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SentinelOne Inc
@jaynnala
• 10 months agoHas SentinelOne hit it's bottom, marking upside going foward?
SentinelOne has been an overall disappointment over the last year given it's AI-native approach to cybersecurity. It's up against heavyweights in Crowdstrike, Microsoft Defender and Palo Alto, but it's product offering, customer feedback and customer growth speak to upside. Part of the problem is the crazy valuation it got after it's 2021 IPO that it was always going to drop from. It's also had a tough time on the net income front. However usually in tech, the best products win out in the long term. Their product is incredibly easy to use and has been growing its customer base despite major incumbents. Feels like $16/$17 might be the bottom here with upside of $30+ per share, or a possible acquisition target.