There she is--! SentinelOne raises FY25 revenue view to $815M form $808M-$815M » 16:12 S SentinelOne reports Q2 adjusted EPS 1c, consensus 0c » 16:11 S SentinelOne Q2 results surpass estimates as revenue increases 33%!! This should fly tomorrow.
Firm up the specifics here I have to eat. large insider buy based off option expiring these can go a few ways is this at market price? And does it show confidence in the stk or is it just a free money churn...? I forget how I used to separate these out-. NN NextNav Inc. $6.970.04(+0.58%)4:00 PM 08/27/24 NASDAQ |$USD |Post-Market:$7.25+0.28(+4.02%)6:05 PM NextNav director buys $1.7M in common stock as part of option exercise 18:12 Read More NN
Sentinelone says customer spending is robust in the incident response category... that's Pager Duty's bailiwick. The analysts have this Q's revenue jacked up 9% yoy. That's a pretty high bar. It's interesting they have 92 top level job openings, Considering they have 1100 employees, that's an almost 9% expansion of their workforce. Not exactly what you'd expect from a company with -18% operating margins. The H&S is pretty obvious, but ahhh.. there's a couple ways to look at that. And I agree the chart isn't the prettiest. But: I like what S said about critical response demand, I like that they are expanding their workforce, I like their no debt balance sheet, I don't like the margins, I don't like a San Fran HQ, I do like the analysts forecasting that high of a bar... It's risky. I think it has $22 in at least however. Earnings 9/3. If it gets there before earnings, it might have $25 in it. That's what I drew, but that's a 25% jump from here. So, who knows. I like it though.
13-13 Earnings calls!!! Unheard of folks and that's it I think don't own BIRK any more but that's coming up. I think that's it.
AMBA Ambarella, Inc.- we should hit target tomm morn.~ $52.79 +1.64 (+3.21%)4:00 PM 08/27/24 NASDAQ | $USD | Post-Market: $62.90 +10.11 (+19.15%) <-- He's Done It again! This thread recently has more 20% winners than we ever have. This is on par with radio savant! BUT I warned you all I was leaving Quite simply not enough of you begged me to stay. You will realize how much you need me when I'm gone.