S SentinelOne Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:24
Sep 01
Sep 01
Watch SentinelOne on platformization share-loss risk
Author flags SentinelOne as a high-risk vendor facing share loss to integrated platforms. This is a research read-through, not a short call. Negative implication warrants watch for deterioration.
MED
17:35
Aug 31
Aug 31
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor.
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor beneficiaries as watch, names top four longs in SAIL/NTSK/OKTA/SILC, and calls CRM an easy short while avoiding CRWD/PANW shorts as too risky.
LOW
22:10
Aug 28
Aug 28
SentinelOne autonomous security platform winning
SentinelOne's autonomous, holistic cybersecurity platform can detect, protect and remediate in real time without heavy integration or consultants; it is one of the only vendors across public cloud, regulated and federal environments, and customers are migrating away from legacy solutions to modern protection, driving accelerating growth.
HIGH
13:02
Aug 28
Aug 28
"SentinelOne positioned as AI-native SOC."
"SentinelOne is positioned as an AI-native SOC with ARR up 22%; the stock slides on profit guide despite that positioning."
MED
12:18
Aug 28
Aug 28
Premarket movers show mixed Mag 7 performance with notable gains in Affirm, Elastic, Gap.
Premarket movers show mixed Mag 7 performance with notable gains in Affirm, Elastic, Gap, and Solstice, while Autodesk, PayPal, SentinelOne, and Ulta decline on earnings or deal news.
20:26
Aug 27
Aug 27
Author notes S beat earnings again but says the outlook will determine the stock's direction.
Author notes S beat earnings again but says the outlook will determine the stock's direction, so no explicit position is taken.
LOW
17:48
Aug 27
Aug 27
Author confirms current long positions in NTSK, GEN, and ZS.
Author confirms current long positions in NTSK, GEN, and ZS, with S as a smaller backend hedge due to CRWD's high valuation.
LOW
14:26
Aug 27
Aug 27
Buy $S on consistent beats and sector momentum.
Buy $S based on consistent earnings outperformance (17 of last 18 beats) and expected sector tailwinds from CRWD's leading cybersecurity earnings. Speaker expresses clear bullish lean.
MED
18:33
Aug 23
Aug 23
Author lists 40 tickers across sectors to watch on Monday.
Author lists 40 tickers across sectors to watch on Monday, expecting some to rally and others to pull back, but frames it as monitoring rather than taking positions.
LOW
09:57
Aug 21
Aug 21
A news wire reports a broad list of price target raises, cuts.
A news wire reports a broad list of price target raises, cuts, and coverage initiations across numerous stocks from various analysts, with no personal market view expressed.
11:28
Aug 17
Aug 17
Piper Sandler, Wells Fargo, Jefferies, Barclays, D.A.
Piper Sandler, Wells Fargo, Jefferies, Barclays, D.A. Davidson, Stifel, and TD Cowen raised price targets across a broad list of stocks including RIGL, SAIL, S, SNOW, SUI, SKT, TGT, HD, TVTX, VEEV, and ZS.
01:15
Aug 14
Aug 14
Buy S: record revenue, record again expected
Buy SentinelOne (S): record revenue with another record expected next quarter, while the stock remains well below prior levels, points to underappreciated upside in cybersecurity.
MED
18:58
Aug 04
Aug 04
US equities offer only 1% risk premium.
US equity valuations are extremely high, with a long-term expected return of only ~6% and a risk premium of just 1% over safe assets. Buybacks, static asset allocators, and extrapolators have inflated prices, but the low expected return makes US equities unattractive. Elm Wealth is notably underweight US equities.
HIGH
14:28
Jul 22
Jul 22
The author presents a research-driven thesis that companies solving AI inaccuracy.
The author presents a research-driven thesis that companies solving AI inaccuracy and cybersecurity will print, but lists beneficiaries as a watchlist without stating personal positions.
LOW
02:30
Jul 18
Jul 18
Bondholders of troubled miner Sherritt International say a group of credible investors has.
Bondholders of troubled miner Sherritt International say a group of credible investors has crafted a competing refinancing plan against an offer from an ally of President Donald Trump.
21:59
Jul 14
Jul 14
Buy S ahead of August earnings where speaker expects record revenue.
Buy S ahead of August earnings where speaker expects record revenue, combined with a technical breakout from a year-long downtrend providing a dual fundamental/technical catalyst.
