SentinelOne Résultats passés
Passé contrôle des critères 0/6
Les bénéfices de SentinelOne ont diminué à un taux annuel moyen de -13.7%, tandis que le secteur Software a vu ses bénéfices augmenter de en à 21.4% par an. Les revenus ont augmenté de en à un taux moyen de 36.9% par an.
Informations clés
-13.70%
Taux de croissance des bénéfices
23.81%
Taux de croissance du BPA
| Software Croissance de l'industrie | 17.33% |
| Taux de croissance des recettes | 36.95% |
| Rendement des fonds propres | -31.36% |
| Marge nette | -45.02% |
| Dernière mise à jour des bénéfices | 31 Jan 2026 |
Mises à jour récentes des performances passées
Recent updates
SentinelOne Isn't A Hypergrowth Story Anymore - And That's Why It's A Buy
Apr 22
S: AI Security Partnerships With Google Cloud And LevelBlue Will Support Long-Term Upside
Analysts have trimmed their price target on SentinelOne to $24.81 from $27.56, reflecting updated assumptions for slightly lower revenue growth, modestly softer profit margins, a small change in the discount rate, and a reduced future P/E outlook. What's in the News Entered a multi year collaboration with Google Cloud to co develop cyber defense solutions that integrate SentinelOne’s EDR, AI security, and AI native platform with Google Cloud infrastructure and threat intelligence, including support for data sovereignty and generative AI use cases (Key Developments).
S: AI Partnerships And Share Repurchases Will Support Balanced Long Term Outlook
Analysts have lowered their fair value price target on SentinelOne from $16.00 to $14.00, reflecting updated assumptions for revenue growth, profit margins and the discount rate applied to future earnings, while maintaining a similar outlook for the future price-to-earnings ratio. What's in the News SentinelOne entered a multi year collaboration with Google Cloud to co develop AI focused cyber defense solutions, expanding availability of its Singularity Platform across Google Cloud regions in North America, Frankfurt and Saudi Arabia, with an emphasis on data sovereignty and secure generative AI adoption (Client announcement).
S: AI Security And Cloud Partnership Expansion Will Drive Future Upside
Analysts now set a lower price target for SentinelOne at about $18.56 compared with the prior $21.15, reflecting updated assumptions for slightly lower revenue growth, profit margin and future P/E expectations. What's in the News SentinelOne and Cloudflare are expanding their partnership, integrating Cloudflare Logpush telemetry into the Singularity AI SIEM to give joint customers AI driven, real time threat detection and automated response across edge, endpoint, cloud, identity, and AI environments (Client Announcements).S: AI Security And Identity Expansion Will Support Long-Term Upside Potential
Analysts have trimmed their fair value estimate for SentinelOne from about $27.99 to $27.56, reflecting updated assumptions for slightly higher revenue growth, an adjusted profit margin outlook, and a modest change in the future P/E multiple. What's in the News SentinelOne appointed Sonalee Parekh as Chief Financial Officer, effective March 24, 2026.S: Expanded AI Security Platform Will Drive Long-Term Upside Potential
Analysts have trimmed their fair value estimate for SentinelOne from $29.42 to $27.99, reflecting updated assumptions around slightly higher revenue growth, a lower profit margin outlook, and a modestly reduced future P/E multiple. What's in the News Launched expanded AI Security Platform with new Data Security Posture Management capabilities aimed at protecting AI systems from data ingestion through runtime and helping organizations address privacy, regulatory, and data leakage risks across the AI lifecycle (Key Developments).S: Public Sector Certifications And Share Repurchases Will Support Constructive Long Term Outlook
Analysts have reaffirmed their price target for SentinelOne at $16, citing updated assumptions that combine a higher revenue growth outlook with slightly lower projected profit margins and a modestly reduced future P/E multiple. What's in the News SentinelOne expects revenue of $271 million for the fourth quarter and $1.001 billion for the full year ending January 31, 2026, according to its latest earnings guidance.S: Public Sector Compliance Gains Will Support Constructive Long Term Outlook
Analysts have kept their fair value estimate for SentinelOne steady at US$16.00. They cited only modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that did not justify a change in the price target.S: AI Security Expansion With Cloud Alliances Will Support Future Upside
