Workflow
SentinelOne(S)
icon
搜索文档
Why SentinelOne Stock Is One of This Portfolio's Biggest Holdings Despite a 80% Drop in Price
Yahoo Finance· 2025-12-18 00:49
Key Points New York City-based Insight Holdings Group sold 3 million shares of SentinelOne in the third quarter. The position shrank by an estimated $60.5 million from period to period. Despite the sale, Insight still holds about 8.4 million SentinelOne shares valued at $148.4 million, making it the fund's third-largest reported holding. These 10 stocks could mint the next wave of millionaires › New York City-based Insight Holdings Group cut its position in SentinelOne (NYSE:S) by 3 million shar ...
Sherritt and Pala Announce Board Renewal and Collaboration Agreement
Businesswire· 2025-12-16 20:35
TORONTO--(BUSINESS WIRE)--Sherritt International Corporation ("Sherritt†or the "Corporation†) (TSX:S) today announced that it has entered into a collaboration agreement (the "Agreement†) with Pala Assets Holdings Limited ("Pala†). Under the terms of the Agreement, Pala has withdrawn its requisition for a special meeting of shareholders, agreed to customary standstill and voting covenants, and Sherritt has made certain board and committee changes that will support the leadership transition and executio ...
Profitability Predictions and Paramount Pushes Back
Yahoo Finance· 2025-12-13 14:09
Tim Beyers: Profits? Who needs profits? You're listening to Motley Fool Money. Welcome, Fools. I'm your host Tim Beyers, and with me are two of my teammates Engdahl, whom I've served with on Rule Breakers for over 20 years now and longtime Fool Sanmeet Deo, who's with me allocating capital in the Supernova Odyssey portfolio. That's been fun and frantic. Hopefully, you're both fully caffeinated, because we got some spicy earnings to get to. Today, we're going to be talking about Fiscal Q3 2026 earnings from ...
Citron Research Says This Cybersecurity Stock Is Deeply Mispriced And Is Set To More Than Double: 'This Company Must Be Rerated' - SentinelOne (NYSE:S)
Benzinga· 2025-12-12 16:39
香橼研究看多SentinelOne的核心观点 - 香橼研究认为网络安全公司SentinelOne的股票被市场“严重错误定价” 其设定的目标价32美元较当前水平有113%的上涨空间[1][6] - 香橼研究强调该公司“必须被重新评级” 并指出其目前持有该股的多头头寸[6] 公司业务与市场地位 - SentinelOne在识别涉及大规模Salt Typhoon漏洞的两名中国国家级黑客中发挥了作用 香橼认为这与使CrowdStrike成名的路径相同[2] - 公司正从“终端供应商”转型为完全原生的AI安全平台 超过50%的订单来自云、数据和AI客户[4] - 公司的生成式AI产品Purple AI被视为“最清晰的竞争护城河” 因其是原生构建而非后期附加[5] - 第三方研究显示 使用其方案可实现338%的三年投资回报率 威胁修复速度加快55% 重大安全事件发生可能性降低60%[5] - 香橼认为该公司是大型企业进行并购的“明显战略目标”[6] 财务表现与市场估值 - 第三季度营收为2.5891亿美元 同比增长23% 超出市场预期的2.577亿美元[7] - 第三季度调整后每股收益为0.07美元 超出分析师预期的0.05美元[7] - 第四季度营收指引为2.71亿美元 较分析师预期低200万美元[8] - 尽管业务模式发生明显转变 市场仍以5.21倍的市销率对公司进行估值 “仿佛它即将倒闭”[3] - 香橼评论称“市场因一个四舍五入的误差就抛售了一家50亿美元的公司”[8] 股价表现 - 报告发布当日(周四) SentinelOne股价下跌1.64% 收于14.99美元 但盘后上涨0.60%[8] - 该股在Benzinga的动量与增长排名中表现不佳 短期、中期和长期价格趋势均不利[8]
Beyond the Magnificent 7: Meet 3 of Tech’s Rising Stars
Investing· 2025-12-12 14:42
A handful of trillion-dollar corporations, known as the Magnificent Seven, have been the driving force behind the stock market's narrative and most of its recent returns. These companies established the bedrock of today's digital economy. Nevertheless, even the most robust businesses are ultimately constrained by the Law of Large Numbers. Put simply, it is mathematically challenging for a company worth $3 trillion to double in size compared to a company worth $50 billion. Growth eventually slows down as mar ...
SentinelOne: Finally Worth A Nibble (Rating Upgrade) (NYSE:S)
Seeking Alpha· 2025-12-11 21:00
To help supercharge our members' journey to financial freedom, I publish TQI's Asymmetric Ideas Series at " The Quantamental Investor ", with each stock pick targeting a 50-100%+ return in 1-3 years. Since its launch in April 2023, TQI’s Asymmetric Ideas Series has grown to 32 Picks, with the average return per pick standing at +126.91% as of writing on 10th December 2025."We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background ...
SentinelOne: Finally Worth A Nibble (Rating Upgrade)
Seeking Alpha· 2025-12-11 21:00
To help supercharge our members' journey to financial freedom, I publish TQI's Asymmetric Ideas Series at " The Quantamental Investor ", with each stock pick targeting a 50-100%+ return in 1-3 years. Since its launch in April 2023, TQI’s Asymmetric Ideas Series has grown to 32 Picks, with the average return per pick standing at +126.91% as of writing on 10th December 2025."We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background ...
SentinelOne: Market Has No Respect (NYSE:S)
Seeking Alpha· 2025-12-11 00:45
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end 2025, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential mu ...
SentinelOne: Market Has No Respect
Seeking Alpha· 2025-12-11 00:45
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end 2025, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential mu ...
SentinelOne: The Market Is Not Getting The Big Picture (NYSE:S)
Seeking Alpha· 2025-12-10 05:57
投资组合策略与市场表现 - 核心观点为推广一种名为“全天候投资组合”的策略 并将其表现与标准普尔500指数进行对比 旨在吸引投资者订阅相关服务 [1] - 该投资组合在2025年取得了82%的年初至今回报率 声称能在任何市场环境下取得优异成果 [3] - 推广一项名为“备兑看涨期权股息计划”的策略 声称在某些投资上能获得50%的收益 [3] 产品与服务推广 - 公司提供名为《每日先知报告》的订阅服务 旨在在每个交易日开盘前向订阅者提供关键信息 [3] - 为吸引用户 公司提供为期两周的免费试用订阅 [3]