9月1日，SentinelOne盘中下跌5.27%，报20.93美元/股，成交额2337.7万美元。
消息面上，公司此前发布FY27第二季度财报，虽然调整后EPS为0.08美元（超预期0.07美元），营收2.92亿美元（超预期2.90亿美元），但公司将全年调整后EPS指引从此前的0.32-0.38美元大幅下调至0.30-0.32美元，显著低于市场一致预期的0.35美元。第三季度EPS指引0.08-0.09美元同样低于市场预期的0.11美元。值得注意的是，上季度公司同样在EPS超预期的情况下因毛利率恶化及指引不及预期暴跌约18%，市场对其前瞻指引的敏感度极高，连续两个季度盈利展望缩水进一步强化了投资者对其盈利兑现节奏的担忧。尽管UBS、美银等机构上调目标价并肯定其云、AI安全业务的增长潜力，但短期抛压仍在延续。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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