SentinelOne Shares Drop 3.1% After Hours on Lower EPS Forecast, Revenue Guidance Raised
SentinelOne, Inc. dropped roughly 3.1% in after-market trade on Thursday, coming after the stock surged 10.5% during the regular session to close at $22.71.
SentinelOne Shares Decline 5.9% After Company Cuts EPS Forecast, Despite 22% Increase in ARR
Shares of SentinelOne declined 5.94% in premarket trading on Friday following a mixed earnings forecast. Robust growth in recurring revenue did not counterbalance the company cutting its full-year profit outlook.
SentinelOne investor dashboard
Recurring growth versus weaker per-share profit expectations
Premarket: August 28, 2026, 09:30 EDT · Results: fiscal Q2 ended July 31, 2026Premarket price
$21.36
−5.94% · −$1.35
Implied value lost
$455M
336.75M shares × $1.35
Revenue
$292M
+21% year over year
ARR
$1.218B
+22% year over year
Guidance reset
| Metric | New | Previous / consensus |
|---|---|---|
| Q3 revenue | $309M–$311M | $310M consensus |
| Q3 adjusted EPS | $0.08–$0.09 | $0.10 consensus |
| FY revenue | $1.202B–$1.207B | $1.195B–$1.205B |
| FY operating income | $124M–$128M | $115M–$125M |
| FY adjusted EPS | $0.30–$0.32 | $0.32–$0.38 |
| FY diluted shares | 361M | 350M |
Growth and customer depth
Revenue growth
21%
ARR growth
22%
$100K+ ARR customers
1,715 · +13%
Bar lengths normalize the displayed growth rates to a 25% scale.
Margin split
| Non-GAAP operating margin | 10% | 2% year ago |
| Non-GAAP net margin | 10% | 5% year ago |
| GAAP gross margin | 72% | 75% year ago |
| Non-GAAP gross margin | 77% | 79% year ago |
| GAAP net margin | −32% | −30% year ago |
Per-share expectation gap
Change in guidance midpoints versus the prior company outlook.
Investor read-through
The selloff reflects a quality-of-earnings question. ARR and revenue still grow above 20%, and adjusted operating margin reached a record 10%. Yet a larger diluted share count and lower EPS range mean that improved operations are not translating cleanly into per-share earnings.
Balance sheet and cash flow
| Cash and investments | $813M |
| Q2 free cash flow | −$13.2M |
| Six-month operating cash flow | $31.9M |
| Six-month free cash flow | $17.5M |
| GAAP Q2 net loss | $93.4M |
Analyst frame
| Consensus | Overweight |
| Buy / Overweight | 22 |
| Hold | 16 |
| Average target | $22.98 |
| Target range | $15.50–$28.00 |
Average target implies roughly 8% upside from the 09:30 EDT premarket price.
Sources: SentinelOne fiscal Q2 2027 release and filings; MarketWatch; Public premarket data; Investor’s Business Daily; WSJ/FactSet. Extended-hours prices can be thin and volatile.
NYSE: S · Fiscal Q2 2027
SentinelOne: growth rose, per-share outlook fell
Market: Aug. 27, 2026, 4:34 pm ET
Financials: quarter ended July 31, 2026
Financials: quarter ended July 31, 2026
After hours
$22.00
−3.1% from $22.71 close
Regular session
+10.5%
17.9M shares traded
Q2 revenue
$292M
+21% year over year
ARR
$1.218B
+22% year over year
The two-stage price move
+10.5% regular−3.1% after hoursNet: +7.1% vs. prior close
Quarter snapshot
Adjusted EPS$0.08+100% YoY
Non-GAAP op. margin10%+800 bp
Non-GAAP gross margin77%−200 bp
$100K+ ARR customers1,715+13%
Cash + investments$813MJul. 31
Full-year midpoint changes
Midpoints: revenue $1.200B → $1.2045B; operating income $120M → $126M; EPS $0.35 → $0.31; share count 350M → 361M.
Investor read-through
1
Operating leverage improved.
A 10% adjusted operating margin supports the profitability case.
A 10% adjusted operating margin supports the profitability case.
2
Dilution took the edge off.
A 3.1% higher share-count assumption helped pull the EPS midpoint down 11.4%.
A 3.1% higher share-count assumption helped pull the EPS midpoint down 11.4%.
3
Gross margin softened.
The two-point decline keeps infrastructure and product costs in focus.
The two-point decline keeps infrastructure and product costs in focus.
