SentinelOne, Inc.

SentinelOne, Inc.

SInfrastructure

SentinelOne is a cybersecurity company that built an AI-powered platform for autonomous endpoint, cloud, and identity protection.

Key figures

Data as of Jul 2026 · Pills compare vs Apr 2026
ARR Multiple
7.1x
+1.5x
ARR
$1.2B
+5.5%
YoY Growth
20.6%
-0.2pp
Market Cap
$8.3B
+26.0%
Revenue (Q)
$292M
+5.5%
Gross Margin
72.1%
+0.3pp
Op. Margin
-31.1%
-2.3pp
Rule of 40
-10.5
-4.7
Magic Number
0.46
+0.30

Revenue, margins & ratios from SEC filings; market cap & ARR multiple from market data. Market cap & ARR multiple use the close of 13 Oct 2026; their pills compare vs the Jul 2026 quarter-end (5.7x).

Valuation by quarter

Current ARR Multiple: 5.7x· Forward at Q3 FY2027 guidance: 5.3x

Calculated valuation

FRAMEWORK EST.
Valuation data is not available for this company.

Strategy recommendations

Levers ranked by valuation impact
No recommendations for this company.
AI Replacement RiskLOW
8/ 100
LowModerateElevatedHigh

Estimated likelihood that general-purpose AI replaces this product.

Open AI Risk Calculator →

Why this rating

From the AI Risk Calculator model

Structural moats (regulation, integration depth, or proprietary data) make AI-only replacement unlikely in the near term.

What's driving the score
SecurityCategory baseline
low base
Workflow complexity5/5
-12 risk
Data moat3/5
-1 risk
Integration depthHigh
-10 risk
SegmentEnterprise
-8 risk
IndustryOther
neutral
Own AI integration3/5
-1.6 risk

Company overview

SentinelOne is a cybersecurity company that built an AI-powered platform for autonomous endpoint, cloud, and identity protection. Tomer Weingarten and Almog Cohen founded it in 2013 in Mountain View, California. The founding idea was that cybersecurity should be driven by AI models that detect and respond to threats on their own, without a human needing to intervene every time.

The Singularity Platform is an extended detection and response system that unifies endpoint protection, cloud workload security, identity threat detection, and network security under one AI-driven architecture. The patented Behavioral AI engine monitors system activity in real time and detects threats based on behavioral patterns, not signature databases that only catch known malware.

Singularity Endpoint provides next-generation antivirus, EDR, and endpoint protection. The autonomous response capability is the key differentiator. When a threat is detected, the platform automatically contains it, kills malicious processes, remediates affected files, and rolls back endpoints to their pre-attack state. No waiting for a human analyst. In a ransomware scenario, that speed can mean the difference between losing a few files and losing an entire network.

Singularity Cloud Security protects cloud workloads, containers, and Kubernetes environments. Singularity Identity detects identity-based attacks against Active Directory and Azure AD. Singularity Data Lake stores and analyzes massive volumes of security telemetry.

Purple AI is the generative AI security analyst. It lets users investigate threats, write hunting queries, and analyze data using natural language. Purple AI translates plain-language questions into complex queries across the Data Lake, dramatically cutting investigation time.

The company serves organizations of all sizes with particular strength in tech, financial services, healthcare, and government. The go-to-market mixes direct enterprise sales with resellers, managed security service providers, and tech partners. SentinelOne competes mainly with CrowdStrike, Microsoft, and legacy endpoint vendors.

Annual recurring revenue is roughly $800 million with gross margins around 74%. Revenue is subscription-based. Net revenue retention exceeds 110%. The company has made meaningful progress toward profitability.

With about 2,500 employees and a growing customer base, SentinelOne has become a significant player in cybersecurity by betting on autonomous, AI-driven threat detection and response.

Entity information

Industry7372: Services-Prepackaged Software
Fiscal YearJan 31
IncorporatedDelaware
Phone(855) 868-3733
Address444 CASTRO STREET, SUITE 400, MOUNTAIN VIEW, CA, 94041
Mailing address444 CASTRO STREET, SUITE 400, MOUNTAIN VIEW, CA, 94041
EIN99-0385461
Entity typeoperating
SEC industry framework06 Technology
Former namesSentinel Labs, Inc. (to 2021-06-08)

SaaS KPIs

Reported in at least 3 quarters

Non-GAAP gross margin

15 quarters
77%
Q2 FY2027+0.0pp

Annualized recurring revenue (ARR)

14 quarters
$1.16B
Q1 FY2027+22.7%

Customers with ARR of $100,000 or more

14 quarters
1,715
Q2 FY2027+0.8%

Non-GAAP operating margin

13 quarters
10%
Q2 FY2027+6.0pp

Free cash flow

12 quarters
-$13.2M
Q2 FY2027-183.2%

Net New ARR

12 quarters
$56M
Q2 FY2027+27.3%

Management outlook

Given with Q2 FY2027 results (Jul 2026)
ReportedGuidance

Guided revenue, Q3 FY2027$309.0M – $311.0M
Midpoint$310.0M
Growth vs Q2 FY2027+6.2%
Growth vs Q3 FY2026+19.7%
Q3 FY27
Non-GAAP operating income$38 - 40 million
Non-GAAP diluted earnings per share (EPS)$0.08 - 0.09
Diluted weighted average shares outstanding370 million
Non-GAAP tax rate17%
Full Year FY27
Revenue$1.202 - 1.207 billion
Non-GAAP operating income$124 - 128 million
Non-GAAP diluted earnings per share (EPS)$0.30 - 0.32
Diluted weighted average shares outstanding361 million
Non-GAAP tax rate17%

Quarterly financials

Left axis in $ (Revenue, Gross profit, Net income, S&M); right axis for ratios (Rule of 40, Magic number). Click a legend item to toggle it.

Recent news

More news →