Posts on S

Latest ideas and analyses related to SentinelOne Inc. Class A Common Stock

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CHKP , ESTC , MSFT , S , PANW , VRNS , NET

+42 pts



Macro Concerns Beginning to Surface in Cyber

By labjordan on June 13, 2022, 1:24 p.m.
Tagged topics: macro pressures

Views: 32, Votes: 6, Responses: 1, Attachments: 1
S

+34 pts



$S Strong 109% Growth in 1QF23 Drives Raised Revenue and GM Guidance

By labjordan on June 2, 2022, 5:07 p.m.
Tagged topics: earnings results

Views: 11, Votes: 4, Responses: 0, Attachments: 1
CRWD , S

+34 pts



$CRWD $S - another analyst expects earnings beat from resilient cyber backdrop

By josiebe on May 31, 2022, 10:46 a.m.
Tagged topics: earnings preview

Views: 111, Votes: 4, Responses: 0, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 28, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 37, Votes: 5, Responses: 1, Attachments: 1
CRWD , OKTA , S , ZS

+36 pts



Despite sharp valuation correction, demand remains robust for security software

By labjordan on May 24, 2022, 10:26 a.m.
Tagged topics: earnings preview

Views: 29, Votes: 4, Responses: 0, Attachments: 1
CRWD , S , PANW , ZS

+39 pts



Partners on CRWD, S, PANW and ZS Demand Ahead of 1Q Earnings

By labjordan on May 17, 2022, 4:12 p.m.
Tagged topics: analyst checks

Views: 22, Votes: 5, Responses: 0, Attachments: 1
CRWD , PANW , VRNS , CHKP , S , SAIL , IRNT

+51 pts



Security Software - there is no “Microsoft” of security so prefer a basket investment approach

By mooreideas on April 18, 2022, 2:09 p.m.
Tagged topics: deep dive

Views: 163, Votes: 8, Responses: 2, Attachments: 1
S

+33 pts



$S - Virtual NDR Highlights Company Targeting a Substantial Market Opportunity

By ethonomics on March 28, 2022, 1:10 p.m.
Tagged topics: non deal roadshow

Views: 23, Votes: 2, Responses: 0, Attachments: 1
CRWD , DDOG , FROG , NET , QLYS , RPD , S , TENB , ZS

+39 pts



Snyk Private Company: Leading the Charge in "Shift-Left" Security

By labjordan on March 22, 2022, 10:18 a.m.
Tagged topics: deep dive , security software

Views: 25, Votes: 4, Responses: 0, Attachments: 1
CRWD , CYBR , KNBE , OKTA , S , VRNS , NET , ZS

+38 pts



Historic cyber bill becomes law, set to drive security spend

By labjordan on March 22, 2022, 10:11 a.m.
Tagged topics: security spending

Views: 169, Votes: 3, Responses: 0, Attachments: 1
S

+33 pts



$S - Strong Growth Metrics, But Large Losses-Robust Tech in an Unforgiving Market

By puckerman17 on March 16, 2022, 1:45 p.m.
Tagged topics: earnings results

Views: 22, Votes: 2, Responses: 0, Attachments: 1
NET , DDOG , SNOW , TEAM , S , TWOU , UPLD , SUMO , LZ , DBX , MSFT , ADBE , CRM , INTU , WDAY , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , PANW , SAIL , SPLK , PCOR , PLAN

+43 pts



How low can software valuations go?

By puckerman17 on March 7, 2022, 1:26 p.m.
Tagged topics: valuations

Views: 79, Votes: 4, Responses: 0, Attachments: 1
S

+37 pts



$S - Strong Beat/Raise Delivering Above Expectations as Lockup Expires

By realjoe on Dec. 8, 2021, 4:56 p.m.
Tagged topics: lock-up expiration , earnings results

Views: 48, Votes: 5, Responses: 0, Attachments: 1
S

+32 pts



$S preview (with attachment)

By realjoe on Dec. 6, 2021, 4:20 p.m.
Tagged topics: earnings preview

Views: 49, Votes: 2, Responses: 0, Attachments: 1
S

+36 pts



$S expected to report 100% growth but large losses for Oct qtr, could test market sentiment for growth stocks

By realjoe on Dec. 6, 2021, 12:23 p.m.
Tagged topics: earnings preview

Views: 199, Votes: 5, Responses: 1, Attachments: 0
CRWD , S

+43 pts



$CRWD - Accelerating underlying growth metrics substantiate the expanding pipeline

By mooreideas on Dec. 2, 2021, 12:05 p.m.
Tagged topics: beat and raise

Views: 193, Votes: 7, Responses: 1, Attachments: 4
CRWD , S

+47 pts



Both $CRWD and $S appear likely to beat expectations into results

By josiebe on Nov. 29, 2021, 3:10 p.m.
Tagged topics: earnings preview

Views: 273, Votes: 9, Responses: 1, Attachments: 1
FTNT , PANW , ZS , CRWD , S , TENB , PING , SAIL

+44 pts



Security and analytics software demand continues to accelerate

By josiebe on Oct. 26, 2021, 1:14 p.m.
Tagged topics: earnings preview , strong demand , security software

Views: 69, Votes: 5, Responses: 1, Attachments: 2
CRWD , S

+36 pts



$CRWD - Needham says CrowdStrike is a true platform that is gaining share, and the industry is reacting

By realjoe on Oct. 13, 2021, 5:56 p.m.
Tagged topics: market share gains , Needham , security software

Views: 245, Votes: 3, Responses: 0, Attachments: 2