SentinelOne Inc. (S) posted its first-quarter results after Thursday's closing bell, and investors weren't thrilled. The cybersecurity company missed analysts' revenue estimates and issued cautious forward guidance, sending shares sharply lower in after-hours trading.

Here's a look inside the numbers.

Q1 Details

SentinelOne reported adjusted earnings of four cents per share, beating the Street estimate of two cents. But revenue came in at $276.66 million, just shy of the $277.31 million consensus, according to market data.

Other highlights from the quarter:

• Annualized recurring revenue (ARR) grew 23% to $1.163 billion as of April 30, 2026.
• Customers with ARR of $100,000 or more increased 17% to 1,702.
• Non-GAAP gross margin was 77%, down from 79% a year ago.
• Non-GAAP operating margin improved to 4%, from negative 2% last year.

“We had a solid start to the year, highlighted by record net new ARR growth and a landmark milestone as our emerging solutions reached half of our total company ARR,” said CEO Tomer Weingarten. “We are actively pushing the frontier of autonomous, agentic defense across AI, Data, Cloud, and the Endpoint.”

Looking Ahead

For fiscal 2027, SentinelOne reaffirmed its adjusted EPS guidance of 32 to 38 cents (versus the 34-cent analyst estimate) and revenue guidance of $1.195 billion to $1.205 billion (versus the $1.206 billion estimate). That cautious outlook, combined with the revenue miss, weighed on the stock.

SentinelOne shares were down 16.48% to $15.05 in Thursday's extended trading.