Companies /Technology

SentinelOne Inc - Class A

NYSE: S Software - Infrastructure
$21.03
▼ $1.69 (−7.42%) today
Markets open · 11:30am ET

Q2 2027 Earnings

Reported Aug 27, 2026, 4:08pm ET · SEC source
$0.08
Beat +134.53%
EPS · est. $-0.23 Adjusted

GAAP results include $92.1 million in stock-based compensation expense, $24.4 million in restructuring charges ($13.6 million other restructuring charges plus $10.8 million restructuring SBC), $10.8 million in amortization of acquired intangible assets, and $3.3 million in acquisition-related compensation costs

$292.0M
Beat +0.59%
Revenue · est. $290.3M
10 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−3%0+3%+6%Aug 27Aug 28report 4:08pm ETearnings+0.6%−1.9%
−3%0+3%+6%Aug 27Aug 28earnings+0.6%−1.9%
S −1.9%S&P 500 +0.6%
−3%0+3%+6%Aug 27Aug 28report 4:08pm ETearnings+0.4%−1.9%
−3%0+3%+6%Aug 27Aug 28earnings+0.4%−1.9%
S −1.9%NASDAQ +0.4%
−3%0+3%+6%Aug 26Aug 28report 4:08pm ETearnings+0.6%−1.8%
−3%0+3%+6%Aug 26Aug 28earnings+0.6%−1.8%
S −1.8%S&P 500 +0.6%
−3%0+3%+6%Aug 26Aug 28report 4:08pm ETearnings+0.5%−1.8%
−3%0+3%+6%Aug 26Aug 28earnings+0.5%−1.8%
S −1.8%NASDAQ +0.5%
−6.78%
Day of report

Did S Beat Earnings? Q2 2027 Results

SentinelOne delivered a convincing second-quarter beat for fiscal 2027, extending its streak of consecutive EPS beats to nine quarters as the cybersecurity platform reported adjusted EPS of $0.08 against a consensus estimate of negative $0.23, a 134.53% positive surprise, while revenue of $291.98 million edged past the $290.28 million consensus and grew 20.6% year-over-year. The clearest engine behind the results was accelerating platform adoption beyond endpoint security, with non-endpoint solutions spanning data, AI, and cloud now accounting for more than half of total ARR, which reached $1.22 billion, up 22% year-over-year. Non-GAAP operating margin expanded roughly 820 basis points to 10%, even as a $92.11 million stock-based compensation charge and $24.43 million in restructuring costs pushed the GAAP net loss to $93.40 million. Looking ahead, management raised its full-year FY2027 revenue outlook to $1.20 billion to $1.21 billion and guided Q3 revenue of $309 million to $311 million, with non-GAAP EPS of $0.08 to $0.09.

Key Takeaways
  • 21% year-over-year revenue growth to $292 million, exceeding guidance
  • Record Q2 net new ARR of $56 million, up 4% year-over-year
  • Non-GAAP operating margin expanded approximately 820 basis points year-over-year to 10%
  • 50%+ of total ARR from non-endpoint solutions (Data, AI, Cloud, and others)
  • Customers with ARR of $100K+ grew 13% to 1,715
  • NRR for $100K+ ARR customers improved sequentially and year-over-year
  • Enterprise customers with 5 or more solutions grew 150%+ year-over-year

“Our Q2 performance demonstrates strong progress across every dimension of our business – a top-tier growth profile, accelerating platform adoption, and undisputed technology leadership for both AI for Security and Security for AI.”

SentinelOne CEO, on the earnings call

Forward Guidance & Outlook

For Q3 FY2027, SentinelOne guides revenue of $309–$311 million, non-GAAP operating income of $38–$40 million, and non-GAAP diluted EPS of $0.08–$0.09 on approximately 370 million diluted shares. For full fiscal year 2027 (ending January 31, 2027), the company raised its outlook to revenue of $1.202–$1.207 billion, non-GAAP operating income of $124–$128 million, and non-GAAP diluted EPS of $0.30–$0.32 on approximately 361 million diluted shares. Both periods assume a 17% non-GAAP tax rate.

S YoY Financials

Q2 2027 vs Q2 2026 · SEC filings Q2 2026 Q2 2027
$0$200.0M$242.2M$292.0MRevenue$181.7M$210.4MGross Profit$-103,821,780$-90,761,000Operating Income$-132,840,279$-93,400,000Net Income
$0$200.0MRevenueGross ProfitOperating IncomeNet Income

Figures from SEC filings and company reports. Not investment advice.