SentinelOne
A security platform spanning endpoint, cloud, identity, data, and AI workflows.
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Profile
Security software sold through the Singularity platform, spanning endpoint/XDR, cloud, identity, data, and AI workflows. Its operating shape reflects expansion from endpoint protection into adjacent security-operations control points through acquisitions.
Built around the Singularity platform, the business began in endpoint security and XDR, then expanded into cloud, identity, data, and AI security. It sells security software to enterprise and government users, including large organizations.
Cloud coverage extends to workloads, containers, cloud storage, and agentless and agent-based protection through PingSafe. Attivo added identity threat detection and response capabilities for XDR and zero-trust workflows.
Prompt Security added protection for GenAI use, AI-related data leakage, and intelligent agents. The platform's breadth has been shaped by acquisitions that extend the original endpoint-security base into adjacent security-operations workflows.
Company facts
Categories
Key statistics
Year to date +47.3% · Average volume (30d) 7.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 28, 2026 | Canaccord Genuity | Target | $23 | $25 | |
| Aug 28, 2026 | UBS | Reiterate | Neutral | $16 | $24 |
| Aug 28, 2026 | Stephens | Reiterate | Overweight | $18 | $26 |
| Aug 28, 2026 | Bernstein | Reiterate | Outperform | $19 | $21 |
| Aug 28, 2026 | Morgan Stanley | Reiterate | Positive | $18 | $23 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026Q2 FY27 | $0.07 | $0.08 | +12.0% | $290.2M | $292.0M | +0.6% | −5.15% |
| May 28, 2026Q1 FY27 | $0.02 | $0.04 | +100.0% | $277.3M | $276.7M | −0.2% | −8.16% |
| Mar 12, 2026Q4 FY26 | $0.06 | $0.07 | +16.7% | $271.2M | $271.2M | 0.0% | +5.37% |
| Dec 4, 2025Q3 FY26 | $0.05 | $0.07 | +31.4% | $256.2M | $258.9M | +1.1% | −14.44% |
Financial highlights
| 12 quarters | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $229.0M | $242.2M | $258.9M | $271.2M | $276.7M | $292.0M | |
| Gross profit | $172.5M | $181.7M | $191.1M | $205.1M | $198.7M | $210.4M | |
| Operating income | −$87.5M | −$80.6M | −$73.3M | −$79.9M | −$77.8M | −$92.7M | |
| Net income | −$208.2M | −$72.0M | −$60.3M | −$110.2M | −$76.2M | −$93.4M | |
| Diluted EPS | −$0.63 | −$0.22 | −$0.18 | −$0.33 | −$0.23 | −$0.27 | |
| Gross margin | 75.3% | 75.0% | 73.8% | 75.6% | 71.8% | 72.1% | |
| Operating margin | -38.2% | -33.3% | -28.3% | -29.4% | -28.1% | -31.7% |
Fiscal years (4-quarter sums)FY22 $204.8M · FY23 $422.2M · FY24 $621.2M · FY25 $821.5M · FY26 $1.00B
Revenue by geography · Q2 FY27
Balance sheet, Jul 31, 2026Cash & short-term investments $655.2M · Total debt $0 · Total assets $2.38B · Shareholders' equity $1.45B
Dividends
No dividends on record.
Ownership
Shares outstanding 336.75M · Float 307.50M · 91.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| AQR Capital Management LLC | 23.33M | 6.93% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 23.08M | 6.85% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 19.51M | 5.79% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 14.60M | 4.33% | 13F | Aug 13, 2026 |
| First Trust Advisors LP | 10.95M | 3.25% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Tomer Weingarten | director, officer: President, CEO | −53,811 | $20.08 |
| Aug 6, 2026 | Robin Tomasello | officer: Chief Accounting Officer | −5,467 | $20.08 |
| Aug 6, 2026 | Keenan Michael Conder | officer: Chief Legal Officer & Sec'y | −26,374 | $20.08 |
| Aug 6, 2026 | Barry L. Padgett | officer: President and COO | −9,778 | $20.09 |
| Aug 6, 2026 | Ana G. Pinczuk | director, officer: President Product & Technology | −6,230 | $20.09 |
Peers
- CrowdStrike
AI-native platform spanning endpoint, cloud, identity, and SIEM
- Palo Alto Networks
Enterprise-to-cloud platform spanning XDR, CNAPP, and AI SecOps
- Microsoft
Integrated XDR across endpoints, identities, cloud, and SIEM
- Broadcom
Symantec and Carbon Black offer AI-driven endpoint security
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SentinelOne | $21.42 | −0.63% | $7.25B | — | 49.4 | 6.6 | +20.6% |
| CrowdStrike | $217.75 | −0.30% | $222.39B | 6,720.0 | 157.7 | 41.2 | +25.8% |
| Palo Alto Networks | $372.18 | +0.16% | $302.85B | 323.1 | 94.9 | 28.6 | +31.2% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Broadcom | $369.12 | +0.12% | $1.75T | 61.5 | 23.5 | 23.2 | +47.9% |
| Median | 192.3 | 60.5 | 25.9 | +28.5% |