S

MKT CAP:$5B

SentinelOne, Inc.

Market Cap

$5B

Technology·Software - Infrastructure·🇺🇸 United States·NYSE

Technology·Software Infra·🇺🇸·NYSE

Stock Price

$13.90-$0.74 (-5.05%)

Apr 23, 2026

Company Details

SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company's Extended Detection and Response (XDR) data stack that fuses together the data, access, control, and integration planes of endpoin...

CEO

Ana G. Pinczuk

IPO Date

Jun 30, 2021

Website

www.sentinelone.com

Key Metrics TTM

Revenue

$1.0B

+21.9% YoY

Net Income

-$451M

EPS (Diluted)

-$1.36

Free Cash Flow

$58M

Revenue / Share

$2.99

Gross Margin

74.9%

Operating Margin

-32.1%

Net Margin

-45.0%

FCF Margin

5.8%

P/S

4.8x

P/E

—

Earnings Reports

FY 2026

Mar 19, 2026

$1.0B+21.9%EPS -$1.37

Q4 2026

Mar 19, 2026

$271M+20.2%EPS -$0.33

Q3 2026

Dec 4, 2025

$259M+22.9%EPS -$0.18

Q2 2026

Aug 28, 2025

$242M+21.7%EPS -$0.22

Q1 2026

May 28, 2025

$229M+22.9%EPS -$0.63

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 23	$78M	$51M	-$90M
Q2 23	$103M	$66M	-$108M
Q3 23	$115M	$74M	-$104M
Q4 23	$126M	$86M	-$100M
Q1 24	$133M	$91M	-$115M
Q2 24	$149M	$105M	-$100M
Q3 24	$164M	$120M	-$81M
Q4 24	$174M	$126M	-$81M
Q1 25	$186M	$136M	-$81M
Q2 25	$199M	$148M	-$79M
Q3 25	$211M	$157M	-$89M
Q4 25	$226M	$169M	-$80M
Q1 26	$229M	$172M	-$87M
Q2 26	$242M	$182M	-$81M
Q3 26	$259M	$191M	-$73M
Q4 26	$271M	$205M	-$80M

Valuation

Quarter	P/S	P/E
Q1 23	38.2x	—
Q2 23	23.0x	—
Q3 23	17.9x	—
Q4 23	9.8x	—
Q1 24	10.1x	—
Q2 24	9.4x	—
Q3 24	7.9x	—
Q4 24	13.7x	—
Q1 25	10.0x	—
Q2 25	9.8x	—
Q3 25	10.7x	—
Q4 25	9.4x	—
Q1 26	7.0x	—
Q2 26	7.1x	—
Q3 26	6.2x	—
Q4 26	4.8x	—

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 23	-$49M	-$55M
Q2 23	-$62M	-$67M
Q3 23	-$60M	-$65M
Q4 23	-$22M	-$26M
Q1 24	-$28M	-$32M
Q2 24	-$12M	-$15M
Q3 24	-$22M	-$30M
Q4 24	-$6M	-$11M
Q1 25	$42M	$34M
Q2 25	$2M	-$5M
Q3 25	-$7M	-$13M
Q4 25	-$3M	-$9M
Q1 26	$52M	$45M
Q2 26	-$1M	-$7M
Q3 26	$21M	$16M
Q4 26	$4M	$4M

Capital Expenditures

Quarter	CapEx
Q1 23	$6M
Q2 23	$5M
Q3 23	$5M
Q4 23	$3M
Q1 24	$4M
Q2 24	$3M
Q3 24	$7M
Q4 24	$5M
Q1 25	$8M
Q2 25	$8M
Q3 25	$5M
Q4 25	$6M
Q1 26	$7M
Q2 26	$6M
Q3 26	$5M
Q4 26	$194.0K

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 23	+109.3%	+70.2%
Q2 23	+124.1%	+86.6%
Q3 23	+105.9%	+77.8%
Q4 23	+92.1%	+65.4%
Q1 24	+70.5%	+47.6%
Q2 24	+45.8%	+18.5%
Q3 24	+42.4%	+12.0%
Q4 24	+38.1%	+12.9%
Q1 25	+39.7%	+7.3%
Q2 25	+33.1%	+11.4%
Q3 25	+28.3%	+22.0%
Q4 25	+29.5%	+19.7%
Q1 26	+22.9%	+18.6%
Q2 26	+21.7%	+16.0%
Q3 26	+22.9%	+10.8%
Q4 26	+20.2%	+14.8%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 23	$32M	40.4%
Q2 23	$41M	40.0%
Q3 23	$46M	39.6%
Q4 23	$46M	36.6%
Q1 24	$56M	41.6%
Q2 24	$53M	35.4%
Q3 24	$55M	33.4%
Q4 24	$54M	30.8%
Q1 25	$59M	31.4%
Q2 25	$65M	32.5%
Q3 25	$70M	33.3%
Q4 25	$74M	32.9%
Q1 26	$69M	30.0%
Q2 26	$74M	30.5%
Q3 26	$75M	29.1%
Q4 26	$0	0.0%

