Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 24th, 2026

Sherritt International Co. (TSE:S – Get Free Report)’s stock price passed below its 200-day moving average during trading on Thursday . The stock has a 200-day moving average of C$0.19 and traded as low as C$0.12. Sherritt International shares last traded at C$0.12, with a volume of 666,709 shares traded.

Wall Street Analyst Weigh In Separately, National Bank Financial set a C$0.30 price target on Sherritt International and gave the stock a “sector perform” rating in a research report on Wednesday, April 8th. One analyst has rated the stock with a Hold rating, Based on data from MarketBeat.com, Sherritt International has an average rating of “Hold” and a consensus target price of C$0.30.

Check Out Our Latest Analysis on Sherritt International

Sherritt International Stock Down 7.7% The firm has a 50-day simple moving average of C$0.12 and a 200 day simple moving average of C$0.19. The stock has a market capitalization of C$84.48 million, a P/E ratio of -2.00, a P/E/G ratio of 0.02 and a beta of -0.73. The company has a debt-to-equity ratio of 65.78, a current ratio of 1.28 and a quick ratio of 1.24.

Sherritt International (TSE:S – Get Free Report) last posted its earnings results on Thursday, June 25th. The company reported C($0.02) EPS for the quarter. The business had revenue of C$34.00 million for the quarter. Sherritt International had a negative return on equity of 20.46% and a negative net margin of 86.00%. On average, equities research analysts forecast that Sherritt International Co. will post 0.0576923 EPS for the current year.

Sherritt International Company Profile (Get Free Report)

Sherritt is a world leader in using hydrometallurgical processes to mine and refine nickel and cobalt – metals deemed critical for the energy transition. Leveraging its technical expertise and decades of experience in critical minerals processing, Sherritt is committed to expanding domestic refining capacity and reducing reliance on foreign sources. The Corporation operates a strategically important refinery in Alberta, Canada, recognized as the only significant cobalt refinery and one of just three nickel refineries in North America.

Further Reading Five stocks we like better than Sherritt International Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market Receive News & Ratings for Sherritt International Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Sherritt International and related companies with MarketBeat.com's FREE daily email newsletter.

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Key Takeaways Enterprise AI adoption is increasing demand for cybersecurity tools to protects AI workloads and identities.FTNT and OKTA are expanding AI security offerings to protect AI infrastructure and digital identities.S and ZS are enhancing AI-powered platforms to secure AI applications, cloud environments and enterprise data. Artificial intelligence (AI) is becoming a key part of enterprise operations. Businesses are using AI to automate tasks, improve customer service, analyze data and help employees work more efficiently. Many organizations are deploying AI agents that can perform tasks and interact with enterprise applications with limited human involvement.

While AI is improving productivity, it is also creating new cybersecurity challenges. AI applications, AI agents and cloud-based AI workloads are expanding the attack surface for businesses. Organizations now need to secure AI identities, protect AI workloads, monitor AI activity and defend their infrastructure from increasingly sophisticated cyber threats. This is driving higher demand for cybersecurity solutions built for the AI era.

Per the McKinsey & Company report, AI-related cybersecurity spending is expected to increase from about 4% of enterprise cybersecurity budgets in 2026 to nearly 15% in 2029, reflecting growing demand for AI security solutions. As enterprise AI adoption continues to grow, Fortinet, Inc. (FTNT - Free Report) , Okta (OKTA - Free Report) , SentinelOne (S - Free Report) and Zscaler (ZS - Free Report) are well-positioned to benefit from rising demand for AI security solutions.

YTD Price Return Performance
Image Source: Zacks Investment Research

Fortinet provides cybersecurity solutions that help organizations protect their networks, cloud environments and endpoints. As enterprises invest in AI infrastructure, this Zacks Rank #1 (Strong Buy) company is expanding its portfolio to secure AI data centers, AI workloads and high-speed AI networks. You can see the complete list of today’s Zacks #1 Rank stocks here.

Fortinet has introduced next-generation firewalls designed for AI data centers and high-speed AI networks to secure AI data centers and internal AI traffic. The company is strengthening its Security Fabric platform with AI-powered security operations, managed detection and response, endpoint security and secure networking, allowing customers to manage their security through a unified platform. With AI driving higher demand for both networking and security products, Fortinet remains well-positioned to benefit from rising investments in AI infrastructure and enterprise AI deployments.

The Zacks Consensus Estimate for 2026 earnings is pegged at $3.15 per share, up by a penny over the past 60 days, suggesting 14.1% growth from the figure reported in 2026.

Okta is a leading identity security company that helps organizations securely manage user identities and access to applications. As enterprises deploy more AI agents and AI applications, this Zacks Rank #2 (Buy) company is expanding its identity platform to help customers securely adopt AI.

Okta recently launched Okta for AI Agents and Auth0 for AI Agents, which enable organizations to discover AI agents, manage their identities, control their access and govern them throughout their lifecycle. The company believes AI agents are becoming a new type of digital identity, making identity security increasingly important as AI adoption grows. Okta has partnered with leading AI companies, including OpenAI, Anthropic, Google, Amazon Bedrock and ServiceNow, to integrate identity security across different AI platforms. These initiatives position Okta to benefit from the growing need to secure AI identities as enterprises expand their AI deployments.

The consensus mark for fiscal 2027 earnings is pegged at $3.83 per share, up 1.1% over the past 60 days, suggesting 9.4% growth from the figure reported in fiscal 2026.

SentinelOne provides AI-powered endpoint, cloud and identity security solutions that help organizations detect and respond to cyber threats in real time. As enterprises expand their AI infrastructure, this Zacks Rank #2 company is investing in technologies that protect AI workloads, AI applications and AI runtime environments.

The company recently launched Wayfinder Frontier AI Services, which combines frontier AI models with human expertise to identify real-world attack paths and prioritize the most critical security risks. SentinelOne is expanding its AI-powered Singularity platform with Purple AI, cloud security and runtime protection to defend AI workloads across cloud, Linux and Mac environments. With AI expanding the attack surface, demand for autonomous security that can respond to threats at machine speed should continue to rise. This positions SentinelOne to benefit as enterprises invest more in securing AI infrastructure and AI-driven environments.

The Zacks Consensus Estimate for fiscal 2027 earnings is pegged at 36 cents per share, up by a penny over the past 60 days, suggesting 80% growth from the figure reported in fiscal 2026.

Zscaler provides cloud-based cybersecurity solutions that help organizations securely connect users, devices and applications. As enterprises adopt AI across their operations, this Zacks Rank #2 company is expanding its platform to help customers securely use AI applications, protect sensitive data and enforce Zero Trust security.

Zscaler’s Zero Trust Exchange platform can discover AI applications being used across an organization, control which AI tools employees can access and prevent sensitive data from being shared with unauthorized AI applications. The company has added AI-powered features that help security teams detect threats faster and automate routine security tasks. With AI creating new security challenges, the demand for Zscaler’s Zero Trust architecture should continue to rise. As more enterprises deploy AI applications and AI agents, Zscaler remains well-positioned to benefit from the growing need to secure AI use across users, applications and data.

