THE CYBERSECURITY CONSOLIDATION: SENTINELONE

$S SentinelOne is down 11% after coming short of expectation. This is why!

There’s something I need to discuss regarding SentinelOne. This used to be a holding in my portfolio, especially around the time of the major CrowdStrike outage, July 2024.

At the time, SentinelOne was trading at a discount, and the market hadn’t fully priced in possible margin expansion. The outage at CrowdStrike affected nearly 50% of the world’s Windows systems and brought into question whether centralizing all endpoint security with one provider was too risky. That opened a potential window for SentinelOne to step in and win new business.