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NYSE · US · Software - Infrastructure

S SentinelOne

AI-native endpoint security

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$25.32
+5.50% today
1W
+16.6%
1M
+13.1%
3M
+38.1%
YTD
+68.8%
1Y
+43.5%
Off 52w high
−3.6%
Market cap$8.35B
P/E (trailing)—Forward 52.1
EV / sales6.5×EV/EBITDA -30.2×
Revenue (TTM)$1.10BGrowth 20.6% y/y
Margins72.5%gross · op -22.7%
Free cash flow$297MCash $655M · debt $0
Analyst target$24.92−1.6% upside · 30 analysts · buy
Riskβ 0.71Short 5.6% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

S · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-27EarningsMiss / cut

    Reported EPS -0.27 vs -0.23 expected (-16.5% surprise).

  2. 7
    2026-05-28EarningsBeat / raise

    Reported EPS 0.04 vs 0.02 expected (+88.1% surprise).

  3. 6
    2026-03-12EarningsBeat / raise

    Reported EPS 0.07 vs 0.06 expected (+19.1% surprise).

  4. 5
    2025-12-04EarningsMiss / cut

    Reported EPS -0.18 vs -0.17 expected (-2.9% surprise).

  5. 4
    2025-08-28EarningsMiss / cut

    Reported EPS -0.22 vs -0.19 expected (-14.9% surprise).

  6. 3
    2025-05-28EarningsBeat / raise

    Reported EPS 0.02 vs 0.02 expected (+23.8% surprise).

  7. 2
    2025-03-12EarningsBeat / raise

    Reported EPS 0.04 vs 0.01 expected (+198.5% surprise).

  8. 1
    2024-03-13EarningsBeat / raise

    Reported EPS -0.02 vs -0.04 expected (+52.1% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-27-0.23-0.27−16.5%
2026-05-280.020.04+88.1%
2026-03-120.060.07+19.1%
2025-12-04-0.17-0.18−2.9%
2025-08-28-0.19-0.22−14.9%
2025-05-280.020.02+23.8%
2025-03-120.010.04+198.5%
2024-08-27—0.01+401.2%
2024-03-13-0.04-0.02+52.1%
2023-12-05-0.08-0.03+63.7%
2023-08-31-0.14-0.08+43.8%
2023-06-01-0.37-0.37+1.0%
2023-03-14-0.16-0.13+16.3%
2022-12-06-0.22-0.16+27.1%
2022-08-31-0.25-0.2+21.4%
2022-06-01-0.24-0.21+11.1%
2022-03-15-0.18-0.17+7.7%
2021-12-07-0.18-0.15+17.6%
2021-09-08-0.2-0.2−1.1%

About SentinelOne

Website ↗

SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company's Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. It also offers generative AI-security agent (Purple AI), security information and event management, endpoint security, cloud security, identity security, exposure and vulnerability management, and threat services. The company has a collaboration with Amazon Web Services (AWS) to deliver unified AI governance for customers building on Amazon Bedrock. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorpo…

2,800 employees · Mountain View, United States

AI agents and AI-written attacks expand the attack surface faster than security teams can hire. Spend shifts to platforms that use AI to defend AI workloads.

Threats→Detection→Platform→Response

What would prove us wrong. Weakens if net-new ARR decelerates across the group while breach activity stays high.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
CRWD
CrowdStrike
Endpoint and cloud security platform $260.3+1.04%+3.2%+122.1%
PANW
Palo Alto Networks
Network, cloud and identity security platform $390.5+2.61%+4.2%+112.0%
ZS
Zscaler
Zero-trust security for AI traffic $260.0+1.89%+34.7%+15.6%
FTNT
Fortinet
Firewalls and secure networking $183.8+2.14%+6.0%+131.5%
NET
Cloudflare
Edge network, AI inference and bot defence $330.6+1.50%−5.3%+67.7%
OKTA
Okta
Identity for people and AI agents $221.0+3.73%+13.2%+155.6%
CHKP
Check Point Software
Network and cloud security $160.0+0.62%+21.9%−13.8%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.