SentinelOne, Inc. (S): A Bear Case Theory

We came across a bearish thesis on SentinelOne, Inc. (S) on Deep Value Returns’ Substack. In this article, we will summarize the bears’ thesis on S. SentinelOne, Inc. (S)'s share was trading at $17.39 as of 29^th May. S’s forward P/E was 89.29, according to Yahoo Finance.

The author openly admitted to a mistake in owning and recommending SentinelOne (S), acknowledging that the company failed to meet the high-growth expectations originally anticipated. SentinelOne, a cybersecurity firm leveraging AI to protect businesses, has struggled to compete with larger peers like...