Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

Share this post

Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on SentinelOne (S)

Deep dive on SentinelOne (S)

Jonah Lupton's avatar
Jonah Lupton
Sep 15, 2024
∙ Paid
2
Share

Paid subscribers to Jonah’s Growth Stock Deep Dives receive:

  • 2-3 deep dives per month (8,000+ words)

  • 1-2 mini deep dives per month (2,500+ words)

  • 15-20 earnings writeups per quarter (2,000+ words)

  • Investment models for 20+ holdings (updated quarterly)

  • Investment portfolio spreadsheet with all of my core holdings, non-core holdings, swing trades and shorts/hedges

  • Investment portfolio spreadsheet also contains real-time activity (buys, sells, adds, trims) plus real-time notes, commentary and charts throughout the day

My investment portfolio is up +235.8% in 2024, after being up +134.7% in 2023; now up more than 3,000% since January 2020 when I got back into investing full-time.


I’m doing my next webinar with TrendSpider on Tuesday, September 16th at 4:30pm EST, register at: https://us06web.zoom.us/webinar/register/WN_G4hNxEQwR8OTQ-oJlGwi3A#/registration


Company: SentinelOne

Ticker: (S)

Website: SentinelOne.com/

IPO date: June 30, 2021

IPO price: $46 per share

Current stock price: $22.68

Outstanding shares: 317.22 million (dual share structure)

52-week high: $30.76 on February 14, 2024

52-week low: $13.87 on August 18, 2023

ATH: $76.30 on November 08, 2021

Market cap: $7.19 billion

Net cash/debt: +$688.1 million

Enterprise value: $6.51 billion

Headquarters: Mountain View, California, United States (with 12% of all employees located in Tel Aviv, Israel)

Number of employees: 2,300+

Average price target from analysts: $28.57


Investor Relations: investors.sentinelone.com/

FY2025 Q2 Earnings Report: https://s28.q4cdn.com/399982429/files/doc_earnings/2025/q2/earnings-result/Q2-FY25-Earnings-Press-Release-FINAL-SentinelOne.pdf

FY2025 Q2 Earnings Webcast: https://events.q4inc.com/attendee/461910774

FY2025 Q2 Letter to Shareholders: https://s28.q4cdn.com/399982429/files/doc_earnings/2025/q2/generic/Shareholder-Letter-Q2-FY25-FINAL-SentinelOne.pdf

If you can’t read this chart, click on this link: https://docs.google.com/spreadsheets/d/1PYQs0Fwh9dETEIyx9oGN_aMUpmF4RRvwcg85FihcIKE/edit?usp=sharing

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Jonah Lupton, Lupton Capital
Publisher Privacy ∙ Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share