SentinelOne S Q1 2026 Earnings Preview Upside Potential on Revenue Growth

Forward-Looking Analysis
SentinelOne is anticipated to report its Q1 2026 earnings with expected revenue reaching $1.03 billion, reflecting a year-over-year growth rate of 25.63%. Analysts predict an EPS of $0.02, indicating a substantial improvement from previous negative figures, and aligning with the forecast EPS growth of 86.66% projected for FY 2026. The average analyst price target for SentinelOne stock stands at $25.97, suggesting a potential 31.43% increase in stock price over the next twelve months. With 40 analysts providing coverage, the sentiment remains positive with a "Buy" rating, reflecting confidence in the company's ability to outperform the market. The forward PE ratio is expected to be 103.71, highlighting an optimistic outlook for profitability improvements as SentinelOne continues to expand its customer base and annualized recurring revenue.

Historical Performance Review
In the fourth quarter of 2025, SentinelOne reported revenue of $225.52 million, with a net loss of $70.79 million and an EPS of $-0.22. The company achieved a gross profit of $168.51 million, underscoring its ability to generate substantial revenue despite economic challenges. While the adjusted operating margin expanded, the overall financial results were mixed, indicating areas for improvement in profitability and operational efficiency.

Additional News
SentinelOne recently announced a significant increase in its annualized recurring revenue (ARR) by 27%, reaching $920.1 million as of January 31, 2025. The company also reported growth in customers with ARR of $100,000 or more, which grew 25% to 1,411. These achievements demonstrate SentinelOne's strong market presence and ability to attract and retain high-value clients. With a market capitalization of $6.2 billion, SentinelOne's strategic focus on expanding its customer base and enhancing its product offerings positions it favorably within the cybersecurity industry.

Summary & Outlook
SentinelOne's financial health exhibits positive momentum, driven by robust revenue growth and improvements in EPS projections. The company's expansion in high-value customer segments and ARR underlines its potential for sustained growth. Analysts maintain a bullish stance, supported by upgrades in price targets and favorable ratings. Risks remain tied to achieving profitability, but the projected EPS turnaround and strong customer growth suggest a promising outlook. As SentinelOne navigates economic headwinds, its strategic initiatives and market positioning are expected to bolster future performance.