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SentinelOne: AI Is A Cybersecurity Prompt, Not A Threat

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  • SentinelOne enters FQ4 earnings with shares trading at a yearly low due in part to AI-driven sector fears.
  • The cybersecurity company has made a strong transition to AI-native products via internal development and recent AI-related acquisitions.
  • The stock is cheap below 4x forward sales, while the FY27 guidance is expected to top 20% growth.
SentinelOne, Inc. (S) heads into FQ4 earnings with the stock oddly not trading down much over the last week due to the AI replacement fears. The cybersecurity stock was already trading substantially lower over the last 6 months due to fears unexplained by the financial results. My investment thesis is ultra Bullish on SentinelOne, with signs some AI-related acquisitions are paying off.


Read the full article on Seeking Alpha. 

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

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