Author opened a long position in SentinelOne, noting revenue grew 211% since 2021 while the stock fell 55%, and questions why stock-based compensation weighs so heavily on the price.
S — LONG The author opened a position in SentinelOne, arguing that revenue has grown 211% since 2021 while the stock price declined 55% over the same period, creating a valuation disconnect. The company carries no debt and is quite liquid, which the author views as supporting the long case. The author questions whether stock-based compensation is the main driver of the price decline, implying that if SBC is the culprit the selloff may be overdone. No explicit catalyst or time horizon is stated.
Opened position in Sentinelone. Revenue has grown by 211% since 2021, while stock price declined by 55% same period. Company has no debt and quite liquid.
This Reddit post, published January 22, 2026, features u/No_Anybody_2793 discussing S. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/No_Anybody_2793 · Tickers: S