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SentinelOne Hits $1B Revenue and Non-GAAP Profitability

Story Highlights
  • SentinelOne surpassed $1 billion in fiscal 2026 revenue, delivering 22% growth and non-GAAP operating profitability while expanding ARR and large enterprise customers.
  • Fiscal 2026 results showed improving margins and positive free cash flow, and fiscal 2027 guidance signals continued revenue growth and rising non-GAAP profitability in cybersecurity.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
SentinelOne Hits $1B Revenue and Non-GAAP Profitability

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SentinelOne ( (S) ) has shared an update.

On March 12, 2026, SentinelOne reported results for its fourth quarter and fiscal year 2026 ended January 31, 2026, surpassing $1 billion in annual revenue with 22% year-over-year growth and reaching full-year operating profitability on a non-GAAP basis. The company posted Q4 revenue of $271.2 million, up 20%, annualized recurring revenue of $1.12 billion, an 18% increase in large customers with ARR above $100,000, and improvements in operating, net income and cash flow margins, though GAAP results remained in loss territory.

For fiscal 2026, revenue rose to $1.0 billion from $821.5 million as SentinelOne maintained strong gross margins while converting to positive non-GAAP operating and free cash flow margins, signaling improving operating leverage. Management highlighted growing traction of its unified Singularity platform and continued upmarket momentum, while guidance for fiscal 2027 pointed to further revenue expansion and higher non-GAAP profitability, reinforcing the company’s drive toward sustainable, scaled growth in the competitive cybersecurity market.

The most recent analyst rating on (S) stock is a Buy with a $20.00 price target. To see the full list of analyst forecasts on SentinelOne stock, see the S Stock Forecast page.

Spark’s Take on S Stock

According to Spark, TipRanks’ AI Analyst, S is a Neutral.

The score is supported by improving cash-flow trajectory and a strong, low-leverage balance sheet, reinforced by earnings-call guidance pointing to ongoing growth and improving margins. Offsetting this, price action remains technically weak (below key moving averages with negative MACD), and valuation signals remain challenged due to negative earnings and no dividend support, with added uncertainty from the tax settlement liabilities.

To see Spark’s full report on S stock, click here.

More about SentinelOne

SentinelOne, Inc. is a cybersecurity company focused on autonomous, AI-driven protection for enterprises, delivered through its Singularity platform. The company’s customers range from small businesses to some of the world’s largest enterprises, including leaders in semiconductors, automotive, aviation, finance and smartphones, underscoring its positioning in high-end, security-sensitive markets.

Average Trading Volume: 8,091,383

Technical Sentiment Signal: Sell

Current Market Cap: $4.81B

Learn more about S stock on TipRanks’ Stock Analysis page.

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