Castlelake LP is considering a possible offer for UK-based discount carrier EasyJet Plc , the private credit firm said in a statement . No approach has been made to EasyJet’s board and there is no certainty any offer will materialize, Castlelake said Friday. EasyJet shares rose as much as 7.2% after deals blog Betaville reported that the airline had attracted takeover interest, citing people famil...
Castlelake LP is considering a possible offer for UK-based discount carrier EasyJet Plc , the private credit firm said in a statement . No approach has been made to EasyJet’s board and there is no certainty any offer will materialize, Castlelake said Friday. EasyJet shares rose as much as 7.2% after deals blog Betaville reported that the airline had attracted takeover interest, citing people familiar with the matter. The shares closed 1% higher. The carrier has been hit hard by the surge in jet-fuel prices sparked by the US war with Iran. Bookings for summer are trailing last year’s levels as consumers hold back on buying flights, the carrier said this month.
Choreograph (Konstantin Yuganov) | Istock | Getty Images The IRS has released the 2027 contribution limits for health savings accounts , or HSAs, which offer triple-tax benefits for investors. Starting in 2027, the new HSA contribution limit will be $4,500 for self-only plans, up from $4,400 in 2026 , based on the latest inflation adjustments. The HSA limit for family coverage will also rise in 20...
Choreograph (Konstantin Yuganov) | Istock | Getty Images The IRS has released the 2027 contribution limits for health savings accounts , or HSAs, which offer triple-tax benefits for investors. Starting in 2027, the new HSA contribution limit will be $4,500 for self-only plans, up from $4,400 in 2026 , based on the latest inflation adjustments. The HSA limit for family coverage will also rise in 2027. That cap will jump to $9,000, which is up from $8,750 in 2026, according to the IRS announcement issued on Friday. Read more CNBC personal finance coverage This federal program trains older workers. The Trump administration wants to cut it Trump Accounts app launches — here's how to get started More workers are raiding their 401(k)s as average balances fall, Fidelity says Jeff Bezos says bottom half of earners should pay zero in income taxes CNBC's Financial Advisor 100: Best financial advisors, top firms ranked HSAs offer three tax benefits: Contributions are tax-deductible, the funds grow tax-free and you don't pay levies on withdrawals for qualified medical expenses. But to make contributions, you must have an eligible high-deductible health insurance plan . Roughly 31% of companies with employee health coverage offered HSA-eligible high-deductible health plans in 2025, according to KFF, a health policy research group. Many Americans have also purchased these plans via the Affordable Care Act health insurance marketplace. More than 59 million Americans had an HSA as of Dec. 31, 2024, according to a survey released in July from Devenir, a company that provides HSA investment solutions and research, and the American Bankers Association's Health Savings Account Council. The survey polled the top 20 HSA providers. Two-thirds of employers offered investing options for HSA contributions in 2024, according to the Plan Sponsor Council of America's 2025 HSA survey released in September, which polled about 600 U.S. employers. But only 20% of HSA participants invested their ass...
Image source: The Motley Fool. Thursday, May 28, 2026 at 8:30 a.m. ET Call participants Executive Chairman — George Macricostas Chief Financial Officer — Eric Rivera President, Photronics Taiwan — KangJyh Lee Vice President, Investor Relations — Ted Moreau Takeaways Total Revenue -- $210 million, essentially flat year over year and down sequentially from Q1 due to delayed IC design releases. -- $2...
