SentinelOne Insiders Sold $5.6M Before Q2 Earnings Dip
Six SentinelOne insiders, including CEO Tomer Weingarten, sold a combined $5.56 million in shares between July 1 and August 6 at prices from $17.71 to $20.09, weeks before Q2 fiscal 2027 results sent
SentinelOne Insiders Sold $5.6M Before Q2 Earnings Dip
NEW YORK, August 28 —
SentinelOne, Inc. (S) put its insider credibility on trial August 27, when a Q2 fiscal 2027 earnings filing sent the stock lower, weeks after six executives including CEO Tomer Weingarten sold a combined $5.56 million in shares at prices between $17.71 and $20.09. The stock trades at $22.71, above every insider's exit.
- Trailing revenue of $1.05B growing 20.8% annually; gross margins 73.2%; free cash flow $268M.
- EPS track record: three misses, an 81.5% miss with restructuring charges, then a 3.0% beat in Q1 FY2027.
- Stock at $22.71 carries a 46.1x forward P/E against trailing EPS of -$1.07.
What Six Executives Knew, or Didn't
Between July 1 and August 6, six insiders including CEO Tomer Weingarten sold a combined $5.56 million in shares at prices from $17.71 to $20.09. SentinelOne's Singularity Platform spans endpoint, cloud, and identity security, with products including Purple AI and a SIEM offering. The business carries $268 million in trailing free cash flow on $1.05 billion in revenue, with Amazon Web Services as a strategic partner for AI governance on Amazon Bedrock. The post-earnings dip followed the company's first positive earnings surprise in four periods, raising the question of whether insiders anticipated Q2 specifically, or simply sold at what looked like a favorable price before results landed.
A Miss Pattern That Makes the Timing Legible
SentinelOne's EPS history makes the insider timing harder to dismiss as routine liquidity. The company missed estimates by 15.7% four quarters ago and by 2.9% three quarters ago, then produced an 81.5% miss two quarters ago alongside restructuring charges disclosed in the May 28, 2026 8-K. One quarter later came the first beat in four tries: actual EPS of -$0.23 against a -$0.24 estimate. A 46.1x forward P/E on trailing EPS of -$1.07 prices ongoing improvement. If Q2 fiscal 2027 interrupted that arc, the insider selling window looks less coincidental.
| Ticker | Mkt cap | Fwd P/E | 52-wk |
|---|---|---|---|
| S | $7.8B | 46.7x | +20.4% |
| TMUS | $190.7B | 12.3x | -29.5% |
| ZS | $30.3B | 40.7x | -32.4% |
| CRWD | $233.4B | 143.2x | +115.2% |
| PANW | $312.0B | 93.2x | +101.0% |
The Number That Settles the Debate
Revenue grew 20.8% annually and the AWS collaboration for AI governance adds to the bull case. But the stock already exceeds the average analyst consensus target of $21.71, leaving thin margin for another earnings shortfall. The deciding factor is whether Q2 revenue growth holds, not quarterly EPS noise, since trajectory determines whether the valuation can sustain a 46.1x forward multiple. SentinelOne's latest fundamentals will answer that. See the full DCF model and price target →
Current fundamentals, valuation and filing history for SentinelOne, Inc. (S) are tracked on its Basis Report page.
Basis Report is independent research for informational purposes. It is not investment advice and not a recommendation to buy or sell any security.
Frequently Asked Questions
Did SentinelOne insiders sell before Q2 earnings?
Yes. Six executives, including CEO Tomer Weingarten, sold a combined $5.56 million in shares between July 1 and August 6 at prices ranging from $17.71 to $20.09. Q2 fiscal 2027 results sent the stock lower on August 27, after every insider had already exited below the current price of $22.71.
What is SentinelOne's recent EPS track record?
SentinelOne missed estimates in three of its last four reported quarters, including an 81.5% miss two quarters ago alongside restructuring charges. The company recorded its first beat in four tries in Q1 fiscal 2027, with actual EPS of -$0.23 against a -$0.24 estimate.
What is SentinelOne's forward P/E ratio?
At $22.71 per share, SentinelOne carries a 46.1x forward P/E against trailing EPS of -$1.07. The stock also trades above the average analyst consensus price target of $21.71, leaving thin margin for another earnings shortfall.
How fast is SentinelOne growing?
SentinelOne's trailing revenue of $1.05 billion is growing at 20.8% annually. The company reports gross margins of 73.2% and trailing free cash flow of $268 million.
Who is SentinelOne's CEO?
>SentinelOne's CEO is Tomer Weingarten. He was one of six insiders who sold shares in the window between July 1 and August 6, part of the combined $5.56 million in sales that preceded the Q2 fiscal 2027 earnings dip.SentinelOne filed its Q2 fiscal 2027 earnings 8-K on August 27, 2026, and the stock fell on the release—just weeks after six executives including the CEO liquidated a combined $5.56 million in shares at prices well below where the stock now trades.