业绩总结 - 公司第四季度总收入增长38%，达到1.742亿美元[4] - 年化重复收入（ARR）较去年同期增长39%，达到7.244亿美元[4] - ARR超过10万美元的客户增长30%，达到1,133家[4] - 全年总收入增长47%，达到6.212亿美元[5] - 公司提供了非GAAP财务指标，用于评估经营绩效[15] 财务数据 - 现金、现金等价物和投资截至2024年1月31日为11亿美元[4] - SENTINELONE, INC. 2024年第一季度营收为174,175千美元，同比增长38.1%[39] - 2024年第一季度总营收中成本为48,266千美元，毛利为125,909千美元[39] - 2024年全年净现金流出68,374千美元，主要由于运营活动的现金流出[40] 财务指标 - 公司调整了历史ARR，但不影响历史总预订或收入[34] - 公司认为增加ARR达到10万美元或更高的客户数量是市场渗透和对平台的战略需求的指标[35] - SentinelOne, Inc. 非 GAAP 操作利润率为-9%至-49%之间[1]

文章核心观点 - 投资者寻找有望在财报季表现出色的股票，SentinelOne公司可能是其中之一，近期盈利预估修正活动向好，预示即将公布的财报可能超预期 [1] 分组1：SentinelOne公司盈利预估情况 - 公司即将公布财报，近期盈利预估修正活动向好，通常是盈利超预期的先兆 [1] - 当前季度最准确预估高于Zacks普遍共识预估（每股亏损4美分），表明分析师近期上调了对该公司的预估，使股票在财报季前的Zacks盈利ESP为+4.35% [1] 分组2：Zacks盈利ESP的重要性及对投资的启示 - 正的Zacks盈利ESP在产生积极惊喜和跑赢市场方面非常有效，过去10年回测显示，盈利ESP为正且Zacks评级为3（持有）或更高的股票，近70%的时间会有积极惊喜，平均年回报率超28% [2] - 鉴于SentinelOne公司Zacks评级为3且盈利ESP为正，投资者可在财报公布前考虑该股票 [2] - 近期盈利预估修正表明SentinelOne公司前景向好，即将公布的财报可能超预期 [2]

盈利预期 - SentinelOne (S) 预计在2024年1月报告的季度中，盈利将同比增长，收入也将增加[1] - 分析师们最近对这家网络安全提供商的季度亏损预期进行了修订，预计每股亏损为0.04美元，同比增长69.2%；预计收入为1.6951亿美元，同比增长34.4%[4] - 过去30天内，该季度的每股盈利预期已经下调了1.52%，反映了分析师们在这段时间内对初始预期进行了集体重新评估[5] - Zacks Earnings ESP 比较了最准确的预估值和 Zacks 共识预估值，显示出 SentinelOne 的盈利预期为正4.35%，但目前股票的 Zacks 排名为3[8] - 过去四个季度中，SentinelOne 四次击败了共识每股盈利预期，最近一次预期亏损0.08美元，实际亏损0.03美元，实现了+62.50%的惊喜[14] 股价表现 - 如果关键数字超过预期，股价可能会上涨；反之，可能会下跌[2] - 盈利超出预期或未达预期可能不是股价上涨或下跌的唯一依据，许多股票尽管盈利超出预期，但由于其他因素仍然下跌，同样，未预料到的催化剂有助于许多股票在盈利不达预期的情况下上涨[15]

SentinelOne (NYSE: S) stock price erased some of the losses it has made in the past few days in the pre-market session. It jumped by over 8% as it moved to $27.50. It remains over 10% below its highest point in 2024, meaning that it has moved into a correction.Blurry outlook for cybersecurity stocksCopy link to sectionSentinelOne, a leading player in the cybersecurity industry, has come under pressure in the past few weeks. Most of this weakness started when Palo Alto Network published weak financial result ...

Investors are always on the hunt for the next big thing, and one company has quietly been making waves. SentinelOne (NYSE: S) is a cybersecurity provider that’s steadily climbing, and in 2024, it’s looking to outshine the market with its innovative solutions and promising growth trajectory. Here’s all you should know about it.A rising star in cybersecuritySentinelOne is a leading cybersecurity company specializing in autonomous endpoint protection powered by AI and machine learning. The platform offers real ...

股价及盈利预测 - SentinelOne (S) 最近的股价为 $28.50，较前一天收盘价上涨了 +1.71% [1] - SentinelOne 的盈利报告预计于 2024 年 3 月 13 日发布，预计每股收益为 -$0.04，同比增长 69.23% [3] Zacks Rank 和估值比率 - SentinelOne 目前的 Zacks Rank 为 3 (Hold)，Zacks Rank 系统自 1988 年以来表现出色，排名为 1 的股票平均年回报率为 +25% [6] - SentinelOne 目前的 Forward P/E 比率为 505.28，高于行业平均值，PEG 比率为 12.58，也高于行业平均值 [7], [8] 行业排名和分类 - Computers - IT Services 行业属于 Computer and Technology 部门，该行业的 Zacks Industry Rank 为 80，在所有 250+ 个行业中排名前 32% [9], [10]

AUSTIN, Texas & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--NinjaOne, LLC, a leading IT platform for endpoint management, security, and visibility, and SentinelOne, Inc. (NYSE: S), a global leader in AI-powered security, today launched a bi-directional product integration that redefines endpoint protection through the merging of IT operations and security. The cutting-edge solution provides enterprise security teams with leading levels of control and simplicity, while revolutionizing the management and security ...

Parkev Tatevosian, CFA - Parkev Tatevosian在所提及的股票中没有任何持仓[1] - Parkev Tatevosian是The Motley Fool的关联方，可能会因为推广其服务而获得补偿[2]

Overlooked growth stocks could be the biggest gainers during the current bull market. Many high-profile companies have enjoyed surging valuations as they recovered from the 2022 market correction. Some promising businesses have lagged their peers, and one cybersecurity stock in particular has attractive upside potential.An under-the-radar cybersecurity stockSentinelOne (S 3.30%) provides endpoint protection software and services to business customers. Its products are used to monitor and eliminate malicious ...

At times, analyst change-ups on the stocks they cover can fall victim to poor timing. Such was the case with a major bank's revised take on up-and-coming cybersecurity company SentinelOne (S 3.30%). Just after news of the bank's recommendation upgrade and price target raise, another prominent cybersecurity business published dispiriting quarterly results.This awkward timing raises the enticing possibility, however, that some titles in the sector might become undervalued.Bank of America becomes a SentinelOne ...