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The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...
SentinelOne has enjoyed a strong rebound in recent years, yet over a 5 year stretch long term holders are still looking at a deep drawdown. With the stock now trading around US$23.19 and sentiment lifted by its role in AI security, the live question is whether that price can be supported by the cash flows the business is expected to generate. Over 5 years the share price return is down 61.9%, which puts the focus squarely on whether the current valuation is now more closely aligned with what...
Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc. (NYSE:S), Mad Money host Jim Cramer remarked: No, look, I think you don’t need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It’s already too many. I think either one of those two is superior to letter S. The […]
SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services by integrating advanced OpenAI cyber models into its security platform. The upgraded suite introduces AI-powered code risk analysis and compromise assessments designed to detect emerging and hard-to-spot threats. Management is positioning the new OpenAI-driven capabilities as a response to rising enterprise demand for adaptable, automated cyber defense. The OpenAI model integration into Wayfinder Frontier only captures part of...
On September 3, SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services with new tools built on OpenAI’s latest cyber-focused model, arriving just a week after the company posted a quarter that beat every number management had guided to. Pairing a fresh AI product push with accelerating growth is the kind of combination that gets a […]
Check out the companies making headlines yesterday:
Shares of cybersecurity AI platform provider SentinelOne (NYSE:S) jumped 2.9% in the afternoon session after the company announced it was recognized as an AI Security Platform Leader by analyst firm Latio in its 2026 AI Security Market Report.
CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.
A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
It announced several new expansions of its software and business partnerships.
In late August 2026, SentinelOne reported second-quarter revenue of US$291.98 million and a net loss of US$93.4 million, raised full-year revenue guidance to US$1.20–US$1.21 billion, and later announced expanded Wayfinder Frontier AI Services powered by OpenAI Daybreak models such as GPT-5.6-Cyber to enhance threat detection and remediation. The integration of frontier AI models like GPT-5.6-Cyber into Wayfinder Frontier AI Services, coupled with human-validated code risk analysis and...
SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services with new integrations of OpenAI Daybreak models. The company said the upgraded services are designed to help customers detect complex and novel security threats and automate risk assessments. Wayfinder Frontier AI Services now use the Daybreak models to support more proactive threat hunting and faster remediation workflows for enterprise clients. For readers tracking how AI is reshaping cybersecurity and the infrastructure...
OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is […]
SentinelLABS benchmarked GPT-5.6-Cyber as best in class on malware reverse engineering
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
SentinelOne (NYSE:S) reported solid second-quarter performance when it reported on August 27. Despite a clean beat, shares surged down in extended and post-announcement trading, with investors focused instead on a trimmed profit/ EPS outlook for future quarters and high restructuring costs. However, not everyone on Wall Street is pessimistic about SentinelOne’s story. On August 28, […]
A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.
CRWD's AIDR ARR nearly triples sequentially in Q2 FY26 as separate pricing, easy deployment and rising AI security needs fuel its growth potential.
On August 27, SentinelOne (NYSE:S) posted the kind of quarter that makes a growth stock look like it’s maturing into a profit machine. Revenue climbed 21% to $292 million, but the headline number was net new ARR of $56 million, a second-quarter record and the fifth straight quarter of positive growth. Layer in AI security […]
AI security ARR tripled while net new ARR hit record levels.
SentinelOne stock has staged a solid recovery in the shorter time frames, yet its five year record remains sharply negative and the main valuation checks send mixed signals, with the intrinsic value estimate pointing to a discount while market multiples lean rich. Over the past five years the stock has declined 68.8%, which leaves long term holders with losses even after the recent rebound. Investor expectations around SentinelOne's autonomous cybersecurity and AI capabilities can support...
SentinelOne (NYSE:S) reported second-quarter fiscal 2027 results that exceeded its guidance for revenue, operating income and earnings per share, as the cybersecurity company cited growth in artificial intelligence security, cloud and data offerings alongside continued endpoint demand. Revenue for
SentinelOne co-founder, chairman and CEO Tomer Weingarten discusses earnings and AI Cybersecurity in an interview with Romaine Bostick and Emily Graffeo on "The Close."
Shares of cybersecurity AI platform provider SentinelOne (NYSE:S) fell 8.5% in the afternoon session after the company reported second-quarter earnings as a reduced full-year profit outlook and slowing large customer additions weighed heavily on sentiment.