SentinelOne Q3 revenue slightly beats estimates; CFO Barbara Larson to leave

SentinelOne

04/12/2025 21:14

Overview

Cybersecurity firm SentinelOne Q3 FY2026 revenue rises 23% yr/yr, slightly beating analyst expectations

ARR increased 23% yr/yr to $1.055 bln as of October 31, 2025

CFO Barbara Larson to leave, Barry Padgett named interim CFO

Outlook

SentinelOne projects Q4FY26 revenue of $271 mln

Company expects FY2026 revenue to reach $1.001 bln

SentinelOne anticipates FY2026 non-GAAP operating margin of 3%

Result Drivers

AI PLATFORM DEMAND - Co attributes revenue growth to increased demand for its AI-native security platform

EARLY-MOVER ADVANTAGE - Co cites early-mover advantage in AI for Security and Security for AI as resonating with customers

DISCIPLINED EXECUTION - CFO Barbara Larson highlights disciplined execution leading to new profitability milestones

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$258.90 mln
$257.70 mln (31 Analysts)
Q3 Gross Margin
74.00%
Q3 Adjusted Gross Margin
79.00%
Q3 Annual Recurring Revenue
$1.06 bln
Q3 Cash & Investments
$873.60 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 14 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for SentinelOne Inc is $24.00, about 41.5% above its December 3 closing price of $16.96

The stock recently traded at 56 times the next 12-month earnings vs. a P/E of 70 three months ago

Press Release: ID:nBw4ytGvla

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)