Jul. 2 at 8:48 PM
$S "Value stocks have outperformed Growth year-to-date in 2026, as heightened market volatility and a shift away from mega-cap concentration favor lower valuations and quality fundamentals."
https://am.jpmorgan.com/sg/en/asset-management/institutional/insights/market-insights/market-updates/on-the-minds-of-investors/are-value-stocks-staging-a-comeback-in-2026/
As a 20%+ rev grower with zero debt and over
$1B in cash-if you include their estimated
$250-
$300M stake in Anthropic-selling at only 4.9x forward rev estimates vs 33.5x for CRWD, Sentinel One(S) is one of the most undervalued growth stocks in the world, with enormous upside potential.
$100/sh. within 3 years is my humble estimate given the robust global cybersecurity tailwinds over the next 5 years. Singularity and Q-Day risks and fears will drive this growth.
