SentinelOne Beats Earnings, Hits $1B Annual Revenue

SentinelOne Inc., a leading cybersecurity firm based in Mountain View, California, reported fourth-quarter fiscal 2026 earnings that exceeded expectations on profitability metrics while meeting revenue forecasts, marking the company's first year surpassing $1 billion in annual revenue. The results, released after market close on Thursday, highlighted a shift toward sustainable growth but were tempered by cautious forward guidance, contributing to share price volatility as trading opened Friday.

For the quarter ended January, SentinelOne posted adjusted earnings per share of $0.07, surpassing the consensus estimate of $0.06 by $0.01. Revenue reached $271.15 million, aligning closely with analyst projections of $271.18 million and reflecting 20.3 percent year-over-year growth. Annual revenue climbed 22 percent to over $1 billion, driven by a 22 percent increase in total annual recurring revenue, or ARR, to $1.06 billion. The company achieved a record $64 million in net new ARR during the period, with roughly half stemming from new customers and the remainder from expansions within its existing base of 1,572 clients spending more than $100,000 annually.