SentinelOne Shares Plunge 13% After Missing Profit Estimates Despite Revenue Growth

SentinelOne (NYSE:S) saw its shares drop over 13% in pre-market today following third-quarter fiscal 2025 results that fell short of Wall Street’s profit expectations, despite delivering solid revenue growth.

For the quarter, the cybersecurity firm reported a breakeven result with a GAAP earnings per share of $0.00, missing Wall Street analyst estimates of $0.10 per share. Revenue increased 28% year-over-year to $210.6 million, slightly surpassing the Street consensus estimate of $209.73 million, fueled by strong demand.

SentinelOne’s net new annual recurring revenue (NNARR) rose 4% year-over-year to $53.7 million, exceeding the Street’s forecast of $51 million. This marked the first instance of NNARR growth since fiscal Q4 2024.

Annual recurring revenue (ARR) reached $859.7 million, surpassing consensus expectations of $856.9 million. ARR grew 29% year-over-year, though this marked a slight deceleration from the 32% growth reported in the previous quarter.