<p>网络安全领域是一个利润丰厚但竞争激烈的行业。Fortune Business Insights 预测该行业到 2032 年将以 14% 的复合年增长率 (CAGR) 扩张。这可能意味着快速增长将推动所有行业股票的上涨。</p>
<p>不幸的是，对于投资者来说，这也是一个竞争激烈且高度竞争的领域。随着众多新兴公司和成熟科技巨头提供网络安全解决方案，这可能会对网络安全股票施加相当大的压力。</p>
<p>然而，<strong>SentinelOne</strong>(S -2.41%) 在人工智能 (AI) 驱动的网络安全产品方面似乎具有优势，这可能提供了许多投资者似乎忽视的机会。</p>
<h2>SentinelOne 的独特之处</h2>
<p>SentinelOne 以其 AI 驱动的网络安全应用而脱颖而出。实际上，其 Singularity 平台提供了所谓的 “最佳安全性”。它结合了数据摄取、支持威胁情报和运行自动化功能等多种功能。此外，跟踪安全威胁的能力使得攻击调查变得更加容易。</p>
<p>尽管如此，Singularity 中引起广泛关注的部分是 Purple AI。Purple AI 在 Singularity 内部工作，自动化安全警报分类、威胁检测和调查，有效简化了平台的安全操作。</p>
<p>此外，理解自然语言的能力使其更易于使用。这些特性使其成为公司历史上增长最快的解决方案之一。</p>
<p>其方法还为 SentinelOne 赢得了行业内的赞誉。<strong>Gartner</strong> 将这家网络安全公司认定为其 “魔力象限” 中终端保护的领导者，而 <em>CRN</em> 则将 Singularity 评选为年度云安全产品。</p>
<p>此外，虽然它不再公布整体客户数量，但每年在该平台上花费至少 100,000 美元的客户数量增长了 24%，达到 1,310 个，而每年花费 100 万美元或更多的客户数量创下历史新高。由于组织倾向于避免更换网络安全提供商所带来的干扰，这种增长对 SentinelOne 及其投资者来说是个好兆头。</p>
<h2>SentinelOne 的财务状况</h2>
<p>SentinelOne 的财务状况似乎反映了客户的增长。2025 财年的前九个月（截至 10 月 31 日）收入为 5.96 亿美元，同比增长 33%。此外，它在同一时期内将运营费用的增长限制在 13% 以内。</p>
<p>不幸的是，这还不足以覆盖其运营费用。因此，该公司在 2025 财年的前三个季度亏损 2.18 亿美元。尽管这比去年同期的 2.67 亿美元有所上升，但这表明 SentinelOne 在可预见的未来不太可能实现盈利。</p>
<p>该公司预测 2025 财年收入增长 32%。然而，分析师认为这一增长可能在 2026 年放缓至 26%。尽管这一增长率远高于预测的行业 CAGR，但投资者通常在收入增长率放缓时出售股票。这可能对希望利用这一机会的投资者不利。</p>
<p>目前，SentinelOne 的股票表现参差不齐。自 2022 年底达到历史低点以来，其股价已上涨超过 60%。尽管如此，今年的涨幅仍然有限，未来一年的走势不确定。</p>
<p>然而，其估值可能会吸引投资者购买该股票。由于 SentinelOne 是一家亏损公司，其市盈率不适用。不过，其市销率 (P/S) 为 9.6，低于除 <strong>Okta</strong> 和 <strong>Check Point Software</strong> 外的所有主要网络安全股票。这一差异和相对较低的销售倍数可能使其成为越来越多客户选择其 AI 驱动工具时的一个有吸引力的选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/b1435f9af9f4839d151085a310d171f0.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/b1435f9af9f4839d151085a310d171f0.png"/></p>
<p>S PS 比率数据来源于 YCharts</p>
<h2>2025 年是 SentinelOne 的年吗？</h2>
<p>SentinelOne 股票的短期走势仍然不确定，但其 AI 驱动的安全软件日益受到欢迎，这对公司来说可能是个好兆头。对 AI 的重视导致了显著的客户增长，特别是在其最大客户中，这大大提升了其财务状况。</p>
<p>诚然，SentinelOne 有众多竞争对手，收入增长放缓和持续亏损可能会成为更大的担忧。尽管如此，收入水平应该会继续显著增加，考虑到其相对较低的估值，其股票在长期内有很高的概率跑赢市场。</p>

<p>SentinelOne 是一家网络安全公司，由于其基于人工智能的产品，特别是 Singularity 平台，预计将有潜在的增长。尽管面临竞争激烈的市场，该公司在 2025 财年实现了 33% 的收入增长，但仍然面临运营亏损。分析师预测未来几年的收入增长将从 32% 放缓至 26%，这可能会引起投资者的担忧。目前，SentinelOne 的股票自 2022 年底以来上涨了超过 60%，但其未来仍然不确定。与同行相比，其较低的市销率可能会吸引投资者，因为它继续扩大客户基础</p>

<p>The cybersecurity field is a lucrative but crowded industry. Fortune Business Insights forecasts this industry will expand at a compound annual growth rate (CAGR) of 14% through 2032. This could mean the rapid growth lifts all industry stocks over time.</p>
<div class="lb-trans"><p>网络安全领域是一个利润丰厚但竞争激烈的行业。Fortune Business Insights 预测该行业到 2032 年将以 14% 的复合年增长率 (CAGR) 扩张。这可能意味着快速增长将推动所有行业股票的上涨。</p>
</div><p>Unfortunately for investors, it is also a crowded and highly competitive field. With numerous emerging companies and established tech giants offering cybersecurity solutions, it could put considerable pressure on cybersecurity stocks over time.</p>
<div class="lb-trans"><p>不幸的是，对于投资者来说，这也是一个竞争激烈且高度竞争的领域。随着众多新兴公司和成熟科技巨头提供网络安全解决方案，这可能会对网络安全股票施加相当大的压力。</p>
</div><p>However, <strong>SentinelOne</strong>(S -2.41%) appears to hold an advantage in artificial intelligence (AI)-driven cybersecurity products, which could provide an opportunity many investors seem to have overlooked.</p>
