SentinelOne Earnings: $1 Billion Year, Soft EPS Outlook
SentinelOne earnings topped $1.0 billion in FY2026 and hit profitability while a Q1 adjusted-EPS guide below estimates tempered near-term positioning.
KEY TAKEAWAYS
- Full-year revenue topped $1.0 billion, rising 22.0% and achieving non-GAAP operating profitability.
- Q4 revenue was $271 million, matching estimates; Q4 non-GAAP EPS was $0.07.
- Q1 revenue guidance near $277 million had an adjusted-EPS guide below estimates.
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SentinelOne (S) said in its March 12, 2026 earnings release that it exceeded $1 billion in fiscal 2026 revenue and achieved full-year non-GAAP operating profitability. The company reported mixed fourth-quarter results and a first-quarter adjusted EPS outlook below Wall Street estimates, signaling caution for the near term.
Surpasses $1 Billion Revenue With Profitability
SentinelOne reported fiscal 2026 revenue of $1,001.3 million, a 22.0% increase year-over-year, and achieved full-year non-GAAP operating profitability. Fourth-quarter revenue reached $271.2 million, up 20.0% from the prior year and matching analyst estimates. Non-GAAP earnings per share for the quarter were $0.07, beating estimates of $0.06, while adjusted operating income was $15.5 million, representing a 5.7% margin.
Annualized recurring revenue (ARR) as of January 31, 2026 rose 22.0% year-over-year to $1,119.1 million. The company reported 1,667 customers with ARR above $100,000, an 18.0% increase, reflecting growth in subscription-scale accounts.
CEO Tomer Weingarten said, "We surpassed the $1 billion revenue milestone, growing 22% year-over-year, and achieved full-year operating profitability – a strong close to fiscal year '26."
Guidance Reflects Caution on Near-Term Profitability
SentinelOne forecasted first-quarter fiscal 2027 revenue around $277 million, with the midpoint in line with analyst expectations. However, the company disclosed that its first-quarter adjusted EPS guidance fell below Wall Street estimates.
For the full fiscal year 2027, SentinelOne set an adjusted EPS midpoint of $0.35, exceeding analyst consensus by about 17.5%.
The company issued its results and guidance in a press release and an SEC 8-K filing on March 12, 2026.
