SentinelOne, Inc. (NYSE: S) saw its stock surge 6.47% in a 24-hour period on Thursday, following the release of its second-quarter fiscal year 2026 financial results. The cybersecurity company reported better-than-expected earnings and revenue growth, while also providing an optimistic outlook for the coming quarters.
For the quarter ended July 31, 2025, SentinelOne reported adjusted earnings per share of $0.04, surpassing the analyst consensus estimate of $0.03. This represents a significant improvement from the $0.01 per share reported in the same period last year. The company's revenue climbed 22% year-over-year to $242.2 million, slightly beating the consensus estimate of $242.167 million.
Investors were particularly encouraged by SentinelOne's strong growth in annual recurring revenue (ARR), which increased 24% to reach $1.0 billion. This milestone achievement demonstrates the company's continued momentum in the competitive cybersecurity market. The number of customers with ARR of $100,000 or more grew by 23% to 1,513, indicating strong enterprise adoption of SentinelOne's AI-powered cybersecurity platform.
Looking ahead, SentinelOne provided a positive outlook for the third quarter, projecting revenue of $256 million and an adjusted operating margin of 4%. For the full fiscal year 2026, the company raised its revenue guidance to between $998 million and $1.002 billion. The robust financial performance and optimistic guidance have driven investor confidence, contributing to the significant stock price increase.
Tomer Weingarten, CEO of SentinelOne, commented on the results, stating, "We surpassed $1 billion in ARR and delivered record net new ARR, continuing to deliver robust growth and platform adoption across AI, data, cloud, and endpoint. Our second-quarter results highlight the momentum of our AI-powered platform, strengthening competitive position, and growing product differentiation."
The strong performance of SentinelOne reflects the growing demand for advanced cybersecurity solutions in an increasingly digital world. As companies continue to face evolving cyber threats, SentinelOne's AI-powered platform appears well-positioned to capitalize on this trend, driving further growth and market expansion.