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SentinelOne shares fall as FY2027 adjusted EPS guidance cut

SentinelOne reported Q2 adjusted EPS of 8 cents and revenue of $291.98 million, then cut FY2027 adjusted EPS guidance to 30–32 cents. Q3 outlook also trails consensus estimates.

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SentinelOne Inc. (NYSE: S ) shares are trading lower Friday after the company reported second-quarter financial results on Thursday after the market closed.

The company cut its fiscal-year 2027 adjusted earnings per share guidance below estimates.

SentinelOne stock is trending lower.

What’s driving S stock lower? Q2 Results Top Consensus SentinelOne reported adjusted earnings per share of 8 cents, beating the consensus estimate of 7 cents.

In addition, it reported revenue of $291.98 million, beating the consensus estimate of $290.25 million and representing 21% year-over-year growth.

Cash, cash equivalents, and investments totaled $813 million as of July 31.

Annualized recurring revenue grew 22% year-over-year to $1,218 million, while customers with ARR of $100,000 or more increased 13% to 1,715. “Q2 was an exceptional quarter of execution and demonstrated the power of our platform model.

We exceeded all top and bottom-line guided metrics, achieved record profitability and are raising our revenue and operating income outlook for fiscal year 2027,” said Sonalee Parekh, CFO of SentinelOne. “We are scaling the business with discipline, investing in key AI growth opportunities while driving substantial operating leverage.” Updates FY27 Guidance; Q3 EPS Outlook Below Estimates SentinelOne lowered its fiscal-year 2027 adjusted earnings per share guidance from 32 cents to 38 cents to a new range of 30 cents to 32 cents, versus the 35-cent consensus estimate.

The company raised its fiscal-year 2027 revenue guidance from $1.195 billion to $1.205 billion to between $1.202 billion and $1.207 billion, versus the $1.205 billion consensus estimate.

For the third quarter, SentinelOne sees adjusted earnings per share of 8 cents to 9 cents, versus the 11-cent consensus estimate, and revenue of $309 million to $311 million, versus the $309.442 million consensus estimate.

Read Also: Stock Market Today: S&P 500, Nasdaq 100 Futures Slip Ahead of Kevin Warsh's Jackson Hole Speech — MRVL, PYPL, IREN, GAP in Focus SentinelOne Shares Trade Lower S Price Action: At the time of publication, SentinelOne shares are trading 2.20% lower at $22.21, according to data Pro.

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