SentinelOne Inc. (S)
SentinelOne: It's Too Early To Talk About A Business Slowdown
SentinelOne (S) remains rated BUY, with growth stabilizing and key drivers intact despite recent share price weakness and conservative guidance. 3Q 2026 results showed 23% y/y revenue and ARR growth, EBITDA surging, and robust customer metrics, signaling operational resilience. AI-driven product innovation, the Observo AI acquisition, and the Flex pricing model are supporting competitive positioning and revenue per user gains.
SentinelOne: Data And Cloud Should Drive A Stronger 2026
SentinelOne's share price remains under pressure, which appears to be due to lingering concerns about competitive positioning. This situation has been exacerbated by CrowdStrike landing a material MSSP partner in what appears to be a competitive displacement. SentinelOne's revenue growth should reaccelerate in the first half of FY27, supported by its portfolio of emerging products.
SentinelOne: Finally Worth A Nibble (Rating Upgrade)
Post-Q3 FY2026, SentinelOne's long-term risk/reward has improved enough to warrant fresh capital allocation. For Q3 FY2026, SentinelOne outperformed top and bottom line estimates, with strong growth in emerging products. Despite near-term margin moderation and conservative Q4 sales guidance, S's $1B ARR barely taps a $100B+ TAM, supporting a multi-year growth story.
SentinelOne: Market Has No Respect
SentinelOne delivered another strong quarter with 23% ARR growth, surpassing $1 billion in annual recurring revenue. The cybersecurity company's pivot to AI-driven security is materializing, with non-endpoint business now 50% of bookings and Purple AI attach rates exceeding 40%. Despite robust growth and improving profitability, S stock trades at just 4x forward sales—well below peers like CRWD and PANW.
SentinelOne: The Market Is Not Getting The Big Picture
SentinelOne, Inc. remains a Strong Buy despite a 44% 1-year decline and post-earnings selloff. S1 boasts $650M in cash/equivalents, no long-term debt, and continues prioritizing growth over immediate GAAP profitability. Recent earnings beat estimates with 23% YoY revenue growth and robust 77-78% non-GAAP gross margins.
SentinelOne Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall
S tops Q3 estimates with strong revenues and ARR growth. However, shares fall.
SentinelOne shares drop on weak Q4 guidance, CFO departure
SentinelOne (NYSE:S) shares fell 11% in early trade on Friday after the AI-powered cybersecurity firm's weaker-than-expected guidance and the announcement that its CFO Barbara Larson is departing the company overshadowed a third quarter earnings beat. The company's Q4 guidance of roughly $271 million in revenue fell short of analyst expectations of around $273.2 million, representing lower projected growth of 20% year-over-year.
SentinelOne, Inc. (S) Q3 2026 Earnings Call Transcript
SentinelOne, Inc. (S) Q3 2026 Earnings Call Transcript
SentinelOne (S) Q3 Earnings and Revenues Surpass Estimates
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 Plunges 8% After Q3 FY26 Earnings Report
SentinelOne (NYSE: S) reported Q3 fiscal 2026 results after the close on Thursday, delivering a profitability milestone that caught investors' attention.
SentinelOne forecasts quarterly revenue below estimates, CFO to step down
Cybersecurity firm SentinelOne on Thursday forecast fourth-quarter revenue below analysts' expectations and said Chief Financial Officer Barbara Larson will step down.
SentinelOne to Report Q3 Earnings: What's in Store for the Stock?
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.
