S F1Q27 Preview: Looking For Consistency

Research evidence excerpt

S F1Q27 Preview: Looking For Consistency

9.6E 1,200.0E reports F1Q27 earnings on Thursday, May 28, 2026, after market close.

2028 329.3E 345.8E 363.7E 375.6E 1,414.5E

"SentinelOne has been bumpy and unpredictable this year. We started slow in January EPS ($)

(FY JAN) 1Q 2Q 3Q 4Q FY and haven't seen much activity. April wasn't great and March had some activity, but again,

2026 0.02 0.04 0.07 0.07 0.20 not great. We're fans of SentinelOne technology. Honestly, there is no direct answer for

2027 0.02E 0.07E 0.10E 0.12E 0.33E why they are not doing better with us. The technology is great, they demo well but there

2028 0.09E 0.10E 0.12E 0.13E 0.44E just aren't enough bakeoffs happening. If they got in front of more customers, they would

do better. Most of our customers are smaller but there are some large ones." - US Partner

Challenging Field Checks. Our S field checks were challenging this Q as just 1 partner

Market Data & Valuation Measures exceeded expectations and 4 fell below. Feedback on pipeline was similar as 3 fell below,

52-Week Range $11.81 - $21.40 1 met, and 1 exceeded. Key consistent takeaways from our conversations with partners

Shares Out (M) 335.2 include broader recognition of SentinelOne's strong core technology. The partners who

Market Cap (M) $6,389 fell below talked about limited "bake off" opportunities for S to showcase its features

Enterprise Value (M) $6,465 and capabilities to customers. Partners also talked about most of the business activity

ADV (3 mo; 000) 7,945 still leaning heavily into endpoint. Competition was another key takeaway from our

conversations as other vendors are encroaching on SentinelOne's value proposition around

price. To summarize, most partners are struggling to outperform quarterly expectations and