Image source: The Motley Fool. Thursday, May 28, 2026 at 8:30 a.m. ET Call participants Executive Chairman — George Macricostas Chief Financial Officer — Eric Rivera President, Photronics Taiwan — KangJyh Lee Vice President, Investor Relations — Ted Moreau Takeaways Total Revenue -- $210 million, essentially flat year over year and down sequentially from Q1 due to delayed IC design releases. -- $210 million, essentially flat year over year and down sequentially from Q1 due to delayed IC design releases. IC Business Revenue -- $148 million, representing a 5% decrease year over year and 70% of total company revenue, with high-end IC contributing 38% of this segment. -- $148 million, representing a 5% decrease year over year and 70% of total company revenue, with high-end IC contributing 38% of this segment. Mainstream IC Revenue -- $91 million, providing segment clarity. -- $91 million, providing segment clarity. FPD Revenue -- $62 million, up 13% year over year, making this one of the strongest quarters for the display business in company history. -- $62 million, up 13% year over year, making this one of the strongest quarters for the display business in company history. Gross Margin -- 31%, reflecting operational leverage and product mix. -- 31%, reflecting operational leverage and product mix. Operating Margin -- 20%, as reported by management. -- 20%, as reported by management. GAAP Diluted EPS -- $0.54 per share attributable to Photronics shareholders. -- $0.54 per share attributable to Photronics shareholders. Non-GAAP Diluted EPS -- $0.42 per share, excluding foreign exchange impacts. -- $0.42 per share, excluding foreign exchange impacts. Operating Cash Flow -- $47 million, equivalent to 22% of total revenue. -- $47 million, equivalent to 22% of total revenue. Capital Expenditures -- $46 million, primarily supporting Korean advanced-node expansion, Allen facility equipment, and end-of-life tool upgrades. -- $46 million, primarily supporting Korean advanced-nod...
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Each episode explores how people are making and spending money -- connecting the people and ideas shaping how we think about wealth. A smart, fast-paced hour that gives viewers the best tools to assess their financial futures. (Source: Bloomberg)
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Each episode explores how people are making and spending money -- connecting the people and ideas shaping how we think about wealth. A smart, fast-paced hour that gives viewers the best tools to assess their financial futures. (Source: Bloomberg)
Image source: The Motley Fool. Thursday, May 28, 2026 at 7:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Douglas Wright Chief Financial Officer — Michael Anne Cybulski TAKEAWAYS Full-Year Revenue Growth -- Approximately 11% increase, reflecting broad execution across the company's platform. -- Approximately 11% increase, reflecting broad execution across the company's platform. Q4 Adjuste...
Image source: The Motley Fool. Thursday, May 28, 2026 at 7:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Douglas Wright Chief Financial Officer — Michael Anne Cybulski TAKEAWAYS Full-Year Revenue Growth -- Approximately 11% increase, reflecting broad execution across the company's platform. -- Approximately 11% increase, reflecting broad execution across the company's platform. Q4 Adjusted Revenues -- $744 million, up 3.2%, with organic growth of 1.5% and a 1.7% benefit from foreign exchange. -- $744 million, up 3.2%, with organic growth of 1.5% and a 1.7% benefit from foreign exchange. Order Bookings -- $704 million in Q4, down 18.4%, attributed to large prior-period orders, especially in consumer products. -- $704 million in Q4, down 18.4%, attributed to large prior-period orders, especially in consumer products. Book-to-Bill Ratio -- Trailing 12-month ratio at 0.99:1, showing backlog conversion in line with expectations. -- Trailing 12-month ratio at 0.99:1, showing backlog conversion in line with expectations. Q4 Adjusted Earnings from Operations -- $76.8 million, a 3.4% increase, driven by higher revenues offset by increased SG&A costs. -- $76.8 million, a 3.4% increase, driven by higher revenues offset by increased SG&A costs. Gross Margin -- 29.4% of adjusted revenues in Q4, up 36 basis points year over year from higher-margin services and spares. -- 29.4% of adjusted revenues in Q4, up 36 basis points year over year from higher-margin services and spares. SG&A Expenses (excluding adjustments) -- $139.5 million in Q4, a $5.6 million rise due to FX translation and higher professional fees. -- $139.5 million in Q4, a $5.6 million rise due to FX translation and higher professional fees. Restructuring and Reorganization Costs -- $28.3 million related to transportation activities, $9.8 million to service integration, and $15.2 million additional restructuring costs in Q4; further $5 million expected in Q1 and $5 million to $10 million in other restructuri...
kbwills/E+ via Getty Images Let's see if I get it right. The U.S. and Israel hit Iran on February 28, and the market's response is to rip double digits higher, with the S&P 500 (SP500, SPY) now nearing 7,600. Totally rational, right? Well, it turns out that corporate earnings and the AI story are carrying the broader markets higher, but, as I said multiple times, not all the boats rise with the ti...
