Earning Analysis
Welcome to our in-depth analysis of SentinelOne Inc(S) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of SentinelOne Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2026Q3 | 2025-12-04 | After Hours | 0.05 | 0.07 | +40.00 | 255.99M | 258.91M | +1.14 | - | - |
| FY2026Q2 | 2025-08-28 | After Hours | 0.03 | 0.04 | +33.33 | 242.17M | 242.18M | +0.01 | +7.10 | +3.07 |
| FY2026Q1 | 2025-05-28 | After Hours | 0.02 | 0.02 | - | 228.40M | 229.03M | +0.28 | -11.59 | -7.73 |
| FY2025Q4 | 2025-03-12 | After Hours | 0.01 | 0.04 | +300.00 | 222.33M | 225.52M | +1.43 | -5.54 | +0.73 |
| FY2025Q3 | 2024-12-04 | After Hours | 0.01 | 0.00 | -100.00 | 209.72M | 210.65M | +0.44 | -13.21 | -17.82 |
| FY2025Q2 | 2024-08-27 | After Hours | 0.00 | 0.01 | - | 197.38M | 198.94M | +0.79 | -1.29 | -6.63 |
| FY2025Q1 | 2024-05-30 | - | -0.24 | -0.20 | +16.67 | 181.06M | 186.36M | +2.93 | -6.27 | -16.31 |
| FY2024Q4 | 2024-03-13 | - | -0.23 | -0.21 | +8.70 | 169.37M | 174.18M | +2.84 | -0.04 | -18.25 |
| FY2024Q3 | 2023-12-05 | - | -0.27 | -0.21 | +22.22 | 156.32M | 164.17M | +5.02 | -1.19 | +21.10 |
| FY2024Q2 | 2023-08-31 | - | -0.33 | -0.26 | +21.21 | 140.99M | 149.42M | +5.98 | +2.15 | +4.67 |
S Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, SentinelOne Inc reported performance for FY2026Q3, announced on 2025-12-04. The company achieved an EPS of 0.07, compared to analyst estimates of 0.05 by 40.00% . Revenue for the quarter reached 258.91M compared to expectations of 255.99M by 1.14% .
The stock price reacted with a % one-day change and a % five-day change following the earnings release. These movements reflect market reaction in SentinelOne Inc growth trajectory and strategic initiatives.
S Earnings Forecast
Looking ahead, SentinelOne Inc(S) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q4 project quarter revenue of 273.24M and an EPS of 0.07.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been No Change by -0%, while EPS estimates have been Revise Downward by -0.57%. For the upcoming Q3 2026, revenue estimates have been adjusted No Change by -0% . These revisions correlate with a -9.40% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in SentinelOne Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between S's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
No Change
0.00%
In Past 3 Month
EPS Estimates for FY2026
Revise Downward
-0.57%
In Past 3 Month
Revenue Estimates for Q3 2026
No Change
0.00%
In Past 3 Month
Stock Price
Go Down
-9.40%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:1.00B
--
EPS Estimate-Annual FY 2026:0.19
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Stock Price16.97
S Revenue and EPS Performance: A Historical Perspective
SentinelOne Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q3 (2025-12-04,After Hours):
EPS: 0.07 (Actual) vs.0.05 (Estimate) (40.00%)
Revenue: 258.91M (Actual) vs. 255.99M (Estimate) (1.14%)
Price Reaction: %(1-Day), %(5-Day)
FY2026Q2 (2025-08-28,After Hours):
EPS: 0.04 (Actual) vs.0.03 (Estimate) (33.33%)
Revenue: 242.18M (Actual) vs. 242.17M (Estimate) (0.01%)
Price Reaction: 7.10%(1-Day), 3.07%(5-Day)
FY2026Q1 (2025-05-28,After Hours):
EPS: 0.02 (Actual) vs.0.02 (Estimate) (0.00%)
Revenue: 229.03M (Actual) vs. 228.40M (Estimate) (0.28%)
Price Reaction: -11.59%(1-Day), -7.73%(5-Day)
Earnings Reaction
The chart below shows how S performed 10 days before and after its earnings report, based on data from the past quarters. Typically, S sees a -2.31% change in stock price 10 days leading up to the earnings, and a -2.22% change 10 days following the report. On the earnings day itself, the stock moves by +0.18%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in OCT/2025, the stock changed % on the day following the earnings release and then changed by 0% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
SentinelOne Inc (S) Q3 2026 Earnings Call Summary
Positive
2025-12-04
The earnings call highlights strong financial performance with 22% revenue growth, improved margins, and a raised full-year revenue outlook. Positive developments include strategic investments, robust AI and data solutions growth, and promising Flex deals. Despite lighter guidance due to macroeconomic factors, the overall sentiment is optimistic with stable net retention rates, strategic M&A plans, and no significant disruptions from competitors. These factors suggest a likely positive stock price movement.
