SentinelOne IncTrimmed full-year adjusted EPS guidance by 11.4%, overshadowing revenue beat.
SentinelOne shares slid 8% to $20.94 after the company trimmed its full-year adjusted EPS guidance to $0.31 at the midpoint, an 11.4% decrease, overshadowing a revenue beat and dragging CrowdStrike down 7% to $210.98 in a sympathy selloff. The First Trust NASDAQ Cybersecurity ETF fell 0.7% to $100.13, while the SPDR S&P 500 ETF held steady, isolating the decline within the cybersecurity sector. SentinelOne reported fiscal Q2 2027 revenue of $292 million, beating estimates of $290.2 million, and adjusted operating income of $30.53 million against $24.24 million expected, delivering a 10.5% margin. However, customers paying over $100,000 annually grew by only 13 to 1,715, a slower pace than recent periods. Zscaler and Okta also declined, while Palo Alto Networks remains central to the valuation debate, with bulls citing a discount to peers and skeptics pointing to the softer profit guide and slower large-customer growth.
SentinelOne IncTrimmed full-year adjusted EPS guidance by 11.4%, overshadowing revenue beat.
Crowdstrike Holdings IncSympathy selloff after SentinelOne's profit forecast cut, dragging CrowdStrike down 7%.
ZSCALER INC. DL-,001
Okta Inc
Palo Alto Networks Inc
Zscaler Inc