SentinelOne
ConvictionContext
Subscription SaaS: per-agent/per-module recurring licenses on the Singularity platform plus consumption-based data (AI SIEM / Data Lake) revenue; land in endpoint, expand into cloud, identity, data, and AI security; heavy channel/MSSP distribution
Revenue
$1,001.3M FY26ended Jan 31, 2026); Q1 FY27 $276.7M; ARR $1,163M (Apr 30, 2026Rev growth
+22% FY26+21% Q1 FY27 (ARR +23%, net-new ARR +55%); FY27 guide ~+20%Gross margin
77% non-GAAP / 72% GAAPQ1 FY27); 79% non-GAAP FY26Op margin
4% non-GAAP Q1 FY27GAAP -29%); FY27 guide ~10% non-GAAP ($115-125MCapex intensity
Low -- asset-light SaaS hosted on public cloudcapex not separately guidedMarket cap
~$6.0BJul 10, 2026; ~342.8M shares at $17.51The read
Where our coverage leans
Coverage leans bullish
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07· sign in (free) for the analyst summary; Pro unlocks full intelligence