SentinelOne Stock Surges on Strong Earnings and AI Integration

SentinelOne's shares climbed nearly 7% in late trading Friday, defying a broader market dip, after the cybersecurity firm posted robust fiscal Q2 results. Revenue jumped 22% year-over-year to $242 million, while annualized recurring revenue crossed the $1 billion threshold for the first time.

The company's adjusted net income more than tripled to $13.2 million, beating analyst estimates. CEO Tomer Weingarten credited the performance to its AI-powered platform, noting growing product differentiation in the competitive cybersecurity space.

Client growth remained strong, with a 24% increase in customers generating over $100,000 in annual recurring revenue. SentinelOne maintained its full-year revenue guidance, signaling confidence in sustained momentum despite macroeconomic uncertainties.