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Cybersecurity company SentinelOne shares drop 14% as forecast misses estimates

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Investing.com -- SentinelOne Inc (NYSE:S) shares were down 14% in extended trading after the cybersecurity firm issued a revenue forecast below Wall Street estimates.

But the company reported a 29% increase in fourth-quarter revenue to $225.5 million, which also beat analysts’ estimates of $222.24 million.

Adjusted earnings per share came in at $0.04, above estimates of $0.01.

SentinelOne said its annualized recurring revenue grew 27% to $920.1 million as of Jan. 31, while customers with ARR of $100,000 or more increased 25% to 1,411.

SentinelOne forecast first-quarter revenue of $228 million, below analysts' estimate of $235.5 million.

Full-year revenue guidance of $1.007 billion to $1.012 billion also came in below expectations of $1.03 billion.

“We’re focused on driving sustainable growth and improving margin in fiscal year 2026 and beyond,” said CEO Barbara Larson.

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