NYSE$S

SentinelOne Inc. · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

SentinelOne reported Q3 2026, revenue of $258.9M, diluted EPS of $-0.33.

For Q3 2026, SentinelOne reported revenue of $258.9M, diluted EPS was $-0.33. Management discusses operating trends, capital allocation, and outlook in the earnings release or periodic filing.

  • Revenue $258.9M.
  • Diluted EPS $-0.33.
  • SentinelOne highlights liquidity, costs, and near-term priorities.

Headline financials

Total Revenue

$259M

Previous: $211M+22.9%
EPS (adj)

-$0.33

Previous: -$0.25-32.0%
Annualized Recurring Revenue

$1.06B

Previous: $859M+22.9%
Customers with ARR of $100,000 or more

1.6K

Previous: 1.3K+20.0%
GAAP gross margin

74.0%

Previous: 75.0%-1.3%
Non-GAAP gross margin

79.0%

Previous: 80.0%-1.3%
GAAP operating margin

-28.0%

Previous: -42.0%+33.3%
Non-GAAP operating margin

7.0%

Previous: -5.0%+240.0%
GAAP net loss margin

-23.0%

Previous: -37.0%+37.8%
Non-GAAP net income margin

10.0%

Previous: 0.0%
Free cash flow margin

6.0%

Previous: -6.0%+200.0%
Capital Expenditures

-$519K

Previous: -$1.67M+68.8%
Free Cash Flow

-$60.8M

Previous: -$80M+24.0%
Net Income

-$60.3M

Previous: -$78.4M+23.1%
Operating Income

-$73.3M

Previous: -$89.1M+17.7%
Gross Profit

$191M

Previous: $157M+21.4%

Revenue & EPS history

SentinelOne · Revenue · Quarterly

$259M

Q3 2026+22.9%vs Q3 2025
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

The filing outlines SentinelOne's outlook, including operating priorities, capital allocation, and key risks, with specific numeric guidance where management provided it.

Tailwinds

  • SentinelOne cites execution on growth initiatives and balance-sheet flexibility.
  • Management emphasizes capital allocation and operational priorities in the filing.

Headwinds

  • Loss-making or breakeven GAAP results reflect growth investment and scale timing.
  • Macro, pricing, and competitive pressure may affect margins.
  • One-time items and segment mix can affect quarter-to-quarter comparability.

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 Q3 2026

Historical avgQ3 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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