Street View: SentinelOne holds tight on full-year outlook despite quarterly beat

SentinelOne

05/12/2025 18:13

** Shares of cyber security firm SentinelOne S.N fall 13.3% to $14.72

** Co reported Q3 results on Thursday

** SentinelOne expects Q4 revenue of $271 mln, below analysts' estimate of $271.89 according to LSEG-compiled data

** Up to last close, stock had fallen ~24% YTD

CONSERVATISM IN OUTLOOK

** Scotiabank ("sector perform", PT: $17) highlights FY26 revenue guidance rose less than the "quarterly beat", noting co's stance as a "prudent" approach to Q4 revenue guidance

** JP Morgan ("neutral", PT: $17) stresses quarter's revenue strength did "not materially flow through" to full-year outlook, with Q4 revenue guidance landing below Street expectations

** Piper Sandler ("overweight", PT: $20) notes full-year revenue guidance was only modestly raised, which was smaller than many had anticipated despite the quarterly beat

** Morgan Stanley ("equal-weight", PT: $18) observes that while ARR exceeded expectations, co's commentary remained reserved and it did not pass the full top-line beat into updated guidance, limiting estimate revisions

 (Reporting by Arnav Mishra in Bengaluru)

 ((Arnav.Mishra@thomsonreuters.com))