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Posts on S
Latest ideas and analyses related to SentinelOne Inc. Class A Common Stock
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
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...
Latest ideas and analyses related to SentinelOne Inc. Class A Common Stock
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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