SentinelOne Outperforms Okta as the Better Enterprise Cybersecurity Buy, Says Zacks

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

SentinelOne is the stronger buy compared to Okta among enterprise cybersecurity stocks, according to Zacks Investment Research. SentinelOne carries a Zacks Rank #2 (Buy) while Okta holds a Zacks Rank #3 (Hold). SentinelOne benefits from faster revenue growth, with annualized recurring revenues up 23% year over year to $1.16 billion, and its AI-native Singularity platform is gaining traction as non-endpoint solutions approach 50% of total ARR. Okta reported more than 20,000 total customers and 5,180 customers spending over $100,000 annually, with new products contributing about 25% of bookings, but faces competitive pressure and elongated sales cycles. Year to date, Okta shares have gained 43.7% while SentinelOne shares have risen 6.1%, though both stocks are considered overvalued with a Value Score of F.

Impact on stocks 2

Cybersecurity & Digital Trust · 2 stocks
SentinelOne Inc
S
▲ PositiveCapitalrelevance

Zacks ranks it a Buy with faster revenue growth and AI-native platform traction.

Okta Inc
OKTA
± MixedCompetitionrelevance

Compared unfavorably to SentinelOne as a buy; faces competitive pressure and elongated sales cycles.