11 days ago
Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc. (NYSE:S), Mad Money host Jim Cramer remarked:
No, look, I think you don't need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It's already too many. I think either one of those two is superior to letter S.
The latest results show a large difference in scale. SentinelOne's fiscal second-quarter 2027 revenue rose 21% year over year to $292 million, while annualized recurring revenue increased 22% to $1.218 billion. Palo Alto Networks, Inc.'s (NASDAQ:PANW) fiscal fourth-quarter 2026 revenue rose 34% to $3.41 billion, while Next-Generation Security ARR increased 63% to $9.10 billion. Additionally, we have discussed CRWD in our recent article, "Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks."
SentinelOne, Inc. (NYSE:S) non-GAAP operating margin reached 10% in fiscal Q2 2027, up from 2% a year earlier, while its GAAP operating margin improved to negative 31% from negative 33%. The company guided for fiscal third-quarter revenue of $309 million to $311 million and full-year revenue of $1.202 billion to $1.207 billion.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported approximately $1 billion of non-GAAP operating income in its fiscal fourth quarter of 2026, compared with $768 million a year earlier. Adjusted free cash flow reached approximately $1.3 billion, while GAAP operating income was $172 million versus $497 million a year earlier. Palo Alto CEO Nikesh Arora said in the September 1 earnings release that the latest advances in AI are "elevating cybersecurity to the top of the CIO priority list."
#billion #year #gaap #operating
No, look, I think you don't need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It's already too many. I think either one of those two is superior to letter S.
The latest results show a large difference in scale. SentinelOne's fiscal second-quarter 2027 revenue rose 21% year over year to $292 million, while annualized recurring revenue increased 22% to $1.218 billion. Palo Alto Networks, Inc.'s (NASDAQ:PANW) fiscal fourth-quarter 2026 revenue rose 34% to $3.41 billion, while Next-Generation Security ARR increased 63% to $9.10 billion. Additionally, we have discussed CRWD in our recent article, "Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks."
SentinelOne, Inc. (NYSE:S) non-GAAP operating margin reached 10% in fiscal Q2 2027, up from 2% a year earlier, while its GAAP operating margin improved to negative 31% from negative 33%. The company guided for fiscal third-quarter revenue of $309 million to $311 million and full-year revenue of $1.202 billion to $1.207 billion.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported approximately $1 billion of non-GAAP operating income in its fiscal fourth quarter of 2026, compared with $768 million a year earlier. Adjusted free cash flow reached approximately $1.3 billion, while GAAP operating income was $172 million versus $497 million a year earlier. Palo Alto CEO Nikesh Arora said in the September 1 earnings release that the latest advances in AI are "elevating cybersecurity to the top of the CIO priority list."
#billion #year #gaap #operating
23 days ago
OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is adding Daybreak models to its Wayfinder services. Cloudflare, Inc. (NYSE:NET) and SentinelOne, Inc. (NYSE:S) therefore enter the same program with different routes to revenue.
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ***** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ***** sment, compromise investigation, and malware ***** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.
#daybreak #NYSE
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ***** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ***** sment, compromise investigation, and malware ***** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.
#daybreak #NYSE
24 days ago
OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is adding Daybreak models to its Wayfinder services. Cloudflare, Inc. (NYSE:NET) and SentinelOne, Inc. (NYSE:S) therefore enter the same program with different routes to revenue.
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ****** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ****** sment, compromise investigation, and malware ****** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.
#security #access #code #network
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ****** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ****** sment, compromise investigation, and malware ****** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.
#security #access #code #network
27 days ago
SentinelOne (NYSE:S) reported solid second-quarter performance when it reported on August 27. Despite a clean beat, shares surged down in extended and post-announcement trading, with investors focused instead on a trimmed profit/ EPS outlook for future quarters and high restructuring costs.
However, not everyone on Wall Street is pessimistic about SentinelOne's story. On August 28, Scotiabank ******* yst Patrick Colville raised the firm's price target on the stock to $26 from $23.50 and kept an Outperform rating on the shares.
For the second quarter, total revenue for S grew 21% to $292 million, compared to $242 million in the same quarter last year. Annualized recurring revenue (ARR) grew 22% to $1,218 million, while customers with ARR of $100,000 or more grew 13% to 1,715. These customer additions are a reflection of the company's market penetration and strategic demand for its platform. Non-GAAP diluted earnings per share was $0.08, double the prior year.
