SentinelOne: Cheaper, Leaner - But Still Not A Buy

2026-02-26 06:27:18 ET

I was hesitant about initiating fresh longs in SentinelOne ( S ) in October last year , despite the stock trading ~33% down in the prior year. This was led by broadly two concerns. One, a more structural growth slowdown before margins have expanded meaningfully. This was reflected in a poor Rule of 40 measure at the time. I was also looking for competitive momentum that signaled share gains in a hugely competitive space - that was missing too....

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