OpEx Breakdown

Quarter	R&D	G&A	S&M	SG&A
Q1 23	$46M	$35M	$61M	—
Q2 23	$55M	$40M	$79M	—
Q3 23	$52M	$42M	$84M	—
Q4 23	$54M	$45M	$87M	—
Q1 24	$55M	$52M	$99M	—
Q2 24	$54M	$48M	$98M	—
Q3 24	$52M	$51M	$98M	—
Q4 24	$56M	$47M	$101M	—
Q1 25	$58M	$43M	$116M	—
Q2 25	$64M	$44M	$120M	—
Q3 25	$70M	$52M	$124M	—
Q4 25	$75M	$46M	$128M	—
Q1 26	$72M	$49M	$134M	—
Q2 26	$79M	$51M	$128M	—
Q3 26	$83M	$51M	$127M	—
Q4 26	$89M	—	—	$185M

Rule of 40

Quarter	Rev Growth %	EBITDA Margin %	Rule of 40
Q1 23	109.3%	-112.7%	-3.4
Q2 23	124.1%	-93.5%	30.5
Q3 23	105.9%	-76.6%	29.3
Q4 23	92.1%	-74.9%	17.2
Q1 24	70.5%	-72.0%	-1.6
Q2 24	45.8%	-52.2%	-6.4
Q3 24	42.4%	-36.0%	6.4
Q4 24	38.1%	-34.2%	3.9
Q1 25	39.7%	-36.2%	3.5
Q2 25	33.1%	-28.4%	4.7
Q3 25	28.3%	-31.4%	-3.1
Q4 25	29.5%	-25.8%	3.7
Q1 26	22.9%	-30.9%	-8.0
Q2 26	21.7%	-26.6%	-4.9
Q3 26	22.9%	-21.3%	1.6
Q4 26	20.2%	-29.4%	-9.2

Rule of 40

Revenue by Geography

Quarter	Non-US	United States
Q1 23	$26M	$53M
Q2 23	$34M	$68M
Q3 23	$42M	$74M
Q4 23	$44M	$82M
Q1 24	$47M	$86M
Q2 24	$54M	$96M
Q3 24	$61M	$103M
Q4 24	$62M	$113M
Q1 25	$68M	$118M
Q2 25	$73M	$126M
Q3 25	$78M	$133M
Q4 25	$83M	$142M
Q1 26	$87M	$142M
Q2 26	$93M	$150M
Q3 26	$104M	$155M
Q4 26	$108M	$163M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 23	$766M	$851M	$1.6B
Q2 23	$269M	$950M	$1.2B
Q3 23	$210M	$491M	$701M
Q4 23	$138M	$486M	$624M
Q1 24	$150M	$568M	$718M
Q2 24	$133M	$599M	$732M
Q3 24	$127M	$671M	$798M
Q4 24	$257M	$669M	$926M
Q1 25	$199M	$574M	$773M
Q2 25	$206M	$502M	$708M
Q3 25	$236M	$425M	$660M
Q4 25	$187M	$535M	$722M
Q1 26	$189M	$578M	$767M
Q2 26	$278M	$533M	$811M
Q3 26	$152M	$500M	$652M
Q4 26	$170M	$459M	$629M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 23	270M	+1.4%	+6.3%
Q2 23	277M	+2.9%	+7.4%
Q3 23	281M	+1.2%	+6.7%
Q4 23	284M	+1.0%	+6.7%
Q1 24	288M	+1.7%	+6.9%
Q2 24	293M	+1.7%	+5.7%
Q3 24	297M	+1.2%	+5.7%
Q4 24	301M	+1.6%	+6.3%
Q1 25	310M	+2.7%	+7.4%
Q2 25	313M	+1.0%	+6.6%
Q3 25	317M	+1.4%	+6.9%
Q4 25	321M	+1.4%	+6.7%
Q1 26	328M	+2.0%	+6.0%
Q2 26	331M	+0.9%	+5.9%
Q3 26	333M	+0.5%	+5.0%
Q4 26	335M	+0.6%	+4.2%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 23	$205.9K	380
Q2 23	$269.8K	380
Q3 23	$303.5K	380
Q4 23	$60.0K	2K
Q1 24	$63.5K	2K
Q2 24	$71.2K	2K
Q3 24	$78.2K	2K
Q4 24	$75.7K	2K
Q1 25	$81.0K	2K
Q2 25	$86.5K	2K
Q3 25	$91.6K	2K
Q4 25	$80.5K	3K
Q1 26	$81.8K	3K
Q2 26	$86.5K	3K
Q3 26	$92.5K	3K
Q4 26	$93.5K	3K

Revenue / Employee