Despite the obvious beats, the one factor Scotiabank particularly focused on was new Annual Recurring Revenue, coming in above management's guidance. Net new ARR measures how much new recurring revenue the company is adding to each quarter. The firm slightly increased its third and fourth quarter net new annual recurring revenue estimates as management indicated expectations for fiscal 2027 annual recurring revenue growth in the mid-single digits. This is up from prior guidance of low-single digit growth.
Another factor bulls pointed out for SentinelOne has been its AI readiness spending acceleration broadening across industries. SentinelOne's core endpoint and AI native products including agentic SOC, Purple, and runtime security are likely to benefit from improved demand based on this acceleration.
#revenue #million #despite
However, not everyone on Wall Street is pessimistic about SentinelOne's story. On August 28, Scotiabank ******* yst Patrick Colville raised the firm's price target on the stock to $26 from $23.50 and kept an Outperform rating on the shares.
For the second quarter, total revenue for S grew 21% to $292 million, compared to $242 million in the same quarter last year. Annualized recurring revenue (ARR) grew 22% to $1,218 million, while customers with ARR of $100,000 or more grew 13% to 1,715. These customer additions are a reflection of the company's market penetration and strategic demand for its platform. Non-GAAP diluted earnings per share was $0.08, double the prior year.
Despite the obvious beats, the one factor Scotiabank particularly focused on was new Annual Recurring Revenue, coming in above management's guidance. Net new ARR measures how much new recurring revenue the company is adding to each quarter. The firm slightly increased its third and fourth quarter net new annual recurring revenue estimates as management indicated expectations for fiscal 2027 annual recurring revenue growth in the mid-single digits. This is up from prior guidance of low-single digit growth.
Another factor bulls pointed out for SentinelOne has been its AI readiness spending acceleration broadening across industries. SentinelOne's core endpoint and AI native products including agentic SOC, Purple, and runtime security are likely to benefit from improved demand based on this acceleration.
#revenue #million #despite
28 days ago
As we approach the end of 2026, the S&P 500 index is hovering near an all-time high. However, there are still some attractive opportunities on the table, even in the red-hot artificial intelligence (AI) ***** e.
SentinelOne (NYSE: S) is a leading cybersecurity company that relies heavily on AI to deliver highly automated protection to its enterprise customers. Its stock has soared by 47% so far this year, but it's still much cheaper than its top competitors CrowdStrike and Palo Alto Networks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Investors can scoop up a single share in SentinelOne for under $25. Here's why it could be a great addition to a diversified portfolio before this year is over.
AI can be a powerful tool for enterprises, but it also broadens the attack surface for hackers. Every time a business deploys an AI chatbot or agent, it compromises the safety of its sensitive data and valuable digital ***** ets, which is why businesses need state-of-the-art protection.
#sentinelone
SentinelOne (NYSE: S) is a leading cybersecurity company that relies heavily on AI to deliver highly automated protection to its enterprise customers. Its stock has soared by 47% so far this year, but it's still much cheaper than its top competitors CrowdStrike and Palo Alto Networks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Investors can scoop up a single share in SentinelOne for under $25. Here's why it could be a great addition to a diversified portfolio before this year is over.
AI can be a powerful tool for enterprises, but it also broadens the attack surface for hackers. Every time a business deploys an AI chatbot or agent, it compromises the safety of its sensitive data and valuable digital ***** ets, which is why businesses need state-of-the-art protection.
#sentinelone
1 month ago
SentinelOne (NYSE: S) will announce its earnings for the second quarter of 2026 on August 27 after the bell. The report may generate some interest, as the company has won over customers with Singularity, its AI-native cybersecurity platform.
Moreover, investors have taken notice as the stock has risen by 42% since the beginning of the year. Amid the rising interest in the stock, should investors buy before the earnings release? Let's take a closer look.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
At first glance, SentinelOne's AI-native platform may offer some advantages. Thanks to that approach, it offers on-device AI models like its on-agent autonomous AI, giving it machine learning capabilities directly on the agent. Moreover, its Purple AI generative AI ****** istant works across security operations, and its 1-click remediation and rollback can return files to a pre-attack state when necessary.