Guidance bridge
MetricPriorCurrent
FY2027 revenue$1.195B-$1.205B$1.202B-$1.207B
FY2027 operating income$115M-$125M$124M-$128M
FY2027 adjusted EPS$0.32-$0.38$0.30-$0.32
Q3 revenue—$309M-$311M
Q3 adjusted EPS—$0.08-$0.09
Analyst snapshot
58% Buy
Buy57.9%
Hold39.5%
Sell2.6%
38 ratings aggregated by Robinhood. Ratings are not investment advice.
SentinelOne Sinks After Forecast Disappoints, Plans to Cut 8% of Jobs
SentinelOne stock dropped after hours Thursday. The cybersecurity company guided second-quarter revenue under Wall Street views and announced plans to lay off about 8% of staff.
CrowdStrike stock snaps seven-session slide — what CRWD traders watch before Monday’s open
CrowdStrike Holdings shares picked up 4.9% to finish at $395.50 on Friday, the cybersecurity firm riding a broader bounce in U.S. equities following a tough stretch for software stocks.
Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)
NEW YORK — Dec. 16, 2025 — Cybersecurity stocks are showing relative resilience Tuesday even as the broader U.S. market tilts lower on a mix of delayed economic data, sector rotations, and renewed sensitivity to rates. By around 2:00 p.m. ET, Reuters reported the Dow down ~0.63%, the S&P 500 down ~0.42%, and the Nasdaq off ~0.06%, as investors digested a delayed jobs report and reassessed the Federal Reserve outlook for 2026. Reuters
Cybersecurity US Stocks Week Ahead (Dec. 15–19, 2025): Zscaler’s Bounce Test, SailPoint’s Post-Earnings Reset, and Fed-Cut Volatility
US cybersecurity stocks head into the new week after a volatile stretch that mixed a dovish Federal Reserve rate cut with a sudden risk-off pulse in megacap tech—an uncomfortable combination for a sector that often trades like “defensive growth.” The result: investors are still rewarding high-quality recurring revenue and platform narratives, but they’re also getting more selective on valuation, guidance tone, and “AI spending” second-order effects.
Biggest Stock Losers Today (December 5, 2025): Parsons, Adaptive Biotechnologies, SentinelOne, SoFi and More Slide Despite Calm Markets
U.S. stocks ended Friday modestly higher, but under the surface December 5, 2025 was a rough day for a cluster of high‑beta tech, Brazilian financials, streaming, and crypto‑linked names.
SentinelOne (S) Stock Drops After Q3 Beat: CFO Exit, Soft Guidance and 2026 Forecast Explained
SentinelOne, Inc. stock is under heavy pressure today despite delivering a stronger‑than‑expected quarter. Shares are trading around $14.50, down roughly 14% on the session, with volume several times above average as investors digest a mix of solid Q3 FY2026 results, a cautious revenue outlook, and the news that Chief Financial Officer Barbara Larson will step down in mid‑January. Connecticut Post+2SentinelOne Investor Relations+2
SentinelOne (NYSE: S) Stock After Q3 Earnings: Double‑Digit Growth, CFO Exit and AWS AI Push Shape 2026 Outlook
SentinelOne, Inc. has just delivered a busy week: strong third‑quarter results, softer‑than‑expected guidance, a surprise CFO departure and a fresh wave of AI‑focused integrations with Amazon Web Services. As of December 5, 2025, the cybersecurity stock sits in the crosshairs of two powerful forces: improving profitability and mounting investor caution.
SentinelOne (S) Stock Slides on Q4 Guidance and CFO Exit Despite Strong Q3 Beat
December 4, 2025 — AI-powered cybersecurity vendor SentinelOne, Inc. reported fiscal Q3 2026 results after Thursday’s close, beating Wall Street expectations on revenue and earnings but unnerving investors with softer-than-expected guidance and a surprise CFO transition.
US Stock Market Today, December 4, 2025: Wall Street Ends Mixed Near Record Highs as Fed Rate‑Cut Bets Build
The US stock market closed Thursday in quietly positive fashion, with major indexes hovering near record highs while investors leaned into hopes for a Federal Reserve rate cut next week and digested a fresh batch of labor data and earnings.
AI vs AI: The Autonomous Cybersecurity Arms Race Reshaping the SOC
Imagine a near future where a malware strain is not hand-coded by a human, but generated on the fly by an AI, and where the security system defending your network is itself an AI that detects and neutralizes the threat in milliseconds. This scenario is quickly moving from science fiction to reality. Recent advances in artificial intelligence – particularly large language models and generative AI – are transforming the cyber battlefield on both offense and defense. Attackers are equipping themselves with AI tools that can write phishing emails, find software vulnerabilities, and create polymorphic malicious code at a scale and speed impossible for humans to match. In parallel, defenders are deploying AI copilots and autonomous “blue team” agents that can sift through massive alert volumes, hunt for anomalies, and even initiate responses without waiting for human direction.
TechStock² Updates
