Professional
Added to YB: 2025-03-24
Pitch date: 2025-03-21
S [neutral]
SentinelOne, Inc.
-24.78%
current return
Author Info
Sycamore Capital is a concentrated, personal portfolio of high quality stocks. Sign up for the newsletter.
Company Info
SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company’s Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization’s endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats.
Market Cap
$5.7B
Pitch Price
$19.73
Price Target
40.00 (+165%)
Dividend
N/A
EV/EBITDA
-16.88
P/E
-12.96
EV/Sales
5.45
Sector
Software
Category
growth
SentinelOne Q4 FY2025 Earnings Recap | Competitive Wins and Growing Beyond Endpoints
S (earnings update): AI-driven cybersecurity co. Q4 rev $225.5M (+29% YoY), ARR $920.1M (+27%). Non-GAAP op income positive 1st time. 50%+ FY25 bookings from non-endpoint. Guiding FY26 rev $1.01B (+23%), ARR $1.12B. Undervalued at 4.9x fwd EV/Rev vs peers. Competitive wins vs legacy/next-gen. AI driving growth.
Read full article (4 min)