However, investors have to remember the competitive nature of the cybersecurity industry. Unfortunately, the AI-native approach has not necessarily won over customers, and established cybersecurity companies like Palo Alto Networks, Fortinet, Microsoft, and CrowdStrike have also built platforms to address many of the same challenges.
#NVIDIA #native #earnings #interest
Moreover, investors have taken notice as the stock has risen by 42% since the beginning of the year. Amid the rising interest in the stock, should investors buy before the earnings release? Let's take a closer look.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
At first glance, SentinelOne's AI-native platform may offer some advantages. Thanks to that approach, it offers on-device AI models like its on-agent autonomous AI, giving it machine learning capabilities directly on the agent. Moreover, its Purple AI generative AI ****** istant works across security operations, and its 1-click remediation and rollback can return files to a pre-attack state when necessary.
However, investors have to remember the competitive nature of the cybersecurity industry. Unfortunately, the AI-native approach has not necessarily won over customers, and established cybersecurity companies like Palo Alto Networks, Fortinet, Microsoft, and CrowdStrike have also built platforms to address many of the same challenges.
#NVIDIA #native #earnings #interest
1 month ago
Bank of America on Tuesday hiked its price targets on cybersecurity stocks on views that a worsening artificial intelligence-based threat landscape supports higher valuations. Cybersecurity stocks have rebounded from worries that AI model builders will emerge as competitors.
Bank of America raised its price targets for SentinelOne (S), SailPoint (SAIL) and Zscaler (ZS). Other cybersecurity stocks may be extended amid a big rally in 2026, BofA said.
"Over the past several months, cybersecurity stocks have benefited from improving software sector sentiment and increasing investor focus on the security implications of AI," said BofA ****** yst Tal Liani in a report.
"While the market initially viewed AI as a potentially disruptive force that could compress the value of incumbent security platforms, recent developments have shifted the conversation toward the expanding threat landscape created by AI," he added. "We believe investors are increasingly viewing cybersecurity as a critical enabler of enterprise AI adoption, supporting both durable demand and a more constructive valuation framework across the sector."
AI is changing the cybersecurity industry as companies race to build cloud computing-based platforms. Cybersecurity firms are rapidly embedding AI into nearly every stage of threat detection, investigation and response. But hackers are using AI tools as well. Recent incidents have reinforced concerns that increasingly capable AI models could be used for cyberattacks in the wrong hands.
#stocks #recent #based
Bank of America raised its price targets for SentinelOne (S), SailPoint (SAIL) and Zscaler (ZS). Other cybersecurity stocks may be extended amid a big rally in 2026, BofA said.
"Over the past several months, cybersecurity stocks have benefited from improving software sector sentiment and increasing investor focus on the security implications of AI," said BofA ****** yst Tal Liani in a report.
"While the market initially viewed AI as a potentially disruptive force that could compress the value of incumbent security platforms, recent developments have shifted the conversation toward the expanding threat landscape created by AI," he added. "We believe investors are increasingly viewing cybersecurity as a critical enabler of enterprise AI adoption, supporting both durable demand and a more constructive valuation framework across the sector."
AI is changing the cybersecurity industry as companies race to build cloud computing-based platforms. Cybersecurity firms are rapidly embedding AI into nearly every stage of threat detection, investigation and response. But hackers are using AI tools as well. Recent incidents have reinforced concerns that increasingly capable AI models could be used for cyberattacks in the wrong hands.
#stocks #recent #based
2 months ago
Tomer Weingarten, President and Chief Executive Officer of SentinelOne, Inc. (NYSE:S), sold 53,811 shares of Class A Common Stock on August 6, 2026, for a total value of ~$1.1 million, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$1.1 million
#value #sentinelone #NYSE
Metric
Value
Transaction value
$1.1 million
#value #sentinelone #NYSE
2 months ago
On August 4, SentinelOne (NYSE:S) expanded its work with Amazon Web Services, folding its AI security tools into a single governance layer for Amazon Bedrock. The news arrives as the cybersecurity company's revenue growth is speeding up and its losses are shrinking, even as two of its top executives cashed out stock in the same stretch.
