SentinelOne Inc
NYSE:S
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
S
|
SentinelOne Inc
NYSE:S
|
US |
|
N
|
Ningbo Homelink Eco-iTech Co Ltd
SZSE:301193
|
CN |
|
Y
|
Yenher Holdings Bhd
KLSE:YENHER
|
MY |
|
Y
|
Yinson Holdings Bhd
KLSE:YINSON
|
MY |
|
Z
|
Zooplus AG
XETRA:ZO1
|
DE |
SentinelOne Inc
SentinelOne Inc., born out of the relentless drive for innovation in cybersecurity, has carved a niche by transforming how enterprises protect their digital assets. Founded in 2013, the company was established with the mission to revolutionize endpoint security through automation and machine learning. At its core, SentinelOne’s technology harnesses artificial intelligence to identify and neutralize threats in real-time, offering a proactive approach to endpoint protection. Unlike traditional antivirus software that relied on signature-based detection, SentinelOne’s platform intelligently predicts and prevents cyber threats by analyzing vast amounts of data across networks, making it a preferred choice for organizations aiming for comprehensive security.
The company's business model is largely subscription-based, with revenue generated from licensing its software-as-a-service (SaaS) platform. SentinelOne offers a tiered pricing structure, providing clients with the flexibility to choose packages tailored to their specific needs, whether it be advanced threat protection, endpoint detection and response, or extended detection and response capabilities. The growth of SentinelOne is bolstered by the increasing demand for robust cybersecurity solutions in a digitally transforming world, driving enterprises towards cloud-based defenses. Through continuous innovation and strategic acquisitions, the company strategically expands its capabilities, providing clients with a more comprehensive security ecosystem while securing a robust revenue stream from its esteemed clientele.
SentinelOne Inc., born out of the relentless drive for innovation in cybersecurity, has carved a niche by transforming how enterprises protect their digital assets. Founded in 2013, the company was established with the mission to revolutionize endpoint security through automation and machine learning. At its core, SentinelOne’s technology harnesses artificial intelligence to identify and neutralize threats in real-time, offering a proactive approach to endpoint protection. Unlike traditional antivirus software that relied on signature-based detection, SentinelOne’s platform intelligently predicts and prevents cyber threats by analyzing vast amounts of data across networks, making it a preferred choice for organizations aiming for comprehensive security.
The company's business model is largely subscription-based, with revenue generated from licensing its software-as-a-service (SaaS) platform. SentinelOne offers a tiered pricing structure, providing clients with the flexibility to choose packages tailored to their specific needs, whether it be advanced threat protection, endpoint detection and response, or extended detection and response capabilities. The growth of SentinelOne is bolstered by the increasing demand for robust cybersecurity solutions in a digitally transforming world, driving enterprises towards cloud-based defenses. Through continuous innovation and strategic acquisitions, the company strategically expands its capabilities, providing clients with a more comprehensive security ecosystem while securing a robust revenue stream from its esteemed clientele.
Revenue: Q4 revenue was $271 million, up 20% year‑over‑year; fiscal 2026 revenue topped $1.0 billion, up 22% for the year.
ARR Momentum: Total ARR grew 22% and SentinelOne added a record $64 million of net new ARR in Q4, the third consecutive quarter above ARR expectations.
Platform Adoption: Cross‑product adoption accelerated — customers using 3+ solutions rose to 65% of enterprise customers — helping ARR per customer hit a company record.
AI & Data Tailwinds: Management highlighted AI security, data, and Wayfinder services as the fastest growing areas (Prompt/Prompt Security ARR more than doubled sequentially; Data ARR surpassed $130 million; Wayfinder crossed $100 million ARR).
Profitability Path: Fiscal '26 delivered full‑year operating profitability (operating margin expanded to 3.5% for the year); FY‑27 guide implies an operating margin of ~10% and EPS of $0.32–$0.38 for the full year.
Balance Sheet & Capital: $770 million in cash, cash equivalents and investments, no debt; repurchased 6.5 million shares in the quarter (total repurchases $12.2 million for fiscal '26).
Guidance: FY‑27 revenue $1.195B–$1.205B (about 20% growth at midpoint); Q1 revenue $276M–$278M; FY‑27 operating income $110M–$120M; FY‑27 EPS $0.32–$0.38.
Execution & GTM: Management emphasized disciplined go‑to‑market spending, partner‑led growth (strong MSSP/hyperscaler traction), and continued hiring discipline as Sonalee Parekh joins as CFO.
