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The SentinelOne section caught my eye bc trading flat at 15.03 while the endpoint market is supposedly booming seems off. The note about AI-augmented EDR demand staying steady makes sense but there's a disconnect when you look at how CrowdStrike moved lower and still closed near 476. Market's probably factoring in the commoditization risk for EDR now that every vendor is slapping AI onto their product. I ran into this last quarter when evaluating vendors and found differentiation getting tougher tospot. If SentinelOne can't break out from this range soon the flatness might turn into a slow grind down especially if enterprise budgets tighten in Q1.

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