SentinelOne Reports Q4 Revenue Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy S?
Source: stocktwits
- Significant Revenue Growth: SentinelOne reported a 20% increase in total revenue for Q4 2026, reaching $271.2 million, surpassing Wall Street's expectation of $271.18 million, indicating strong market performance.
- Annual Milestone Achieved: The company achieved a historic milestone with annual revenue exceeding $1 billion, totaling $1.001 billion, reflecting sustained growth and recognition in the cybersecurity sector.
- Strong ARR Growth: As of January 31, 2026, the annualized recurring revenue (ARR) increased by 22% to $1.1 billion, demonstrating ongoing customer demand and loyalty towards its offerings.
- Cautious Future Outlook: Despite a solid Q4 performance, the company forecasts Q1 2027 earnings per share (EPS) between $0.01 and $0.02, below Wall Street's estimate of $0.05, leading to a post-market share price drop of over 4%.
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Analyst Views on S
Wall Street analysts forecast S stock price to rise
21 Analyst Rating
13 Buy
8 Hold
0 Sell
Moderate Buy
Current: 14.160
Low
16.00
Averages
21.11
High
28.00
Current: 14.160
Low
16.00
Averages
21.11
High
28.00
About S
SentinelOne, Inc. is an artificial intelligence (AI)-powered cybersecurity provider. The Company’s Singularity Platform delivers AI-powered autonomous threat prevention, detection, response, and exposure management capabilities across an organization’s endpoints, cloud workloads, and identity credentials. The Company’s Singularity platform ingests, correlates, and queries petabytes of structured and unstructured data from a myriad of ever-expanding disparate external and internal sources in real time. Its distributed AI models run both locally on every endpoint and every cloud workload, as well as on its cloud platform. The Company through PingSafe Pte. Ltd. (PingSafe), which is a cloud native application protection platform (CNAPP) to bolster its cloud security product suite. By adding PingSafe’s CNAPP to its Cloud Workload Security (CWS), it provides enterprises with a comprehensive cloud security coverage that drives security, improved posture, and autonomous protection.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SentinelOne Reports Q4 Revenue Beat Expectations
- Significant Revenue Growth: SentinelOne reported a 20% increase in total revenue for Q4 2026, reaching $271.2 million, surpassing Wall Street's expectation of $271.18 million, indicating strong market performance.
- Annual Milestone Achieved: The company achieved a historic milestone with annual revenue exceeding $1 billion, totaling $1.001 billion, reflecting sustained growth and recognition in the cybersecurity sector.
- Strong ARR Growth: As of January 31, 2026, the annualized recurring revenue (ARR) increased by 22% to $1.1 billion, demonstrating ongoing customer demand and loyalty towards its offerings.
- Cautious Future Outlook: Despite a solid Q4 performance, the company forecasts Q1 2027 earnings per share (EPS) between $0.01 and $0.02, below Wall Street's estimate of $0.05, leading to a post-market share price drop of over 4%.
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SentinelOne (S) Q4 2026 Earnings Call Transcript
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SentinelOne Reports Q4 and Full Year 2025 Financial Results
- Quarterly Financial Performance: SentinelOne reported a net loss of $110.2 million for Q4 2025, translating to a loss of $0.33 per share, which is a significant increase from the $70.8 million loss and $0.22 per share in the same quarter last year, indicating ongoing challenges in achieving profitability.
- Revenue Growth: Despite the increased losses, Q4 revenue rose to $271.2 million from $225.5 million year-over-year, demonstrating the company's resilience in market demand and potential growth opportunities amidst financial difficulties.
- Annual Loss Expansion: For the fiscal year ending January 31, 2026, SentinelOne reported a net loss of $450.7 million, or $1.37 per share, compared to a loss of $288.4 million and $0.92 per share the previous year, reflecting the challenges faced during its expansion efforts.
- Stock Price Volatility: After hours, SentinelOne's stock traded down 4.43% to $13.17 on the New York Stock Exchange, indicating investor concerns regarding the company's financial performance, which may impact future funding and market confidence.
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Ulta Beauty Reports Weak Earnings, Shares Drop 8%
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- Rubrik Surpasses Expectations: Rubrik posted Q4 adjusted earnings of 4 cents per share, exceeding the anticipated loss of 11 cents, with shares rising 2%, showcasing strong growth potential in the data security sector.
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SentinelOne Releases Q4 Earnings and FY2027 Guidance
- Earnings Highlights: SentinelOne reported a Q4 Non-GAAP EPS of $0.07, beating expectations by $0.01, while revenue of $271.15 million, growing 20.2% year-over-year, aligned with market forecasts, indicating stable performance in a competitive cybersecurity landscape.
- Future Outlook: The company provided Q1 FY2027 revenue guidance of $276 - 278 million, slightly below the consensus of $277.08 million, reflecting a cautious stance amid economic uncertainties, while the full-year revenue forecast of $1.195 - 1.205 billion is close to the market expectation of $1.20 billion.
- Profitability Expectations: Non-GAAP operating income is projected between $4 - 6 million for Q1, with an annual target of $110 - 120 million, highlighting the need for the company to enhance profitability amid increasing market competition during its expansion phase.
