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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
Benzinga Real-time News ·  2022/12/06 03:05
  • 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。


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