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SentinelOne's recent quarter showed solid revenue and EBITDA growth, with ARR up 24% and strong customer expansion, reassuring investors after previous underperformance. New Flex licensing model and AI-driven platform solutions are driving bookings, while the Prompt Security acquisition strengthens SentinelOne's GenAI protection capabilities. Despite a slowdown in ARPU growth and some retention concerns, overall ARR retention remains robust, and management's guidance appears conservative given macro uncertainties.

Cybersecurity specialist SentinelOne (S 0.64%) has underperformed the broader market so far this year thanks to a string of underwhelming quarterly results, but its fortunes are likely to turn around following its latest earnings report.

SentinelOne is deeply undervalued, trading at half the price-to-sales ratio of peers despite strong growth and AI leadership in cybersecurity. The company consistently beats earnings estimates and is transitioning to profitability, with forward P/E and PEG ratios indicating a cheap valuation for a high-growth tech stock. Revenue and EPS growth are projected at 20-30% and 40-60% annually, supporting a long runway and potential for significant stock price appreciation.

SentinelOne delivered strong FQ2 results, with net new ARR rebounding to $53M and total ARR surpassing $1B, alleviating prior growth concerns. AI-driven products like Purple AI and Prompt Security are driving adoption, reducing security events, and positioning SentinelOne as a leader in enterprise AI security. The cybersecurity company now has positive operating margins and boasts $1.2B in cash, supporting continued innovation and strategic acquisitions.

SentinelOne surpassed $1B ARR, driven by an AI-first, multi-product platform expanding beyond endpoints into data, cloud, and automation with rising margins. Premium product mix, especially in AI and cloud, is accelerating ARR per customer, deepening platform reach, and raising retention and switching costs. Independent validation from MITRE, Gartner, and FedRAMP, plus strong cash flow and buybacks, support a path to durable profitability and category leadership.

SentinelOne (S 7.44%) is a leading provider of enterprise cybersecurity software. Its Singularity platform protects cloud networks, employee identities, endpoints (computers and devices), and more.

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SentinelOne stands out with its AI-driven cybersecurity platform, delivering superior efficiency, cost savings, and proactive threat prevention compared to competitors. Q2 '26 results reaffirm strong fundamentals: 22% revenue growth, 79% gross margin, and significant operating margin improvements signal a scalable, sustainable business model. The company's Purple AI core technology offers unique, autonomous protection, validated by industry awards and third-party studies showing substantial ROI and risk reduction for clients.

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Tomer Weingarten, SentinelOne CEO, joins 'Closing Bell Overtime' to talk the state of cybersecurity in the age of AI.