SentinelOne: Best cybersecurity investment with 5x potential
u/Mundane_Link8653 ·
Reddit — r/ValueInvesting
· February 15, 2026 at 00:25
· ⬆ 34 pts
· 💬 58 comments
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SentinelOne is a steal right now
Trading at just 4x sales while crowdstrike trades at 22x
Strong product with 98% customer satisfaction, ai centered, cheaper than crowd strike (while still considered equal), with 115% NRR
Expanding product offerings from just endpoint to data, cloud, and security.
Approaching profitability as fcf improves and S&M and R&D expenses comparable to revenue decreases
Revenue growing at 25%
Big clients like Amazon, JPMorgan, Tesla, and 30% of Fortune 500
No Debt 1 billion in cash
Leader in Agentic AI with Purple AI. Expanding capabilities of purple AI and it has a reported 3 year ROI of 338% and cuts costs for clients.
Big partnerships with AWS, google, and lenova
International revenue grew 34% last quarter and recently got goverment authorization for many international governments
Recently got GovRamp Authorizaton for their singularity platform which opens huge public sector market. NASA and DOD use their products
TAM of 100 Billion shows massive opportunity
Replacing legacy vendors and saving clients millions
Data and cloud offerings have triple digit yoy growth and represent over 50% of bookings
Acquisitions likes prompt security and Observo Ai will open new markets and strengthen offerings
nearing all time lows
I see revenue growing at least 20%+ for the next 5 years and earnings to become posotive
Nearing all time lows
One of the best buys in the market