2024-05-28 08:58:47 ET
Summary
- SentinelOne is set to report its Q1 FY25 earnings report, with mixed sentiment emerging from the cybersecurity market.
- The company has shown faster growth than expected in Q4 FY24, but faces challenges in a competitive market.
- Questions include whether SentinelOne can compete with larger peer CrowdStrike and upgrade profitability outlook for FY25, after CrowdStrike's strong quarterly report.
- My valuation model indicates upside in SentinelOne's stock. However, I have lowered my price targets.
Investment thesis
SentinelOne (S) is set to report the earnings report of their first quarter of FY25 on Thursday, May 30, 2024 , after markets close business for the day. This will be an interesting report to review from the maker of endpoint protection cybersecurity products since I have noticed mixed sentiment emerging from different corners of the cybersecurity market so far in 2024....
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SentinelOne Q1 Earnings Preview: Growth Momentum, Despite Peer Pressure