Aug. 28 at 8:56 PM
$PANW Sept 1st could be a big day for SentinelOne(S) and here's why:
PANW reports earnings that day. If they fail to beat SentinelOne's 100% EPS growth and 21% revenue growth 2Q, and raise revenue and operating income guidance -like SentinelOne did- PANW stock could take a beating due to the extreme valuation differences between PANW and Sentinel One(S), as seen below:
Rev Growth EPS Growth P/S Cash Debt Tech
S 21% 100% 6.92
$813M 0 more adv.
PANW ? ? 26.58
$3.11B
$2.13B less adv.
*SentinelOne(S) owns an estimated
$500M equity stake in Anthropic through their investment arm, S Ventures. SentinelOne's mgt. also guided accretive acquisitions and share buybacks going forward.
*S vs PANW https://www.sentinelone.com/vs/palo-alto-networks/