EarningsShares of S traded down 14% despite relatively solid 3Q25 results, though net new ARR of $53.7MM was clearly below expectations.
Financial PerformanceSentinelOne's margin profile continues to lag peers, with an operating margin of -3% compared to CrowdStrike’s 8% at similar revenue scale.
Market EnvironmentThe stock is down approximately 11% year-to-date, indicating a challenging market environment for the company.