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Key Points
SentinelOne designed its security platform around artificial intelligence (AI) from the beginning.
The deep uncertainties about Adobe are more than priced into the stock.
- 10 stocks we like better than SentinelOne ›
Artificial intelligence (AI) stocks have sold off in recent months. Elevated valuations and staggering capital expenditures (capex) spending have spooked some investors.
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1. SentinelOne
At first glance, SentinelOne (NYSE: S) does not look like a stock headed higher. It cratered in 2022 after a massive run-up during the pandemic and has traded in a range since that time. Moreover, the company continues to report net losses, and other names in the industry, such as CrowdStrike and Palo Alto Networks, overshadow it.
Still, despite the competition, SentinelOne should stand out for many reasons. For one, it built its platform around AI from inception. That allows it to detect threats and respond on a local device. Additionally, it also has the advantage of working when offline and can revert systems, registry keys, and files to a pre-infection state with one click.
SentinelOne also continues to grow despite these concerns. In fiscal 2026 (ended Jan. 31), revenue of $1 billion rose by 22% yearly, and it is on track for another 20% increase in fiscal 2027.
Still, the company generated around $52 million in free cash flow, meaning it will not have to dilute shareholders to raise cash.
Furthermore, while the lack of profits leaves it without a P/E ratio, the price-to-sales (P/S) ratio of 5 is far below competitors like CrowdStrike, Palo Alto, and Zscaler.
As of this writing, investors can buy 99 shares for around $1,450, and if those shares doubled in value, it would be a cheaper stock than most of its competitors.
2. Adobe
The first half of the 2020s could be described as lost years for Adobe (NASDAQ: ADBE). The stock sold off in 2022 along with most tech stocks. While a run-up in 2023 offered hope, the stock again sold off in 2024 amid rising competition and an increased perception that AI would disrupt its business. With that, CEO Shantanu Narayen stepped down without naming a replacement.
With all of that uncertainty, a sell-off is understandable. Nonetheless, investors seem to have also ignored the stock's solid financial metrics.
Adobe's revenue for the first quarter of fiscal 2026 (ended Feb. 27) was $6.4 billion. That was a 12% yearly increase and close to the 11% growth rate for fiscal 2025. Also, the only reason its $1.9 billion in net income grew by 4% was a massive spike in income tax expenses.
Indeed, the 9% revenue growth forecast for fiscal 2027 may be a slight disappointment. However, the relentless selling in the stock has taken its P/E ratio to 15 and forward P/E to 11.
That is arguably too low given its growth, and as conditions stand now, one can buy six shares for around $1,550. Under current conditions, that amount could double on any good news or simply if the beaten-down software stock stays the course for the foreseeable future.
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Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe, CrowdStrike, SentinelOne, and Zscaler. The Motley Fool recommends Palo Alto Networks and recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.