SentinelOne's Strategic Acquisition of Observo AI: Strengthening AI-SIEM and Data Control LeadershipWe see the deal as strategic, particularly given Observo’s position upstream of AI- engines, SIEMs, and data-lakes, a key chokepoint in emerging AI-native security architectures. While shares were modestly lower intraday (underperforming the sector), we view this as a forward-looking move to further cement SentinelOne’s positioning within modern enterprise data workflows and AI-stack. Following closely on the heels of its Prompt Security acquisition, the Observo deal reflects SentinelOne’s growing focus on building a next-gen agentic AI security platform, one that extends beyond detection into intelligent, real-time control of data, telemetry, and workflow security.