SentinelOne, Inc.: Modeling 1Q NNARR of $42M off of Easy Comps and Better Checks; Expecting LSD FY27 NNARR Growth

研报英文原文证据摘录

SentinelOne, Inc.: Modeling 1Q NNARR of $42M off of Easy Comps and Better Checks; Expecting LSD FY27 NNARR Growth

ink this would be negative for

SentinelOne and the space. Third, in relation to SentineOne's lack of profitability, from a stock perspective, we think this could result in less downside

support versus profitable peers. Fourth, just like some of its peers, one risk for SentinelOne's stock will be its expensive EV/S multiple which could be

disproportionately affected by a change in interest rates. Lastly, SentinelOne has lower ARR per customer than its peers – we think this ultimately

increases, but it could arguably be a challenging factor to raise gross margins higher.

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