Morgan Stanley analyst Hamza Fodderwala downgrades $SentinelOne (S.US)$ to a hold rating, and maintains the target price at $29.
According to TipRanks data, the analyst has a success rate of 58.0% and a total average return of 5.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $SentinelOne (S.US)$'s main analysts recently are as follows:
While acknowledging long-term benefits in the security sector, a more cautious approach is advised heading into 2025 due to a challenging spending environment, upcoming fiscal constraints in the U.S., and relatively high valuations when compared to the broader technology sector. Additionally, a slowdown in demand for core endpoint security expected in 2025, along with a tough competitive and pricing landscape, influences a cautious stance on SentinelOne.
The company is poised to reinforce its position as a profitably growing entity within the market, capable of generating cash and capturing market share more swiftly than its major rivals. It continues to be valued lower than other rapidly growing counterparts and is anticipated to deliver another set of robust financial results shortly. Industry discussions suggest an expanding pipeline and deal momentum, attributed mainly to an intensified commitment to investments geared towards growth.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Hamza Fodderwala下調$SentinelOne (S.US)$至持有評級，維持目標價29美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.0%，總平均回報率為5.2%。
此外，綜合報道，$SentinelOne (S.US)$近期主要分析師觀點如下：
在承認安防-半導體行業的長期利益的同時，由於支出環境具有挑戰性、美國即將面臨的財政限制以及與更廣泛的科技板塊相比，估值相對較高，建議在2025年採取更加謹慎的態度。此外，預計2025年對核心終端安全的需求將放緩，再加上競爭和定價環境的嚴峻，使得對SentinelOne採取謹慎的立場。
該公司有望鞏固其在市場中的盈利增長實體地位，能夠比其主要競爭對手更快地生成現金並獲取市場份額。它的估值仍低於其他快速增長的同行，並預計將很快提供另一組強勁的財務結果。行業討論表明，因加大對增長的投資承諾，正在擴大的項目管道和交易勢頭。
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