The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $4.14 per share, up 3.2% over the past 60 days, suggesting 26.2% growth from the figure reported in fiscal 2025.

Kate Moore, Chief Investment Officer at Citi Wealth, delivered a two-part message on CNBC on Tuesday, July 21: stay in the market, and pay attention to cybersecurity. “We are definitely game on. Yes, fully invested. And we have been fully invested on the equity side,“ she said, framing the market’s current rally as earnings-driven rather than valuation-led.

Why Citi’s CIO Says Sitting in Cash Is the Wrong Move Her core argument is that earnings growth is driving the market forward: “Earnings have been powering the equity market higher. It’s not been multiples. In fact, there’s been multiple contractions across every major market, more pronounced in the US and emerging markets areas more tied to the AI and tech side.” Moore noted that a significant amount of cash remains on the sidelines despite asset appreciation, and that pullback windows in spring 2026 lasted only days, forcing portfolio managers to act quickly.

Real GDP growth registered at 2.1% annualized as of the Q4 2025 results, and Core PCE reached 130.08 in May 2026, up 0.3% month over month. Moore added: “While fundamentals remain really strong and the macro environment is really supportive… I think these drawdowns are going to be short… They’re in and fast because nothing has really changed besides a little bit of sentiment.“

“Infinite AI Agents” Are Expanding the Cybersecurity Threat Moore’s second point was that cybersecurity has massive tailwinds that most investors aren’t fully appreciating. “We’re not talking about a single kind of cyber attack or a series of people that could be engaging in it, but almost infinite AI agents across a huge attack surface that could be taking down people’s data, ruining the operational situation for many companies,” she said, arguing security budgets remain too small a share of enterprise tech spend.

Here are some cybersecurity leaders that are likely to benefit:

CrowdStrike’s ARR Reaches $5.5 Billion CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) posted Q1 FY27 revenue of $1.385 billion, up 25.6% YoY, with non-GAAP EPS of $1.10 beating the $1.0675 consensus. Ending ARR reached $5.51 billion, and net new ARR of $255.8 million grew 32% YoY. CEO George Kurtz called it “the Mythos moment.” The stock’s forward valuation is rich at 164x forward earnings.

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Palo Alto’s Next-Generation Security ARR Climbs 60% Palo Alto Networks (NASDAQ:PANW) delivered Q3 FY26 revenue of $3.00 billion, up 31.1% YoY, with non-GAAP EPS of $0.85 versus $0.80 expected. Next-Generation Security ARR hit $8.10 billion, growing 60% YoY. CEO Nikesh Arora said, “The latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years.” Shares are up 89.28% year to date through July 20, 2026.

Zscaler’s AI Usage Jumps 91% as Its Stock Falls 33% Zscaler (NASDAQ:ZS) reported Q3 FY26 revenue of $850.48 million, up 25.4% YoY, and non-GAAP EPS of $1.08, extending its EPS beat streak to nine consecutive quarters. CEO Jay Chaudhry pointed to a 91% YoY growth in enterprise AI usage across 3,400+ applications. However, the stock is down 33.39% YTD through July 20.

SentinelOne Says the AI Era Requires “Machine Speed Defense” SentinelOne (NYSE:S) posted Q1 FY27 ARR of $1.16 billion, up 23% YoY, with record net new ARR of $44 million growing 55% YoY. CEO Tomer Weingarten stated, “securing the AI era requires machine speed defense which only truly modern infrastructure can deliver.”

Cloudflare Calls AI Its “Biggest Tailwind” Ever Cloudflare (NYSE:NET) delivered Q1 2026 revenue of $639.75 million, up 33.5% YoY, with current RPO growth of 34%. CEO Matthew Prince said AI is “shaping up to be the biggest tailwind we’ve ever seen in Cloudflare’s history.” Analysts’ average price target sits at $254.36, suggesting analysts see downside with the stock currently trading at $271.43.

What to Watch Next Moore described the behavioral trap facing investors: “Many groups of investors, the individual investors, and anyone who relies on models, have been taught over and over again at increasing speed over the last five and ten years, that the longer you sit on the sidelines, the fewer your opportunities to buy on pullbacks.“ Palo Alto Networks’ NGS ARR grew 60%, while CrowdStrike guided for FY27 revenue of $5.914 billion to $5.959 billion.

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Contact [email protected] for any questions or corrections.

Key Takeaways FTNT, OKTA and S are highlighted as cybersecurity picks amid AI growth and rising cyber threat concerns.Fortinet is expanding AI-driven security, SASE and Security Fabric offerings to capture enterprise demand. SentinelOne is growing its AI-native platform and expanding through acquisitions and partner relationships. The cybersecurity space has been witnessing a significant rally this year, sidetracking the fear that the massive adoption of artificial intelligence (AI) technologies will cannibalize traditional software developers. This space focuses on companies that offer integrated protection against evolving security threats to safeguard applications, networks and cloud computing environments. 

Globally, the growing threat of cyber attacks has made investment in this space a "must-have" expense priority for enterprises, benefiting pure-play cybersecurity firms. The Zacks-defined Cybersecurity industry has provided 62.7% returns year to date compared with the broad-market benchmark of the S&P 500 Index’s returns of 10.4%.

At this stage, we recommend three cybersecurity firms with a favorable Zacks Rank for investment in the second half of 2026. The companies are: Fortinet Inc. (FTNT - Free Report) , Okta Inc. (OKTA - Free Report) and SentinelOne Inc. (S - Free Report) . Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The chart below shows the price performance of our three picks year to date.

Image Source: Zacks Investment Research

Two Recent CatalystsThree major U.S. federal security organizations and several other government agencies internationally issued warnings against possible Russian cyber threats. The agency’s directives issued notification for enterprises (both public and private) to implement strict authentication and data encryption and monitor measures. 

These agencies are alarmed that Russia could target networking equipment in critical infrastructure sectors like communications, defense industrial base, energy, financial services, government services and facilities, and healthcare and public health.

On July 14, Arvind Krishna, CEO of International Business Machines Corp. (IBM - Free Report) said, on the company’s earnings conference call that its clients are inclining toward capital spending for currently supply-shortened AI infrastructure products like severs, memory and storage. 

Krishna said that "rapidly-evolving, industry-wide cybersecurity concerns" forced IBM’s customers to change their priority. A shift toward higher AI infrastructure hardware purchase is forcing these companies to spend more on cybersecurity to protect their networks, systems and equipment.

Fortinet Inc.Zacks Rank #1 Fortinet is benefitting from a strong product roadmap built on FortiOS 8.0, AI-driven security, next-generation SASE, quantum-safe capabilities and new FortiGate 3500G/400G firewalls. FTNT’s aggressive product roadmap positions the company to capitalize on escalating cybersecurity demands throughout 2026.

FTNT's strategic focus on expanding Unified SASE, Secure SD-WAN, FortiSASE and Security Fabric integration through a single FortiOS operating system creates compelling migration opportunities from legacy competitors. 

The network security market is experiencing structural expansion as enterprises prioritize AI, OT, edge security, SASE, cloud protection and vendor consolidation, creating substantial growth runway for FTNT in 2026.

