Notícias

SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services with new integrations of OpenAI Daybreak models. The company said the upgraded services are designed to help customers detect complex and novel security threats and automate risk assessments. Wayfinder Frontier AI Services now use the Daybreak models to support more proactive threat hunting and faster remediation workflows for enterprise clients. For readers tracking how AI is reshaping cybersecurity and the infrastructure...

OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is […]

CrowdStrike's stock has soared past its rivals, but a look at the books shows a very different pecking order. Is the market seeing the future, or just a mirage.

SentinelLABS benchmarked GPT-5.6-Cyber as best in class on malware reverse engineering

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

The cybersecurity leader looks expensive on paper, but the price you pay falls sharply on future earnings, if you believe the growth story.

SentinelOne (NYSE:S) reported solid second-quarter performance when it reported on August 27. Despite a clean beat, shares surged down in extended and post-announcement trading, with investors focused instead on a trimmed profit/ EPS outlook for future quarters and high restructuring costs. However, not everyone on Wall Street is pessimistic about SentinelOne’s story. On August 28, […]

SentinelOne (NYSE:S) delivered a clean beat-and-raise this quarter, yet Wall Street had mixed opinions. The stock fell more than 8% in the afternoon session after posting its second-quarter 2027 numbers, with analysts having differing opinions on the stock’s trajectory. Three months ago, the company missed top-line expectations, making this quarter an opportunity to make up […]

A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.

The broader market might be near an all-time high, but some stocks are still trading at very attractive levels.

CRWD's AIDR ARR nearly triples sequentially in Q2 FY26 as separate pricing, easy deployment and rising AI security needs fuel its growth potential.

On August 27, SentinelOne (NYSE:S) posted the kind of quarter that makes a growth stock look like it’s maturing into a profit machine. Revenue climbed 21% to $292 million, but the headline number was net new ARR of $56 million, a second-quarter record and the fifth straight quarter of positive growth. Layer in AI security […]

The cybersecurity stock fell despite strong fiscal Q2 results.

AI security ARR tripled while net new ARR hit record levels.

SentinelOne stock has staged a solid recovery in the shorter time frames, yet its five year record remains sharply negative and the main valuation checks send mixed signals, with the intrinsic value estimate pointing to a discount while market multiples lean rich. Over the past five years the stock has declined 68.8%, which leaves long term holders with losses even after the recent rebound. Investor expectations around SentinelOne's autonomous cybersecurity and AI capabilities can support...

SentinelOne (NYSE:S) reported second-quarter fiscal 2027 results that exceeded its guidance for revenue, operating income and earnings per share, as the cybersecurity company cited growth in artificial intelligence security, cloud and data offerings alongside continued endpoint demand. Revenue for

SentinelOne co-founder, chairman and CEO Tomer Weingarten discusses earnings and AI Cybersecurity in an interview with Romaine Bostick and Emily Graffeo on "The Close."

Shares of cybersecurity AI platform provider SentinelOne (NYSE:S) fell 8.5% in the afternoon session after the company reported second-quarter earnings as a reduced full-year profit outlook and slowing large customer additions weighed heavily on sentiment.

Cybersecurity AI platform provider SentinelOne (NYSE:S) announced better-than-expected revenue in Q2 CY2026, with sales up 20.6% year on year to $292 million. The company expects next quarter’s revenue to be around $310 million, close to analysts’ estimates. Its non-GAAP profit of $0.08 per share was in line with analysts’ consensus estimates.

(Updated with the latest stock move in the headline and first paragraph.) SentinelOne (S) shares

S's Q2 fiscal 2027 results beat estimates as platform adoption, upmarket wins and operating leverage drive growth and a raised full-year outlook.

CrowdStrike's Next-Gen SIEM is gaining traction as platform adoption, legacy SIEM replacements and AI security needs fuel long-term growth.

SentinelOne (NYSE:S) delivered a revenue beat and a record operating margin, yet a trimmed full-year profit outlook is what investors focused on Friday morning. The reaction pulled the broader cybersecurity group lower even as the S&P 500 held steady, a rare split between a specific-name catalyst and the broad market. SentinelOne stock is down 8% […]

SentinelOne raises its fiscal 2027 outlook as AI security demand, platform adoption and stronger operating leverage support growth.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

Moby summary of SentinelOne, Inc.'s Q2 2027 earnings call

CrowdStrike shares jumped 14% after beating Q2 FY2027 estimates and raising its ARR outlook, as agentic AI-driven cybersecurity demand fuels growth alongside rivals like Palo Alto Networks.

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.

AI security offerings triple ARR as the company posts record net new ARR and a 45% surge in RPO to $1.7 billion.

SentinelOne (S) stock has been moving alongside a broader rally in cybersecurity companies, as investors respond to strong earnings from peers and reassess spending on security software across the sector. Over the past year, SentinelOne has seen strong share price momentum, with a 1 month share price return of 23.8% and a year to date share price return of 55.1%. The 1 year total shareholder return of 29% and 3 year total shareholder return of 36.6% point to gains that contrast with a 5 year...