Analysts have nudged their price target on SentinelOne slightly lower to about US$21.15 from roughly US$21.55, reflecting small adjustments to fair value, discount rate, revenue growth and profit margin assumptions in their models. What's in the News Chief Financial Officer Barbara Larson plans to resign around mid January 2026.S: AI Security Partnerships And CFO Transition Will Shape Balanced Outlook
Analysts have trimmed their price target on SentinelOne from 19.00 dollars to 16.00 dollars, reflecting slightly lower assumptions for long term growth, profitability and valuation multiples. What's in the News Chief Financial Officer Barbara Larson plans to resign in mid January 2026, with Chief Growth Officer Barry Padgett set to become interim CFO while the company searches for a permanent replacement (company filing, executive changes).S: AI Security Roadmap And Cloud Partnerships Will Drive Stronger Future Positioning
Analysts have trimmed their price target on SentinelOne to approximately 21.55 dollars from 23.50 dollars, reflecting slightly lower assumptions for long term revenue growth and profitability, along with a modestly reduced future earnings multiple. What's in the News Issued new guidance calling for fourth quarter 2026 revenue of 271 million dollars and full year revenue of 1,001 million dollars, signaling confidence in sustained top line growth (corporate guidance) Announced that Chief Financial Officer Barbara Larson plans to resign around mid January 2026.Partnerships With Lenovo And MSSPs Will Expand Market Reach In AI-native Cybersecurity
A marginal decline in SentinelOne’s net profit margin appears to underpin the slightly reduced analyst price target, which decreased from $23.10 to $22.71. What's in the News SentinelOne and Mimecast deepened their technology partnership, integrating real-time endpoint telemetry and behavior-based risk analytics to provide unified human risk visibility and targeted security interventions for joint customers.SentinelOne (S) Buyback And Widening Losses Raise New Questions For Investors
May 30
SentinelOne: One Of The Better Growth Names To Buy Today
Apr 19
Partnerships With Lenovo And MSSPs Will Expand Market Reach In AI-native Cybersecurity
Transformation into an AI-native cybersecurity platform and strategic partnerships are anticipated to drive revenue growth and expand market reach.SentinelOne's Selloff: Growth Concerns Loom Despite Profitability Milestones
Mar 13SentinelOne: Why A Major Rerating Is Likely Coming
Mar 03SentinelOne: Future Is Dependent On Scaling Its Emerging Products
Feb 18SentinelOne: Chasing The $375 Billion Cybersecurity Gold Rush
Jan 27SentinelOne: Focus On AI And Automation Is A Key Differentiator
Jan 04SentinelOne: Should Be Able To Maintain Expertise In Several Cybersecurity Niches
Dec 23SentinelOne: Q3 Earnings Dip Offers A Buying Opportunity
Dec 09Ventilation des recettes et des dépenses
Comment SentinelOne gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Jan 26 | 1,001 | -451 | 722 | 324 |
| 31 Oct 25 | 956 | -411 | 715 | 309 |
| 31 Jul 25 | 907 | -429 | 715 | 296 |
| 30 Apr 25 | 864 | -427 | 699 | 281 |
| 31 Jan 25 | 821 | -288 | 673 | 267 |
| 31 Oct 24 | 770 | -290 | 644 | 249 |
| 31 Jul 24 | 724 | -282 | 618 | 231 |
| 30 Apr 24 | 674 | -302 | 600 | 221 |
| 31 Jan 24 | 621 | -339 | 595 | 218 |
| 31 Oct 23 | 573 | -360 | 580 | 216 |
| 31 Jul 23 | 524 | -389 | 553 | 216 |
| 30 Apr 23 | 477 | -396 | 526 | 216 |
| 31 Jan 23 | 422 | -379 | 470 | 207 |
| 31 Oct 22 | 362 | -357 | 408 | 196 |
| 31 Jul 22 | 302 | -326 | 353 | 178 |
| 30 Apr 22 | 246 | -298 | 297 | 154 |
| 31 Jan 22 | 205 | -271 | 254 | 136 |
| 31 Oct 21 | 169 | -237 | 217 | 114 |
| 31 Jul 21 | 138 | -199 | 178 | 94 |
| 30 Apr 21 | 112 | -154 | 137 | 76 |
| 31 Jan 21 | 93 | -118 | 107 | 62 |
| 31 Jan 20 | 46 | -77 | 66 | 37 |
Des revenus de qualité: S n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: S n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: S n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 13.7% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de S au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: S n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Software ( 16% ).
Rendement des fonds propres
ROE élevé: S a un retour sur capitaux propres négatif ( -31.36% ), car il n'est actuellement pas rentable.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/04/29 20:33 |
| Cours de l'action en fin de journée | 2026/04/29 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
SentinelOne, Inc. est couverte par 49 analystes. 35 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |