Cybersecurity AI platform provider SentinelOne (NYSE: S) will be reporting results this Thursday afternoon. Here’s what to expect.
SentinelOne met analysts’ revenue expectations last quarter, reporting revenues of $229 million, up 22.9% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ EBITDA estimates but a miss of analysts’ billings estimates. It added 48 enterprise customers paying more than $100,000 annually to reach a total of 1,459.
Is SentinelOne a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting SentinelOne’s revenue to grow 21.7% year on year to $242.1 million, slowing from the 33.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.03 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. SentinelOne has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.7% on average.
Looking at SentinelOne’s peers in the cybersecurity segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Varonis Systems delivered year-on-year revenue growth of 16.7%, beating analysts’ expectations by 2.8%, and Okta reported revenues up 12.7%, topping estimates by 2.3%. Varonis Systems traded up 5.3% following the results.
Read our full analysis of Varonis Systems’s results here and Okta’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 5.1% on average over the last month. SentinelOne is down 15.6% during the same time and is heading into earnings with an average analyst price target of $22.71 (compared to the current share price of $16.55).
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