SentinelOne Q4 earnings beat driven by platform growth, large deals

SentinelOne (NYSE:S) reported fiscal 4th fourth 2026 results connected March 12, posting gross and net somewhat supra expert expectations, adjacent arsenic the institution offered cautious guidance for the archetypal 4th of 2027.

Shares roseate astir 2% to astir $14 connected Friday morning.

For the 4th ended January 31, 2026, SentinelOne generated $271.2 cardinal successful revenue, a 20% summation from $225.5 cardinal a twelvemonth earlier, successful enactment with Street estimates.

Adjusted net per stock came successful astatine $0.07, beating expectations of $0.06.

Annualized recurring gross (ARR) roseate 22% year-over-year to $1.12 billion, portion the fig of customers generating $100,000 oregon much successful ARR accrued 18% to 1,667.

Looking ahead, SentinelOne expects Q1 2027 gross of $276 cardinal to $278 million, somewhat beneath the Street estimation of $277.3 million, and non-GAAP operating income of $4 cardinal to $5 million, versus the expected $12.7 million.

Wedbush analysts highlighted the company’s momentum, noting that "SentinelOne delivered its 4Q fiscal 2026 results that featured a flimsy bushed connected the apical enactment portion beating connected the bottommost enactment arsenic the institution sees beardown request for its Singularity level portion Purple AI adoption deed a grounds connect complaint of implicit 50% connected licenses."

They added that the 4th “will beryllium overshadowed by a weaker than expected near-term outlook” but maintained an ‘Outperform’ standing with a $20 terms target.

The analysts besides pointed to ample woody activity, including an 8-figure full declaration worth woody for the Singularity platform, and grounds ARR per lawsuit driven by some caller lawsuit acquisition and enlargement among existing clients. Platform adoption continued to grow, with astir 65% of customers utilizing 3 oregon much solutions, up from 39% a twelvemonth ago, and 22% utilizing 5 oregon much solutions, compared with 9% previously.

The institution volition invited Sonalee Parekh arsenic CFO connected March 24, 2026, with Barry Padgett serving arsenic interim CFO until her commencement date, the analysts noted.

“This was a coagulated 4th for S arsenic it prepares to get a caller CFO astatine the helm portion the institution remains well-positioned to seizure the increasing accidental astir AI information arsenic it continues to spot level adoption,” Wedbush concluded.