SentinelOne (NYSE: S), a provider of AI-powered cybersecurity services, attracted a lot of attention when it went public at $35 per share on June 30, 2021. Its stock opened at $46 and eventually ...

Don’t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Keithen Drury has positions in CrowdStrike.

Key Points SentinelOne’s stock has dropped 75% from its all-time high. It faces tough macro and competitive headwinds. It looks reasonably valued, but it might not impress the market this year.

SentinelOne said Annualized Recurring Revenue (ARR) increased 24% year-over-year to $948.1 million. Additionally, the company reported that customers with ARR of $100,000 or more grew 22% to 1,459 ...

CrowdStrike stock is now five times more expensive than SentinelOne, which is hard to believe, considering they compete in the same industry and are growing at nearly identical rates.

While I have been a long-term CrowdStrike bull, I'd be a bit cautious about buying the stock at its current lofty valuation. As a result, I think SentinelOne is the better cybersecurity investment ...