威胁猎杀平台 - 公司推出了Purple AI，一款革命性的威胁猎杀平台，利用生成式人工智能和强化学习在机器速度下检测、停止和自主修复企业中的攻击[4]

公司业务 - SentinelOne是一家人工智能原生的网络安全公司，自2021年中上市以来，取得了爆炸性增长[1] - 公司的业务模式是基于订阅的收入模式，按端点收取定期订阅费用[5] - SentinelOne正在向更大的客户市场发展，专注于中等市场客户，即年收入超过10万美元的客户[6] 业绩表现 - 最近的Q3 FY24季度表现出色，股价在过去三个月上涨了70%[2] - 在Q3 FY24季度，SentinelOne看到了来自大型企业客户对其安全信息和事件管理解决方案的需求激增[7] - 公司还推出了商业和企业捆绑包，并表示“与大型企业和平台采用持续推动ARR每客户增长约15%”[8] 合作伙伴和产品 - SentinelOne正在建立丰富的合作伙伴生态系统，以帮助资助其企业渠道[11] - 公司还扩展了Singularity平台，推出了全面的云原生应用保护平台（CNAPP）产品[14] 盈利能力和未来展望 - SentinelOne的净留存率稳定在115%[15] - 公司正在努力提高盈利能力，通过提高毛利率和降低支出来实现这一目标[15] - 根据预测，SentinelOne预计未来5年的营收复合年增长率约为28%，股价的前瞻销售倍数为10倍，显示股价的市值还有约29%的上涨空间[18]

公司业绩 - SentinelOne在过去一年中取得了令人瞩目的86%的收益[1] - SentinelOne在2024财年第三季度取得了显著的收入增长，净亏损大幅下降，并提高了全年业绩展望[4] - 公司的收入在季度内同比增长了42%，达到1.64亿美元，非GAAP净亏损从去年同期的每股0.16美元降至每股0.03美元，超过了市场预期[5] - SentinelOne将全年收入指导提升至6.16亿美元，较之前的预期增长了46%，这一结果得益于客户数量的健康增长和客户支出的提高[6] - 公司的客户总数在财年第三季度同比增长了28%至11,500户，年化重复收入超过10万美元的客户数量增长更快，达到1,060户[7] 产品创新 - SentinelOne的AI安全解决方案受到强劲需求的推动，公司正迎来强劲增长[8] - 公司推出了Purple AI，这是一款生成式AI网络安全助手，有望帮助组织提高网络安全团队的效率[9] 市场表现 - 公司目前的股价相对较高，市销率为15倍，但考虑到S&P 500指数的平均市销率为2.7倍，这一估值仍然可以得到合理解释[2] - BTIG分析师Gray Powell将SentinelOne的评级从中性调高至买入，预计公司未来能够超越华尔街的预期[10] - 分析师预计公司未来五年的净利润将以40%的复合年增长率增长，这可能会带来股价上涨[11] - SentinelOne预计在新财年将实现非GAAP盈利，这表明公司的盈利增长可能会在未来加速[13] - 公司的收入有望在未来几年突破10亿美元，这将为公司带来30%以上的销售增长[14] - 假设SentinelOne在2026财年实现10亿美元的收入，并保持当前的销售倍数为15倍，其市值可能增至150亿美元，这将是当前水平的73%的增长[15]

Key Takeaways SentinelOne Inc. shares advanced Wednesday after Bank of America Securities upgraded the stock and raised its price target in an overall positive report about the cybersecurity sector. The analysts said they were bullish on cybersecurity after a customer survey suggested fourth-quarter deal activity was strong and future sales cycles would improve. Shares of SentinelOne Inc. (S) jumped after Bank of America Securities upgraded the stock and lifted its price target amid overall optimism about t ...

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne, Inc. (NYSE: S) today announced that it will release financial results and a letter to shareholders for its fourth quarter and fiscal year ended January 31, 2024, after market close on Wednesday, March 13, 2024. SentinelOne will host a conference call to discuss the results at 2:00 p.m. PT (5:00 p.m. ET) on the same day. The live webcast can be accessed on SentinelOne’s Investor Relations website at investors.sentinelone.com, along with the related earning ...

AUSTIN, Texas--(BUSINESS WIRE)--Halcyon, the leading platform designed from day one to defeat ransomware, today announced the appointment of former SentinelOne executive Nicholas Warner to the company’s board of directors. Warner’s industry leadership and decades of cybersecurity experience will be valuable resources to Halcyon as the company enters its next stage of hypergrowth. “Nick is a security industry luminary and his ability to scale globally is unrivaled. At SentinelOne and Cylance, Nick was instru ...

In the latest trading session, SentinelOne (S) closed at $29.70, marking no change from the previous day. The stock exceeded the S&P 500, which registered a loss of 0.1% for the day. On the other hand, the Dow registered a gain of 0.33%, and the technology-centric Nasdaq decreased by 0.3%. The cybersecurity provider's shares have seen an increase of 17.25% over the last month, surpassing the Computer and Technology sector's gain of 11.35% and the S&P 500's gain of 5.78%. Market participants will be closely ...

SentinelOne (S) has made significant strides in bolstering its portfolio and expanding its clientele through recent strategic moves, including the completion of the acquisition of PingSafe. This acquisition marks a pivotal moment for SentinelOne as it sets the stage for redefining cloud security with its unified platform. By integrating PingSafe's cloud-native application protection platform into SentinelOne's Singularity Platform, the company aims to offer a comprehensive solution that safeguards enterpris ...

The most recent trading session ended with SentinelOne (S) standing at $27.56, reflecting a +0.04% shift from the previouse trading day's closing. The stock's performance was ahead of the S&P 500's daily loss of 0.32%. At the same time, the Dow lost 0.71%, and the tech-heavy Nasdaq lost 0.2%. Shares of the cybersecurity provider witnessed a gain of 16.39% over the previous month, beating the performance of the Computer and Technology sector with its gain of 9.33% and the S&P 500's gain of 4.59%. The investm ...