kbwills/E+ via Getty Images Let's see if I get it right. The U.S. and Israel hit Iran on February 28, and the market's response is to rip double digits higher, with the S&P 500 (SP500, SPY) now nearing 7,600. Totally rational, right? Well, it turns out that corporate earnings and the AI story are carrying the broader markets higher, but, as I said multiple times, not all the boats rise with the tide. To understand the gap in returns between tech and non-tech, please take a look at the chart below. Guidance Terminal For those who have been buying the dip in early April, the chart above should make you jump from your seat. Seeking Alpha The question is what happens next. And here is where I'm a bit concerned with the durability of this run. Let me be very clear. I have an 8,500 price target on the S&P 500 by year-end. So, I am not predicting a bear market here. Far from that. However, I think it's worth taking a look at one of the risks that lately has been keeping me up at night: the mega-IPO trend in the second half of the year. I am not entirely sure whether these IPOs are bullish for the recent run in tech (which is basically 50% of the SPY if you take into account Amazon, Meta, Google, and Tesla). Below, I explain why. The Bull Run That "Shouldn't Exist" Since February 28, 2026, the date when the United States and Israel launched coordinated strikes on Iranian soil, the SPY (my favorite proxy for the broader markets) is up double digit percent. Guidance Terminal | SPY Before the war, oil was trading at around $67 a barrel (give or take). Today, it’s nowhere near the pre-war levels. Guidance Terminal | USO (United States Oil Fund, LP) Who cares, right? If you don’t understand this rhetorical question, I’ll refer you to an earlier article , where I argued the reasons why oil and (emphasis) the S&P 500 can go up at the same time. Seeking Alpha | Deep Value Investing Other, significantly smarter analysts than I have tried to explain it this way : The main reason equi...
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Key Points Shares of the memory chip maker are soaring amid rising demand for its critical products. The stock's valuation looks extremely low on the surface. But there is more to the story. 10 stocks we like better than Sandisk › For investors, generative AI is a gift that keeps on giving. But while popular chipmakers like Nvidia and Broadcom led the infrastructure opportunity over the last few y...
Key Points Shares of the memory chip maker are soaring amid rising demand for its critical products. The stock's valuation looks extremely low on the surface. But there is more to the story. 10 stocks we like better than Sandisk › For investors, generative AI is a gift that keeps on giving. But while popular chipmakers like Nvidia and Broadcom led the infrastructure opportunity over the last few years, computer memory specialists like Sandisk (NASDAQ: SNDK) have convincingly stolen the show. The company's shares have soared by a blistering 4,000% in just 12 months -- enough to turn a $25,000 position into well over a million. This trend is driven by soaring demand for its hardware to help power data centers. Let's dig deeper to decide if the company is still capable of generating life-changing returns, or if it's a giant bubble ready to pop. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Memory has become AI's primary constraint When OpenAI's ChatGPT hit the scene in late 2022, tech companies quickly realized that they would have to buy more and better graphics processing units (GPUs) to keep up. These chips are ideal for running and training large language models (LLMs) because of parallel computing -- the ability to process multiple calculations simultaneously. However, over time, GPU clusters became so powerful that they began to strain the memory capacity needed to help data centers store information and access it quickly. Sandisk helps solve this problem. Sandisk is known for its enterprise NAND flash solutions, which allow data centers to store data electronically with no moving parts. While these products may have higher upfront costs than less advanced hard disk drives (HDDs), they offer better performance and less energy consumption, which is ideal for the vast scale needed for AI data c...
Artificial intelligence is changing the world, and simultaneously inventing a whole new language to describe how it’s doing it. Spend five minutes reading about AI and you’ll run into LLMs, RAG, RLHF, and a dozen other terms that can make even very smart people in the tech world feel insecure. This glossary is our attempt to fix that. We update it regularly as the field evolves, so consider it a l...
