Recent Updates — S

SentinelOne completed its private offering of $1,250,000,000 aggregate principal amount of 0.00% Convertible Senior Notes due October 1, 2031, including the full exercise of the initial purchasers' option to purchase an additional $187,500,000 in notes. The notes are general senior unsecured obligations with an initial conversion price of approximately $31.21 per share, representing a 30% premium over the October 13 closing stock price of $24.01. Net proceeds were approximately $1,408 million after deducting discounts and offering expenses. The company used approximately $151.4 million to pay for capped call transactions intended to offset potential dilution and repurchase approximately 6.2 million shares of common stock for about $150.0 million concurrently with the pricing. SentinelOne operates in the cybersecurity industry, providing autonomous endpoint protection software.

SentinelOne, Inc. reported financial results for the second quarter of fiscal year 2027 ended July 31, 2026. The company achieved $292 million in revenue, representing 21% year-over-year growth, and raised its full-year revenue outlook to a range of $1.202 billion to $1.207 billion. Non-GAAP operating income reached $30.5 million with an operating margin of 10.5%, up approximately 820 basis points from the prior year period. Annualized Recurring Revenue (ARR) grew 22% year-over-year to $1,218 million, supported by a record net new ARR of $56 million and non-endpoint solutions comprising over 50% of total ARR. The company also raised its full-year non-GAAP operating income guidance to $124–$128 million and diluted EPS guidance to $0.30–$0.32. SentinelOne, Inc. operates in the cybersecurity industry, providing an autonomous security platform for endpoint, cloud, data, and AI protection.