SentinelOne slightly beats Q4 revenue estimates

SentinelOne

12/03/2026 20:33

Overview

Cybersecurity software firm's fiscal Q4 revenue rose 20%, slightly beating analyst expectations

Adjusted EPS for fiscal Q4 beat consensus

Company achieved full-year operating profitability and strong ARR growth

Outlook

SentinelOne sees Q1 revenue between $276 mln and $278 mln

Company expects full-year 2027 revenue of $1.195 bln to $1.205 bln

SentinelOne projects FY 2027 non-GAAP diluted EPS of $0.32 to $0.38

Result Drivers

LARGE ENTERPRISE ADOPTION - Co said increased standardization on its Singularity platform by large enterprises drove growth

CUSTOMER EXPANSION - Co cited growth in customers with ARR of $100,000 or more as contributing to results

OPERATIONAL DISCIPLINE - Management attributed improved profitability to greater operational rigor and execution

Company press release: ID:nBw4gF87Ka

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$271.20 mln
$271.16 mln (34 Analysts)
Q4 Adjusted EPS
Beat
$0.07
$0.06 (35 Analysts)
Q4 Gross Margin
73.00%
Q4 Adjusted Gross Margin
78.00%
Q4 Annual Recurring Revenue
$1.12 bln
Q4 Cash & Investments
$769.60 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 23 "strong buy" or "buy", 15 "hold" and 1 "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 $20.00, about 41.2% above its March 11 closing price of $14.16

The stock recently traded at 47 times the next 12-month earnings vs. a P/E of 54 three months ago

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