The new integration ties SentinelOne's Prompt Security, Singularity Cloud Security, and Singularity AI SIEM into Amazon Bedrock AgentCore, giving security teams one dashboard to watch, enforce, and fix AI risk. It builds on a narrower integration from June 2026 that put runtime guardrails at the Bedrock AgentCore gateway. This time the scope is bigger: usage visibility, policy enforcement across AWS and other clouds, threat detection, and automated fixes for misconfigured or noncompliant AI code. SentinelOne's tools are already sold through AWS Marketplace, and the company is targeting AWS re:Invent 2026 for the full governance layer's general release.
That product push lines up with a business that is growing faster, not slower. Fiscal first quarter revenue rose 21% year over year to $277 million, and SentinelOne guided for $289 million to $291 million in the following quarter, up from $242 million a year earlier. Scotiabank upgraded the stock from sector perform to sector outperform, pointing to that sales growth alongside a cybersecurity market that matters more as AI agents grow capable enough to probe for weaknesses. Recent cyberattacks on water systems across 12 US states have only sharpened that case. The losses are also narrowing. Operating loss fell to $79.7 million from $87.5 million a year prior, and net loss dropped to $76.2 million from $208.2 million, a sign the company is getting its cost base under control while it scales.
SentinelOne is still not profitable on a GAAP basis, and that gap has not closed, only narrowed. Two executives sold stock during the run described above. CFO Sonalee Parekh sold 12,987 shares on July 27, 2026, for about $237,013, and CEO Tomer Weingarten sold 53,811 shares on August 6, for roughly $1.1 million. Both sales were mandatory sell-to-cover trades tied to vesting restricted stock units, not open-market bets against the company, and each executive kept a large stake afterward, Parekh with 964,281 shares and Weingarten with 1,840,586. Still, the timing stands out. Parekh's sale came less than two weeks after shares touched a 52-week high of $20.71 on July 15, and Weingarten's came the day before shares set a fresh high of $21.51 on August 7. The AI governance layer itself is not fully available yet either, with general availability pegged to a trade show months away, leaving execution risk on the table.
#million #Stock
The new integration ties SentinelOne's Prompt Security, Singularity Cloud Security, and Singularity AI SIEM into Amazon Bedrock AgentCore, giving security teams one dashboard to watch, enforce, and fix AI risk. It builds on a narrower integration from June 2026 that put runtime guardrails at the Bedrock AgentCore gateway. This time the scope is bigger: usage visibility, policy enforcement across AWS and other clouds, threat detection, and automated fixes for misconfigured or noncompliant AI code. SentinelOne's tools are already sold through AWS Marketplace, and the company is targeting AWS re:Invent 2026 for the full governance layer's general release.
That product push lines up with a business that is growing faster, not slower. Fiscal first quarter revenue rose 21% year over year to $277 million, and SentinelOne guided for $289 million to $291 million in the following quarter, up from $242 million a year earlier. Scotiabank upgraded the stock from sector perform to sector outperform, pointing to that sales growth alongside a cybersecurity market that matters more as AI agents grow capable enough to probe for weaknesses. Recent cyberattacks on water systems across 12 US states have only sharpened that case. The losses are also narrowing. Operating loss fell to $79.7 million from $87.5 million a year prior, and net loss dropped to $76.2 million from $208.2 million, a sign the company is getting its cost base under control while it scales.
SentinelOne is still not profitable on a GAAP basis, and that gap has not closed, only narrowed. Two executives sold stock during the run described above. CFO Sonalee Parekh sold 12,987 shares on July 27, 2026, for about $237,013, and CEO Tomer Weingarten sold 53,811 shares on August 6, for roughly $1.1 million. Both sales were mandatory sell-to-cover trades tied to vesting restricted stock units, not open-market bets against the company, and each executive kept a large stake afterward, Parekh with 964,281 shares and Weingarten with 1,840,586. Still, the timing stands out. Parekh's sale came less than two weeks after shares touched a 52-week high of $20.71 on July 15, and Weingarten's came the day before shares set a fresh high of $21.51 on August 7. The AI governance layer itself is not fully available yet either, with general availability pegged to a trade show months away, leaving execution risk on the table.
