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10月14日 - ** 网络安全公司SentinelOne 股价上涨2.2%,报26.21美元,触及七个月高点
** Piper Sandler将该公司的评级从 "中性 "上调至 "增持",并将其目标价从25美元上调至32美元。
** 认为对所有软件公司中增长最快的公司之一来说,未来 4-6 个季度的预期太低。
** 认为有三个催化剂--与联想的合作关系扩大、竞争对手CrowdStrike 的取代率上升以及Purple AI的牵引力--将在短期内推动收入增长
** CRWD 的错误软件更新导致 (link) 在 7 月份出现全球 IT 故障,造成中断并使客户 感到沮丧;券商 认为 SentinelOne 将从这一流失中受益
** 33家券商中有24家将SentinelOne 评为 "买入 "或更高评级,9家为 "持有";他们的PT中值为29美元--数据由LSEG编制
** 包括本交易日涨幅在内,该股今年累计下跌 4.3
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