SentinelOne Q3 revenue slightly beats estimates; CFO Barbara Larson to leave

Overview

• Cybersecurity firm SentinelOne Q3 FY2026 revenue rises 23% yr/yr, slightly beating analyst expectations

• ARR increased 23% yr/yr to $1.055 bln as of October 31, 2025

• CFO Barbara Larson to leave, Barry Padgett named interim CFO

Outlook

• SentinelOne projects Q4FY26 revenue of $271 mln

• Company expects FY2026 revenue to reach $1.001 bln

• SentinelOne anticipates FY2026 non-GAAP operating margin of 3%

Result Drivers

• AI PLATFORM DEMAND - Co attributes revenue growth to increased demand for its AI-native security platform

• EARLY-MOVER ADVANTAGE - Co cites early-mover advantage in AI for Security and Security for AI as resonating with customers

• DISCIPLINED EXECUTION - CFO Barbara Larson highlights disciplined execution leading to new profitability milestones

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 14 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the software peer group is "buy"

• Wall Street's median 12-month price target for SentinelOne Inc is $24.00, about 41.5% above its December 3 closing price of $16.96

• The stock recently traded at 56 times the next 12-month earnings vs. a P/E of 70 three months ago

Press Release: ID:nBw4ytGvla

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)