SentinelOne Analyst's 3 Reasons Why There Is Significant Upside To Future Estimates
SentinelOne Analyst's 3 Reasons Why There Is Significant Upside To Future Estimates
SentinelOne Inc (NYSE:S) shares have been in focus with the growing cybersecurity concerns among businesses.
SentinelOne Inc（纽交所：S）的股票备受关注，企业间对网络安全的担忧日益加剧。
The current estimates for the company over the next 18 months appear "too low," according to Piper Sandler.
根据派杰投资的说法，未来18个月该公司的当前估计值看起来“太低”。
Analyst Rob Owens upgraded the rating for SentinelOne from Neutral to Overweight, while raising the price target from $25 to $32.
分析师罗伯·欧文斯将SentinelOne的评级从中立调升为增持，并将价格目标从25美元提高到32美元。
The SentinelOne Thesis: The expectations over the next four to six quarters appears too conservative and there are three key catalysts that are likely to drive incremental NNARR (net new annual recurring revenue), Owens said in the upgrade note.
SentinelOne的论点：下一个四到六个季度的预期似乎过于保守，而且有三个关键催化剂可能推动新增NNARR（净新年度持续收入），欧文斯在升级通知中指出。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
First is SentinelOne's expanded partnership with Lenovo Group Ltd (OTC:LNVGY): This expansion of an existing reseller partnership "will see the Singularity Platform + Purple AI embedded in new commercial PC shipments, a new MDR service built on Singularity, alongside expanded reseller terms," the analyst stated.
首先是SentinelOne与联想集团（场外交易：LNVGY）扩大合作伙伴关系：这一现有经销商合作伙伴关系的扩展“将看到Singularity Platform + Purple AI嵌入新的商用PC发货中，基于Singularity构建了新的MDR服务，以及扩展的经销商条款，”分析师表示。
Second is a boost to SentinelOne's performance from CrowdStrike Holdings Inc's (NASDAQ:CRWD) debacle: The global outage should cause CrowdStrike "some level of churn" and recent management commentary suggests that SentinelOne will "pick up its fair share of this churn — which is not properly reflected in estimates," he added.
第二，SentinelOne受益于CrowdStrike Holdings Inc（纳斯达克：CRWD）的故障：全球中断应导致CrowdStrike“某种程度的流失”，最近管理层的评论表明SentinelOne将“获得其公平份额的这种流失 —— 这在估计中没有得到恰当体现，”他补充道。
Third is the traction with Purple AI: "We believe Purple's automation/threat hunting capabilities will help set the solution apart from other security copilots, and will be an important and underappreciated growth driver for the company going forward," Owens further wrote.
第三，与Purple AI的进展：欧文斯进一步表示，“我们相信Purple的自动化/威胁搜索能力将有助于使该解决方案脱颖而出，这将是未来公司的重要而被忽视的增长驱动因素。”
S Price Action: Shares of SentinelOne had risen by 2.84% to $26.44 at the time of publication on Monday.
S 价格走势：SentinelOne股票在星期一出版时上涨了2.84%至26.44美元。
Read More:
• SentinelOne Posts Q2 Beat, 6 Analysts Cite Benefits Of CrowdStrike Customer Churn: 'Outage Was A Net Positive'
阅读更多：
• SentinelOne发布第二季度业绩超过预期，6位分析师称赞了转投向crowdstrike的客户流失的好处：‘宕机是净利好因素’
Photo: Shutterstock
Photo: shutterstock