Fortinet has an expected revenue and earnings growth rate of 14.7% and 14.1%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.3% over the last 60 days. 

Okta Inc.Zacks Rank #2 Okta operates as an identity partner in the United States and internationally. OKTA offers a suite of products and services used to manage and secure identities. Okta’s expanding portfolio across governance, privileged access, device access, authorization, posture management, and AI-driven threat protection continues to support customer wins and cross-sell.

OKTA is extending its identity layer to secure AI agents and other non-human identities, which management views as a growing source of enterprise risk. Okta for AI Agents became generally available during the first quarter of fiscal 2027, while Auth0 for AI Agents targets builders embedding identity into agent workflows. 

OKTA noted these products are still early and not material to results, but AI-agent discussions are already raising Okta’s strategic position with customers and supporting broader platform adoption. OKTA also highlighted that new products represented about 25% of first-quarter bookings and that deals including new products have shown about a 40% ACV uplift, reinforcing the long-term cross-sell potential as agent deployments scale.

Okta has an expected revenue and earnings growth rate of 9.5% and 9.4%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 1.1% over the last 60 days. 

SentinelOne Inc.Zacks Rank #2 SentinelOne’s Singularity platform provides AI-native security across endpoint, cloud, identity, data, and AI security through one interface. The automation-led approach of S is expanding enterprise adoption, while emerging solutions now represent about half of ARR. 

SentinelOne’s product advances in Purple AI, Prompt Security, AI SIEM, cloud security, and Hyperautomation support a broader platform story. ARR, high-value customers, net new ARR, and RPO continued to rise in the fiscal first quarter. Liquidity and adjusted free cash flow also improved.

Strategic acquisitions like KSG, PingSafe, Prompt Security, and Observo have expanded S’ addressable market. Prompt strengthens generative and agentic AI security, while Observo complements the data and SIEM portfolio. SentinelOne’s partner base is also expanding through MSSPs, incident responders, VARs, hyperscalers, and OEM relationships.

Okta has an expected revenue and earnings growth rate of 9.5% and 9.4%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 1.1% over the last 60 days. 

SentinelOne has an expected revenue and earnings growth rate of 19.9% and 80%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 2.9% over the last 60 days. 

PMET Demonstrates >97% Caesium Extraction from Pollucite Concentrate PR Newswire MONTREAL, July 12, 2026

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TORONTO--(BUSINESS WIRE)--Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today announced that, further to its news release on June 25, 2026, the Ontario Securities Commission has revoked the failure to file cease trade order (the “FFCTO”) previously placed on the Corporation’s securities on May 21, 2026 as a result of the Corporation’s failure to file its unaudited interim financial statements, management's discussion and analysis, and related officer certifications for the three months ended March 31, 2026 (the “Q1 2026 Filings”). The Q1 2026 Filings were filed by Sherritt on June 25, 2026.

With the revocation of the FFCTO, trading in the Corporation's securities through the facilities of the Toronto Stock Exchange resumed earlier today.

About Sherritt

Sherritt is a world leader in using hydrometallurgical processes to mine and refine nickel and cobalt – metals deemed critical for the energy transition. Leveraging its technical expertise and decades of experience in critical minerals processing, Sherritt is committed to expanding domestic refining capacity and reducing reliance on foreign sources. The Corporation operates a strategically important refinery in Alberta, Canada, recognized as the only significant cobalt refinery and one of just three nickel refineries in North America.

Sherritt’s common shares are listed on the Toronto Stock Exchange under the symbol “S”.

Forward-Looking Statements

Certain statements and other information included in this press release may constitute “forward -looking information” or “forward-looking statements” (collectively, “forward-looking statements”) under applicable securities laws (such statements are often accompanied by words such as “anticipate”, “forecast”, “expect”, “believe”, “may”, “will”, “should”, “estimate”, “intend” or other similar words).

All statements in this press release, other than those relating to historical information, are forward-looking statements.

The Corporation cautions readers of this press release not to place undue reliance on any forward-looking statement as a number of factors could cause actual future results, conditions, actions or events to differ materially from the targets, expectations, estimates or intentions expressed in the forward-looking statements. Such factors include, without limitation, continued risks related to Sherritt’s operations in Cuba and future actions taken by the U.S. government toward Cuba, including with respect to the Executive Order; level of liquidity of Sherritt, including access to capital and financing; the risk to or loss of Sherritt’s entitlements to future distributions (including pursuant to the Cobalt Swap) from the Moa JV; the inability of the Corporation to comply with debt restrictions and covenants; the inability of the Corporation to comply with the listing requirements of the Toronto Stock Exchange or another recognized stock exchange; uncertainty in the ability of the Corporation to enforce legal rights in foreign jurisdictions; uncertainty regarding the interpretation and/or application of the applicable laws in foreign jurisdictions; tax risks; political, economic and other risks of foreign operations; security market fluctuations and price volatility; risks related to environmental liabilities including liability for reclamation costs, tailings facility failures and toxic gas releases; compliance with applicable environment, health and safety legislation and other associated matters; risks associated with governmental regulations regarding climate change and greenhouse gas emissions; risks relating to community relations; maintaining social license to grow and operate; risks associated with the operation of large projects generally; the ability to replace depleted mineral reserves; risks associated with the Corporation’s joint venture partners; risks associated with mining, processing and refining activities; reliance on key personnel and skilled workers; risks related to the Corporation’s corporate structure; foreign exchange and pricing risks; credit risks; future market access; interest rate changes; risks in obtaining insurance; uncertainties in labour relations; legal contingencies; risks related to the Corporation’s accounting policies; uncertainty in the ability of the Corporation to obtain government permits; failure to comply with, or changes to, applicable government regulations. The key risks and uncertainties should be considered in conjunction with the risk factors described in the Corporation’s other documents filed with the Canadian securities authorities, including without limitation the “Managing Risk” section of the Management’s Discussion and Analysis for the three months and year ended December 31, 2025 and the Annual Information Form of the Corporation dated March 23, 2026 for the period ending December 31, 2025, which is available on SEDAR+ at www.sedarplus.ca. The forward-looking information and statements contained in this press release are made as of the date hereof and the Corporation undertakes no obligation to update publicly or revise any oral or written forward-looking information or statements, whether as a result of new information, future events or otherwise, except as required by applicable securities laws. The forward-looking information and statements contained herein are expressly qualified in their entirety by this cautionary statement.

More News From Sherritt International Corporation

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In the latest trading session, SentinelOne (S - Free Report) closed at $17.81, marking a -1.93% move from the previous day. This change lagged the S&P 500's daily loss of 0.28%. Elsewhere, the Dow lost 1.09%, while the tech-heavy Nasdaq added 0.2%.

The stock of cybersecurity provider has risen by 19.16% in the past month, leading the Computer and Technology sector's loss of 1.22% and the S&P 500's gain of 1.64%.

The investment community will be closely monitoring the performance of SentinelOne in its forthcoming earnings report. The company is forecasted to report an EPS of $0.07, showcasing a 75% upward movement from the corresponding quarter of the prior year. Simultaneously, our latest consensus estimate expects the revenue to be $290.03 million, showing a 19.76% escalation compared to the year-ago quarter.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $0.36 per share and revenue of $1.2 billion, indicating changes of +80% and +19.89%, respectively, compared to the previous year.

