$S 0.51 Developing

Notable posts

• @StockSavvyShay neutral 390 eng

  AGENTIC AI SECURITY STACK • $ZS Zero Trust access layer for agent-to-app activity • $NET edge security & AI Gateway for internet-facing agent calls • $RBRK immutable backup & cyber recovery for the AI data layer • $FTNT firewall inspection for machine-to-machine AI traffic at scale • $S endpoint & identity defense for AI-driven attacks in the midmarket • $OKTA identity governance for humans, agents & non-human identities • $CRWD endpoint, identity & cloud telemetry for autonomous workflows • $CHKP prevention-first security against autonomous & AI-generated threats • $PANW full-stack AI enterprise security across cloud, SOC & privileged access • $DT observability & security visibility for agent behavior across distributed systems

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• @Venu_7_ bullish 271 eng

  The market is quietly preparing for its next major window of opportunity. Why I think we’re getting close: - Nearly 4 months of consolidation - Breadth has continued to weaken - Sentiment has been terrible - More leaders are quietly building solid bases Pay attention to the leaders and ignore the noise for the next couple of months. AI Infra / Semis: $NBIS $SMTC $ASX $MXL $INTC $BE $GLW $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $NTAP $FORM $IMOS $VIAV $CLS $KEYS $SKHY $VICR $HPQ $HPE $DELL $TER Software / AI: $SHOP $ZETA $CRM $NOW $PLTR $ABNB $FIVN $TEAM $TWLO $FROG $U $SNOW $DDOG Cybersecurity / Cloud: $CRWD $NET $FTNT $PANW $RBRK $S Crypto: HOOD MSTR IBIT ETHA COIN CRCL Do the homework now. When the window opens, you want to be ready to capitalize.

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• @wallstengine bullish 69 eng

  SENTINELONE $S Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $292M (Est. $290M) 🟢; +21% YoY 🔹 Adj. EPS: $0.08 (Est. $0.07) 🟢; +100% YoY 🔹 ARR: $1.22B; +22% YoY 🔹 Non-GAAP Operating Margin: 10%; +800 bps YoY FY27 Guide: 🔹 Adj. EPS: $0.30-$0.32 (Est. $0.35) 🔴 🔹 Revenue: $1.20B-$1.21B (Est. $1.2B) 🟡 🔹 Non-GAAP Oper Income: $124M-$128M (Est. $120M) 🟢 Q3 Guide: 🔹 Revenue: $309M-$311M (Est. $309M) 🟡 🔹 Non-GAAP Oper Income: $38M-$40M (Est. $38.5M) 🟡 🔹 Adj. EPS: $0.08-$0.09 (Est. $0.11) 🔴 Other Q2 Metrics: 🔹 Customers with ARR of $100,000 or More: 1,715; +13% YoY 🔹 Non-GAAP Gross Margin: 77%; -200 bps YoY 🔹 Non-GAAP Net Income Margin: 10%; +500 bps YoY 🔹 Cash, Cash Equivalents, and Investments: $813M Comments: 🔸 “We exceeded all top and bottom-line guided metrics, achieved record profitability and are raising our revenue and operating income outlook for fiscal year 2027,” 🔸 “We are scaling the business with discipline, investing in key AI growth opportunities while driving substantial operating leverage.”

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• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 08/27/2026 Jackson Hole Symposium (Day 1) 08:30: US Trade Balance 08:30: US Initial Jobless Claims 11:00: Kansas City Fed Manufacturing 13:00: US 7-Year Note Auction Before Open 👇 06:00: Bilibili $BILI 06:00: Royal Bank of Canada $RY 06:00: Canadian Solar $CSIQ 06:00: Lotus Technology $LOT 06:30: Dollar Tree $DLTR 06:30: Hormel Foods $HRL 06:30: The Toronto-Dominion Bank $TD 06:45: Build-A-Bear Workshop $BBW 06:45: Burlington Stores $BURL 06:50: Dollar General $DG 07:00: Best Buy Co. $BBY After Hours 👇 16:00: Autodesk $ADSK 16:00: Workday $WDAY 16:05: Marvell Technology $MRVL 16:05: $ULTA Beauty 16:05: PagerDuty $PD 16:05: Rubrik $RBRK 16:05: Elastic N.V. $ESTC 16:05: LifeVantage $LFVN 16:10: Affirm Holdings $AFRM 16:10: SentinelOne $S 16:15: $GAP 17:15: $IREN

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• @TrendSpider neutral 50 eng

  $S Q2 EARNINGS Adj. EPS: $0.08 vs $0.07 est ✅ Sales: $291.981M vs $290.250M est ✅ 🟥 -1.24% https://t.co/CR4VGKSaJA

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• @faststocknewss neutral 10 eng

  SENTINELONE $S Q2 REVENUE $292M BEATS, ARR $1.218B - Revenue: $292M vs $290.2M est, beat - Annual recurring revenue: $1.218B - Adjusted gross margin: 77% - Gross margin: 72% - Cash and investments: $813M Q3 outlook: revenue $309M to $311M vs $309.4M est, in line.

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