
Cybersecurity stocks are giving back ground as concerns about how AI spending gets funded spread across technology. In afternoon trading, Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) stock is down 7%, trading at $343.31.
SentinelOne, Inc. is a cybersecurity provider in the United States. The company is headquartered in Mountain View, California.
| Revenue (TTM) | $1.10B |
| Gross Profit (TTM) | $797.00M |
| EBITDA | $-237.79M |
| Operating Margin | -22.70% |
| Return on Equity | -23.00% |
| Return on Assets | -7.56% |
| Revenue/Share (TTM) | $3.28 |
| Book Value | $4.19 |
| Price-to-Book | 5.79 |
| Price-to-Sales (TTM) | 6.84 |
| EV/Revenue | 7.08 |
| EV/EBITDA | -10.97 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 20.60% |
| Shares Outstanding | $342.18M |
| Float | $311.73M |
| % Insiders | 0.89% |
| % Institutions | 86.89% |
Volatility is currently contracting

Cybersecurity stocks are giving back ground as concerns about how AI spending gets funded spread across technology. In afternoon trading, Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) stock is down 7%, trading at $343.31.

I initiate coverage of SentinelOne with a Strong Buy rating and a $34 price target, reflecting 36% upside potential. S is expanding beyond endpoint protection into AI security, cloud, and data analytics, driving new revenue streams and improved customer economics. Operating profitability is accelerating, with non-GAAP operating margins projected to reach 18% in 2028 and adjusted EPS estimated at $0.59.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne, Inc. (NYSE: S) (“SentinelOne”) today announced the pricing of $1.25 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2031 (the “notes”) in a private placement (the “offering”) to persons reasonably believed to be “qualified institutional buyers” pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). SentinelOne has also granted the initial purchasers of the notes an option to purchas.

The latest trading day saw SentinelOne (S) settling at $25.66, representing a -2.32% change from its previous close.

Is the party over for cybersecurity stocks? Investors might think so after news that Peter Weed from Sanford Bernstein downgraded three cybersecurity stocks.

Headlines about the risks of advances in artificial intelligence are getting more attention. Cyber watchdogs are likely to see demand for their services grow.

Bernstein downgraded Palo Alto Networks (PANW), Okta Inc. (OKTA), and SentinelOne (S) even as the cybersecurity industry sees a new bullish wave over AI safety concerns. Marley Kayden explains why the analyst is pushing back the bullish narrative a bit even though it also raised price targets for some companies.

The disposition involved 21,664 shares at a weighted average price of $19.44 per share, resulting in a transaction value of ~$421,100. The transaction size represented 2% of the executive's total equity holdings prior to the filing.

It also published an earnings report showing impressive growth in key fundamentals. This was bolstered by several bullish analyst post-earnings takes.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne announces an expanded set of offerings for Wayfinder Frontier AI Services, powered by OpenAI Daybreak models.
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