SentinelOne Inc Class A

S: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$81.00	Phzr	Rcfsxlcqp

SentinelOne Earnings: Strong Results Augmented by an Improved Business Pipeline

Malik Ahmed Khan

Aug 28, 2024

We are raising our fair value estimate for no-moat SentinelOne to $22 per share from $21 as we update our outlook for the remaining half of fiscal 2025 following a solid second-quarter earnings report. While we expect SentinelOne to benefit from increased customer interest in its solutions following the CrowdStrike IT outage, we saw a tension between management’s bullish commentary and the marginal $3.5 million upward revision of the firm’s fiscal 2025 sales outlook. We believe that the guidance is likely overly conservative and are modeling the firm to exceed its sales targets over the next two quarters.

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