SentinelOne, Inc. (S) Q3 2026 Earnings Call Transcript
SentinelOne (S) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to break-even earnings per share a year ago.
SentinelOne (NYSE: S) reported Q3 fiscal 2026 results after the close on Thursday, delivering a profitability milestone that caught investors' attention.
Cybersecurity firm SentinelOne on Thursday forecast fourth-quarter revenue below analysts' expectations and said Chief Financial Officer Barbara Larson will step down.
S expects Q3 revenues of $256 million, up 22% year over year, fueled by AI-driven platform growth and an expanding high-value client base.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
In the most recent trading session, SentinelOne (S) closed at $15.94, indicating a -1.79% shift from the previous trading day.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
SentinelOne (S) closed at $17.19 in the latest trading session, marking a +1.6% move from the prior day.
SentinelOne (S) closed the most recent trading day at $16.87, moving 4.58% from the previous trading session.
SentinelOne remains a hold as competitive pressures and slowing revenue growth limit near-term upside despite positive Purple AI monetization trends. SentinelOne faces challenges from larger rivals like CrowdStrike, Microsoft, and Palo Alto, with its competitive moat and platform advantage under threat. Decelerating growth impacts margin expansion and delays profitability, with current Rule of 40 metrics falling short of investor expectations.
SentinelOne is rated a Buy with a $23 price target, reflecting 33% upside potential driven by robust AI-powered cybersecurity demand. S reported a strong FQ2 2026, delivering double-digit revenue and EPS growth, beating analyst expectations and reaching $1 billion in annual recurring revenue. Management highlights leadership in AI-security, expanding platform offerings, and impressive triple-digit growth in Purple AI, justifying S's premium valuation.