MED
09:18
Jun 26
Jun 26
Hold 30% US, Korean stocks, bonds.
A static 30-30-30 allocation to US equities, Korean equities, and Korean bonds maximizes risk-adjusted returns while limiting fatigue; bonds should not exceed 30% as they mainly protect during sharp economic downturns, and equities should be split evenly between US and Korea to capture growth from both markets.
MED
17:31
Jun 24
Jun 24
Stay long US large-cap equities.
With core PCE peaking, shelter and tariff inflation decelerating, gasoline prices falling, and GDP Now at 5%, this is a great time to be in parts of the equity market; investors should stay up in quality, focus on US large-cap, and favor durable infrastructure, energy security, and AI.
MED
12:45
Jun 08
Jun 08
SentinelOne is an AI-native platform trading at a discount with strong expansion runway, offering the highest probability of 5x+ returns over 5-7 years.
HIGH
23:47
Jun 05
Jun 05
Author highlights past Grok-selected stocks that surged roughly 50% on average.
Author highlights past Grok-selected stocks that surged roughly 50% on average, framing the method as a proven strategy but not stating current positions.
LOW
04:19
Jun 03
Jun 03
Watch SentinelOne as a scaled endpoint platform likely to benefit from AI-driven threat volume.
Watch SentinelOne as a scaled endpoint platform likely to benefit from AI-driven threat volume; research read-through.
MED
04:19
Jun 03
Jun 03
The author posts research read-throughs on AI infrastructure, memory costs, security consulting.
The author posts research read-throughs on AI infrastructure, memory costs, security consulting, and M&A consolidation, but all tickers are listed as affected companies in a factual research note without any explicit position or forward call.
LOW
19:40
May 29
May 29
SentinelOne shares fell 14% after soft guidance and layoffs.
SentinelOne shares fell 14% after soft guidance and layoffs, with mixed analyst reactions and a Seeking Alpha Hold rating, making the outlook uncertain.
LOW
20:53
May 28
May 28
Sell $S on evidence of poor sales execution — a firsthand account describes SentinelOne's sales.
Sell $S on evidence of poor sales execution — a firsthand account describes SentinelOne's sales team ignoring a legitimate 100+ endpoint prospect, suggesting customer acquisition failures that could weigh on growth.
LOW
20:39
May 28
May 28
Speaker observes SentinelOne has strong underlying technology validated by third-party.
Speaker observes SentinelOne has strong underlying technology validated by third-party evaluations but consistently poor execution and go-to-market, implying potential M&A interest from a buyer who could fix operations.
MED
20:38
May 28
May 28
The author agrees with a parent post comparing S's valuation and growth to CRWD.
The author agrees with a parent post comparing S's valuation and growth to CRWD, but does not state a personal position or forward call.
20:18
May 28
May 28
Speaker expresses frustration with SentinelOne's performance.
Speaker expresses frustration with SentinelOne's performance, implying the company is struggling and may need an acquisition to survive; M&A candidate framing, no explicit short or long position stated.
LOW
20:14
May 28
May 28
SentinelOne reports solid first-quarter results with record net new ARR growth and improved.
SentinelOne reports solid first-quarter results with record net new ARR growth and improved operating margins while raising its full-year operating income outlook.
16:09
Apr 23
Apr 23
Sonic bearish fundamentals; no explicit short
Avoid S / Sonic: revenue, native utility and moat are described as declining and the chain as dying; no explicit short call is stated.
MED
20:26
Mar 24
Mar 24
Carol Massar reported coal stocks rallying sharply, with specific companies like Peabody Energy up 8% and Warrior Met Coal up 10%, due to tightened LNG supplies from the war in Iran and Qatar's capacity outage lasting 3-5 years. Reduced LNG supply increases demand for coal as an alternative energy source, which should boost coal companies' revenues and stock prices. Long on coal companies as they are poised to benefit from sustained high demand over the medium term. Rapid resolution of the conflict or faster-than-expected recovery of LNG infrastructure.
About S Analyst Coverage
Buzzberg tracks S (SentinelOne Inc.) across 19 sources. 10 bullish vs 0 bearish calls from 21 analysts. Sentiment: predominantly bullish (29%). 34 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: TheValueist, __con_, Tomer Weingarten.