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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