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 56.5% and a total average return of 5.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $SentinelOne (S.US)$'s main analysts recently are as follows:
Analysts are maintaining a cautious stance into 2025, influenced by a stable yet challenging expenditure landscape, a less supportive U.S. fiscal scenario, and a relative valuation surplus compared to general technology sectors. Slower anticipated demand for core endpoint security products by 2025, alongside ongoing competition and price pressures, were cited as concerns.
The narrative surrounding SentinelOne is seen as shifting favorably. Analysts believe the company could reemerge as a sustainably profitable contender in its sector, effectively generating cash flow and capturing market share more rapidly than its larger rivals. Despite trading at a discount relative to its high growth peers, SentinelOne is anticipated to unveil another set of robust quarterly results soon. Industry dialogues suggest an accelerating pipeline and deal momentum, attributed mainly to an increased emphasis on growth-driven investments.
Net-new business growth is anticipated to accelerate in the second half of the year. Current guidance and market expectations suggest a relatively flat year-over-year growth in net new annual recurring revenue for the third and fourth quarters, creating potential for outperformance. This optimistic outlook is supported by solid feedback from channels and partners, enhanced momentum in the pipeline, increased engagement in non-endpoint solutions, and significant achievements within federal and MSSP ecosystems.
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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56.5%，總平均回報率為5.0%。
此外，綜合報道，$SentinelOne (S.US)$近期主要分析師觀點如下：
受穩定但充滿挑戰的支出格局、支持性較弱的美國財政情景以及與通用科技板塊相比相對估值盈餘的影響，分析師將在2025年之前保持謹慎立場。人們認爲，到2025年，對核心終端安全產品的需求將放緩，以及持續的競爭和價格壓力，令人擔憂。
圍繞SentineLone的敘事被認爲發生了有利的變化。分析師認爲，該公司可能會重新成爲該行業中可持續盈利的競爭者，從而比其較大的競爭對手更快地產生現金流並更快地佔領市場份額。儘管與高增長同行相比，SentineLone的交易價格有所折扣，但預計SentineLone將很快公佈另一組強勁的季度業績。行業對話表明，渠道和交易勢頭正在加速，這主要歸因於對增長驅動型投資的重視程度越來越高。
預計下半年淨新業務增長將加速。目前的指導和市場預期表明，第三和第四季度新增年度經常性收入淨同比增長相對平緩，這爲跑贏大盤創造了潛力。這種樂觀的前景得到了渠道和合作夥伴的可靠反饋、籌建中的勢頭增強、對非終端解決方案參與度的增加以及聯邦和MSSP生態系統中取得的重大成就的支持。
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