Any recent changes to analyst estimates for SentinelOne should also be noted by investors. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 2.74% higher. As of now, SentinelOne holds a Zacks Rank of #2 (Buy).

In terms of valuation, SentinelOne is currently trading at a Forward P/E ratio of 50.88. This denotes a premium relative to the industry average Forward P/E of 50.32.

We can additionally observe that S currently boasts a PEG ratio of 1.09. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Security was holding an average PEG ratio of 3.31 at yesterday's closing price.

The Security industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 169, which puts it in the bottom 32% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

Artificial intelligence is creating some of the biggest winners on Wall Street. Investors have poured into chipmakers, cloud providers, and memory players racing to capitalize on the AI boom. But another group of businesses is quietly benefiting from this trend: cybersecurity companies.

After all, every new AI tool creates a new security challenge. As businesses rush to adopt AI, they must also protect their systems, data, and applications from new threats. That dynamic could create a significant opportunity for SentinelOne (S 0.43%), a cybersecurity company that sits at the intersection of two powerful trends: AI and security.

Image source: Getty Images.

AI is creating a new cybersecurity race Technology shifts often create new security challenges. The rise of the internet gave birth to modern cybersecurity. The move to cloud computing created an entirely new market for cloud security. Now AI is doing the same thing. Businesses are embedding AI into customer service, software development, data analysis, and daily operations. Some companies are even deploying AI agents that can perform tasks with limited human involvement.

These tools can improve productivity, but they also create new risks. Sensitive information can flow into AI systems. Hackers can target AI applications. Automated agents can gain access to critical systems and become attractive targets for cybercriminals. In other words, the more businesses rely on AI, the more important security becomes. That's where SentinelOne comes in.

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SentinelOne is more than an antivirus company Many investors still think of SentinelOne as an endpoint security company that protects laptops and servers from cyberattacks. But that's just part of the story. Today, SentinelOne offers a broader cybersecurity platform called Singularity. The platform helps organizations protect devices, cloud environments, user identities, data, and AI-powered applications from cyber threats.

In other words, the company is trying to become a one-stop security platform rather than a single-product vendor. That's an important distinction because platform companies often enjoy larger opportunities than point-solution providers. Once customers adopt a platform, they tend to purchase additional products over time, making those relationships more valuable.

That leads directly to SentinelOne's business model.

A business model built to grow with customers SentinelOne generates most of its revenue through subscriptions. Customers pay recurring fees to use the company's cybersecurity platform. That creates predictable revenue and long-term customer relationships. In the latest quarter, annualized recurring revenue reached $1.2 billion, up 23% year over year.

The real opportunity goes beyond winning a customer once. A company might initially adopt SentinelOne to protect employee devices. Later, that same customer may add cloud security, identity protection, threat detection, data analytics, and other services.

As customers adopt more products, SentinelOne increases revenue without needing to find entirely new customers. Many of the most successful software companies have used this playbook. They land a customer with one product and expand the relationship over many years.

For SentinelOne, that strategy could become increasingly valuable as cybersecurity needs grow more complex.

SentinelOne is also using AI to improve cybersecurity The AI opportunity doesn't stop at protecting AI systems. SentinelOne is also using AI to make cybersecurity easier and more effective. Traditionally, security teams needed highly trained analysts to investigate threats and respond to attacks. That process often required navigating complex tools and analyzing massive amounts of data.

SentinelOne's Purple AI platform aims to simplify that work. Instead of searching through dashboards and databases, security teams can ask questions in plain language and receive actionable insights. The technology can help automate investigations, accelerate responses, and improve productivity.

In many ways, SentinelOne is benefiting from AI on both sides of the equation. AI is creating new security challenges and helping solve them.

What does it mean for investors? Most investors think of AI investment opportunities as just being about chips, data centers, and software applications. But AI also needs security. As businesses deploy more AI tools, they will likely spend more money protecting the systems, data, and applications that power them.

SentinelOne's subscription-based business model, expanding cybersecurity platform, and growing AI capabilities position it to benefit from that trend. That may be the reason so many investors are talking about SentinelOne right now.

TORONTO--(BUSINESS WIRE)--Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today announced that operations at its refinery in Fort Saskatchewan, Alberta are transitioning to a shutdown state. Such transition aligns with the Corporation's previously disclosed expectations, which contemplated refinery operations continuing until approximately mid-June based on available feed inventory. The shutdown is being carried out in a controlled and orderly manner, with safety an.

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Zero-configuration, autonomously initiated investigations run inside customers’ existing Singularity™ Platform workflows, detecting, investigating, and responding to threats at machine speed, and giving every analyst a force multiplier, with a full evidence chain behind every verdict

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne® (NYSE: S), the AI security leader, today opened Purple AI Agentic Investigation to its customers and introduced Singularity Credits, a unified currency for running AI-powered work across the Singularity Platform. Starting this week, customers can opt into a complimentary trial of the newest capability from Purple AI, SentinelOne’s autonomous security reasoning for the agentic SOC. That capability — ‘zero-click,’ autonomously initiated investigations — detects, investigates, verifies, and responds to threats without human dependencies. When a threat crosses a defined threshold, Purple AI investigates, renders a verdict, and stops it at machine speed, while analysts keep full visibility and control.

The capability arrives as security teams confront a hard limit, not detection, but investigation capacity. Detections climb with every new tool and every expansion of the attack surface, alerts queue for attention, and verdicts wait on analyst availability, with coverage thinning on nights, weekends, and during surges. Frontier-AI-powered threats are poised to widen that gap further.

“Today’s security teams face more critical alerts than any staffing plan could investigate, and AI-powered threats are only going to make that worse,” said Chris Corde, Chief Product Officer of SentinelOne. “Investigation capacity has become the binding constraint of the modern SOC: detections climb, alerts queue, and verdicts wait on analyst availability. Purple AI’s Agentic Investigation capability is designed to remove that constraint by making investigations automatic, continuous, and immediate.”

Why SOC Teams Are Adopting Purple AI Agentic Investigation

Seamlessly integrated — zero configuration, working from day one
Purple AI is built into the Singularity Platform, not bolted onto it. The new Agentic Investigation capability runs on telemetry already in the platform across endpoint, identity, cloud, and third-party security data, as well as inside the automated workflows customers already use. There is nothing to deploy, integrate, or tune, and no data leaves the platform. Activation is a single click. A force multiplier for every analyst
Purple AI does the investigation work, collecting evidence, correlating telemetry, and building the attack timeline, so analysts start at the verdict instead of the alert. It scales a team’s investigation capacity without scaling headcount, and frees analysts for the judgment, threat hunting, and response decisions that need a human. It is designed as an extension of the analyst: amplifying human defenders, not replacing them. Fully audited — governed autonomy, no black box
Every verdict carries a complete, auditable evidence chain, so analysts can review each AI step and outcome with confidence. Customers set the degree of autonomy through an adjustable human-in-the-loop approach that scales to their confidence and SOC maturity. Verdicts can trigger automated, policy-driven responses, or prompt an analyst with recommended actions. Activation is admin-controlled, role-based, and reversible at any time, and consumption guardrails keep usage and downstream cost in the hands of those with the right authority. Built on the most advanced reasoning in cybersecurity
Purple AI is the reasoning brain and interface for the entire Singularity Platform. It brings human-level reasoning from advanced frontier-AI models to bear through a multi-model approach, combining Anthropic’s Claude, OpenAI’s GPT, and SentinelOne’s proprietary “Ultraviolet” models to compress investigations that once took hours or days into minutes and seconds. For critical threats, investigations trigger automatically and deliver verdicts that can be acted on autonomously or by an analyst. The introduction of Singularity Credits

Singularity Credits are a flexible, unified currency customers draw down across AI-powered work in the Singularity Platform, including Purple AI Agentic Investigation. To start, SentinelOne is granting customers a complimentary allotment of Credits to trial the capability.

