Shares of cybersecurity company SentinelOne, Inc. (NASDAQ: S ) are down 15% for this year, 25% since the company reported its Q3 FY26 ER, and 42% over the past year.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In ...

And here now to discuss AI's impact on the sector, maybe on society, humanity, uh is Tor Ween. He is the CEO of Sentinel 1 along with our very own Sema Modi. Welcome to you both.Sema, >> Kelly, thank you. Tor, it's good to have you on at a time where the market is trying to understand the role of large language models in cyber security. I know you've had a chance to review Anthropic's latest security tool which can identify and patch software vulnerabilities.What's your take and reaction. Yeah, I mean I thi ...

On February 23, 2026, shares of major Claude Code Security by Anthropic. CrowdStrike, Datadog and Zscaler fell 11%, while Fortinet and Okta dropped 6%. The trigger was not earnings. It was not regulation. It was an AI product in research preview.So, what is Claude Code Security, and why did it rattle global cybersecurity stocks?Anthropic’s Claude Code Security is an AI cybersecurity tool built on Claude that scans source code, detects vulnerabilities, and recommends fixes using advanced reasoning models. ...

February 13, 2026 05:04 AM GMT Cybersecurity | North America Q4 Preview and Reseller Survey – Round 2: Standing on a Platform, Highlighting AI Opportunity vs. Headwind With cyber names getting swept up in the latest AI software concerns, we look to the platform results to refocus investors on the tailwind AI is for cyber. Favor PANW, CRWD, particularly as SIEM/SASE stories should see growth from AI complexity, though see opportunity w/ most off-cycle names. Key Takeaways Opportunity Picks Up As We Get Towar ...

Core Viewpoint - JFrog's share price dropped 24.94% following the launch of Anthropic's Claude Code Security, raising concerns about AI tools potentially replacing existing cybersecurity solutions [1][2]. Company Overview - JFrog, co-founded and led by CEO Shlomo Ben Haim, specializes in software development solutions [2]. - The company has experienced a significant decline in stock value, losing 39.6% since the beginning of 2026, which equates to a market cap reduction of nearly $3 billion, bringing it down to $4.5 billion [5]. Market Reaction - The launch of Claude Code Security by Anthropic has led to a broader decline in cybersecurity stocks, with notable drops in SentinelOne (down 4.35%) and Varonis (down 7.68%) [2]. - Investment bank Jefferies' analyst Joseph Gallo expressed that while the cybersecurity field will ultimately benefit from AI, there will be increasing headwinds until the impact of AI on cybersecurity becomes clearer [5]. Analyst Perspectives - Raymond James stated that the decline in JFrog's stock is exaggerated and views it as a short-term risk that does not affect the company's strategic position, maintaining a positive outlook due to the company's foresight and platform resilience [6].

Core Insights - Oppenheimer analysts have conducted positive channel checks for CrowdStrike and SentinelOne, indicating strong performance in the cybersecurity sector [1][2]. CrowdStrike - CrowdStrike remains a leader in next-generation endpoint security, with accelerating revenue growth in fiscal 2026 following a significant IT outage in summer 2024 [4]. - The company has received the best sentiment from VAR partners, who have revised their expectations positively, highlighting CrowdStrike's success in replacing legacy vendors and effective cross-selling [5]. - The introduction of the Falcon Flex licensing model has been a key driver of success, allowing customers to access the full product portfolio while only paying for needed modules [7]. - CrowdStrike's stock is trading at a forward price-to-sales (P/S) multiple of approximately 18 times analysts' estimates for the next fiscal year [8]. SentinelOne - SentinelOne is considered one of the cheapest endpoint security providers, trading at a forward P/E of below 4 times next fiscal year estimates, while experiencing rapid revenue growth with a 23% increase in both revenue and annualized recurring revenue (ARR) in fiscal Q3 [9]. - Oppenheimer's channel checks indicate significant improvements for SentinelOne, with most VARs exceeding their plans for 2025 and reporting high-20% growth for the calendar year [11]. - SentinelOne's Purple AI has been recognized as the best autonomous security operations center (SOC) solution, outperforming competitors like CrowdStrike's Charlotte AI [11]. - Given its strong technology and revenue growth, SentinelOne is viewed as one of the most underpriced stocks in the market, with potential for significant upside [12].

Company Overview - SentinelOne is a technology company specializing in cybersecurity software, focusing on AI-powered threat detection and response [8] - The company offers the Singularity XDR Platform, providing autonomous threat prevention, detection, and response across various environments [7] - Market capitalization is $4.62 billion, with a revenue of $955.65 million and a net income of -$411.29 million for the trailing twelve months [4] Recent Insider Activity - CEO Tomer Weingarten sold 39,472 shares for approximately $532,000 on February 11, 2026, as part of a Rule 10b5-1 trading plan established in June 2025 [1][9] - Post-transaction, Weingarten retains 1,083,073 shares valued at approximately $14.75 million, indicating he is not in a rush to sell his holdings [6][10] - The sale represents 3.52% of his direct holdings, slightly above the recent median of 2.73% for similar transactions [6] Financial Performance and Valuation - SentinelOne forecasts sales for the fiscal year 2026 to reach $1 billion, a significant increase from $821.5 million in fiscal 2025 [11] - The company's stock price has dropped significantly, with a 1-year price change of -43.20%, and shares recently hitting a 52-week low of $12.43 [4][10] - The price-to-sales ratio of four is at a multi-year low, suggesting an attractive share price valuation, making it a potentially good time to buy [11]

Daventry Group fully exited its position in SentinelOne (NYSE:S) during the fourth quarter, selling 367,751 worth an estimated $6.48 million, according to a February 17, 2026, SEC filing. What happened According to the SEC filing dated February 17, 2026, Daventry Group sold all 367,751 shares of SentinelOne in the fourth quarter. The net position change for the quarter was $6.48 million, reflecting the combined effects of the share sale and shifts in SentinelOne’s stock price. The fund now reports no sta ...

Market Analysis by covering: SentinelOne Inc. Read 's Market Analysis on Investing.com ...

Core Viewpoint - Sherritt International Corporation has announced a reduction in operations at its joint venture in Moa, Cuba, due to fuel supply constraints affecting the country [1] Group 1: Operational Changes - The Corporation expects to pause mining operations and place the processing plant on standby within the next week [1] - Planned maintenance activities will be performed during the standby period [1] Group 2: Fuel Supply Issues - The Corporation has received notification that planned fuel deliveries for Moa will not be fulfilled [1]