To The Moon

Hello everyone! Today i want to share some trading ideas with you!

One stock on which I currently hold 2026 leaps is reporting its earnings after the market closes -- here’s everything you need to know 👇

$SentinelOne, Inc(S)$

Introduction

SentinelOne stands out in the cybersecurity industry by specializing in autonomous endpoint protection that integrates AI to detect and respond to threats in real-time. The company's focus on advanced cybersecurity solutions positions it as a critical player for enterprises aiming to protect their critical data and network infrastructures in a digital-first world.

$CrowdStrike Holdings, Inc.(CRWD)$ Outage Boosts $S Market Opportunity?

The recent severe IT outage caused by a faulty update from CrowdStrike's Falcon platform showcased a significant vulnerability, disrupting global systems and impacting investor confidence. SentinelOne capitalized on this by showcasing its comprehensive cybersecurity capabilities, which span endpoint security and CNAPP (Cloud-Native Application Protection Platform).

Given SentinelOne's relatively smaller base, these migrated deals could have a significant impact on their future financial guidance. Historically, SentinelOne has been an intriguing stock with an impressive ARR growth of 35%, but it has often been overshadowed by CrowdStrike, which not only offered similar growth rates but also boasted substantial terminal FCF margins.

SentinelOne has experienced significant account growth, with a 30% increase in large corporate customers, now totaling nearly 1,200. This growth, along with a NRR exceeding 110%, positions SentinelOne favorably in a market where enterprises are increasingly likely to reconsider their cybersecurity partnerships.

Product Offerings

• Singularity Platform: This platform is the cornerstone of SentinelOne's offerings, providing an AI-driven cybersecurity solution that covers prevention, detection, response, and hunting across endpoints, containers, cloud workloads, and IoT devices. Its ability to execute autonomous responses to threats in real-time is vital for minimizing damage and ensuring operational continuity.

• Vigilance Respond: This managed detection and response (MDR) service extends the capabilities of the Singularity Platform by adding human oversight to threat detection and response. This service ensures that organizations can cope with the sophisticated threats that evade traditional defenses, offering a blend of AI efficiency and human expertise.

• Ranger IoT Security: Focused on securing the Internet of Things (IoT), Ranger transforms every device into a sentinel, monitoring and protecting the network. This product is essential for businesses that are increasingly relying on interconnected devices, providing visibility and security management to prevent potential vulnerabilities.

• ActiveEDR: Unlike traditional EDR solutions that require manual intervention, ActiveEDR is driven by autonomous technology that understands attack patterns and context, enabling it to counteract threats without human intervention. This capability is crucial for reducing the workforce burden in IT departments and ensuring that threats are neutralized swiftly.

Key chart levels to watch 👇

• $22 -- 50-week SMA

• $20 -- Average VWAP from June 2023 bottom

• $17 -- Massive volume shelf

Follow me to learn more about analysis!!

https://x.com/StockSavvyShay/status/1828382913102286904