Cybersecurity AI platform provider SentinelOne (NYSE: S) will be reporting earnings this Thursday afternoon. Here’s what to expect.
SentinelOne met analysts’ revenue expectations last quarter, reporting revenues of $242.2 million, up 21.7% year on year. It was a mixed quarter for the company, with an impressive beat of analysts’ EBITDA estimates but a significant miss of analysts’ billings estimates. It added 54 enterprise customers paying more than $100,000 annually to reach a total of 1,513.
Is SentinelOne a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting SentinelOne’s revenue to grow 21.6% year on year to $256.1 million, slowing from the 28.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.05 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. SentinelOne has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 1.7% on average.
Looking at SentinelOne’s peers in the cybersecurity segment, some have already reported their Q3 results, giving us a hint as to what we can expect. CrowdStrike delivered year-on-year revenue growth of 22.2%, beating analysts’ expectations by 1.6%, and Varonis Systems reported revenues up 9.1%, falling short of estimates by 2.7%. CrowdStrike traded up 1,517% following the results while Varonis Systems was down 23.6%.
Read our full analysis of CrowdStrike’s results here and Varonis Systems’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the cybersecurity stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.1% on average over the last month. SentinelOne is down 5.3% during the same time and is heading into earnings with an average analyst price target of $23.39 (compared to the current share price of $16.73).
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