Delivering on the agentic SOC by amplifying defenders, not replacing them

Agentic Investigation advances SentinelOne’s vision of the agentic SOC: one where frontier-AI reasoning amplifies and scales human defenders rather than sidelining them. Purple AI acts as the brain and interface for the entire platform from simplifying querying, to recommending actions, to autonomously detecting, triaging, and stopping threats. Because it operates natively on AI, endpoint, identity, cloud, and third-party telemetry already in the Singularity Platform, it drives Singularity to be an agentic realization of the integrated security operations center (ISOC) category defined by Gartner.

Availability & access

The Purple AI Agentic Investigation trial is now available in Singularity Platform consoles. New and existing Singularity customers can opt in and begin running agentic investigations immediately. Investigations utilize Singularity Credits during the trial, but customers are not charged and no payment method is required. After the trial, customers can purchase Singularity Credits through partners, direct billing, and eCommerce.

About SentinelOne

SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California, with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security.

All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.

More News From SentinelOne

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SentinelOne® (NYSE: S), the AI Security leader, today announced its upcoming integration with Amazon Bedrock AgentCore. The integration will be delivered through SentinelOne’s Prompt Security offering. The integration reflects SentinelOne’s commitment to extending the security controls customers already trust into agentic workflows, empowering enterprises deploying AI on AWS to secure and scale their AI workflows.

Amazon Bedrock AgentCore is the platform to build, connect, and optimize agents at scale. Through its policy engine, AgentCore enforces real-time, deterministic controls at the gateway across all agent traffic including agent-to-tool, agent-to-LLM, and agent-to-agent communications. With this integration, SentinelOne’s Prompt Security will provide detection signals covering prompt injection detection, PII exposure, tool-use validation, LLM response monitoring, and data leakage prevention that feed into AgentCore policy engine. AgentCore acts on those signals at the gateway, outside the agent’s reasoning loop, so enterprise teams can apply SentinelOne’s detection signals alongside deterministic, automated enforcement consistently across all agent activity. Because detection can be probabilistic, but enforcement stays deterministic, customers gain consistent allow-or-deny decisions on every agent action, allowing organizations to adopt agentic AI at enterprise scale with the confidence that existing SentinelOne security controls apply automatically throughout every agentic workflow.

“Agentic AI has become foundational to how enterprises operate,” said Melissa K. Smith, SVP of Global Strategic Partnerships and Initiatives at SentinelOne. “Every organization building and running AI agents on AWS needs the same security controls they rely on across the rest of their infrastructure. This upcoming integration applies those guardrails at the AgentCore gateway, where all agent traffic is evaluated, giving every enterprise the confidence to deploy AI agents knowing their existing SentinelOne policies apply automatically, from day one.”

The upcoming integration will be available in Amazon Bedrock AgentCore later this year. Customers with existing Prompt Security licenses will apply them through a Bring Your Own License path. As enterprise AI agent deployments scale, consumption scales with them.

Customers can learn more about SentinelOne’s integration with Amazon Bedrock AgentCore at sentinelone.com.

About SentinelOne

SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security.

Forward-Looking Statements

This press release includes forward-looking statements. Forward-looking statements are subject to risks and uncertainties, including factors beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. These and other risk factors are described in the “Risk Factors” section of our most recent Annual Report on Form 10-K, subsequently quarterly reports filed on Form 10-Q, and other filings made with the U.S. Securities and Exchange Commission (SEC), which are available free of charge on our website at investors.sentinelone.com and on the SEC’s website at www.sec.gov. You are cautioned not to place undue reliance on these forward-looking statements. Any future products, functionality and services may be abandoned or delayed, and as such, you should make decisions to purchase products and services based on features that are currently available. Any forward-looking statements made herein are based on our beliefs and assumptions that we believe to be reasonable as of the date hereof. You should not rely upon forward-looking statements as predictions of future events. Except to the extent required by law, we undertake no obligation to update these forward-looking statements to reflect new information or future events.

Third-Party Disclaimer

All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.

Category: Investors

View source version on businesswire.com: https://www.businesswire.com/news/home/20260617521014/en/

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?

Let's take a look at what these Wall Street heavyweights have to say about SentinelOne (S - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.

SentinelOne currently has an average brokerage recommendation (ABR) of 1.75, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 36 brokerage firms. An ABR of 1.75 approximates between Strong Buy and Buy.

Of the 36 recommendations that derive the current ABR, 22 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 61.1% and 2.8% of all recommendations.

Brokerage Recommendation Trends for S

Check price target & stock forecast for SentinelOne here>>>

The ABR suggests buying SentinelOne, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.

There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.

Should You Invest in S?Looking at the earnings estimate revisions for SentinelOne, the Zacks Consensus Estimate for the current year has increased 19.8% over the past month to $0.35.

Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for SentinelOne. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for SentinelOne may serve as a useful guide for investors.

SentinelOne, Inc. (S) Q1 2027 Earnings Call Transcript

Issued on behalf of Integrated Cyber Solutions Inc. dba Integrated Quantum Technologies (CSE: ICS) (OTCQB: IGCRF) (FSE: Y4G)

As enterprises rush to deploy autonomous AI agents, a new security problem is emerging that the old cybersecurity playbook wasn't built for — and a small Vancouver-based company just put a flag in the ground with a framework called MASQ.

USA News Group News Commentary

, /PRNewswire/ -- Every few years, enterprise technology produces a category that didn't exist the year before. In 2026, that category is AI agent security. Autonomous AI agents — software that can reason, make decisions, and take actions across a company's systems without a human pressing every button — are moving from pilot projects into production at remarkable speed. And with them comes a problem the traditional security stack was never designed to solve: how do you control what an AI agent is allowed to see, what it's allowed to do, and how its internal reasoning is protected while it's doing it?

Integrated Cyber Solutions Inc., doing business as Integrated Quantum Technologies (CSE: ICS) (OTCQB: IGCRF) (FSE: Y4G), just announced its answer. The company has initiated the patent process for MASQ™ — short for Machine Action Security Quotient — a governance and security framework built specifically for AI agents and autonomous AI systems.

