SentinelOne Forecasts Q1 Profit of $0.01–$0.02, Revenue $276M–$278M

SS

SentinelOne projects adjusted profit per share of $0.01–$0.02 for fiscal Q1, missing the $0.05 consensus, and anticipates revenue of $276–$278 million, roughly matching estimates. In Q4, revenue climbed 20% to $271.2 million with adjusted earnings of $0.07 per share, surpassing the $0.06 forecast.

1. Profit Forecast

SentinelOne expects adjusted profit per share between $0.01 and $0.02 for Q1 2027, well below the $0.05 consensus. The company projects revenue of $276 million to $278 million, largely in line with market estimates.

2. Fourth-Quarter Results

For the quarter ended January 31, revenue rose 20 percent to $271.2 million while adjusted earnings reached $0.07 per share, beating the $0.06 forecast. The performance reflects continued subscription growth across the Singularity and Purple AI platforms.

3. Competitive and Macroeconomic Pressures

The firm faces stiff competition from CrowdStrike, Palo Alto Networks and Microsoft’s bundled security offerings, placing pressure on pricing power. A cautious macroeconomic environment and IT budget constraints could further temper growth momentum.

4. Finance Leadership Transition

Incoming finance chief Sonalee Parekh may influence guidance strategy as she settles into the role. Analysts anticipate a more conservative tone for fiscal 2027 initial guidance under the new finance leadership.

Sources

IMBF