NYSE$S

SentinelOne Inc. · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

SentinelOne reported Q1 2026, revenue of $229M, net loss of $208.2M, diluted EPS of $-0.65.

For Q1 2026, SentinelOne reported revenue of $229M, a net loss of $208.2M, diluted EPS was $-0.65. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Revenue $229M.
  • Net loss $208.2M.
  • Diluted EPS $-0.65.
  • SentinelOne MD&A highlights liquidity, capital, and core trends.
  • Segment and macro factors shape year-over-year comparisons.

Headline financials

Total Revenue

$229M

Previous: $186M+22.9%
EPS (adj)

-$0.65

Previous: -$0.23-182.6%
Annualized Recurring Revenue

$948M

No prior period
Customers with ARR of $100,000 or more

1.5K

Previous: 1.2K+22.0%
GAAP gross margin

75.0%

Previous: 73.0%+2.7%
Non-GAAP gross margin

79.0%

Previous: 79.0%+0.0%
GAAP operating margin

-38.0%

Previous: -43.0%+11.6%
Non-GAAP operating margin

-2.0%

Previous: -6.0%+66.7%
GAAP net loss margin

-91.0%

Previous: -38.0%-139.5%
Non-GAAP net income margin

3.0%

Previous: 0.0%
Free cash flow margin

20.0%

Previous: 18.0%+11.1%
Capital Expenditures

-$146K

Previous: -$886K+83.5%
Free Cash Flow

-$208M

Previous: -$71M-193.5%
Net Income

-$208M

Previous: -$70.1M-197.0%
Operating Income

-$87.5M

Previous: -$80.6M-8.5%
Gross Profit

$172M

Previous: $136M+26.6%

Revenue & EPS history

SentinelOne · Revenue · Quarterly

$229M

Q1 2026+22.9%vs Q1 2025
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

Enterprise software vendors emphasize ARR, cloud consumption, and operating efficiency.

Tailwinds

  • Subscription and remaining performance obligation growth.
  • AI product attach and upsell.
  • Margin expansion and cash flow.

Headwinds

  • Macro IT budget scrutiny elongates deals.
  • Competitive pricing pressure.
  • Stock-based compensation and dilution.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-2.9%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-6.5%

Avg return

30 days after

40%

10 / 25 earnings

Positive

+18.6%

Q4 2022

Best reaction

-37.1%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-8.3%-9.7%
Q4 2026+5.5%+4.4%-13.4%
Q3 2026-14.4%-10.2%-13.7%
Q2 2026+7.2%+2.3%+3.1%
Q1 2026-11.5%-7.7%-9.3%
Q4 2025-5.5%+0.4%-8.9%
Q3 2025-9.7%-10.5%-17.2%
Q2 2025-1.8%-5.3%-3.7%
Q1 2025-18.8%-16.9%+1.6%
Q4 2024-16.7%-17.1%-22.3%
Q3 2024+15.2%+18.6%+16.1%
Q2 2024+5.7%+9.9%+3.6%
Q1 2024-37.1%-36.0%-29.4%
Q4 2023+11.3%+8.0%+25.6%
Q3 2023-2.0%+7.9%-6.9%
Q2 2023-7.8%-9.3%-8.3%
Q1 2023+5.8%-3.0%-1.3%
Q1 2022+5.8%-3.0%-1.3%
Q4 2020-4.0%-4.0%-26.3%
Q4 2022+18.6%+37.3%+25.6%
Q3 2021+3.5%-4.4%-8.8%
Q3 2022+8.0%+11.8%-3.7%
Q4 2021-7.6%+2.2%-17.2%
Q2 2021-7.6%+2.2%-17.2%
Q2 2022-7.0%-14.1%-23.0%
Q1 2021
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014

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