SentinelOne Analyst's 3 Reasons Why There Is Significant Upside To Future Estimates
SentinelOne Analyst's 3 Reasons Why There Is Significant Upside To Future Estimates
SentinelOne Inc (NYSE:S) shares have been in focus with the growing cybersecurity concerns among businesses.
SentinelOne Inc（紐交所：S）的股票備受關注，企業間對網絡安全的擔憂日益加劇。
The current estimates for the company over the next 18 months appear "too low," according to Piper Sandler.
根據派傑投資的說法，未來18個月該公司的當前估計值看起來「太低」。
Analyst Rob Owens upgraded the rating for SentinelOne from Neutral to Overweight, while raising the price target from $25 to $32.
分析師羅伯·歐文斯將SentinelOne的評級從中立調升爲增持，並將價格目標從25美元提高到32美元。
The SentinelOne Thesis: The expectations over the next four to six quarters appears too conservative and there are three key catalysts that are likely to drive incremental NNARR (net new annual recurring revenue), Owens said in the upgrade note.
SentinelOne的論點：下一個四到六個季度的預期似乎過於保守，而且有三個關鍵催化劑可能推動新增NNARR（淨新年度持續收入），歐文斯在升級通知中指出。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
First is SentinelOne's expanded partnership with Lenovo Group Ltd (OTC:LNVGY): This expansion of an existing reseller partnership "will see the Singularity Platform + Purple AI embedded in new commercial PC shipments, a new MDR service built on Singularity, alongside expanded reseller terms," the analyst stated.
首先是SentinelOne與聯想集團（場外交易：LNVGY）擴大合作伙伴關係：這一現有經銷商合作伙伴關係的擴展「將看到Singularity Platform + Purple AI嵌入新的商用PC發貨中，基於Singularity構建了新的MDR服務，以及擴展的經銷商條款，」分析師表示。
Second is a boost to SentinelOne's performance from CrowdStrike Holdings Inc's (NASDAQ:CRWD) debacle: The global outage should cause CrowdStrike "some level of churn" and recent management commentary suggests that SentinelOne will "pick up its fair share of this churn — which is not properly reflected in estimates," he added.
第二，SentinelOne受益於CrowdStrike Holdings Inc（納斯達克：CRWD）的故障：全球中斷應導致CrowdStrike「某種程度的流失」，最近管理層的評論表明SentinelOne將「獲得其公平份額的這種流失 —— 這在估計中沒有得到恰當體現，」他補充道。
Third is the traction with Purple AI: "We believe Purple's automation/threat hunting capabilities will help set the solution apart from other security copilots, and will be an important and underappreciated growth driver for the company going forward," Owens further wrote.
第三，與Purple AI的進展：歐文斯進一步表示，「我們相信Purple的自動化/威脅搜索能力將有助於使該解決方案脫穎而出，這將是未來公司的重要而被忽視的增長驅動因素。」
S Price Action: Shares of SentinelOne had risen by 2.84% to $26.44 at the time of publication on Monday.
S 價格走勢：SentinelOne股票在星期一出版時上漲了2.84%至26.44美元。
Read More:
• SentinelOne Posts Q2 Beat, 6 Analysts Cite Benefits Of CrowdStrike Customer Churn: 'Outage Was A Net Positive'
閱讀更多：
• SentinelOne發佈第二季度業績超過預期，6位分析師稱讚了轉投向crowdstrike的客戶流失的好處：『宕機是淨利好因素』
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。
