SentinelOne

S

Market cap $5.65B

In the latest trading session, SentinelOne (S) closed at $17.25, marking a -4.17% move from the previous day.

It seems like every week, there is another announcement from a major institution, retailer, or other large corporate entity reporting that it suffered a cybersecurity breach that compromised client or customer data.

SentinelOne (S) is showing signs of a growth inflection, with net new ARR and backlog accelerating and technology leadership in AI-driven cybersecurity solutions. S's Purple AI, AI SIEM, and CNAPP offerings are driving competitive differentiation, platform expansion, and rapid growth in high-potential cybersecurity market segments. Despite conservative guidance and past execution challenges, S's improving margins, free cash flow, and compressed  relative valuation present an attractive entry for patient growth investors.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne® (NYSE: S), the leader in AI-native cybersecurity, today announced that it has been recognized as a Leader in the IDC MarketScape: Worldwide Extended Detection and Response (XDR) Software 2025 Vendor Assessment (doc #US52997325, September 2025). It's the latest 3rd party recognition of the company's AI-powered Singularity platform and its state-of-the-art approach to leveraging both native and 3rd party security data to stop attacks. According.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Ana Pinczuk as President of Product & Technology, effective immediately.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

SentinelOne and CrowdStrike are both strong cybersecurity plays, but S offers higher potential upside due to its lower current valuation. CRWD is the clear business quality leader, with higher revenues, better margins, and a dominant market position, justifying its premium multiple. While CRWD remains the superior company, its elevated valuation limits near-term returns; S is favored unless CRWD's multiple contracts significantly.

In July, SentinelOne (S 2.02%) became the subject of takeover rumors. So far, these rumors have not led to an acquisition offer.

SentinelOne (S 2.80%) is generating excellent revenue growth, but achieving profitability has been more challenging.

SentinelOne, Inc. (NYSE:S ) Goldman Sachs Communacopia + Technology Conference September 8, 2025 4:45 PM EDT Company Participants Tomer Weingarten - Co-Founder, Chairman, President & CEO Barbara Larson - CFO & Principal Financial Officer Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Maxime Gamperl - Goldman Sachs Group, Inc., Research Division Presentation Gabriela Borges Analyst Gabriela Borges. Delighted to have on stage with me, my colleague, Max Gamperl and Tomer and Barbara from the SentinelOne team.