SentinelOne Likely For Customer Deceleration Akin To Okta And CrowdStrike, Analyst Says
SentinelOne Likely For Customer Deceleration Akin To Okta And CrowdStrike, Analyst Says
分析師說,哨兵可能會對客戶減速類似於奧克塔和人群罷工
- Needham analyst Alex Henderson reiterated Buy on SentinelOne, Inc (NYSE:S) with a $28 price target.
- Slowing growth at Sentinel on macro pressures may be just what the stock needs.
- Henderson expects slower growth accompanied by tighter spending and more rapid improvement in Operating Margins.
- Sentinel will see a similar deceleration in the low end of its customer base, as cited by Okta, Inc (NASDAQ: OKTA) and CrowdStrike Holdings, Inc (NASDAQ: CRWD).
- Sentinel will come in relatively in line to even a bit ahead on FY3Q but expect its guidance for FY4Q to factor in the eroding conditions., Henderson writes in the analyst note.
- Like Crowd, Henderson does not expect S-One to assume a significant budget flush in CY4Q, resulting in caution guidance for the quarter and no guidance for FY24.
- As conditions get more brutal, Sentinel would downshift growth expectations and staffing builds, which should allow upside to EPS even as the company decelerates.
- Price Action: S shares traded lower by 3.65% at $14.24 on the last check Monday.
- Needham analyst Alex Henderson reiterated Buy on SentinelOne, Inc (NYSE:S) with a $28 price target.
- Slowing growth at Sentinel on macro pressures may be just what the stock needs.
- Henderson expects slower growth accompanied by tighter spending and more rapid improvement in Operating Margins.
- Sentinel will see a similar deceleration in the low end of its customer base, as cited by Okta, Inc (NASDAQ: OKTA) and CrowdStrike Holdings, Inc (NASDAQ: CRWD).
- Sentinel will come in relatively in line to even a bit ahead on FY3Q but expect its guidance for FY4Q to factor in the eroding conditions., Henderson writes in the analyst note.
- Like Crowd, Henderson does not expect S-One to assume a significant budget flush in CY4Q, resulting in caution guidance for the quarter and no guidance for FY24.
- As conditions get more brutal, Sentinel would downshift growth expectations and staffing builds, which should allow upside to EPS even as the company decelerates.
- Price Action: S shares traded lower by 3.65% at $14.24 on the last check Monday.
- 李約瑟 分析師亞歷克斯·亨德森重申買入 哨兵股份有限公司 (紐約證交所代碼:S),目標價格為 28 美元。
- Sentinel 在宏觀壓力下放緩增長可能正是股票所需要的。
- 亨德森(Henderson)預計增長放緩,伴隨著支出更緊迫,營運利潤率的快速改善。
- 正如所述,Sentinel 將在其客戶群的低端看到類似的減速 奥克塔 (納斯達克股票代碼:OKTA)和 群眾罷工控股有限公司 (納斯達克交易所:CRWD)。
- 哨兵在 FY3Q 上將相對地領先一點,但預計其對 FY4Q 的指導將考慮侵蝕條件。Henderson 在分析師筆記中寫道。
- 像 Crowd 一樣,亨德森不期望 S-One 在 CY4Q 中承擔大量預算沖洗,從而導致本季度的謹慎指導,並且沒有對 24 財年的指導。
- 隨著條件變得越來越殘酷,Sentinel 將降低增長期望和人員配置的建立,即使公司減速,這也應該允許每股收益上漲。
- 價格行動: 星期一上次檢查,S 股下跌 3.65%,報 14.24 美元。
譯文內容由第三人軟體翻譯。
以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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風險及免責聲明
以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
我知道了
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