SentinelOne Inc. (NYSE:S) posted its first-quarter results after Thursday’s closing bell, missing analysts’ revenue estimates and issuing weak forward guidance.
Here's a look at the details inside the report.
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SentinelOne Q1 Details
SentinelOne reported quarterly adjusted earnings of four cents, which beat the Street estimate of two cents, according to Benzinga Pro data.
Quarterly revenue came in at $276.66 million, shy of the $277.31 million consensus estimate.
SentinelOne reported the following first-quarter highlights:
- Annualized recurring revenue (ARR) grew 23% to $1.163 billion as of April 30, 2026.
- Customers with ARR of $100,000 or more grew 17% to 1,702 as of April 30, 2026.
- Gross margin: Non-GAAP gross margin was 77%, compared to 79%.
- Operating margin: Non-GAAP operating margin was 4%, compared to (2)%.
“We had a solid start to the year, highlighted by record net new ARR growth and a landmark milestone as our emerging solutions reached half of our total company ARR,” said Tomer Weingarten, CEO of SentinelOne.
“We are actively pushing the frontier of autonomous, agentic defense across AI, Data, Cloud, and the Endpoint,” Weingarten added.
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Looking Ahead
SentinelOne reaffirmed its fiscal 2027 adjusted EPS guidance of 32 cents to 38 cents, versus the 34 cent analyst estimate, and its revenue guidance of $1.195 billion to $1.205 billion, versus the $1.206 billion estimate.
S Stock Price Activity: According to data from Benzinga Pro, SentinelOne stock was down 16.48% to $15.05 in Thursday's extended trading.
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