Company / Finance

SentinelOne, Inc.

S · NYSE

S has an annual revenue baseline of $1.00B, latest revenue marker of $258.9M fiscal Q3 2026, annual net income of -$450.7M and cash of $169.6M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

Latest ReportMay 20, 2026SentinelOne: cybersecurity growth has to prove the path from AI security demand to durable cash flowView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

SentinelOne: cybersecurity growth has to prove the path from AI security demand to durable cash flow

S has an annual revenue baseline of $1.00B, latest revenue marker of $258.9M fiscal Q3 2026, annual net income of -$450.7M and cash of $169.6M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

May 20, 2026Research reportSlides available
SentinelOne, Inc.cybersecurity growth has to prove the path from AI security demaMay 20, 2026
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SentinelOne: cybersecurity growth has to prove the path from AI security demand to durable cash flowS has an annual revenue baseline of $1.00B, latest revenue marker of $258.9M fiscal Q3 2026, annual net income of -$450.7M and cash of $169.6M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.NYSEMay 20, 2026Research reportReadSlides