Artificial intelligence is changing the world, and simultaneously inventing a whole new language to describe how it’s doing it. Spend five minutes reading about AI and you’ll run into LLMs, RAG, RLHF, and a dozen other terms that can make even very smart people in the tech world feel insecure. This glossary is our attempt to fix that. We update it regularly as the field evolves, so consider it a living document, much like the AI systems it describes. Artificial general intelligence, or AGI, is a nebulous term. But it generally refers to AI that’s more capable than the average human at many, if not most, tasks. OpenAI CEO Sam Altman once described AGI as the “equivalent of a median human that you could hire as a co-worker.” Meanwhile, OpenAI’s charter defines AGI as “highly autonomous systems that outperform humans at most economically valuable work.” Google DeepMind’s understanding differs slightly from these two definitions; the lab views AGI as “AI that’s at least as capable as humans at most cognitive tasks.” Confused? Not to worry — so are experts at the forefront of AI research. An AI agent refers to a tool that uses AI technologies to perform a series of tasks on your behalf — beyond what a more basic AI chatbot could do — such as filing expenses, booking tickets or a table at a restaurant, or even writing and maintaining code. However, as we’ve explained before, there are lots of moving pieces in this emergent space, so “AI agent” might mean different things to different people. Infrastructure is also still being built out to deliver on its envisaged capabilities. But the basic concept implies an autonomous system that may draw on multiple AI systems to carry out multistep tasks. Think of API endpoints as “buttons” on the back of a piece of software that other programs can press to make it do things. Developers use these interfaces to build integrations — for example, allowing one application to pull data from another, or enabling an AI agent to control third...
Coelacanth Energy press release ( CEI:CA ): Q1 Non-GAAP EPS of $0.02. Revenue of $22.16M. More on Coelacanth Energy Historical earnings data for Coelacanth Energy Financial information for Coelacanth Energy
Coelacanth Energy press release ( CEI:CA ): Q1 Non-GAAP EPS of $0.02. Revenue of $22.16M. More on Coelacanth Energy Historical earnings data for Coelacanth Energy Financial information for Coelacanth Energy
8vFanI/iStock via Getty Images Blue Owl Capital ( OWL ) co-CEO Marc Lipschultz on Friday signaled a shift in investor sentiment toward private credit ( VPC ) ( BIZD ) ( PRIV ), suggesting the recent period of heightened concern over the asset class may be subsiding. “It’s not the same freak-out conversation,” Lipschultz said at a Bernstein conference, noting that investor tone has shifted from pan...
8vFanI/iStock via Getty Images Blue Owl Capital ( OWL ) co-CEO Marc Lipschultz on Friday signaled a shift in investor sentiment toward private credit ( VPC ) ( BIZD ) ( PRIV ), suggesting the recent period of heightened concern over the asset class may be subsiding. “It’s not the same freak-out conversation,” Lipschultz said at a Bernstein conference, noting that investor tone has shifted from panic to renewed interest in direct lending products. He acknowledged that elevated redemptions are likely to continue for the rest of the year, with moderated inflows expected, but emphasized that “the super cycle is already behind us.” Lipschultz highlighted the resilience of Blue Owl’s ( OWL ) redemption structure, noting that the 5% caps on redemptions “work really well.” The firm took in $3B in loan repayments while only $1B went out the door for redemptions, which he described as a “net cash generating system.” On credit quality, Lipschultz said it remains “really high” while acknowledging emerging problems in unexpected areas. “Software companies ( IGV ) that three years ago, they never would have thought would be on that list” are now showing stress, he noted. Lipschultz said he remains bullish on the RIA channel, attributing redemption activity to roughly 1% of investors driving the outflows. More on Blue Owl Capital, Virtus Private Credit Strategy ETF, etc. Blue Owl Capital Inc. (OWL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript BIZD: Offers A Balanced Exposure To BDCs Semis Won The First AI Trade. Software May Win The Next One ServiceNow leads software rally as AI fears turn to optimism These 10 large-cap U.S. stocks rank among the market's cheapest names
SpaceX has won a contract for more than $4 billion to build satellites to track foreign aircraft and missiles as part of President Donald Trump’s Golden Dome defensive shield. The space-based tracking network integrates space sensors, communication systems and AI-enabled ground processing to look and alert for airborne threats from orbit, according to a US Space Force statement Friday. The US had ...
