SentinelOne to report strong earnings growth and innovative solutions in cybersecurity market

From Nasdaq: 2025-05-26 12:48:00

SentinelOne is set to report first-quarter fiscal 2026 results on May 28, following a strong fourth quarter in fiscal 2025. Revenue rose 29% year over year to $225.5 million, with net new ARR at $60 million and international revenue up 36%. EPS came in at 4 cents, beating estimates.

Estimates for SentinelOne’s fiscal first-quarter EPS are steady at 2 cents per share, with revenue expected to reach $228 million, a 22.4% increase year over year. For fiscal 2026, revenue growth is projected at 22.7% and a 280% improvement in the bottom line is anticipated.

Despite no clear earnings beat prediction, SentinelOne continues to expand with AI solutions driving over 300 deals in the last quarter. The company’s focus on AI-driven tools and strategic wins in cloud and data security positions it well for growth and innovation in the cybersecurity market.

SentinelOne’s stock has underperformed industry peers in the past three months but remains a contender in the market. With a slight premium in valuation compared to its sector, the company’s focus on AI-driven solutions and margin improvement sets a promising path for future growth and profitability.

As SentinelOne gears up to report its fiscal first-quarter results, the company faces near-term challenges balanced with long-term growth opportunities. With key growth vectors like AI SIEM and cloud security driving traction, the company aims to surpass $1 billion in revenues and ARR in fiscal 2026, backed by innovation and operational discipline.



Read more at Nasdaq: SentinelOne Gears Up to Post Q1 Earnings: Buy, Sell or Hold the Stock?