As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the cybersecurity industry, including SentinelOne (NYSE: S) and its peers.

Cybersecurity continues to be one of the fastest-growing segments within software for good reason. Almost every company is slowly finding itself becoming a technology company and facing rising cybersecurity risks. Businesses are accelerating adoption of cloud-based software, moving data and applications into the cloud to save costs while improving performance. This migration has opened them to a multitude of new threats, like employees accessing data via their smartphone while on an open network, or logging into a web-based interface from a laptop in a new location.

The 9 cybersecurity stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.6% since the latest earnings results.

SentinelOne (NYSE: S)

Built on the principle of "fighting machine with machine," SentinelOne (NYSE: S) provides an AI-powered cybersecurity platform that autonomously prevents, detects, and responds to threats across endpoints, cloud workloads, and identity systems.

SentinelOne reported revenues of $271.2 million, up 20.2% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with a solid beat of analysts’ EBITDA estimates but EPS guidance for next quarter missing analysts’ expectations significantly.

“We surpassed the $1 billion revenue milestone, growing 22% year-over-year, and achieved full-year operating profitability – a strong close to fiscal year ’26,” said Tomer Weingarten, CEO of SentinelOne.

SentinelOne delivered the weakest performance against analyst estimates of the whole group. The company added 95 enterprise customers paying more than $100,000 annually to reach a total of 1,667. Interestingly, the stock is up 4.6% since reporting and currently trades at $14.41.

Is now the time to buy SentinelOne? Access our full analysis of the earnings results here, it’s free.

Best Q4: CrowdStrike (NASDAQ: CRWD)

Known for detecting the massive SolarWinds hack in 2020 that compromised numerous government agencies, CrowdStrike (NASDAQ: CRWD) provides cloud-based cybersecurity solutions that protect endpoints, cloud workloads, identity, and data through its Falcon platform.

CrowdStrike reported revenues of $1.31 billion, up 23.3% year on year, outperforming analysts’ expectations by 0.6%. The business had a strong quarter with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates.

The market seems happy with the results as the stock is up 10.4% since reporting. It currently trades at $432.24.

Is now the time to buy CrowdStrike? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Rapid7 (NASDAQ: RPD)

With its name inspired by the need for quick responses to cyber threats, Rapid7 (NASDAQ: RPD) provides cybersecurity software and services that help organizations detect vulnerabilities, monitor threats, and respond to security incidents.

Rapid7 reported revenues of $217.4 million, flat year on year, exceeding analysts’ expectations by 1.2%. Still, it was a softer quarter as it posted full-year guidance of slowing revenue growth and full-year revenue guidance missing analysts’ expectations significantly.

Rapid7 delivered the slowest revenue growth in the group. As expected, the stock is down 40.5% since the results and currently trades at $6.19.

Read our full analysis of Rapid7’s results here.

Okta (NASDAQ: OKTA)

Named after the meteorological measurement for cloud cover, Okta (NASDAQ: OKTA) provides cloud-based identity management solutions that help organizations securely connect their employees, partners, and customers to the right applications and services.

Okta reported revenues of $761 million, up 11.6% year on year. This result beat analysts’ expectations by 1.6%. It was a strong quarter as it also logged a solid beat of analysts’ EBITDA estimates and full-year EPS guidance exceeding analysts’ expectations.

The stock is up 9.8% since reporting and currently trades at $78.75.

Read our full, actionable report on Okta here, it’s free.

Tenable (NASDAQ: TENB)

Starting with the widely-used Nessus vulnerability scanner first released in 1998, Tenable (NASDAQ: TENB) provides exposure management solutions that help organizations identify, assess, and prioritize cybersecurity vulnerabilities across their IT infrastructure and cloud environments.

Tenable reported revenues of $260.5 million, up 10.5% year on year. This number surpassed analysts’ expectations by 3.5%. Taking a step back, it was a satisfactory quarter as it also logged a solid beat of analysts’ EBITDA estimates but full-year guidance of slowing revenue growth.

Tenable delivered the biggest analyst estimates beat but had the weakest full-year guidance update among its peers. The stock is up 2.6% since reporting and currently trades at $20.24.

Read our full, actionable report on Tenable here, it’s free.

Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.