SentinelOne

Bank of America sees artificial intelligence as a driver of growth in the cybersecurity industry, as AI agents expand companies' attack surfaces and increase the need to protect identities, access rights and cloud data. The bank maintains buy ratings for SentinelOne and Zscaler, keeps a neutral rating on SailPoint and views CrowdStrike as a beneficiary of rising security demand. It also raised price targets but warned that higher valuations will require future revenue and deal execution to justify them. » Más en finanzen.net

SentinelOne integrates OpenAI Daybreak models, including GPT-5.6-Cyber, into its Wayfinder Frontier AI Services to offer code risk analysis, compromise assessments and malware analysis. SentinelLABS tested the model for reverse engineering and malware analysis and found high performance. The AI features scan customer repositories for security gaps and analyze telemetry to prioritize threats; Daybreak models launch in a closed preview, while the expanded services are generally available. » Más en de.investing.com

SentinelOne shares dropped nearly 5% after a quarterly report showed a lowered profit forecast for the fiscal year and slowed growth in acquiring large customers. Despite revenue slightly above expectations at $292 million, the cut EPS guidance and mixed analyst reactions created investor uncertainty. Industry-wide pressure from competitors’ losses and a difficult macroeconomic environment intensified the declines; the stock sits well below its 52-week high. » Más en de.investing.com