S SentinelOne Inc

$S there’s a big gap up around $28… it’ll be like a magnet to get there eventually… After that, who knows. But until then…no worries at all 🥱😴😴👌💎

$S what a fucking loser this guy is. Stock just dropped 2.5% from the top today. Why would anyone buy this company when the CEO is dumping 13mm in shares??? That’s like half his entire holdings. What a fucking loser

$S SentinelOne facing resistance here at this M.O.A.T. (3rd touch) 🛑 Already up 114% off the lows of the year. Seems likely it will reject and take a breather/let RSI cool off.

$S losing my mind and you know why … $CRWD $PANW When that trade unwinds we are toast. How much longer do we have?

$S this is blatant misinformation. He still owns roughly 5.6 million actual Class A/B stock. Of the 527K shares tied to the $13.4M sale, about 500K came from exercising options. Only around 27K came out of his existing equity stake. That’s not a CEO bailing on his position , it’s mostly option monetization while he continues to hold a massive position in the company. “Half his entire holdings” is not even an exaggeration, it’s just a brazen lie. He is exercising options for a HUGE profit and retaining 99.5 percent of his directly held shares.

$S looks undervalued at a $7.9 billion market cap with 20% revenue growth, over $1.1 billion in recurring revenue and improving profitability. SentinelOne doesn’t need to beat CrowdStrike. It only needs to keep capturing more of the growing AI cybersecurity market. The market sees second place. I see long term opportunity.🚀💰

$S as a buyout or an independent company… eitherway this will go up, especially when you think and hold longterm. Say for 3-5 years… ✅💪👌💎🥱😴😴

$S - Tomer was on The Exchange on CNBC today. They put some S customers on the screen, including Apple, AMAT, AMEX, Cisco, Lockheed, Norfolk Southern, others. It wasn't a long interview. Tomer made the same basic presentation that was made in the quarterly conference call and the recent investor conference. Today Bernstein is saying that S is a takeover target for one of the AI labs, so of course Tomer was asked about this, and of course he said S intends to remain an independent company, CEOs always say that. But the reality is that everything is for sale at the right price.

$S new linkedIn vid dropped. S1 stopped and remediated a zero-day AI agent attack when agent went off guardrails

$S This thing went from 11 to 24 in like 5 months and people here are bitching about why isn't it going up even faster blah blah blah...chill

$S Kevin Simpson on CNBC just started a position in SentinelOne. Said margins are improving 5-fold.

$S AI slow down + cybersecurity ramp up. This is critical infrastructure and S1 has proven to stop and remediate zero-day autonomous attacks

$S will be red tomorrow after hugging face cyber incident exposed as exaggerated Crwd move way over done. Company needs to break away from their orbit. Only way to do it is to actually accelerate their growth rate. Next earnings make or break

$S how is $CRWD green today 🤦‍♂️ fine with some cooling off here but not if the pig is going to keep going up anyway. This is crazy

$S FCF Fun Facts SentinelOne(S) is projected to have the highest Free Cash Flow (FCF) growth rate among pure-play cybersecurity stocks between 2026 and 2029. Based on consensus analyst expectations, SentinelOne is inflecting from early cash-flow positivity of $51.89 million in 2026 to an estimated $286.90 million by 2029. (26) (27) (28) (29) $51.89M $90.48M $184.8M $286.9M 669% 74% 104% 55% (FCF Growth Rates)

$S logoff until the usual pre earnings pump. This goes back to 20 before next cycle. Do not forget from last earnings: Remaining Performance Obligations (RPO) hit a record $1.7 billion and accelerated to 45% growth (from ~$1.5B prior quarter), reflecting longer-duration contracts and more 7-/8-figure deals. Management cited a solid demand pipeline, improving retention, and platform adoption as the basis for raising full-year FY2027 revenue guidance to $1.202–$1.207B (and operating income outlook) It should come through in the future earnings over next 24 months

$S Why is SentinelOne a takeover target ? Because its depressed valuation, high-growth AI technology, and clean balance sheet make it an affordable and strategic prize for major tech or legacy security giants.

$S cybersecurity companies should be just as valuable as the AI companies. If cybersecurity fails, we’re fucked

$S look at all these Johnny come latelys. Where da original Boyz at. We did it, we rich

$S - highlights from the Goldman Sachs Communacopia & Technology Conference --- Q2 was a great quarter for S. They raised by significantly more than the beat, showing their confidence in how well the business is doing. In the last 2 quarters they've had really strong customer retention metrics, especially with their largest customers. They're working to improve that even more. They see a really strong demand environment. They're seeing a lot of strength in demand for their AI security products. The sales cycle is speeding up. They're investing in new product development. Yes, they have big, strong competitors but the customer win rates for S continue to improve and they think they can accelerate their growth.