SentinelOne (S) slumped after posting fiscal 1Q26 (Apr 30) results. Revenue rose 23 % Y/Y to $229 m, roughly matching the $228 m consensus, and adjusted EPS landed at $0.02. But management lowered full-year revenue guidance to $996-$1,001 m from $1.007-$1.012 b and reported annual-recurring revenue of $948 m, both below expectations, blaming elongated sales cycles and cautious enterprise budgets. The reset sent the shares down about 13 % to $17 in early trade, erasing much of their year-to-date gain.
By contrast, larger rival CrowdStrike (CRWD) continues to out-execute. Its January-ended 4Q25 delivered 33 % revenue growth to $1.04 b and EPS of $1.03 versus $0.86 consensus, and the stock sits near record highs ahead of its 1Q26 print on June 3 despite last year’s outage scare. Investors value CRWD at ~14× forward sales versus SentinelOne’s ~8× following today’s miss, underscoring the premium the market assigns to scale, profitability and consistency in the crowded endpoint-security field.
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SentinelOne slumps following Q1 results that missed expectations; CRWD continues to outperform
SentinelOne (S) slumped after posting fiscal 1Q26 (Apr 30) results. Revenue rose 23 % Y/Y to $229 m, roughly matching the $228 m consensus, and adjusted EPS landed at $0.02. But management lowered full-year revenue guidance to $996-$1,001 m from $1.007-$1.012 b and reported annual-recurring revenue of $948 m, both below expectations, blaming elongated sales cycles and cautious enterprise budgets. The reset sent the shares down about 13 % to $17 in early trade, erasing much of their year-to-date gain.
By contrast, larger rival CrowdStrike (CRWD) continues to out-execute. Its January-ended 4Q25 delivered 33 % revenue growth to $1.04 b and EPS of $1.03 versus $0.86 consensus, and the stock sits near record highs ahead of its 1Q26 print on June 3 despite last year’s outage scare. Investors value CRWD at ~14× forward sales versus SentinelOne’s ~8× following today’s miss, underscoring the premium the market assigns to scale, profitability and consistency in the crowded endpoint-security field.