NYSE$S

SentinelOne Inc. · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

SentinelOne reported Q4 FY2026 revenue of $271.2M (+20% YoY) with a GAAP net loss of $110.2M; non-GAAP net income margin was 9%.

For the fiscal fourth quarter ended January 31, 2026, SentinelOne surpassed $1B in annual revenue. Q4 revenue was $271.2 million (+20%) with ARR of $1.119 billion (+22%). GAAP net loss was $110.2 million ($0.33 per share); non-GAAP net income was $23.7 million.

  • Q4 revenue $271.2M (+20%); ARR $1.119B (+22%).
  • Surpassed $1B annual revenue in FY2026.
  • Non-GAAP operating margin 6% vs 1% prior year.
  • 1,667 customers with ARR >=$100K (+18%).
  • FY2027 guide: revenue $1.195-1.205B, non-GAAP EPS $0.32-0.38.

Headline financials

Total Revenue

$271M

Previous: $226M+20.3%
EPS (adj)

$0.07

Previous: -$0.22+131.8%
Net Income

-$110M

Previous: -$70.8M-55.7%
Operating Income

$79.9K

Previous: -$80.3M+100.1%
Gross Profit

$197K

Previous: $169M-99.9%

Revenue & EPS history

SentinelOne · Revenue · Quarterly

$271M

Q4 2026+20.3%vs Q4 2025
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

Q1 FY2027 revenue $276-278M; FY2027 revenue $1.195-1.205B with non-GAAP operating income $110-120M.

Tailwinds

  • Enterprise AI security platform driving larger deals.
  • First full-year non-GAAP operating profitability progress.

Headwinds

  • GAAP net loss margin (41)% in Q4.
  • Free cash flow margin slightly negative in Q4.

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 Q4 2026

Historical avgQ4 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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