SentinelOne Beats Q2 Estimates as Stock Nears 52‑Week High

A move into non-endpoint and AI security that may reshape long-term ARR growth leaves short-term revenue visibility unclear.

Overview

SentinelOne reported Q2 fiscal 2027 revenue of $292 million, non-GAAP EPS of $0.08, and ARR of $1.218 billion, each beating analyst estimates.
The company added $56 million of net new ARR and said non-endpoint offerings now make up more than half of ARR, signaling a strategic shift toward cloud, data, and AI security.
Shares fell about 4% in early premarket trading then climbed more than 10% on Thursday, leaving the stock trading near its 52-week high after a volatile market reaction.
Management raised the full-year revenue midpoint slightly but set Q3 and full-year non-GAAP EPS guidance below consensus and did not break out the current portion of remaining performance obligations.
SentinelOne ended the quarter with $813 million in cash, improved non-GAAP operating margin to 10%, wider GAAP net losses at a 32% margin, and lighter free cash flow partly due to severance costs.