SpaceX has won a contract for more than $4 billion to build satellites to track foreign aircraft and missiles as part of President Donald Trump’s Golden Dome defensive shield. The space-based tracking network integrates space sensors, communication systems and AI-enabled ground processing to look and alert for airborne threats from orbit, according to a US Space Force statement Friday. The US had been using ground-based sensors and military aircraft to monitor the skies, but placing detection capabilities in space could eliminate potential blind spots, the Space Force said. The $4.16 billion award underscores SpaceX’s deepening ties to the Pentagon and its close involvement with Golden Dome, which is intended to protect the US from attacks through layered defense systems ranging from Earth to space. SpaceX is already under contract to develop prototypes of space-based interceptors for the project and is part of a multi-company software consortium building the operating layer underpinning Golden Dome, Bloomberg has reported. Elon Musk’s company, formally known as Space Exploration Technologies Corp., is also working with the US Space Force to develop a military communications network using the company’s Starshield platform, a version of Starlink offering a classified and encrypted signal. And its Falcon-9 rockets are used to deliver critical national security satellites to orbit for the Pentagon. In March, Space Force General Michael Guetlein , who’s leading the effort to build Golden Dome, announced that the price of the first stage of the defense shield would increase to $185 billion in part to speed up development. Golden Dome is expected to demonstrate “operational capability” by the end of Trump’s term in 2028, Guetlein has said. Read More: Golden Dome: The Astronomical Cost of Trump’s Air Defense Plans The contract to SpaceX was awarded under a fast-track procedure known as Other Transactional Authority, which is designed to cut the normal procurement red tape ...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks lost a bit of steam in afternoon trading on Friday. The S & P 500 and the Nasdaq Composite are hovering near the flatline despite falling oil prices. It's a subtle session to cap off a strong May, with the S & P 500 up 5%...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks lost a bit of steam in afternoon trading on Friday. The S & P 500 and the Nasdaq Composite are hovering near the flatline despite falling oil prices. It's a subtle session to cap off a strong May, with the S & P 500 up 5% and the Nasdaq adding over 8%, fueled by the remarkable rally in artificial intelligence stocks. With both indexes coming into the day at record highs, it's hard to blame anyone for wanting to take a little bit off the table heading into the weekend, especially amid uncertainty over the Iran peace talks. President Donald Trump said earlier in the day on Truth Social that he's going "to make a final determination" on Iran's demands. Within the portfolio, our biggest winners for the month are chip designer Arm Holdings , up more than 67%, followed by cybersecurity vendors CrowdStrike and Palo Alto Networks , up roughly 63% and 55%, respectively. Amazon's satellite ambitions hit a potential snag after Blue Origin's New Glenn rocket exploded Thursday night during a launch test at Cape Canaveral, Florida. The incident raises questions about the timeline for Amazon Leo, the company's planned low-Earth orbit broadband satellite network. The Blue Origin explosion occurred during a ground test while the rocket remained secured to the launch pad; no injuries were reported. The plan was for the rocket to launch 48 Leo satellites into orbit. Blue Origin said the satellites were not onboard at the time of the explosion. Still, the incident is under investigation and could potentially delay future launches. This matters for Amazon because Blue Origin's New Glenn rocket is part of the company's strategy to deploy thousands of Leo satellites into orbit. In a March blog post , Amazon said it had a total of "24 firm launches on New Glenn." Blue Origin is owned by Amazon founder Jeff Bezos, ...
Sailfish Royalty press release ( FISH:CA ): Q1 GAAP EPS of $0.00. Revenue of $1.81M. More on Sailfish Royalty Sailfish Royalty reports Q4 results Historical earnings data for Sailfish Royalty Dividend scorecard for Sailfish Royalty Financial information for Sailfish Royalty
Sailfish Royalty press release ( FISH:CA ): Q1 GAAP EPS of $0.00. Revenue of $1.81M. More on Sailfish Royalty Sailfish Royalty reports Q4 results Historical earnings data for Sailfish Royalty Dividend scorecard for Sailfish Royalty Financial information for Sailfish Royalty
Elon Musk ’s SpaceX is poised to have the largest stock-market debut in history when it holds its initial public offering in June. SpaceX is aiming to raise as much as $75 billion in the listing, more than twice the previous record holder, at a valuation of at least $1.8 trillion . The IPO is expected to be a market spectacle as investors get a chance to buy into Musk’s vision to create a combined...