#million #Stock
2 months ago
Tomer Weingarten, President and Chief Executive Officer of SentinelOne, Inc. (NYSE:S), sold 53,811 shares of Class A Common Stock on August 6, 2026, for a total value of ~$1.1 million, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$1.1 million
#million #tomer #weingarten #officer
Metric
Value
Transaction value
$1.1 million
#million #tomer #weingarten #officer
2 months ago
AI is now greatly advancing both sides of the cybersecurity war, with data increasingly favoring attackers. This isn't an isolated data point, as Check Point's 2026 Cyber Security Report, its 14th annual study, found that organizations fell victim to an average of 1,968 cyberattacks per week back in 2025, a 70% increase from 2023, as attackers increasingly make use of automation and AI to move more quickly and operate across a number of attack surfaces at the same time. Meanwhile, Mandiant's M-Trends 2026 report further highlights the timeframe problem: 28.3% of revealed vulnerabilities are now exploited in less than 24 hours, with time-to-exploit effectively negative when ******* aults arrive before patches.
That narrow window between vulnerability discovery and attack is exactly the dynamic that is altering business security budgets, and Wall Street sees CrowdStrike Holdings, Inc. (NASDAQ:CRWD) as one of the companies best positioned to gain from it. In fiscal Q1 2027, the company's revenue reached $1.39 billion, up 26% year-over-year, while ending ARR was a record $5.51 billion, up 24%, with net new ARR of $256 million increasing 32% year-over-year, indicating an acceleration rather than a slowing in the pace of new business. Profitability scaled alongside the expansion, with non-GAAP net income growing to $283 million from $184.7 million the year before.
Although CrowdStrike's underlying trajectory remains robust, its valuation multiple is the key source of concern for institutional investors. Shares are currently trading at a forward price-to-earnings ratio of 119.92x, which is a significant premium above prominent cybersecurity rivals such as Palo Alto Networks (84.74x), SentinelOne (39x), and Zscaler (32.72x). At almost 120x forward earnings, the current stock price requires sustained mid-to-high 20% annual revenue growth and continued margin improvement over several years to justify trading levels in hindsight.
Against this backdrop, Stifel's July 17 price target increase to $230 from $220, following investor meetings with CrowdStrike's CFO on AI tailwinds, fiscal 2027 confidence, and Falcon Flex traction, reads as sell-side confirmation of a growth story already supported by the company's own numbers, rather than primary evidence for it.
The firm also cited a growing sales pipeline supporting confidence in CrowdStrike's net-new annual recurring revenue guidance increase issued last quarter, as well as management's stated willingness to increase the size and pace of acquisitions, which would be funded with a combination of stock and debt.
#revenue
That narrow window between vulnerability discovery and attack is exactly the dynamic that is altering business security budgets, and Wall Street sees CrowdStrike Holdings, Inc. (NASDAQ:CRWD) as one of the companies best positioned to gain from it. In fiscal Q1 2027, the company's revenue reached $1.39 billion, up 26% year-over-year, while ending ARR was a record $5.51 billion, up 24%, with net new ARR of $256 million increasing 32% year-over-year, indicating an acceleration rather than a slowing in the pace of new business. Profitability scaled alongside the expansion, with non-GAAP net income growing to $283 million from $184.7 million the year before.
Although CrowdStrike's underlying trajectory remains robust, its valuation multiple is the key source of concern for institutional investors. Shares are currently trading at a forward price-to-earnings ratio of 119.92x, which is a significant premium above prominent cybersecurity rivals such as Palo Alto Networks (84.74x), SentinelOne (39x), and Zscaler (32.72x). At almost 120x forward earnings, the current stock price requires sustained mid-to-high 20% annual revenue growth and continued margin improvement over several years to justify trading levels in hindsight.
Against this backdrop, Stifel's July 17 price target increase to $230 from $220, following investor meetings with CrowdStrike's CFO on AI tailwinds, fiscal 2027 confidence, and Falcon Flex traction, reads as sell-side confirmation of a growth story already supported by the company's own numbers, rather than primary evidence for it.
The firm also cited a growing sales pipeline supporting confidence in CrowdStrike's net-new annual recurring revenue guidance increase issued last quarter, as well as management's stated willingness to increase the size and pace of acquisitions, which would be funded with a combination of stock and debt.
