SentinelOne, Inc. (S) Stock Analysis
Technology · Software - Infrastructure · NYSE
SentinelOne, Inc. (S) posted $1.00B in revenue for fiscal 2026 (up 21.9% year over year), with a net loss of $450.74M, and has compounded revenue about 60.8%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on SentinelOne, Inc.
SentinelOne, Inc. has grown revenue from $46.47M to $1.00B over the last 7 fiscal years, compounding about 60.8% a year. The most recent year was up 21.9%, so growth has cooled from its longer-run pace.
Net margin sits at -45%, down 9.9 points year over year on a 74.1% gross margin.
At today's valuation the market is pricing in roughly 29.3% annual free-cash-flow growth. The one thing worth a second look in the filings is share count rising (dilution).
Synthesised from SentinelOne, Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
SentinelOne, Inc. revenue & earnings — last 7 fiscal years
| Metric | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Revenue | $46.47M | $93.06M | $204.80M | $422.18M | $621.15M | $821.46M | $1.00B |
| Gross profit | $28.14M | $53.72M | $123.12M | $278.00M | $441.87M | $610.36M | $742.10M |
| Net income | $-76.57M | $-117.57M | $-271.10M | $-378.68M | $-338.69M | $-288.44M | $-450.74M |
| Net margin | -164.8% | -126.3% | -132.4% | -89.7% | -54.5% | -35.1% | -45.0% |
Source: SentinelOne, Inc. SEC filings (10-K).
SentinelOne, Inc.: 2 potential red flags in the filings
Patterns in the filed statements worth a second look — computed and cited, not AI guesswork, and not a signal to sell. The kind of thing that hides in a 10-K.
- Share count rising (dilution)Shares outstanding grew 17.8% over 3 years (286.8M → 337.8M) — existing holders' stakes are being diluted.
- Currently unprofitableThe latest fiscal year was a net loss (net margin -45.0%).
What growth is priced into S stock?
At today's market cap of $4.95B, SentinelOne, Inc. is priced for free-cash-flow growth of about 29.3% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $51.69M from the FY ending 2026-01-31). For comparison, revenue 60.8%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 7 years of SentinelOne, Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
Open the interactive view — freeSentinelOne, Inc. financial history by metric
About SentinelOne, Inc.
SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company's Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. It also offers generative AI-security agent (Purple AI), security information and event management, endpoint security, cloud security, identity security, exposure and vulnerability management, and threat services. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.
SentinelOne, Inc. — frequently asked questions
What is SentinelOne, Inc.'s revenue?
SentinelOne, Inc. (S) reported revenue of $1.00B for fiscal year 2026, up 21.9% from the prior year, according to its SEC filings.
Is SentinelOne, Inc. profitable?
No — S reported a net loss of $-450.74M in fiscal 2026.
What is S's P/E ratio?
SentinelOne, Inc. trades at a price-to-earnings ratio of about 0.0 based on the latest data in our nightly-refreshed cache.
How fast is SentinelOne, Inc. growing?
S's revenue grew at roughly 60.8% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does SentinelOne, Inc. have?
As of fiscal year 2026, S carried roughly $0 in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is SentinelOne, Inc.'s gross margin?
S's gross margin was 74.1% in fiscal 2026 — gross profit of $742.10M on revenue of $1.00B.
What is SentinelOne, Inc.'s market cap?
SentinelOne, Inc. (S) has a market capitalization of about $4.95B, based on the latest data in our nightly-refreshed cache.
When does SentinelOne, Inc.'s fiscal year end?
S's fiscal year ends in January. Its most recent annual filing covers the fiscal year ending 2026-01-31.
What growth is priced into S stock?
At today's market cap of $4.95B, SentinelOne, Inc. is priced for free-cash-flow growth of about 29.3% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $51.69M from the FY ending 2026-01-31). For comparison, revenue 60.8%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from SentinelOne, Inc.'s official SEC filings (10-K and 10-Q), covering 7 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.