Morgan Stanley analyst Hamza Fodderwala downgrades $SentinelOne (S.US)$ to a hold rating, and maintains the target price at $29.
According to TipRanks data, the analyst has a success rate of 58.0% and a total average return of 5.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $SentinelOne (S.US)$'s main analysts recently are as follows:
While acknowledging long-term benefits in the security sector, a more cautious approach is advised heading into 2025 due to a challenging spending environment, upcoming fiscal constraints in the U.S., and relatively high valuations when compared to the broader technology sector. Additionally, a slowdown in demand for core endpoint security expected in 2025, along with a tough competitive and pricing landscape, influences a cautious stance on SentinelOne.
The company is poised to reinforce its position as a profitably growing entity within the market, capable of generating cash and capturing market share more swiftly than its major rivals. It continues to be valued lower than other rapidly growing counterparts and is anticipated to deliver another set of robust financial results shortly. Industry discussions suggest an expanding pipeline and deal momentum, attributed mainly to an intensified commitment to investments geared towards growth.
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摩根士丹利分析師Hamza Fodderwala下調$SentinelOne (S.US)$至持有評級，維持目標價29美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.0%，總平均回報率為5.2%。
此外，綜合報道，$SentinelOne (S.US)$近期主要分析師觀點如下：
儘管認識到安防-半導體板塊的長期好處，但鑑於2025年進入一個挑戰性的支出環境、美國即將迎來財政限制並與更廣泛的科技板塊相比的相對高估值，建議更加謹慎。此外，預計2025年核心終端安全需求放緩，加上競爭激烈和定價競爭激烈的環境，影響了對SentinelOne的謹慎立場。
該公司準備在市場內強化其作爲盈利增長實體的地位，能夠比其主要競爭對手更快地產生現金並迅速獲得市場份額。該公司的估值仍低於其他迅速增長的同行，並預計很快將公佈另一組強勁的財務業績。行業討論表明，擴大的業務管道和交易勢頭主要歸因於對投資增長承諾的強化。
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