Companies /Technology

SentinelOne Inc - Class A

NYSE: S Software - Infrastructure
$21.54
▼ $1.17 (−5.15%) today
Markets closed · 6:43am ET

Q4 2026 Earnings

Reported Mar 12, 2026, 4:20pm ET · SEC source
$0.07
Beat +138.02%
EPS · est. $-0.18
$271.2M
Miss −0.03%
Revenue · est. $271.2M
−14.4%
Trailing market
S vs S&P since report
10 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+5%+10%+15%Mar 12Mar 13report 4:20pm ETearnings−0.6%+13.4%
0+5%+10%+15%Mar 12Mar 13earnings−0.6%+13.4%
S +13.4%S&P 500 −0.6%
0+5%+10%+15%Mar 12Mar 13report 4:20pm ETearnings−0.7%+13.4%
0+5%+10%+15%Mar 12Mar 13earnings−0.7%+13.4%
S +13.4%NASDAQ −0.7%
0+4%+8%Mar 11Mar 20report 4:20pm ETearnings−2.4%+6.9%
0+4%+8%Mar 11Mar 20earnings−2.4%+6.9%
S +6.9%S&P 500 −2.4%
0+4%+8%Mar 11Mar 20report 4:20pm ETearnings−2.2%+6.9%
0+4%+8%Mar 11Mar 20earnings−2.2%+6.9%
S +6.9%NASDAQ −2.2%
+5.37%
Day of report
−1.58%
Next session
−2.41%
One week
−8.68%
30 days

S&P 500 over the same 30 days: +5.68%.

Did S Beat Earnings? Q4 2026 Results

SentinelOne delivered a sharply profitable Q4 FY26, posting non-GAAP EPS of $0.07 against a consensus estimate of negative $0.18, a beat of 138.02% that extended the company's streak of topping EPS expectations to six consecutive quarters. Revenue of $271.15 million grew 20.2% year-over-year and landed just a hair below the $271.24 million consensus, a negligible miss that did little to cloud an otherwise strong quarter. The profitability swing was the defining story: non-GAAP net income reached $23.65 million at a 9% margin, nearly double the 5% margin a year earlier, driven by the company crossing $1 billion in annual recurring revenue and deepening platform adoption, with 65% of enterprise customers now using three or more solutions compared to 39% a year ago. A significant GAAP tax provision of $37.42 million tied to an Israeli tax settlement inflated the GAAP net loss to $110.23 million. Looking ahead, management guided full-year FY27 revenue of $1.20 to $1.21 billion with non-GAAP EPS of $0.32 to $0.38, signaling a meaningful step-up in operating profitability as new partnerships, including an expanded integration with Cloudflare, reinforce its AI security platform strategy.

Key Takeaways
  • 22% ARR growth year-over-year to $1,119.1 million
  • Record high Q4 net new ARR with 6% year-over-year growth
  • 18% growth in customers with ARR of $100,000 or more to 1,667
  • 20% growth in $1M+ ARR customers
  • 65% of enterprise customers using 3 or more solutions, up from 39%
  • Over 50% of annual bookings from emerging products (Data, AI, Cloud)
  • 96% gross retention rate and 109% net retention rate for $100K+ ARR customers
  • Non-GAAP operating margin expanded 450+ basis points year-over-year to 6%

“We surpassed the $1 billion revenue milestone, growing 22% year-over-year, and achieved full-year operating profitability – a strong close to fiscal year '26.”

SentinelOne CEO, on the earnings call

Forward Guidance & Outlook

For Q1 FY27 (ending April 30, 2026), SentinelOne guided revenue of $276-278 million, non-GAAP operating income of $4-6 million, and non-GAAP diluted EPS of $0.01-$0.02 on approximately 345 million diluted shares. For full fiscal year 2027 (ending January 31, 2027), the company guided revenue of $1.195-$1.205 billion, non-GAAP operating income of $110-$120 million, and non-GAAP diluted EPS of $0.32-$0.38 on approximately 352 million diluted shares. The company will adopt a 17% non-GAAP tax rate for all future reporting periods starting in Q1 FY27.

S YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$-200,000,000$0$200.0M$225.5M$271.2MRevenue$168.5M$196.8MGross Profit$-79,539,074$-79,897,000Operating Income$-248,943,089$-110,232,000Net Income
$-200,000,000$0$200.0MRevenueGross ProfitOperating IncomeNet Income

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