SentinelOne Inc (S) just dropped its fourth-quarter report card, and investors are giving it a mixed review. The cybersecurity company managed to beat on the bottom line but missed on the top, and its look ahead to the current quarter is what's really putting pressure on the stock.

Here's the breakdown: SentinelOne reported revenue of $271.15 million for the quarter. That's a 20% jump from a year ago, but it also just barely missed the consensus estimate of about $271.16 million. On the profit side, things looked a bit better. The company posted adjusted earnings of seven cents per share, which edged out analyst expectations of six cents.

The company's recurring revenue engine is still humming. Its annualized recurring revenue (ARR) hit $1.12 billion as of January 31, up 22% year-over-year. It's also landing bigger customers; the number of clients generating $100,000 or more in ARR grew 18% to 1,667. The company ended the quarter with a healthy $769.6 million in cash and investments.

"Businesses of all sizes, including the world's largest enterprises, are standardizing on the Singularity platform as the foundation for securing AI and autonomous cybersecurity. Our continued upmarket success is driving larger deals and strong expansion onto a single, unified platform," said CEO Tomer Weingarten.

So far, so good. The problem for investors seems to be in the guidance. For the first quarter, SentinelOne expects revenue between $276 million and $278 million. That's roughly in line with the consensus estimate of $277.04 million. The real hiccup is on the earnings front. The company anticipates adjusted earnings of just one to two cents per share, which is well below the five cents per share analysts were looking for.

Looking further out, the company provided initial guidance for its full fiscal year 2027. It sees revenue in the range of $1.195 billion to $1.205 billion, compared to an estimate of $1.204 billion. For the full year, it expects adjusted earnings between 32 and 38 cents per share, which is actually above the consensus estimate of 30 cents.

Investors reacted swiftly to the mixed signals. After the closing bell, SentinelOne shares were down 5.37%, trading at $13.04. The company's quarterly conference call, where management will likely face questions about the soft Q1 earnings outlook, is scheduled for 4:30 p.m. ET.