Shares in SentinelOne Inc. fell more than 12% in late trading today after the cybersecurity company forecast first-quarter and full-year revenue below analyst expectations, despite reporting beats on revenue and earnings in its fiscal 2025 fourth quarter.

For its fourth quarter that ended on Jan. 31, SentinelOne reported adjusted earning per share of four cents, up from a loss of two cents per share in the same quarter of the previous year, on revenue of $225.5 million, up 29% year-over-year. Both figures came in ahead of the penny-per-share profit and $222.24 million in revenue expected by analysts.

As of the end of the quarter, SentinelOne had annualized recurring revenue of $920.1 million, up 27% year-over-year, with customers with annualized recurring revenue of $100,000 or more growing 25%, to 1,411. The company also now has over 14,000 direct customers worldwide.

Business highlights in the quarter included SentinelOne’s continued expansion of its artificial intelligence-driven security capabilities, including the launch of Purple AI, an automation tool that enhances security workflows and broadens its cybersecurity use cases. The company also introduced Singularity Data Lake, a centralized platform for security data analysis and threat hunting, reinforcing its focus on advanced threat detection.

SentinelOne strengthened its cloud security offerings with new cloud-native security solutions designed to protect infrastructure and workloads, further diversifying its product portfolio. Additionally, the company announced a strategic partnership with Lenovo Group Ltd., which will deliver up to 30 million endpoints over the coming years and expand its market presence.

For the full fiscal year 2025, SentinelOne reported adjusted earnings per share of five cents, up from a loss of 28 cents per share in fiscal year 2024, on revenue of $821.5 million, up 32% year-over-year.

“Our strong finish to the fiscal year reflects solid execution and the accelerating adoption of our platform solutions,” Chief Executive Tomer Weingarten said in the company’s earnings release. “For more than a decade, we’ve patented leading machine learning security models — now, we’re pioneering fully autonomous, agentic AI workflows. We’re solidifying Singularity as the preeminent AI security platform of the future.”

For its fiscal 2026 first quarter, SentinelOne said it expects revenue of $228 million, and for the full year, revenue of $1.007 billion to $1.012 billion. Both figures fell short of the $235.1 million and $1.03 billion expected by analysts.

The shortfall was noted by Reuters to be due to SentinelOne being “hurt by tough competition and softer enterprise spending due to economic uncertainty.”

Photo: SentinelOne