- Shareholder Impact: Following the earnings release, SentinelOne's shares fell 6.53% in after-hours trading, reflecting investor caution regarding the future performance guidance, which may affect the company's capital-raising capabilities and investor confidence.
See More
SentinelOne Reports Q4 Revenue Beat Expectations
- Significant Revenue Growth: SentinelOne reported a 20% increase in total revenue for Q4 2026, reaching $271.2 million, surpassing Wall Street's expectation of $271.18 million, indicating strong market performance.
- Annual Milestone Achieved: The company achieved a historic milestone with annual revenue exceeding $1 billion, totaling $1.001 billion, reflecting sustained growth and recognition in the cybersecurity sector.
- Strong ARR Growth: As of January 31, 2026, the annualized recurring revenue (ARR) increased by 22% to $1.1 billion, demonstrating ongoing customer demand and loyalty towards its offerings.
- Cautious Future Outlook: Despite a solid Q4 performance, the company forecasts Q1 2027 earnings per share (EPS) between $0.01 and $0.02, below Wall Street's estimate of $0.05, leading to a post-market share price drop of over 4%.
See More
Surge in Oil Prices and Upcoming Economic Data Release
- Oil Price Surge: Brent crude futures have risen 40% since the war began, while West Texas Intermediate has increased by 45%, which could have profound implications for the global economy, particularly amid rising inflationary pressures.
- Economic Data Release: The Personal Consumption Expenditures (PCE) price index is set to be released at 8:30 a.m. ET, with expectations of a 0.3% month-over-month increase and a 2.9% year-over-year rise, providing crucial inflation signals that will influence investor decisions.
- Food Stock Performance: Kroger's stock has gained 10% since the war started and is up about 20% in 2026, demonstrating the resilience and growth potential of food retailers in an uncertain market environment.
- Energy Company Highs: Several energy companies, including Marathon Petroleum and Phillips 66, have reached all-time highs, with increases of 16% and 13% respectively, reflecting strong market expectations for energy demand and a recovering investor confidence in the sector.
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SentinelOne (S) Q4 2026 Earnings Call Transcript
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SentinelOne Reports Q4 and Full Year 2025 Financial Results
- Quarterly Financial Performance: SentinelOne reported a net loss of $110.2 million for Q4 2025, translating to a loss of $0.33 per share, which is a significant increase from the $70.8 million loss and $0.22 per share in the same quarter last year, indicating ongoing challenges in achieving profitability.
- Revenue Growth: Despite the increased losses, Q4 revenue rose to $271.2 million from $225.5 million year-over-year, demonstrating the company's resilience in market demand and potential growth opportunities amidst financial difficulties.
- Annual Loss Expansion: For the fiscal year ending January 31, 2026, SentinelOne reported a net loss of $450.7 million, or $1.37 per share, compared to a loss of $288.4 million and $0.92 per share the previous year, reflecting the challenges faced during its expansion efforts.
- Stock Price Volatility: After hours, SentinelOne's stock traded down 4.43% to $13.17 on the New York Stock Exchange, indicating investor concerns regarding the company's financial performance, which may impact future funding and market confidence.
See More
Ulta Beauty Reports Weak Earnings, Shares Drop 8%
- Ulta Earnings Miss: Ulta Beauty reported Q4 earnings of $8.01 per share, falling short of the $8.03 expected by analysts, leading to an 8% drop in shares, indicating pressure in the competitive beauty market.
- Adobe Leadership Change: CEO Shantanu Narayen announced he will step down after a successor is named, causing shares to tumble nearly 7% despite first-quarter results beating expectations, reflecting market concerns over leadership transitions.
- Lennar Earnings Miss: Lennar reported Q2 earnings of 93 cents per share, missing the 96 cents expected, resulting in a 2% drop in shares, highlighting ongoing challenges in the real estate market affecting profitability.
- Rubrik Surpasses Expectations: Rubrik posted Q4 adjusted earnings of 4 cents per share, exceeding the anticipated loss of 11 cents, with shares rising 2%, showcasing strong growth potential in the data security sector.
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SentinelOne Releases Q4 Earnings and FY2027 Guidance
- Earnings Highlights: SentinelOne reported a Q4 Non-GAAP EPS of $0.07, beating expectations by $0.01, while revenue of $271.15 million, growing 20.2% year-over-year, aligned with market forecasts, indicating stable performance in a competitive cybersecurity landscape.
- Future Outlook: The company provided Q1 FY2027 revenue guidance of $276 - 278 million, slightly below the consensus of $277.08 million, reflecting a cautious stance amid economic uncertainties, while the full-year revenue forecast of $1.195 - 1.205 billion is close to the market expectation of $1.20 billion.
- Profitability Expectations: Non-GAAP operating income is projected between $4 - 6 million for Q1, with an annual target of $110 - 120 million, highlighting the need for the company to enhance profitability amid increasing market competition during its expansion phase.
- Shareholder Impact: Following the earnings release, SentinelOne's shares fell 6.53% in after-hours trading, reflecting investor caution regarding the future performance guidance, which may affect the company's capital-raising capabilities and investor confidence.
See More
