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S reported Q1 FY2027 EPS of 4 cents, beating estimates by 100% as revenues rose 21% Y/Y.
ARR rose 23% to $1.16B, with customer growth reaching 1,702 accounts above $100K ARR.
S raised FY2027 outlook, lifting operating income and EPS guidance for the year ahead.
SentinelOne (S - Free Report) reported first-quarter fiscal 2027 earnings of 4 cents per share, which surpassed the Zacks Consensus Estimate by 100%. The company registered earnings of 2 cents per share in the year-ago quarter.
Revenues of $276.7 million increased 21% year over year but missed the consensus mark by 0.2%.
As of April 30, 2026, annualized recurring revenues (ARR) grew 23% year over year to $1.16 billion. Customers with more than $100,000 in ARR increased 17% year over year to 1,702, driven by continued momentum in enterprise expansion and strong adoption of the company’s platform solutions.
SentinelOne’s shares were up 0.39% at the time of writing this article. The company's shares have increased 20.1% in the year-to-date period, surpassing the Zacks Computer & Technology sector’s rise of 19.2%.
SentinelOne, Inc. Price, Consensus and EPS Surprise
Adjusted gross profit was 77% in the reported quarter, which contracted roughly 200 bps year over year.
Total operating expenses of $202.2 million increased 9.1% year over year due to higher research and development expenses (up 28.1% year over year), general and administrative expenses (up 11.1% year over year), partially offset by sales and marketing expenses (down 0.2% year over year).
Non-GAAP operating income totaled $10.5 million compared to an operating loss of $3.9 million in the year-ago quarter.
SentinelOne’s Balance Sheet Remains Strong
As of April 30, 2026, SentinelOne had cash, cash equivalents and investments of $812 million.
Operating cash flow was $38.5 million in the quarter.
Adjusted free cash flow was $61.4 million compared with $45.4 million reported in the year-ago quarter, while adjusted free cash flow margin improved to 22% from 20%.
S Offers Q2 and FY27 Guidance
For the second-quarter fiscal 2027, SentinelOne expects revenues between $289 million and $291 million.
The company expects non-GAAP operating income in the range of $23-$25 million.
Non-GAAP earnings are expected to be between 6 cents and 8 cents per share for the second-quarter fiscal 2027.
For fiscal 2027, revenues are still forecasted to be between $1.195 billion and $1.205 billion.
The company raised its non-GAAP operating income outlook to $115-$125 million.
Non-GAAP earnings are expected to be between 32 cents and 38 cents per share for fiscal 2027.
Micron Technology shares have soared 225% in the year-to-date period. The company is scheduled to release third-quarter fiscal 2026 results on June 24.
Ciena shares have returned 143.9% in the year-to-date period. The company is set to report second-quarter fiscal 2026 results on June 4.
Amphenol shares have gained 9.3% in the year-to-date period. The company is expected to report second-quarter fiscal 2026 results on July 29.
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SentinelOne Q1 Earnings Beat, Revenues Increase Y/Y, Shares Rise
Key Takeaways
SentinelOne (S - Free Report) reported first-quarter fiscal 2027 earnings of 4 cents per share, which surpassed the Zacks Consensus Estimate by 100%. The company registered earnings of 2 cents per share in the year-ago quarter.
Revenues of $276.7 million increased 21% year over year but missed the consensus mark by 0.2%.
As of April 30, 2026, annualized recurring revenues (ARR) grew 23% year over year to $1.16 billion. Customers with more than $100,000 in ARR increased 17% year over year to 1,702, driven by continued momentum in enterprise expansion and strong adoption of the company’s platform solutions.
SentinelOne’s shares were up 0.39% at the time of writing this article. The company's shares have increased 20.1% in the year-to-date period, surpassing the Zacks Computer & Technology sector’s rise of 19.2%.
SentinelOne, Inc. Price, Consensus and EPS Surprise
SentinelOne, Inc. price-consensus-eps-surprise-chart | SentinelOne, Inc. Quote
SentinelOne’s Operating Highlights
Adjusted gross profit was 77% in the reported quarter, which contracted roughly 200 bps year over year.
Total operating expenses of $202.2 million increased 9.1% year over year due to higher research and development expenses (up 28.1% year over year), general and administrative expenses (up 11.1% year over year), partially offset by sales and marketing expenses (down 0.2% year over year).
Non-GAAP operating income totaled $10.5 million compared to an operating loss of $3.9 million in the year-ago quarter.
SentinelOne’s Balance Sheet Remains Strong
As of April 30, 2026, SentinelOne had cash, cash equivalents and investments of $812 million.
Operating cash flow was $38.5 million in the quarter.
Adjusted free cash flow was $61.4 million compared with $45.4 million reported in the year-ago quarter, while adjusted free cash flow margin improved to 22% from 20%.
S Offers Q2 and FY27 Guidance
For the second-quarter fiscal 2027, SentinelOne expects revenues between $289 million and $291 million.
The company expects non-GAAP operating income in the range of $23-$25 million.
Non-GAAP earnings are expected to be between 6 cents and 8 cents per share for the second-quarter fiscal 2027.
For fiscal 2027, revenues are still forecasted to be between $1.195 billion and $1.205 billion.
The company raised its non-GAAP operating income outlook to $115-$125 million.
Non-GAAP earnings are expected to be between 32 cents and 38 cents per share for fiscal 2027.
SentinelOne’s Zacks Rank & Stocks to Consider
Currently, S carries a Zacks Rank #3 (Hold).
Micron Technology (MU - Free Report) , Ciena (CIEN - Free Report) and Amphenol (APH - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. MU and CIEN each sport a Zacks Rank #1 (Strong Buy), while APH carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Micron Technology shares have soared 225% in the year-to-date period. The company is scheduled to release third-quarter fiscal 2026 results on June 24.
Ciena shares have returned 143.9% in the year-to-date period. The company is set to report second-quarter fiscal 2026 results on June 4.
Amphenol shares have gained 9.3% in the year-to-date period. The company is expected to report second-quarter fiscal 2026 results on July 29.