<div class="lb-trans"><p>然而，<strong>SentinelOne</strong>(S -2.41%) 在人工智能 (AI) 驱动的网络安全产品方面似乎具有优势，这可能提供了许多投资者似乎忽视的机会。</p>
</div><h2>The SentinelOne difference</h2>
<div class="lb-trans"><h2>SentinelOne 的独特之处</h2>
</div><p>SentinelOne stands out for its AI-driven cybersecurity applications. Indeed, its Singularity platform offers what it describes as &#34;best-in-class security.&#34; It combines functions such as ingesting data, supporting threat intelligence, and running its automation capabilities. Also, the ability to track security threats makes attacks easier to investigate.</p>
<div class="lb-trans"><p>SentinelOne 以其 AI 驱动的网络安全应用而脱颖而出。实际上，其 Singularity 平台提供了所谓的 “最佳安全性”。它结合了数据摄取、支持威胁情报和运行自动化功能等多种功能。此外，跟踪安全威胁的能力使得攻击调查变得更加容易。</p>
</div><p>Nonetheless, the part of Singularity that has drawn considerable attention is Purple AI. Purple AI works within Singularity to automate security alert triage, threat detection, and investigations, effectively simplifying the platform's security operations.</p>
<div class="lb-trans"><p>尽管如此，Singularity 中引起广泛关注的部分是 Purple AI。Purple AI 在 Singularity 内部工作，自动化安全警报分类、威胁检测和调查，有效简化了平台的安全操作。</p>
</div><p>Additionally, the ability to understand natural language makes it easier to use. Such features have made it one of the fastest-growing solutions in the company's history.</p>
<div class="lb-trans"><p>此外，理解自然语言的能力使其更易于使用。这些特性使其成为公司历史上增长最快的解决方案之一。</p>
</div><p>Its approach has also won SentinelOne accolades across its industry. <strong>Gartner</strong> recognizes the cybersecurity company as a leader in its &#34;Magic Quadrant&#34; for endpoint protection, while <em>CRN</em> declared Singularity its cloud security product of the year.</p>
<div class="lb-trans"><p>其方法还为 SentinelOne 赢得了行业内的赞誉。<strong>Gartner</strong> 将这家网络安全公司认定为其 “魔力象限” 中终端保护的领导者，而 <em>CRN</em> 则将 Singularity 评选为年度云安全产品。</p>
</div><p>Moreover, while it no longer publishes overall customer numbers, the number of clients who spend at least $100,000 annually on the platform grew 24% to 1,310, and the number spending $1 million or more is at a record high. Since organizations prefer to avoid the disruption that comes with switching cybersecurity providers, such growth bodes well for SentinelOne and its investors.</p>
<div class="lb-trans"><p>此外，虽然它不再公布整体客户数量，但每年在该平台上花费至少 100,000 美元的客户数量增长了 24%，达到 1,310 个，而每年花费 100 万美元或更多的客户数量创下历史新高。由于组织倾向于避免更换网络安全提供商所带来的干扰，这种增长对 SentinelOne 及其投资者来说是个好兆头。</p>
</div><h2>SentinelOne's financials</h2>
<div class="lb-trans"><h2>SentinelOne 的财务状况</h2>
</div><p>SentinelOne's financials appear to reflect customer growth. Revenue for the first nine months of fiscal 2025 (ended Oct. 31) was $596 million, a year-over-year gain of 33%. Furthermore, it limited the growth in operating expenses over the same period to 13%.</p>
<div class="lb-trans"><p>SentinelOne 的财务状况似乎反映了客户的增长。2025 财年的前九个月（截至 10 月 31 日）收入为 5.96 亿美元，同比增长 33%。此外，它在同一时期内将运营费用的增长限制在 13% 以内。</p>
