
Cybersecurity AI platform provider SentinelOne (NYSE: S) will be reporting results this Thursday after market close. Here’s what investors should know.
SentinelOne beat analysts’ revenue expectations last quarter, reporting revenues of $258.9 million, up 22.9% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates. It added 59 enterprise customers paying more than $100,000 annually to reach a total of 1,572.
Is SentinelOne a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting SentinelOne’s revenue to grow 20.2% year on year, slowing from the 29.5% increase it recorded in the same quarter last year.

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.
Looking at SentinelOne’s peers in the cybersecurity segment, some have already reported their Q4 results, giving us a hint as to what we can expect. CrowdStrike delivered year-on-year revenue growth of 23.3%, beating analysts’ expectations by 0.6%, and Varonis Systems reported revenues up 9.4%, topping estimates by 3.1%. CrowdStrike traded up 4.2% following the results while Varonis Systems was down 10.8%.
Read our full analysis of CrowdStrike’s results here and Varonis Systems’s results here.
Investors in the cybersecurity segment have had steady hands going into earnings, with share prices flat over the last month. SentinelOne is up 8.2% during the same time and is heading into earnings with an average analyst price target of $19.99 (compared to the current share price of $14.22).
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