Jim Cramer on SentinelOne: “You Got to Stick With the High-Quality Ones”

Core Insights - SentinelOne, Inc. (NYSE:S) reported strong financial results for Q3 FY26, with non-GAAP EPS of $0.07, exceeding estimates by $0.02, and revenue of $258.9 million, reflecting a nearly 23% year-over-year increase and beating estimates by $2.72 million [1] - The company provided guidance for Q4 FY26, expecting revenue of $271 million, a non-GAAP gross margin of 77.5%, and a non-GAAP operating margin of 5% [2] - For the full fiscal year 2026, SentinelOne anticipates revenues of $1.001 billion, a non-GAAP gross margin of 78.5%, and a non-GAAP operating margin of 3% [2] Company Positioning - Jim Cramer expressed skepticism about SentinelOne as a good investment, suggesting investors should focus on higher-quality stocks like CrowdStrike or Palo Alto Networks [1] - The company specializes in AI-powered cybersecurity solutions, protecting devices, cloud systems, and user identities from cyber threats [1]