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SentinelOne stock slides as growth cools and competition intensifies
For fiscal 2027, the company projects revenue growth of 20% to 21%, but its dollar-based net revenue retention for customers above $100,000 in ARR fell from 115% in fiscal 2024 to 109% in fiscal 2026.
SentinelOne, a provider of AI-powered cybersecurity services, has seen its stock pull back from a late-2021 peak of $76.30 to about $24, according to an analysis published by Yahoo Finance. The company went public five years ago at $35 per share.
The article attributes the slowdown to a mix of cooling demand and increased competitive pressure. SentinelOne’s revenue rose from $93 million in fiscal 2021 to $1.00 billion by fiscal 2026, but it points to weaker momentum over the past four years, including slower growth in revenue, annualized recurring revenue, and ARR among larger customers.
Yahoo Finance also notes that SentinelOne expects fiscal 2027 revenue to increase 20% to 21%. It links deceleration to competition from larger cybersecurity firms such as Palo Alto Networks and CrowdStrike, as they add more AI-powered tools to endpoint security platforms, alongside macro headwinds that led some enterprise customers to rein in spending.
The analysis adds that SentinelOne’s push for higher-value enterprise customers, defined as generating over $100,000 in ARR, has come with longer sales cycles and lower upfront payments. It also says the company tempered loss-leading acquisition efforts to stabilize margins, and that dollar-based net revenue retention for customers above $100,000 in ARR dipped from 115% in fiscal 2024 to 109% in fiscal 2026.