SentinelOne shares declined 6.4% in extended trading on Thursday after the cybersecurity company reported stronger-than-expected revenue for the second quarter but issued profit guidance below analyst expectations.
The company posted second-quarter revenue of $292 million, up 21% from $242.2 million a year earlier and exceeding the $290.15 million consensus estimate. Adjusted net income more than doubled to $28.5 million, compared with $13.2 million in the same period last year, while the adjusted profit margin widened to 10% from 5%.
For the current quarter, SentinelOne forecast adjusted earnings per share of 8 to 9 cents, below the 11-cent consensus estimate, and revenue between $309 million and $311 million, broadly in line with the $309.5 million estimate. For fiscal 2027, the company projected adjusted EPS of 30 to 32 cents, below the 35-cent consensus, with revenue forecasted at $1.202 billion to $1.207 billion, slightly above the $1.201 billion consensus.
Sales growth remains in the low-20% range, while adjusted profit has expanded more than fivefold the pace of revenue, reflecting improving operational efficiency. The company’s outlook contrasts with its recent performance, where revenue growth accelerated to $49.8 million year-over-year in the second quarter, and adjusted profit increased by approximately $15.3 million, or 116%.
