SentinelOne, Inc. — Form 8-K
Filed August 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Q2 FY27 (ended July 31, 2026): Revenue $292M (+21% YoY, beat guidance); ARR $1,218M (+22% YoY); net new ARR $56M (record, +4% YoY); non-GAAP operating margin 10.5% (up 830 bps YoY); non-GAAP EPS $0.08 (vs $0.04 YoY). Company raised FY27 revenue guidance to $1,202–1,207B and operating income guidance to $124–128M. Cash position $813M. Customers with $100K+ ARR grew 13% to 1,715; 50%+ of ARR now from non-Endpoint solutions.
Why this rating
Strong margin expansion, beat guidance, raised outlook, and multi-product momentum material for $5.1B company. Growth deceleration risk offset by profitability gains.
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