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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

分析师称，SentineLone的客户减速可能类似于Okta和CrowdStrike
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.
  • 尼德姆 分析师亚历克斯·亨德森重申买入 SentinelOne, Inc （纽约证券交易所代码：S），目标价为28美元。
  • 由于宏观压力，Sentinel的增长放缓可能正是该股所需要的。
  • 亨德森预计，增长放缓，同时支出收紧和营业利润率将更快地提高。
  • 据报道，Sentinel的低端客户群也将出现类似的减速 Okta, Inc （纳斯达克股票代码：OKTA）和 CrowdStrike 控股公司 （纳斯达克股票代码：CRWD）。
  • 亨德森在分析师报告中写道，Sentinel在第三财年的表现将相对持平，甚至略微领先一点，但预计其对第四季度的指导将考虑到恶化情况。
  • 与Crowd一样，Henderson预计S-One不会假设CY4Q的预算会大幅增加，这导致该季度给出了谨慎的指导，而对24财年没有指导方针。
  • 随着情况变得更加残酷，Sentinel将下调增长预期和人员配置，即使公司减速，这也应使每股收益有上行空间。
  • 价格走势： 周一的最后一张支票中，S股下跌了3.65％，至14.24美元。

译文内容由第三方软件翻译。


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