SailPoint's post-Thoma Bravo recapitalization has transformed the balance sheet — total debt fell from $1.6B in 2024Q4 to just $5.9M in 2027Q2 while equity recovered to $6.9B — and free cash flow has stayed positive for five straight quarters, peaking at $57.5M (19.5% margin) in 2026Q4.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has moderated to 16.8% in 2027Q2 ($308.8M) from 31.0% in 2023Q2, while gross margin has settled near 66.5% after an unusually wide 40.2%–74.5% band, yet the company still reported a -$59.0M operating loss (-19.1% margin) as SG&A of $202.2M (~65% of revenue) outpaced R&D of $62.0M.
SailPoint has evolved from best-of-breed to best platform, showcasing confidence in its capabilities and growth trajectory.
There is notable bullish thesis activity on platforms like Reddit, indicating positive market perception and potential upside.
SailPoint is a leader in identity and access management (IAM), providing critical security solutions for enterprises.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 9, 2026 | $0.09+13.8% vs $0.08 | $309M-0.5% vs $310M |
Q3 2026 Jun 9, 2026 | $0.05+15.5% vs $0.04 | $280M+1.6% vs $276M |
Q2 2026 Mar 18, 2026 | $0.08-0.1% vs $0.08 | $295M+0.7% vs $293M |
Q4 2025 Dec 9, 2025 | $0.08+34.5% vs $0.06 | $282M-3.7% vs $293M |
SailPoint, Inc. (SAIL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Audioeye (NASDAQ: AEYE - Get Free Report) and SailPoint (NASDAQ: SAIL - Get Free Report) are both technology companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, risk, analyst recommendations, valuation, profitability, earnings and dividends. Analyst Ratings This is a breakdown of current ratings for
SailPoint is rated BUY, reflecting conviction in AI agent-driven identity governance as a major, underappreciated cybersecurity risk and growth driver. SAIL's current ARR growth is solid (25% YoY), but AI-driven products are replacing, not adding to, overall growth; upside hinges on AI adoption outpacing expectations. The company's 2029 plan targets $2.1B ARR, with $800M from AI, but requires a major pivot and significant acceleration in net new ARR.
SailPoint, Inc. (SAIL) Shareholder/Analyst Call Transcript
Benchmark SAIL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for SailPoint, Inc. (SAIL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $19.21 | $10.9B | -55.33 | 24.35% | -16.92% | -2.88% | — | |
| $168.69 | $28.02B | 101.90 | 11.84% | 9.63% | 4.26% | — | |
| $118.84 | $87.07B | 38.67 | 14.17% | 28.96% | 151.52% | — | |
| $313.84 | $213.89B | 781.09 | 24.49% | 2.67% | 1.68% | — | |
| $197.66 | $31.96B | -501.29 | 25.42% | -1.88% | -2.76% | — | |
| $216.90 | $220.86B | 3852.58 | 21.71% | 1.08% | 1.27% | — |
SailPoint, Inc. (SAIL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
SailPoint, Inc. (SAIL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 9, 2026·SEC
Aug 16, 2022·SEC
Aug 11, 2022·SEC
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SailPoint, Inc. (SAIL) stock FAQ — growth, dividends, profitability & financials explained
SailPoint, Inc. (SAIL) reported $1.17B in revenue over the trailing twelve months. Revenue was $1.07B in fiscal year 2026. That is 1024% more than the $95.4M of fiscal year 2016.
SailPoint, Inc. (SAIL) grew revenue by 20.1% over the trailing twelve months, compared with the twelve months before.
No. SailPoint, Inc. (SAIL) reported a net loss of $197.2M over the trailing twelve months.
SailPoint, Inc. (SAIL) had a return on equity (ROE) of -2.9% over the trailing twelve months. A negative ROE means the company lost money over the period.
SailPoint, Inc. (SAIL) generated $182.0M in free cash flow over the trailing twelve months.
