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SentinelOne: Ignored AI Cybersecurity Play

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  • SentinelOne delivered strong FQ2 results, with net new ARR rebounding to $53M and total ARR surpassing $1B, alleviating prior growth concerns.
  • AI-driven products like Purple AI and Prompt Security are driving adoption, reducing security events, and positioning SentinelOne as a leader in enterprise AI security.
  • The cybersecurity company now has positive operating margins and boasts $1.2B in cash, supporting continued innovation and strategic acquisitions.
  • The stock valuation remains deeply discounted at 6x forward sales versus peers, offering compelling risk/reward as growth and multiple expansion potential remain high.
  • Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More »
SentinelOne, Inc. (NYSE:S) rallied somewhat after a strong FQ2 earnings report. The cybersecurity company has constantly been overlooked despite strong growth with a shifting focus on cloud and AI. My investment thesis remains ultra Bullish on the stock, especially after the recent double bottom around $16 leading into the strong quarter.

Read the full article on Seeking Alpha. 

Disclosure: Long S. Please review the disclaimer page for more details. 

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