Companies · S
SentinelOne
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Latest analysis
Updated Oct 16, 2026
SentinelOne raises $1.25 billion via zero-coupon convertible notes due 2031, pairing issuance with $150M buyback and $151M capped call hedge.
SentinelOne executed a $1.25 billion convertible senior note offering at 0.00% coupon, maturing October 2031, generating approximately $1.408 billion in net proceeds after the overallotment option was exercised in full. The company immediately deployed $151.4 million to purchase capped call transactions (cap price $48.02, representing 100% premium to the $24.01 pricing-date close) to limit conversion dilution, and $150 million to repurchase approximately 6.2 million shares at $24.01. The remainder is earmarked for general corporate purposes including potential acquisitions, additional buybacks, capex, and working capital — a balance sheet recapitalization that significantly increases SentinelOne's war chest for M&A without immediate dilution.
Tone: bullishRevenue
$1B
S 10-K · FY 2026
Employees
2,900
Revenue growth YoY
+22%
Founded
2013
Profile
S 10-K Item 1 · Mar 19, 2026SentinelOne is an AI-powered cybersecurity platform company whose Singularity Platform provides autonomous threat prevention, detection, and response across endpoints, cloud workloads, identity credentials, and IoT devices. The company sells primarily through subscriptions priced per agent and operates a land-and-expand model through direct sales and a broad channel partner network. Its proprietary Singularity Data Lake and generative AI assistant Purple AI differentiate the platform across security operations, SIEM, and exposure management use cases.
Read filing description ↓ Collapse description ↑
We envisioned a revolutionary data and AI paradigm where technology alone could autonomously prevent, detect, and respond to cyberattacks. It is time to fight machine with machine. We pioneered the world's first purpose-built AI-powered cybersecurity platform for autonomous defense. Our autonomous cybersecurity solutions are intelligent and data-driven systems that learn and evolve on their own—working to make the world more secure. By leveraging AI and our fully unified security data lake for analytics, our Singularity Platform instantly defends against cyberattacks—performing at a faster speed, greater scale, and higher accuracy than otherwise possible from any single human or even a crowd. Our generative AI technology, Purple AI, unifies the entire platform experience, supercharges the security operations, and delivers improved efficiency with threat-hunting capabilities across multiple attack vectors. Our Singularity Platform ingests, correlates, and queries petabytes of structured and unstructured data from a myriad of ever-expanding disparate external and internal sources in real-time. We aim to build rich context and deliver greater visibility by constructing a dynamic representation of data across an organization. As a result, our AI models are able to be highly accurate, actionable, and autonomous. Our distributed AI models run both locally on every endpoint and every cloud workload, as well as on our cloud platform. Singularity is used globally by organizations of all sizes across a broad range of industries. Our AI and automation driven approach to cybersecurity has been adopted by some of the world's largest organizations. We generate most of our revenue by selling subscriptions to our Singularity Platform. We generally price our subscriptions and modules on a per agent basis, and each agent generally corresponds with an endpoint, server, virtual machine, or container.
Primary products
- Singularity Platform
- Singularity Core
- Singularity Control
- Singularity Complete
- Singularity Commercial
- Singularity Enterprise
End markets
Geographies
Named competitors
“Although some of our competitors enjoy greater brand awareness and recognition, deep customer relationships, and larger existing customer bases, we believe that we compete favorably with respect to our autonomous and AI-powered threat prevention, detection, response, and hunting capabilities.” Competitive position, as stated in the filing
Revenue commentary · FY 2026
Revenue grew 22% year-over-year in fiscal 2026, following 32% growth in fiscal 2025, reflecting continued rapid expansion as the company scales.
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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.