Elon Musk ’s SpaceX is poised to have the largest stock-market debut in history when it holds its initial public offering in June. SpaceX is aiming to raise as much as $75 billion in the listing, more than twice the previous record holder, at a valuation of at least $1.8 trillion . The IPO is expected to be a market spectacle as investors get a chance to buy into Musk’s vision to create a combined space and AI powerhouse. His long list of growth plans — including putting data centers in space — are hugely ambitious but also come with high costs, significant risks and could take many years to come to fruition. Here’s what to know about the planned SpaceX IPO. Why is SpaceX going public? Even though SpaceX generates significant cash flow, largely from Starlink, its satellite-based internet broadband service, the company requires a lot more money to fund its biggest ambitions. The filing made public on May 20 stated that IPO proceeds will be used, among other things, to expand the company’s AI computing infrastructure, enhance its space infrastructure and rockets and boost its satellite constellations. SpaceX could have opted to continue raising capital in private markets rather than going public. But the company’s funding needs appear to have risen substantially with the acquisition in February of xAI, which is burning through around $1 billion of cash per month to cover the cost of computing infrastructure including training its AI models, according to people briefed on the company’s financials. IPO paperwork shows that SpaceX’s AI segment, which includes xAI, had an operating loss of $6.4 billion last year and nearly $2.5 billion in the first three months of 2026. That said, SpaceX just entered into a deal in which Anthropic PBC will pay it $1.25 billion per month through May 2029 for AI computing capacity. In addition, being a public company with the ability to tap the broader market for funds could help SpaceX’s AI business raise money faster than rivals OpenAI an...
Authorities in the Netherlands said they dismantled a botnet that comprised more than 17 million devices and were managed by 200 servers in a joint operation by the police and the National Cyber Security Center. The action, announced Thursday , came about after a security researcher reported the sprawling network to authorities. The host infrastructure was located in the Netherlands. Used for crim...
Authorities in the Netherlands said they dismantled a botnet that comprised more than 17 million devices and were managed by 200 servers in a joint operation by the police and the National Cyber Security Center. The action, announced Thursday , came about after a security researcher reported the sprawling network to authorities. The host infrastructure was located in the Netherlands. Used for criminal purposes “The police then seized several botnet servers from a hosting provider for investigation,” the NCSC said. “The botnet was taken offline by the provider because it was used for criminal purposes.” Read full article Comments
Sundry Photography/iStock Editorial via Getty Images Introduction Back in January, I initiated coverage on SentinelOne, Inc. ( S ) and rated it a hold. While the company offers state-of-the-art AI cybersecurity solutions, in that analysis I found decelerating growth and gross margin pressure, and so competition seemed fierce. Furthermore, I viewed the valuation as fair, and so the setup didn't see...
Sundry Photography/iStock Editorial via Getty Images Introduction Back in January, I initiated coverage on SentinelOne, Inc. ( S ) and rated it a hold. While the company offers state-of-the-art AI cybersecurity solutions, in that analysis I found decelerating growth and gross margin pressure, and so competition seemed fierce. Furthermore, I viewed the valuation as fair, and so the setup didn't seem overly attractive for investors. Since then, SentinelOne has staged quite a rally, but the rating history chart below hasn't updated to show the significant declines in the stock on the current trading day (May 29th). The company reported earnings yesterday after the market close, and so it seems that investors aren't overly happy with what they saw. Nonetheless, today I will be providing an update to see whether the selloff has created opportunity. Seeking Alpha Executive Summary Below, it is shown that AI disruption fears are overblown, but at the same time, competitive pressures remain for SentinelOne. Relatively sluggish top-line and ARR growth show that competition remains fierce even if the opportunity is sizable. Furthermore, gross margin contracted as a sign of decreasing pricing power. That said, the company is seeing encouraging improvements in operating leverage, and that's providing a real boost to their profitability. Looking at their full-year guidance , more of the same is expected. Relatively slow top-line growth but strong net profitability gains. Currently, SentinelOne's forward P/S ratio is quite near multiyear lows but remains at a premium to the IT sector. Given the improving profitability and long-term AI-cybersecurity tailwinds, I believe the stock's price tag is justifiable and around fair once again. As a result, I'm reiterating my Hold rating on SentinelOne. The SaaSpocalypse Isn't Coming SentinelOne Q1 Presentation AI has been the buzzword of the past few years, but, as you can see above , the technology was embedded in SentinelOne's cybersecuri...