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Here, we take a sneak peek at four stocks, CHKP, PANW, ZS and S, which are at the forefront of key trends in the cloud security space.

SentinelOne (S 2.51%) developed the Singularity cybersecurity platform, which features a suite of products powered by artificial intelligence (AI) to help businesses automate everything from threat detection to incident response.

SentinelOne reported strong growth with ARR up 27% YoY, yet the stock sold off due to conservative guidance and market obsession over net new ARR. Despite a potentially conservative outlook, the cybersecurity company guided to 23% growth for FY26 with AI, cloud, and a Lenovo partnership likely to drive years of strong growth. The stock trades at a massive discount at 5x forward EV/S targets.

SentinelOne NYSE: S insiders are selling stock in Q1, but investors should buy because of cybersecurity trends, the company's position in the cybersecurity industry, institutional and analyst trends, the deep value, and the insider trends.

I think the 14% selloff in SentinelOne, Inc. stock makes sense since investors are now focusing more on future guidance rather than past performance, especially given the current macro uncertainties in the US. Specifically, I'm concerned about the uncertainty surrounding government contracts due to the DOGE cost-cutting measures. The company's FedRAMP High certification is a plus, but revenue may stagnate. Q4 net new ARR was flat, partially due to the phase-out of legacy deception solutions. Management acknowledged a $10 million revenue impact, half of which will affect Q1 FY26.

SentinelOne, Inc S stock is trading lower on Thursday. The company reported fourth-quarter financial results Wednesday, and multiple Wall Street firms lowered their respective price targets on the stock.

Automation software stock UiPath Inc (NYSE:PATH) is down 16.1% at $9.92 at last glance, and earlier hit a record low of $9.50, after the company's fourth-quarter revenue miss and disappointing fiscal 2026 guidance.

SentinelOne (S) shares dropped after the company issued on Wednesday a revenue outlook that fell short of analysts' expectations after the bell Wednesday, even as adjusted earnings beat estimates.

The cybersecurity company reports better-than-expected fiscal fourth-quarter earnings and revenue but guidance disappoints.

SentinelOne, Inc. (NYSE:S ) Q4 2025 Earnings Conference Call March 12, 2025 4:30 PM ET Company Participants Doug Clark - VP, IR Tomer Weingarten - CEO Barbara Larson - CFO Conference Call Participants Adam Tindle - Raymond James Brian Essex - JPMorgan Gray Powell - BTIG Annick Baumann - Jefferies John DiFucci - Guggenheim Jonathan Ho - William Blair Shaul Eyal - TD Cowen Zach Schneider - Baird Rudy Kessinger - D.A. Davidson Tal Liani - Bank of America Eric Heath - KeyBanc Capital Markets Trevor Walsh - Citizens JMP Andrew Nowinski - Wells Fargo Operator Good afternoon.