SentinelOne Inc (S) Q2 2026 Earnings Call Summary
Positive
2025-08-28
The earnings call highlights strong financial performance with 22% revenue growth, record free cash flow margin, and a high gross margin. Strategic initiatives, such as AI innovations and the PartnerOne program, coupled with a significant share repurchase plan, bolster investor confidence. The Q&A section reveals positive analyst sentiment and potential growth from new offerings like Flex and Prompt AI. Despite some prudence in guidance, the overall outlook remains optimistic with continued growth and strategic partnerships, justifying a positive sentiment rating.
SentinelOne Inc (S) Q1 2026 Earnings Call Summary
Positive
2025-05-29
The earnings call summary reflects strong financial performance with 23% revenue growth and robust international expansion. The company shows promising AI integration and platform adoption, with a positive outlook for ARR and operating margins. The $200 million share repurchase authorization indicates confidence in the business. While Q&A reveals concerns about longer sales cycles, management expects improved trends and highlights competitive advantages in AI and cloud-native solutions. Overall, the positive financial metrics, strategic initiatives, and shareholder returns suggest a positive stock price movement.
SentinelOne Inc (S) Q1 2026 Earnings Call Summary
Positive
2025-05-28
The company reported strong financial performance with a 23% revenue increase and a record high free cash flow margin. Despite elongated sales cycles, the outlook improved in May, and Q2 ARR growth is expected to double. The $200 million share repurchase authorization signals confidence, while AI integration boosts average deal size by 25%. Challenges like macroeconomic factors and federal budget uncertainties are noted, but the strong pipeline and improved Q2 guidance suggest a positive stock price movement of 2% to 8% over the next two weeks.
SentinelOne Inc (S) Q4 2025 Earnings Call Summary
Neutral
2025-03-13
Despite strong revenue growth and positive cash flow, concerns arise from flattish ARR due to product retirement, regulatory issues, and competitive pressures. Optimistic guidance and strategic partnerships with Lenovo and AWS balance these negatives. The lack of a share repurchase program and vague management responses further temper optimism. Overall, the mixed signals suggest a neutral sentiment with slight caution.
SentinelOne Inc (S) Q4 2025 Earnings Call Summary
Neutral
2025-03-12
The earnings call presents a mixed picture: strong financial performance with record revenue and margin improvements but offset by potential risks such as market dynamics, competition, and churn from legacy solutions. The lack of a share repurchase program and unclear guidance on certain product impacts adds uncertainty. The positive aspects are balanced by these negatives, suggesting a neutral stock price reaction.
SentinelOne Inc (S) Q4 2025 Earnings Call Summary
Positive
2025-03-12
Despite challenges like competitive pressures and regulatory issues, SentinelOne's strong financial performance, improved margins, and strategic partnerships with Lenovo and AWS provide a positive outlook. The company's record bookings and customer growth, along with optimistic guidance for fiscal '26, outweigh concerns about flat net new ARR due to legacy churn. The market is likely to react positively to these developments, especially with the expansion in federal markets and strong product portfolio, suggesting a 2% to 8% stock price increase over the next two weeks.
SentinelOne Inc (S) Q4 2025 Earnings Call Summary
Positive
2025-03-12
The earnings call highlights strong financial performance, including record profit margins, positive net income, and increased ARR. Despite the $10 million churn from product retirement, optimistic guidance, and strategic partnerships with Lenovo and AWS support growth. The Q&A revealed some uncertainty in federal exposure and product impacts, yet overall sentiment remains positive due to robust financial metrics and strategic expansions. The market is likely to react positively, with a stock price increase expected in the range of 2% to 8%.
SentinelOne, Inc. (S) Q3 2025 Earnings Call Summary
Positive
2024-12-05
The earnings call summary indicates strong financial performance with revenue and ARR growth, improved operating margins, and positive free cash flow. The Q&A section supports this with positive momentum in customer growth and pipeline visibility. The partnership with Lenovo and record high ARR per customer are notable positives. Despite some legal costs and a negative operating margin, the overall sentiment is positive, with optimistic guidance and strategic partnerships likely to drive stock price up.
SentinelOne, Inc. (S) Q2 2025 Earnings Call Summary
Positive
2024-08-28
The earnings call highlights strong financial performance with record revenue growth, improved margins, and positive net income for the first time. Raised guidance and a strategic partnership also bode well. Despite some uncertainties in the Q&A, the overall sentiment is optimistic, suggesting a strong positive market reaction.
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FAQ
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