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Stock impact report

Citizens Sees Re-Rating Potential for SentinelOne (S) Despite Slower Growth [Yahoo! Finance]

SentinelOne, Inc. Class A (S) 
Last sentinelone, inc. class a earnings: 1/27 08:00 am Check Earnings Report
US:NYSE Investor Relations: investors.sprint.com/home/default.aspx
Company Research Source: Yahoo! Finance
The firm is cautiously positive on the stock, noting room for re-rating despite slower growth. Citizens maintains its positive outlook on SentinelOne despite its "lack of scale relative to peers" and "declining top-line growth rate relative to profitability expectations." "SentinelOne currently trades at a CY26E EV/revenue multiple of 3.7x, while our $23 price target assumes a CY26E EV/revenue multiple of 6.0x, which is a discount to the peer group median multiple of 11.1x." "We believe this is justified given SentinelOne's lack of scale relative to peers, combined with a declining top-line growth rate relative to profitability expectations." The firm believes that there is room for re-rating provided execution improves, even if revenue growth remains moderated. SentinelOne, Inc. (NYSE:S) is one of the leading artificial intelligence-powered cybersecurity providers. While we acknowledge the potential of S as an investment, we believe certain AI stocks offer greater upside Show less Read more
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