SentinelOne Q4 Earnings: Revenue Beat, EPS Beat, Shares Sink On Soft Guidance

SentinelOne Inc S reported fourth-quarter financial results after the market close on Wednesday. Here’s a look at the key details from the quarter.

Q4 Earnings: SentinelOne reported fourth-quarter revenue of $225.5 million, beating the consensus estimate of $222.25 million, according to Benzinga Pro. The cybersecurity company reported fourth-quarter adjusted earnings of four cents per share, beating estimates of one cent per share.

Total revenue increased 29% year-over-year. Annualized recurring revenue (ARR) increased 27% year-over-year to $920.1 million as of Jan. 31. Customers with ARR of $100,000 or more grew 25% to 1,411 in the quarter. The company ended the period with $1.1 billion in cash, cash equivalents and investments.

“Our strong finish to the fiscal year reflects solid execution and the accelerating adoption of our platform solutions,” said Tomer Weingarten, CEO of SentinelOne.

“We’re on track to surpass $1 billion in ARR and revenue this year, a key milestone in our growth journey. For more than a decade, we’ve patented leading machine learning security models — now, we’re pioneering fully autonomous, agentic AI workflows.”

Outlook: SentinelOne expects first-quarter revenue of approximately $228 million versus estimates of $235.18 million. The company expects full-year 2026 revenue of $1.007 billion versus estimates of $1.012 billion.

Management is currently discussing the quarter on a conference call with investors and analysts that kicked off at 4:30 p.m. ET.

S Price Action: SentinelOne shares were down 13.32% after-hours, trading at $16.73 at the time of publication Wednesday, according to Benzinga Pro.

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