</div><p>Unfortunately, that was not enough to cover its operating expenses. Consequently, the company lost $218 million in the first three quarters of fiscal 2025. While that was up from $267 million in the same year-ago period, it shows that SentinelOne is unlikely to become profitable in the foreseeable future.</p>
<div class="lb-trans"><p>不幸的是，这还不足以覆盖其运营费用。因此，该公司在 2025 财年的前三个季度亏损 2.18 亿美元。尽管这比去年同期的 2.67 亿美元有所上升，但这表明 SentinelOne 在可预见的未来不太可能实现盈利。</p>
</div><p>The company forecasts 32% revenue growth for fiscal 2025. However, analysts think it could slow to 26% in 2026. Although that growth rate far exceeds the forecast industry CAGR, investors often sell stocks when revenue growth rates slow. That could bode poorly for investors hoping to capitalize on this opportunity.</p>
<div class="lb-trans"><p>该公司预测 2025 财年收入增长 32%。然而，分析师认为这一增长可能在 2026 年放缓至 26%。尽管这一增长率远高于预测的行业 CAGR，但投资者通常在收入增长率放缓时出售股票。这可能对希望利用这一机会的投资者不利。</p>
</div><p>For now, SentinelOne has delivered a mixed stock performance. It has risen more than 60% since reaching its all-time low at the end of 2022. Still, it has gained little traction this year, and its direction over the next year is uncertain.</p>
<div class="lb-trans"><p>目前，SentinelOne 的股票表现参差不齐。自 2022 年底达到历史低点以来，其股价已上涨超过 60%。尽管如此，今年的涨幅仍然有限，未来一年的走势不确定。</p>
</div><p>However, its valuation could draw investors into the stock. Because SentinelOne is a money-losing company, its P/E ratio is not applicable. Still, its price-to-sales (P/S) ratio of 9.6 is lower than that of every major cybersecurity stock except for <strong>Okta</strong> and <strong>Check Point Software</strong>. This differential and comparatively low sales multiple could make it an attractive choice as more customers take to its AI-driven tools.</p>
<div class="lb-trans"><p>然而，其估值可能会吸引投资者购买该股票。由于 SentinelOne 是一家亏损公司，其市盈率不适用。不过，其市销率 (P/S) 为 9.6，低于除 <strong>Okta</strong> 和 <strong>Check Point Software</strong> 外的所有主要网络安全股票。这一差异和相对较低的销售倍数可能使其成为越来越多客户选择其 AI 驱动工具时的一个有吸引力的选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/b1435f9af9f4839d151085a310d171f0.png" alt="" original-src="https://media.ycharts.com/charts/b1435f9af9f4839d151085a310d171f0.png"/></p>
<p>S PS Ratio data by YCharts</p>
<div class="lb-trans"><p>S PS 比率数据来源于 YCharts</p>
</div><h2>Is 2025 the year for SentinelOne?</h2>
<div class="lb-trans"><h2>2025 年是 SentinelOne 的年吗？</h2>
</div><p>The near-term path for SentinelOne stock remains uncertain, but the growing appeal of its AI-driven security software could bode well for the company. The emphasis on AI has led to significant customer growth, particularly with its largest customers, and that has significantly boosted its financials.</p>
<div class="lb-trans"><p>SentinelOne 股票的短期走势仍然不确定，但其 AI 驱动的安全软件日益受到欢迎，这对公司来说可能是个好兆头。对 AI 的重视导致了显著的客户增长，特别是在其最大客户中，这大大提升了其财务状况。</p>
</div><p>Admittedly, SentinelOne has numerous competitors, and the slowdown in revenue growth and ongoing losses could become more of a concern. Nonetheless, revenue levels should continue to increase significantly, and given its comparatively low valuation, its stock stands a high probability of outperforming the market long-term.</p>
<div class="lb-trans"><p>诚然，SentinelOne 有众多竞争对手，收入增长放缓和持续亏损可能会成为更大的担忧。尽管如此，收入水平应该会继续显著增加，考虑到其相对较低的估值，其股票在长期内有很高的概率跑赢市场。</p>
</div>

SentinelOne 的股票会在 2025 年突破吗？