#revenue
3 months ago
With a 5-year EPS growth forecasted at 53.12%, SentinelOne, Inc. (NYSE:S) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term.
On June 17, SentinelOne, Inc. (NYSE:S) announced the general availability of Purple AI Agentic Investigation alongside the introduction of Singularity Credits, a unified consumption model for AI-powered capabilities across the Singularity Platform. Customers can now access a complimentary trial of Purple AI's newest autonomous security reasoning capability, which enables zero-click investigations that automatically detect, investigate, validate, and respond to cyber threats without requiring human intervention. When suspicious activity exceeds predefined thresholds, the system independently ******* yzes incidents, reaches a verdict, and initiates responses at machine speed while maintaining full transparency and oversight for security teams.
On May 29, Scotiabank ******* yst Patrick Colville raised the firm's price target on SentinelOne, Inc. (NYSE:S) to $16 from $15 while maintaining a Sector Perform rating on the shares. Although the firm continues to view SentinelOne as a top-tier cybersecurity company with a strong technology platform, it remains cautious due to limited evidence that the company is generating sufficient customer wins to significantly accelerate annual recurring revenue growth.
Founded in 2013 and headquartered in Mountain View, California, SentinelOne, Inc. (NYSE:S) protects enterprise IT systems using AI-powered behavioral ******* ysis. It operates as a cybersecurity stock by offering autonomous platforms that detect, prevent, and respond to cyberattacks across devices, cloud workloads, and networks.
While we acknowledge the potential of S as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
On June 17, SentinelOne, Inc. (NYSE:S) announced the general availability of Purple AI Agentic Investigation alongside the introduction of Singularity Credits, a unified consumption model for AI-powered capabilities across the Singularity Platform. Customers can now access a complimentary trial of Purple AI's newest autonomous security reasoning capability, which enables zero-click investigations that automatically detect, investigate, validate, and respond to cyber threats without requiring human intervention. When suspicious activity exceeds predefined thresholds, the system independently ******* yzes incidents, reaches a verdict, and initiates responses at machine speed while maintaining full transparency and oversight for security teams.
On May 29, Scotiabank ******* yst Patrick Colville raised the firm's price target on SentinelOne, Inc. (NYSE:S) to $16 from $15 while maintaining a Sector Perform rating on the shares. Although the firm continues to view SentinelOne as a top-tier cybersecurity company with a strong technology platform, it remains cautious due to limited evidence that the company is generating sufficient customer wins to significantly accelerate annual recurring revenue growth.
Founded in 2013 and headquartered in Mountain View, California, SentinelOne, Inc. (NYSE:S) protects enterprise IT systems using AI-powered behavioral ******* ysis. It operates as a cybersecurity stock by offering autonomous platforms that detect, prevent, and respond to cyberattacks across devices, cloud workloads, and networks.
While we acknowledge the potential of S as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
4 months ago
Is S a good stock to buy? We came across a bullish thesis on SentinelOne, Inc. on BetterInvesting101's Substack. In this article, we will summarize the bulls' thesis on S. SentinelOne, Inc.'s share was trading at $15.95 as of June 5th. S's forward P/E was 46.95 according to Yahoo Finance.
Copyright: photovibes / 123RF Stock Photo
SentinelOne operates as an AI-driven cybersecurity platform positioned at the center of enterprise digital defense, leveraging founder-led continuity under CEO Tomer Weingarten to build a unified security architecture designed to replace fragmented legacy tools. The Singularity platform integrates endpoint protection, cloud workload security, identity threat detection, and automated AI-driven response into a single agent and data layer, enabling real-time behavioral detection and autonomous remediation without reliance on manual ***** yst intervention.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Copyright: photovibes / 123RF Stock Photo
SentinelOne operates as an AI-driven cybersecurity platform positioned at the center of enterprise digital defense, leveraging founder-led continuity under CEO Tomer Weingarten to build a unified security architecture designed to replace fragmented legacy tools. The Singularity platform integrates endpoint protection, cloud workload security, identity threat detection, and automated AI-driven response into a single agent and data layer, enabling real-time behavioral detection and autonomous remediation without reliance on manual ***** yst intervention.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
