SentinelOne: Market Has No Respect

Stone Fox CapitalInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummarySentinelOne delivered another strong quarter with 23% ARR growth, surpassing $1 billion in annual recurring revenue.The cybersecurity company's pivot to AI-driven security is materializing, with non-endpoint business now 50% of bookings and Purple AI attach rates exceeding 40%.Despite robust growth and improving profitability, S stock trades at just 4x forward sales—well below peers like CRWD and PANW.I remain ultra bullish, viewing current multi-year lows as a prime buying opportunity given S’s growth and attractive valuation.Sundry Photography/iStock Editorial via Getty Images SentinelOne, Inc. (S) reported another strong quarter, yet the stock again slumped back to yearly lows. The cybersecurity company gets no credit for a fast-growing business now topping $1 billion in annual recurring revenue. My This article was written byStone Fox Capital54.24K FollowersFollowStone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of S either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You