Software is eating the world, and virtually no business is left untouched by it. This secular theme makes SaaS companies attractive investment candidates but also comes with higher valuations that cause volatility.
Unfortunately, the rich prices have haunted them over the past six months as the industry has shed 7.1%. This drawdown was discouraging since the S&P 500 stood firm.
For two cybersecurity stocks, dilution may be coming to a fateful end. One industry giant could see its share count start to fall, a key tailwind for investors.
Shares of cyber security company SentinelOne (NYSE:S)
fell 10.4% in the afternoon session after the company reported underwhelming first-quarter 2025 results (fiscal 2026): ARR, revenue, operating profit, and EPS were all roughly in line with expectations, which we've seen is rarely good enough for higher-multiple software companies. Additionally, the company's revenue guidance for next quarter slightly missed.
Wall Street hovered slightly higher by midday Thursday, giving up a chunk of strong overnight gains in futures markets that were triggered by a federal court ruling suspending a large portion of President Donald Trump’s tari
SentinelOne reported first-quarter revenue of $229.03 million, beating the consensus estimate of $228.35 million, according to Benzinga Pro. The cybersecurity company reported first-quarter adjusted earnings of two cents per share, in line with analyst estimates.
Cyber security company SentinelOne (NYSE:S) missed Wall Street’s revenue expectations in Q1 CY2025, but sales rose 22.9% year on year to $229 million. Its non-GAAP profit of $0.02 per share was in line with analysts’ consensus estimates.
Cyber security company SentinelOne (NYSE:S) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 22.9% year on year to $229 million. On the other hand, next quarter’s revenue guidance of $242 million was less impressive, coming in 1.2% below analysts’ estimates. Its non-GAAP profit of $0.02 per share was in line with analysts’ consensus estimates.
As the regular session of the US market on Wednesday comes to an end, let's delve into the after-hours session and discover the top gainers and losers shaping the post-market sentiment.
After a sharp Tuesday rally fueled by optimism over improved U.S.-EU trade ties, Wall Street stalled midweek as rising Treasury yields reasserted pressure ahead of Nvidia Corp.
