$SentinelOne(S.US) | BofA Securities 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐒𝐞𝐧𝐭𝐢𝐧𝐞𝐥𝐎𝐧𝐞 𝐭𝐨 𝐁𝐮𝐲, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟏𝟔, 'Pullback Overdone'
Analyst sees the -18% post-earnings drop as an attractive entry point, citing confidence in 20%+ revenue growth, margin expansion, and better execution.D
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SE (Trans): Shopee targeting $1bn FY EBITDA
Q2 total revenue was $7.8bn (+48% YoY). Shopee GMV rose 28% to $38.3bn, with Adj. EBITDA of $255mn, and management reiterated a full-year target of >$1bn.
However, they flagged FX headwinds as many local currencies weakened and noted a higher GMV base in Q3–Q4. Full-year GMV growth guidance remains ~25%, with execution focused on fulfillment, ShopeeVIP, and ad monetization.
SeaConference Minutes
