SentinelOne Q2 FY1/25 Earnings Review

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All Grown Up Now

by Alex King, CEO, Cestrian Capital Research, Inc.

SentinelOne ($S) is now close to sustained cash generation and continues to grow revenues at a decent clip (TTM growth is +38%; this quarter vs. the same quarter last year, +33%). This is great progress by a company once notable mainly for chugging other people’s money at a grand old rate of knots.

Fundamentals overall look solid; the valuation isn’t silly; and the chart looks medium-term bullish to my eye.

Here's the breakdown.

Headline Fundamentals

Now the detail. Want to dig into this? Ask us in Slack chat if you're an Inner Circle member.