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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. 

  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. ...

Update - Dec. 11  SentinelOne continues to trend down despite a strong October quarter with sales growing 28% to reach $210 million. The cybersecurity stock is easily the cheapest in the sector, yet the market has pushed SentinelOne down to only $23. The stock now trades at half the forward  EV/S multiple of CrowdStrike (CRWD) and Palo Alto Networks (PANW) despite faster growth.  Original article posted on Dec. 3 SentinelOne, Inc. is a leader in cloud and AI security, showing strong ARR growth and taking market share from competitors like CrowdStrike. Despite high growth rates, SentinelOne trades discounted compared to peers like CrowdStrike and Palo Alto Networks, making it a compelling investment. The company is turning profitable, has a strong balance sheet, and is expected to report increasing revenues and profits, enhancing its investment appeal. S stock trades at only 8x forward revenues in a sector where typical valuations are much higher. Looking for a portfolio o...