接近年內低點！70億收購SentinelOne是不是太低了？

美港股觀察社

2025/07/25

作者：Stone Fox Capital編譯：美港股觀察社市場有傳言稱，Palo Alto Networks正尋求收購SentinelOne公司。網絡安全領域仍是備受關注的一大焦點，這意味着SentinelOne並不急於在此刻變現離場。儘管有傳言稱其可能會以較高溢價被收購，但SentinelOne目前仍接近年內低點。來源：Finviz關於Palo Alto Networks的傳言本周伊始，以色列...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2554769075"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2554769075\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2554769075?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-07-25 18:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2554769075","market":"us","top_or_hot":-1,"title":"接近年內低點！70億收購SentinelOne是不是太低了？","media":"美港股觀察社","content":"<div>\n<p>作者：Stone Fox Capital編譯：美港股觀察社市場有傳言稱，Palo Alto Networks正尋求收購SentinelOne公司。網絡安全領域仍是備受關注的一大焦點，這意味着SentinelOne並不急於在此刻變現離場。儘管有傳言稱其可能會以較高溢價被收購，但SentinelOne目前仍接近年內低點。來源：Finviz關於Palo Alto Networks的傳言本周伊始，以色列...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725185713a6c197ee&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>接近年內低點！70億收購SentinelOne是不是太低了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n接近年內低點！70億收購SentinelOne是不是太低了？\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美港股觀察社</strong><span class=\"h-time small\">2025-07-25 18:00</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>作者：Stone Fox Capital編譯：美港股觀察社市場有傳言稱，Palo Alto Networks正尋求收購SentinelOne公司。網絡安全領域仍是備受關注的一大焦點，這意味着SentinelOne並不急於在此刻變現離場。儘管有傳言稱其可能會以較高溢價被收購，但SentinelOne目前仍接近年內低點。來源：Finviz關於Palo Alto Networks的傳言本周伊始，以色列...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725185713a6c197ee&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725185713a6c197ee&s=b\">美港股觀察社</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1623119135.USD","symbol_name":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725185713a6c197ee&s=b","article_id":"2554769075","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725185713a6c197ee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2554769075","pubTimestamp":1753437637,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"網絡安全領域仍是備受關注的一大焦點，這意味着SentinelOne並不急於在此刻變現離場。儘管有傳言稱其可能會以較高溢價被收購，但SentinelOne目前仍接近年內低點。SentinelOne的股價起初因這一收購傳聞出現上漲，但從價格層面來看並不合理。SentinelOne的遠期企業價值與銷售額比率僅略低於6倍，而Palo Alto Networks則高達14倍，前者僅為後者的一小部分。額外利好Palo Alto Networks若以每股約30美元、總計100億美元的價格收購SentinelOne，對SentinelOne而言無疑是一筆額外收穫。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","S":"SentinelOne, Inc","BK4588":"碎股","BK4550":"红杉资本持仓","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","PANW":"Palo Alto Networks","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4598":"佩洛西持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4561":"索罗斯持仓","BK4539":"次新股","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4097":"系统软件","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4560":"网络安全概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4585":"ETF&股票定投概念","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"translate_title":"Close to the low point of the year! Is 7 Billion Too Low to Acquire SentinelOne?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PANW":0.9,"S":1},"content_text":"作者：Stone Fox Capital編譯：美港股觀察社市場有傳言稱，Palo Alto Networks正尋求收購SentinelOne公司。網絡安全領域仍是備受關注的一大焦點，這意味着SentinelOne並不急於在此刻變現離場。儘管有傳言稱其可能會以較高溢價被收購，但SentinelOne目前仍接近年內低點。來源：Finviz關於Palo Alto Networks的傳言本周伊始，以色列媒體報道稱，Palo Alto Networks有意收購SentinelOne，一位行業消息人士稱交易價值可能為70億美元。報道指出，Palo Alto Networks的興趣源於對SentinelOne基於人工智能的技術以及終端網絡安全領域整合的關注。SentinelOne的股價起初因這一收購傳聞出現上漲，但從價格層面來看並不合理。該公司股票當前市值為65億美元，董事會顯然不會對每股接近20美元（接近歷史低點）的估值感興趣。一些分析師預測，更合理的交易估值應接近100億美元。股價若能突破年內高點，可能會更吸引股東們的關注。在網絡安全領域，SentinelOne持續實現快速增長。該公司在第一季度實現了23%的營收增長，而Palo Alto Networks同期僅為16%。頗具諷刺意味的是，在Palo Alto Networks一年多前因轉向專注於平台化而導致增長率下滑之後，SentinelOne反而擁有了更出色的增長率。SentinelOne的遠期企業價值與銷售額比率僅略低於6倍，而Palo Alto Networks則高達14倍，前者僅為後者的一小部分。數據來源：YCharts儘管加拿大豐業銀行認為，100億美元的交易對Palo Alto Networks而言是一次重大的戰略轉變，但該公司市值超過1300億美元，收購SentinelOne對其來説絕非難事。這家大型網絡安全公司擁有85億美元的現金儲備，目前年自由現金流遠超30億美元，且預計利潤率將達到37%以上，足以輕鬆以現金支付交易的很大一部分款項。額外利好Palo Alto Networks若以每股約30美元、總計100億美元的價格收購SentinelOne，對SentinelOne而言無疑是一筆額外收穫。該公司預計今年銷售額將突破10億美元，這樣的交易對應的市銷率約為10倍，低於增長速度更慢的Palo Alto Networks當前的估值倍數。儘管投資者可以通過這筆交易快速套現並獲得豐厚收益，但SentinelOne擁有前景廣闊的人工智能和雲網絡安全技術。事實上，其旗下的Purple AI在4月所在季度的預訂量實現了三位數的按年增長，在新增訂閲中的附加率達到25%以上。任何在網絡安全領域與人工智能相關業務增長強勁的公司，最終都將獲得較高的估值溢價。SentinelOne的年度經常性收入（ARR）增長有限，尤其是在2026財年第一季度淨新增ARR僅為2800萬美元，這一點令人困惑。來源：SentinelOne","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}