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SentinelOne, Inc.

SentinelOne, Inc.

NYSE•S
CEO: Mr. Tomer Weingarten
Sector: Technology
Industry: Software - Infrastructure
Listing Date: 2021-06-30
SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. Its Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. In addition, it offers endpoint protection, endpoint detection and response, cloud and identity security, attack surface management, mobile endpoint security, xdr power tools, watchtower, and vigilance MDR. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.
Contact Information
444 Castro Street, Suite 400, Mountain View, CA, 94041, United States
855-868-3733
www.sentinelone.com
Market Cap
$4.63B
P/E (TTM)
-11.2
29.5
Dividend Yield
--
52W High
$25.24
52W Low
$13.84
52W Range
1%
Rank49Top 66.7%
3.2
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 3.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2020-2025

Financial Dashboard

Q3 2026 Data

Revenue

$258.91M+22.91%
4-Quarter Trend

EPS

-$0.18-28.00%
4-Quarter Trend

FCF

$15.87M-225.26%
4-Quarter Trend

2026 Q3 Earnings Highlights

Key Highlights

Strong Quarterly Revenue Growth Revenue reached $258.9M for the three months ended October 31, 2025, marking a 23% increase over prior period.
Annualized Recurring Revenue Growth ARR grew 23% year-over-year to $1.055B as of October 31, 2025, driven by new customer additions and platform adoption.
Non-GAAP Profitability Achieved Non-GAAP operating income for nine months was $19.1M, a significant swing from $(28.1M) loss reported in the same period last year.
Customer Base Expansion Customers with ARR over $100,000 grew 20% to 1,572 as of October 31, 2025, indicating strong market penetration.

Risk Factors

Significant Tax Contingency Risk Recorded $136.0M tax expense for uncertain tax position related to the APA matter; final resolution remains uncertain.
History of Operating Losses Incurred net loss of $340.5M for nine months ended October 31, 2025; profitability achievement remains uncertain.
Macroeconomic Headwinds Impact Worsening economic conditions, inflation, and geopolitical risks may decrease sales productivity, lengthen sales cycles, and impact collections.
Platform Interoperability Challenges Platform reliance on customer IT infrastructure creates interoperability issues, potentially causing deployment delays or customer churn.

Outlook

Continued R&D Investment Expect research and development expenses to increase in absolute dollars as investments continue for platform development and expansion.
Share Repurchase Program Active Board authorized $200.0M share repurchase program in May 2025; $98.1M remains available for future stock buybacks.
Restructuring Completion Expected March Plan completed by July 31, 2025; July Plan restructuring actions are expected to be completed by end of fiscal 2026.
Strategic Acquisitions Integration Completed acquisitions of Prompt and Observo in fiscal 2026 to enhance AI security and data pipeline technology portfolios.

Peer Comparison

Revenue (TTM)

LG Display Co., Ltd.LPL
$18.81B
+1.0%
WEX Inc.WEX
$2.62B
-1.1%
StoneCo Ltd.STNE
$2.42B
+12.0%

Gross Margin (Latest Quarter)

Cellebrite DI Ltd.CLBT
83.9%
-1.7pp
Qualys, Inc.QLYS
83.6%
+2.4pp
Box, Inc.BOX
79.5%
-0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
FROG$6.73B-83.6-9.8%0.9%
WEX$5.41B19.125.8%34.8%
QLYS$4.86B25.837.6%5.3%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.7%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
50%
Cash Flow Needs Attention

Research & Insights

Next earnings:Mar 11, 2026
|
EPS:$0.06
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2026

    Period End: Oct 31, 2025|Filed: Dec 4, 2025|
    Revenue: $258.91M+22.9%
    |
    EPS: $-0.18-28.0%
    Miss

  • Form 10-Q - Q2 2026

    Period End: Jul 31, 2025|Filed: Aug 28, 2025|
    Revenue: $242.18M+21.7%
    |
    EPS: $-0.22+0.0%
    Miss

  • Form 10-Q - Q1 2026

    Period End: Apr 30, 2025|Filed: May 28, 2025|
    Revenue: $229.03M+22.9%
    |
    EPS: $-0.63+173.9%
    Miss

  • Form 10-K - FY 2025

    Period End: Jan 31, 2025|Filed: Mar 26, 2025|
    Revenue: $821.46M+32.2%
    |
    EPS: $-0.92+20.0%
    Miss

  • Form 10-Q - Q3 2025

    Period End: Oct 31, 2024|Filed: Dec 4, 2024|
    Revenue: $210.65M+28.3%
    |
    EPS: $-0.25+4.2%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jul 31, 2024|Filed: Aug 27, 2024|
    Revenue: $198.94M+33.1%
    |
    EPS: $-0.22-29.0%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Apr 30, 2024|Filed: May 30, 2024|
    Revenue: $186.36M+39.7%
    |
    EPS: $-0.23-37.8%
    Miss

  • Form 10-K - FY 2024

    Period End: Jan 31, 2024|Filed: Mar 27, 2024|
    Revenue: $621.15M+47.1%
    |
    EPS: $-1.15+15.4%
    Miss