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SentinelOne (NYSE: S) has climbed 47% this year and still trades below $25 a share, which makes the case for the stock appear obvious.
The complication is that the company posting this run also carries a GAAP net loss of $169.5 million through the first half of fiscal 2027, while the peer it is most often compared to, CrowdStrike, has assembled an ARR base more than four times its size and is growing faster.
What the AI product data actually shows The headline ARR figure for SentinelOne's fiscal second quarter, ended July 31, was $1.2 billion, growing 22% year over year. The more specific signal sits underneath that number.
Revenue attributable to AI products, including Prompt Security and Purple AI, nearly tripled over the same period.
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