SentinelOne Shares Gain After Q2 Beat And $1 Billion ARR Milestone

SentinelOne Inc. (NYSE:S) rose 6% on Friday after the cybersecurity company posted better-than-expected fiscal second-quarter results and surpassed $1 billion in annual recurring revenue (ARR).

Adjusted EPS came in at $0.04, ahead of estimates of $0.03. Revenue was $242.2 million, slightly topping consensus of $242.2 million and up 22% year-over-year.

ARR increased 24% to over $1 billion, marking a key milestone for the company.

For Q3, SentinelOne projected revenue of $256 million, above estimates of $255.4 million. For FY26, it raised its revenue outlook to $998–$1,002 million, compared with consensus of $998.6 million, with the midpoint slightly above forecasts.