What MASQ is actually trying to solve

The pitch is straightforward once you see the problem it targets. Today's AI agents don't just answer questions; they connect to APIs, call external tools, query enterprise databases, and increasingly talk to other agents through emerging plumbing like MCP (Model Context Protocol) servers. Each of those connection points is a place where an agent could access something it shouldn't, take an action nobody authorized, or leak sensitive information held in its working memory.

MASQ is designed to sit across those control points and govern four things: what permissions and actions an agent is authorized to perform; what enterprise systems and data it can reach; how it interacts with APIs, external tools, and MCP servers; and — the most distinctive piece — how the sensitive information inside an agent's context window, internal attention states, and reasoning environment is protected during machine-to-machine interaction. That last element is the part most traditional cybersecurity architectures simply don't address, because they were built to protect networks and endpoints, not the live reasoning state of an autonomous machine.

"AI agents are becoming increasingly autonomous and interconnected, and organizations will require governance systems capable of controlling not only what agents can access and execute, but also how sensitive contextual reasoning data is protected during machine-to-machine interaction," said Jeremy J. Samuelson, EVP, Artificial Intelligence & Innovation at Integrated Quantum, who joined the company in January 2026 after serving as Principal Data and AI Scientist for Digital Identity Engineering at Equifax and is credited as the inventor of the company's VEIL technology. "This patent initiative reflects our continued focus on building foundational infrastructure for secure enterprise AI deployment."

A piece of a bigger platform

MASQ isn't a standalone bet. The company intends it to become a core component of its broader AIQu™ platform — a security-first, privacy-preserving, and what the company describes as quantum-resilient AI infrastructure layer. AIQu's first commercial product, VEIL™ (Vector-Encoded Information Layer), is the company's patent-pending technology aimed at protecting sensitive data across the enterprise AI and machine-learning pipeline by reducing the need to expose raw data in the first place. The company also markets a SecureGuard360™ cybersecurity platform and a managed-services offering.

It's worth being precise about where MASQ stands today, because the language matters. The company has initiated the patent process and engaged intellectual property counsel — this is the beginning of a filing effort, not a granted patent or even, on its face, a completed application. MASQ is described as "being developed." For investors, that distinction is the difference between a roadmap and a shipping product, and it should be read as the former. The company's earlier AIQu provisional patent filing (30 claims, filed in January 2026) is a separate matter from this MASQ initiative.

Why the timing is the story

The reason a framework like MASQ is getting attention has less to do with this one microcap and more to do with how fast the surrounding market is moving. The numbers from the established players tell the story.

In January 2026, Gartner projected that AI-cybersecurity spending — covering both securing AI and using AI to defend — would grow at a roughly 74% compound annual rate from 2024 through 2029, more than double the growth rate of AI spending overall. That is the kind of forecast that pulls every serious security vendor into the space, and they have arrived. The agentic-AI-security category now has real product from the largest names in cybersecurity, which is both validation of the thesis and a sharp reminder of how much competition a microcap faces.

How IQT sits among the companies defining this space

To understand the market MASQ is entering, it helps to look at what the established public companies are already shipping. These are not peers of IQT in scale — they are giants, and the contrast is the point: IQT is a microcap staking an early claim in a category these companies are pouring resources into.

CrowdStrike (NASDAQ: CRWD) has moved aggressively into agentic security, launching its Charlotte AI AgentWorks ecosystem and tools explicitly designed to secure AI agents and govern "shadow AI" across endpoints, SaaS, and cloud. CrowdStrike's scale — and the breadth of its launch partners — illustrates how central agent governance has become to the enterprise security roadmap.

Palo Alto Networks (NASDAQ: PANW) made the category's biggest statement by completing its roughly US$25 billion acquisition of identity-security leader CyberArk in February 2026, explicitly to secure "human, machine, and agentic identity." That deal — one of the largest in cybersecurity history — is the clearest possible signal that controlling what autonomous agents can access and do is now seen as foundational infrastructure, not a niche feature.

Okta (NASDAQ: OKTA) has reframed identity itself around the agentic era with "Okta for AI Agents," a platform (generally available April 30, 2026) built to discover both sanctioned and unsanctioned AI agents, treat them as governed identities, and apply lifecycle controls. Okta's framing — that identity becomes a runtime system continuously evaluating what an agent does — maps closely to the problem MASQ describes.

SentinelOne (NYSE: S) introduced Prompt AI Agent Security, a real-time discovery and governance control plane for AI agents and agentic workflows that explicitly enforces policy across MCP servers operating in a customer's environment — the same machine-to-machine connection layer MASQ targets. SentinelOne's product is perhaps the closest functional analog to what IQT describes, deployed at enterprise scale.

The honest takeaway from that lineup cuts both ways. On one hand, the presence of CrowdStrike, Palo Alto, Okta, and SentinelOne validates that AI agent governance is a real and rapidly growing market. On the other, it means a pre-revenue microcap with a framework still in development is entering a field crowded with extraordinarily well-resourced incumbents. Both things are true at once, and investors should hold them together.

The market-awareness piece

Alongside the MASQ news, IQT announced two business-development moves. It appointed Euroswiss Capital Partners Inc., a Switzerland-based capital-markets advisory firm, as a strategic marketing and financial-advisory partner under a 12-month, non-exclusive consulting agreement (fixed fee of $100,000) to raise the company's profile across central Europe; an affiliate of Euroswiss holds 200,000 common shares, and the agreement was negotiated at arm's length. Separately, the company entered an investor-awareness agreement to support North American financial-news distribution. These are visibility initiatives — the kind small-cap issuers commonly use to broaden their investor reach — and they should be understood as marketing arrangements rather than indicators of commercial traction for MASQ itself.

The bottom line

MASQ is an early-stage idea aimed squarely at a real and fast-growing problem. The thesis behind it — that autonomous AI agents need a governance layer purpose-built for what they can access, what they can do, and how their reasoning is protected — is being independently validated by the largest companies in cybersecurity, which are spending billions to address exactly that. That's the bull case.

The bear case is equally plain: IQT is a microcap that has initiated a patent process on a framework still in development, in a category where it competes against some of the best-capitalized security companies on the planet. Whether MASQ becomes a defensible product, a licensed piece of intellectual property, or simply an early marker of ambition is a question that only execution — and time — will answer. What the company has done is plant a flag in one of the most consequential enterprise-technology shifts of the decade. What it builds on that claim is the part still to be written.

