SailPoint's revenue growth has decelerated to 16.8% in 2027Q2 amid its cloud transition, but profitability remains elusive with a -19.1% operating margin, suggesting that scale benefits are not materializing. The company's gross margin of 66.5% lags peers like...
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Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 16.8% in 2027Q2, while operating margins remained deeply negative at -19.1%, indicating persistent profitability challenges despite revenue expansion.
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 9/23/2026, 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 |
AUSTIN, Texas, Sept. 22, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, will host a live webcast and product demo for financial analysts and investors on Wednesday, October 14, 2026, at 12:00 p.m.
SailPoint, Inc. (SAIL) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript
SAN RAFAEL, Calif.--(BUSINESS WIRE)--Radiant Logic, the identity data platform for the AI-enabled enterprise, today announced an expanded partnership and new SailPoint-Certified Technology Integration. By combining the power of Radiant Logic's unified identity layer with SailPoint Identity Security solution, the SailPoint-Certified Technology Integration has the ability to eliminate the biggest source of risk in identity security projects: the complexity of onboarding every enterprise resource.
SailPoint is beating earnings expectations and stacking up AI-driven identity contracts at a rapid clip, yet its stock still trades below its IPO price while Okta has more than doubled. Something about that gap demands an explanation.
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 |
|---|---|---|---|---|---|---|---|
| $21.37 | $12.12B | -41.10 | 24.35% | -25.21% | -42.94% | — | |
| $408.85 | $20.64B | -139.54 | 36.01% | -10.79% | -6.11% | — | |
| $196.62 | $32.66B | 150.09 | 11.84% | 9.63% | 4.26% | — | |
| $174.26 | $127.67B | 71.71 | 14.17% | 28.17% | 187.95% | — | |
| $374.57 | $255.27B | 234.11 | 14.87% | 2.67% | 1.68% | — | |
| $210.18 | $33.99B | -778.44 | 23.31% | -1.88% | -2.76% | — |
SailPoint, Inc. (SAIL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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SailPoint, Inc. (SAIL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 16, 2022·SEC
Aug 11, 2022·SEC
Aug 9, 2022·SEC
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SailPoint, Inc. (SAIL) stock FAQ — growth, dividends, profitability & financials explained
SailPoint, Inc. (SAIL) reported $1.17B in revenue for fiscal year 2026. This represents a 1122% increase from $95.4M in 2016.
SailPoint, Inc. (SAIL) grew revenue by 24.4% over the past year. This is strong growth.
SailPoint, Inc. (SAIL) reported a net loss of $197.2M for fiscal year 2026.
SailPoint, Inc. (SAIL) has a return on equity (ROE) of -42.9%. Negative ROE indicates the company is unprofitable.
SailPoint, Inc. (SAIL) generated $182.0M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
