SentinelOne, Inc. (S)

SentinelOne beat expectations on adjusted EPS while revenue came in line, based on preliminary results for the second fiscal quarter of 2027 reported August 27, 2026. Revenue rose 20.6% to roughly $292.0 million (up from about $242.2 million a year ago), with the United States contributing about $168.1 million of that total (+18.0% YoY) and International revenue reaching roughly $108.6 million (+25.4% YoY). On profitability, gross profit was about $210.4 million and gross margin was 72.1%, while operating income was a loss of roughly $92.7 million for an operating margin of -31.7%. Net income was a loss of about $93.4 million, down 29.7% from a loss of about $72.0 million a year ago. Adjusted EPS of $0.08 topped the $0.07 estimate (+12%) and was up from $0.04 a year ago, while revenue of $292.0 million was in line with the $290.2 million estimate (+0.6%). The quarter included negative operating cash flow of roughly $6.5 million. For the next period, consensus calls for EPS of $0.11 on revenue of $309.6 million.