For full company detail and ongoing updates, visit IQT's USA News Group landing page: https://usanewsgroup.com/ics-landing/

Contact:

USA News Group
[email protected]
604-265-2873

Sources:

Integrated Cyber Solutions Inc. dba Integrated Quantum Technologies, "Integrated Quantum Technologies Debuts MASQ™, an AI Agent Governance and Security Architecture, Initiates Patent Process, and Announces Strategic Market Awareness Initiatives," Newsfile Corp., May 28, 2026.Integrated Quantum Technologies, "Files Provisional Patent for Post-Quantum AI Infrastructure Platform, AIQu" (30 claims; VEIL™), January 13, 2026; EVP AI appointment (Jeremy Samuelson), January 2026.CrowdStrike Holdings, "CrowdStrike Launches the Charlotte AI AgentWorks Ecosystem," March 25, 2026; "Secure AI Agents and Govern Shadow AI," March 2026.Palo Alto Networks, "Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era," February 11, 2026.Okta, "Okta announces new blueprint for the secure agentic enterprise" / "Okta for AI Agents" (GA April 30, 2026), March 2026.SentinelOne, "SentinelOne Unveils New AI Security Offerings" (Prompt AI Agent Security; MCP-server policy enforcement), March 23, 2026; Gartner AI-cybersecurity spend forecast (~73.9% CAGR, 2024–2029), January 2026.DISCLAIMER:

Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USA News Group is a wholly-owned subsidiary of Market IQ Media Group (MIQ). MIQ has been paid a fee for Integrated Cyber Solutions (ICS). advertising and digital media from the company directly. There may be 3rd parties who may have shares of ICS, and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of ICS which were purchased in the open market, and/or through private placements, and reserve the right to buy and sell, and will sell shares of ICS at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by ICS; this is a paid advertisement, we currently own shares of ICS and will sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.

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SentinelOne Inc. (NYSE: S) shares fell nearly 11% on Friday after the cybersecurity company topped earnings estimates but issued softer-than-expected second-quarter revenue guidance and announced a roughly 8% workforce reduction.

The company reported first-quarter fiscal 2027 revenue of $276.7 million, just below the Wall Street consensus of $277.3 million but within its own guidance range.

Adjusted EPS of $0.04 beat the $0.02 analyst estimate.

Annual recurring revenue rose 23% year-over-year to $1.16 billion, slightly above estimates. Net new ARR reached a record $44 million, up 55% year-over-year, marking the fourth consecutive quarter of positive net new ARR growth. Remaining performance obligations grew 30% year-over-year to a record $1.5 billion.

Non-endpoint solutions, including AI, data, and cloud, now represent approximately half of total ARR. AI security ARR nearly doubled sequentially, while the company's Flex offering surpassed $200 million in total contract value in under three quarters since launch.

For the second quarter, SentinelOne guided for revenue of $289 million to $291 million, below the Street's estimate of approximately $292 million. The guidance includes an estimated $25 million restructuring charge tied to the workforce reduction, which is expected to generate approximately $45 million in annualized savings. Full-year non-GAAP EPS guidance of $0.32 to $0.38 bracketed the consensus estimate of $0.34.

Wedbush maintained its Outperform rating and $20 price target, saying the company is "sharpening its operating model" under new CFO Sonalee Parekh and remains well positioned in AI security.

Bank of America was more constructive, upgrading the stock to Buy from Neutral and raising its price target to $20 from $16. The bank called the post-market selloff an attractive entry point, citing durable 20%-plus revenue growth and a clear path to margin expansion, and characterized the conservative guidance as a deliberate reset under new leadership rather than a sign of weakening demand.

Key Takeaways S reported Q1 FY2027 EPS of 4 cents, beating estimates by 100% as revenues rose 21% Y/Y.ARR rose 23% to $1.16B, with customer growth reaching 1,702 accounts above $100K ARR.S raised FY2027 outlook, lifting operating income and EPS guidance for the year ahead. SentinelOne (S - Free Report) reported first-quarter fiscal 2027 earnings of 4 cents per share, which surpassed the Zacks Consensus Estimate by 100%. The company registered earnings of 2 cents per share in the year-ago quarter.

Revenues of $276.7 million increased 21% year over year but missed the consensus mark by 0.2%.

As of April 30, 2026, annualized recurring revenues (ARR) grew 23% year over year to $1.16 billion. Customers with more than $100,000 in ARR increased 17% year over year to 1,702, driven by continued momentum in enterprise expansion and strong adoption of the company’s platform solutions.

SentinelOne’s shares were up 0.39% at the time of writing this article. The company's shares have increased 20.1% in the year-to-date period, surpassing the Zacks Computer & Technology sector’s rise of 19.2%.

SentinelOne’s Operating HighlightsAdjusted gross profit was 77% in the reported quarter, which contracted roughly 200 bps year over year.

Total operating expenses of $202.2 million increased 9.1% year over year due to higher research and development expenses (up 28.1% year over year), general and administrative expenses (up 11.1% year over year), partially offset by sales and marketing expenses (down 0.2% year over year).

Non-GAAP operating income totaled $10.5 million compared to an operating loss of $3.9 million in the year-ago quarter.

SentinelOne’s Balance Sheet Remains StrongAs of April 30, 2026, SentinelOne had cash, cash equivalents and investments of $812 million.

Operating cash flow was $38.5 million in the quarter.

Adjusted free cash flow was $61.4 million compared with $45.4 million reported in the year-ago quarter, while adjusted free cash flow margin improved to 22% from 20%.

S Offers Q2 and FY27 GuidanceFor the second-quarter fiscal 2027, SentinelOne expects revenues between $289 million and $291 million.

The company expects non-GAAP operating income in the range of $23-$25 million.

Non-GAAP earnings are expected to be between 6 cents and 8 cents per share for the second-quarter fiscal 2027.

For fiscal 2027, revenues are still forecasted to be between $1.195 billion and $1.205 billion.

The company raised its non-GAAP operating income outlook to $115-$125 million.

Non-GAAP earnings are expected to be between 32 cents and 38 cents per share for fiscal 2027.

SentinelOne’s Zacks Rank & Stocks to ConsiderCurrently, S carries a Zacks Rank #3 (Hold).

Micron Technology (MU - Free Report) , Ciena (CIEN - Free Report) and Amphenol (APH - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. MU and CIEN each sport a Zacks Rank #1 (Strong Buy), while APH carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Micron Technology shares have soared 225% in the year-to-date period. The company is scheduled to release third-quarter fiscal 2026 results on June 24.

Ciena shares have returned 143.9% in the year-to-date period. The company is set to report second-quarter fiscal 2026 results on June 4.

 Amphenol shares have gained 9.3% in the year-to-date period. The company is expected to report second-quarter fiscal 2026 results on July 29.

On the heels of the company's recent quarterly release, SentinelOne (S 0.34%) stock moved lower in Friday's trading. The company's share price ended the daily session down 8.2% and had been off as much as 15.3% earlier in trading.

For the first quarter of its 2027 fiscal year, SentinelOne reported earnings per share that surpassed Wall Street's target and sales that fell slightly short of the average analyst estimate. The first quarter of the company's 2027 fiscal year ended April 30, 2026.

Image source: Getty Images.

SentinelOne moved lower on mixed fiscal Q1 results SentinelOne recorded non-GAAP (adjusted) earnings per share on sales of $276.66 million in fiscal Q1. While adjusted earnings per share came in $0.02 higher than the average analyst estimate, revenue missed the average forecast by $0.77 million. With sales still up 20.8% year over year in the quarter, the company's Q1 sales miss would have been less concerning were it not for other news and guidance from the cybersecurity specialist.

Today's Change

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-0.34

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-0.05

Current Price

$

14.74

What's next for SentinelOne? In light of strong bullish momentum for cybersecurity stock valuations, investors were hoping for SentinelOne to deliver a strong beat-and-raise quarter. Meanwhile, the company wound up reiterating its guidance for sales to be between $1.195 billion and $1.205 billion for the current fiscal year. Even though the company raised its operating income forecast, news that the company is conducting significant layoffs has some investors concerned about what the impact could be on the sales expansion trajectory.

Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends SentinelOne. The Motley Fool has a disclosure policy.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

C3.ai (NYSE:AI | AI Price Prediction) keeps grabbing headlines as the pure-play enterprise AI software ticker, with a shiny new CEO promising a turnaround and bargain-hunters circling a stock that has shed 59.13% over the past year. But here’s what you should actually be watching.

The C3.ai story is broken The most recent quarter was a disaster dressed up as a restructuring. Q3 FY26 revenue came in at $53.26 million, missing consensus by 29.59% and falling 46.08% year over year. GAAP gross margin collapsed to 17% from 59% a year earlier. Non-GAAP EPS landed at -$0.40 versus a -$0.29 estimate, and free cash flow worsened to -$56.20 million.

Management slashed full-year FY26 revenue guidance to $246.7 million to $250.7 million, down from a prior outlook of $447.5 million to $484.5 million. Founder Thomas Siebel stepped aside citing health issues, a new CEO is six months into a top-to-bottom reorganization, and Wall Street is unimpressed: the consensus analyst target sits at just $8.82, with three sell and three strong sell ratings against a single buy. This is a workout.

The smarter AI trade trades for less than $20 SentinelOne (NYSE:S) closed at $18.71 on May 22, up 27.89% over the past month and 24.73% year to date. It fits the under-$20 mandate, sits at the intersection of AI and cybersecurity, and unlike C3.ai, the fundamentals are accelerating in the right direction. Three points make the case.

1. Profitability has inflected. Q3 FY26 revenue rose 22.9% to $258.91 million, non-GAAP EPS came in at $0.07 against a -$0.175 estimate, and non-GAAP operating margin hit a record 7%, an improvement of roughly 1,200 basis points year over year. Annual recurring revenue crossed $1.06 billion, and free cash flow was a positive $15.90 million.

2. The AI security mix is the real story. Roughly 50% of quarterly bookings now come from emerging Data, AI, and Cloud products, with the Data segment posting triple-digit bookings growth on AI SIEM demand. Purple AI, the Observo AI data-streaming acquisition, and the Prompt Security acquisition for GenAI runtime protection put SentinelOne directly in the path of every enterprise asking how to secure AI workloads. CEO Tomer Weingarten framed it bluntly: “Our early-mover advantage and approach for both AI for Security and Security for AI is resonating with customers.”

3. The scoreboard already shows it. Large customers paying $100,000-plus in ARR climbed to 1,572, up 20%. Management has repurchased $101.9 million of stock through the first nine months, FedRAMP High authorization is expanding the federal footprint, and analysts carry a consensus target of $18.74 with three strong buy and 21 buy ratings versus zero sells.

The action C3.ai is asking investors to underwrite a turnaround on a shrinking revenue base with 17% gross margins. SentinelOne is delivering 22.9% growth, a $1.06 billion ARR base, and the first sustained positive operating margin in its history, still trading under $20. SentinelOne’s accelerating fundamentals and sub-$20 price are worth tracking, with the next pullback offering a potential entry point for investors evaluating the AI security theme.

SentinelOne, Inc. (S) Presents at Bank of America 2026 Global Technology Conference Transcript

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne has been named a SOC Platform Leader by Latio in the evaluation of Security Operations Center (SOC) platforms.

SentinelOne® (NYSE: S), the AI Security leader, today announced it has received a Pax8 Beyond Partner’s Most Valuable Vendor Award in EMEA during Pax8’s 2026 Beyond conference. The awards program recognizes vendors that have a significant impact on the channel ecosystem through strategic partnerships, enhanced engagement, and strong dedication to partners.

"Strong partnerships produce real security outcomes. That is what Pax8 and SentinelOne have built together, for the MSPs we work with and the organizations they protect,” said Melissa K. Smith, SVP of Global Strategic Partnerships and Initiatives, SentinelOne. “Being recognized as Pax8's Most Valuable Vendor in EMEA reflects what happens when two teams align on the same goal: giving security practitioners the autonomous protection and operational support they need to stay ahead. We are committed to making that as easy as possible to deliver through the channel."

Held in Salt Lake City from June 7-9, Beyond 2026 provided Pax8 partners with three days of immersive learning, community and innovation. Attendees gained critical business insights through keynote presentations from industry leaders, custom-built breakout sessions and an expo hall with sponsoring vendors. 10 vendor awards were presented during the conference, recognizing the success, growth and innovation fueled by the vendors offered through the Pax8 Marketplace.

The collaboration between SentinelOne and Pax8, established in 2019, delivers advanced, AI-powered cybersecurity to managed service providers via a scalable and efficient model. By integrating solutions for endpoint protection, detection and response, the partnership provides small and medium-sized businesses with access to enterprise-level AI security. Through a shared focus on partner enablement, expanded product suites, and continuous innovation, the alliance empowers MSPs to safeguard their clients more reliably while confidently scaling their operations.

“Our vendor partners have been exclusively chosen to be part of the Pax8 Marketplace based on their innovation and specific use cases for MSPs, so to be awarded as one of our top vendors this year at Beyond 2026 is a true accomplishment,” said Oguo Atuanya, Corporate Vice President of Vendor Experience at Pax8. “A vendor’s unique offering, value to the partner community and collaboration with Pax8 are all hallmarks of a valued partnership. These award-winning vendors are leaders in our space driving advances that benefit MSPs and their SMB customers.”

About Pax8

Pax8 is the global AI and cloud Marketplace for small and medium-sized businesses (SMBs). Pax8 connects service providers and technology companies on a unified platform to discover, buy, sell, deploy and manage technology solutions for SMBs. More than 47,000 IT partners and 800,000 SMBs rely on Pax8 for expertise, automation and real-time insights to stay productive, protected and prepared for the AI economy. Learn more at pax8.com.

Follow Pax8 on Blog, Facebook, LinkedIn, X, and YouTube.

About SentinelOne

SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security.

Third-Party Disclaimer

All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.

Category: Investors

View source version on businesswire.com: https://www.businesswire.com/news/home/20260610498731/en/

Software concern SentinelOne (S) is extending its recent pullback from its late May high of $18.81, last seen trading down 1.4% at $15.02 and heading for a fourth-straight drop. A historically bullish trendline has come into focus, however, leaving opportunity for bulls to make their move.

Daily S Since July 2025 With 100-Day Moving Average

Finviz

According to Schaeffer’s Senior Quantitative Analyst Rocky White, S is trading within 0.75 times the 100-day moving average’s 20-day average true range (ATR), after spending at least 80% of the previous two weeks and 80% of the prior 42 trading sessions above that trendline. This setup has appeared eight times during the last decade. One month later, the stock was higher 63% of the time after these signals, averaging an impressive 93% gain. A jump of similar magnitude would place S near $29 -- levels not seen since 2022.

At the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), the stock’s 10-day put/call volume ratio ranks in the 95th annual percentile. Plus, short interest represents 6.5% of the stock’s available float. In other words, bears have been circling the equity, and should this sentiment begin to unwind, it could trigger tailwinds.