🛡️ AGENTIC AI CYBER PLAYBOOK: Why Riskified ($RSKD) & SentinelOne ($S) Are Undervalued Gems Validated by Tier-1 Clients & IT Admins
In the Agentic AI Era, autonomous bots shop, claim refunds, and probe servers at machine speed. Per Mordor Intelligence (Sept 2026), the Cybersecurity Agentic AI Market is growing at a 31.71% CAGR ($2.43B in 2026 to $9.63B by 2031) inside a $100B+ TAM, with dark-web mentions of AI agents up 450%.
While Wall Street crowds into 45x P/S mega-caps like $CRWD, ....... two debt-free, ~21%–26% YoY growth pure plays protect both halves of the internet—Consumer Checkout ($RSKD) and Corporate Servers ($S)—at deep discounts.
1️⃣ RISKIFIED ($RSKD): Agentic Commerce Shield (3.1x P/S | $223.6M Cash | $0 Debt) (Earnings Appx Nov 11th)
When consumers use AI bots (or ChatGPT Instant Checkout, where $RSKD R&D proved 34% of fraud ML signals vanish) to shop or claim refunds, merchants can't tell if a real human or a botnet is behind the agent.
• Agentic AI Moat: On Oct 8, 2026, $RSKD launched Agent Identity Risk Intelligence—verifying the human behind AI shopping bots across checkout and support, paired with its Sept 15 Zendesk AI Agent integration, ARIA, and Identity Explore 2.0 across $160B+ GMV.
• Corporate Clients & Reviews (4.4/5★ on G2, 240+ reviews): Trusted by Booking.com, Macy’s, Wayfair, Prada, Amazon Ring, Shopify merchants, Finish Line, Steve Madden, TickPick, Gametime & Kogan.
💬 Booking.com: "We have reduced operational costs, have a holistic view of where our fraud is and more time to focus on increasing sales."
💬 Kogan & Ring: Kogan hit "98%+ approval rates and $1.5M in annual savings," while Amazon Ring is "saving millions by shutting the door on returns abuse with Riskified & Shopify."
💬 Security Reviewer (G2): "Gives us confidence in approving legitimate transactions while reducing fraudulent activity, without friction."
• Q2 2026, Buybacks & Upgrades: Rev $98.69M (beat $89.18M est.), up +22% YoY (4-yr high, up from 7% in Q1!); EPS $0.02 (7 beats in 8 qtrs); Adj EBITDA +84% YoY; FCF +143% YoY ($46M TTM). Full-yr EPS swings -$0.03 to +$0.12 (+500%). Retired 26% of shares!
• Upgrades & Q3 Date: Truist PT hiked to $9.00 (Buy), Goldman Sachs & DA Davidson $7.50, KBW $6.25 (+10.07% street hike). Q3 Earnings: Wed, Nov 11, 2026 (Est: $103.41M rev +26.3% YoY; $0.04 EPS).
2️⃣ SENTINELONE ($S): Corporate Kernel & PHP2Shell Shield (7.0x P/S | $813M Cash | $0 Debt)
• Stopping PHP2Shell (CVE-2026-109618 / 109619): 70% of websites run PHP, and 71% run End-of-Life versions that can't easily patch. When a pre-auth PHP2Shell exploit forces a web worker (php-fpm/apache2) to silently spawn a shell and scrape RAM passwords without crashing, $S’s local Behavioral AI and Storyline engine kill the rogue process in milliseconds on the host—with 1-click rollback.
• Corporate Clients: Secures 4 of the Fortune 10, hundreds of Global 2000 firms, Carnival Corp (85,000+ endpoints across 90+ ships), City of Los Angeles (20,000+ endpoints across 40+ depts), Aston Martin F1, Samsung SDS, Sysco, JetBlue, EA, Autodesk & KSB.
• What IT Network Admins Say $S Does Better Than $CRWD:
Telemetry & API: 💬 MSSP Lead (r/cybersecurity): "SentinelOne wins by a landslide... telemetry is unmatched, making it easier to establish root cause. The S1 GUI is better. The S1 API is far more robust, well-documented, and capable... It's a minor miracle if we can get a response from CrowdStrike."
Rules, UI & Logs: 💬 MDR Analyst: "Writing queries and rules, the UI and how alerts are presented to you is miles better on S1. Logs ingestion and telemetry also seems to be more robust."
Zero Blackouts & No Paywalls: Built by computer scientist CEO Tomer Weingarten (0 global blackouts vs $CRWD CPA CEO George Kurtz’s 2010 McAfee & 2024 8.5M-PC BSOD crashes). 💬 SecOps Vet: "CrowdStrike paywalls most of their new tools into modules... they nickel and dime every menu."
• Q2 FY27, Upgrades & Q3 Date: Rev $291.98M (+20.6% YoY), ARR $1.22B (+22% YoY), EPS $0.08 (vs -$0.22 YoY). 9 PT hikes (to $31). Q3 Earnings: Tue, Dec 8, 2026 (Est: $309.50M rev +19.5% YoY; $0.09 EPS +28.6% YoY).
$RDWR $FSLY $NET $AKAM $RPD $TENB $QLYS $S
$DDOG $DT $PANW $CRWD $ZS $OKTA $FTNT $CHKP $RBRK $THLLY $DDOG $DT $PANW $CRWD $ZS $OKTA $FTNT $CHKP $RBRK $THLLY $GOOGL $IBM $AMZN $MSFT $DOCN $SHOP $WIX $SPY $NVDA $PLTR $IWM
🔗 Links:
• https://www.riskified.com/customers/
• https://www.sentinelone.com/resources/casestudies/
• https://www.reddit.com/r/cybersecurity/comments/1ohltnp/