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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