SailPoint, Inc. SAIL

20.64 (1.48) (6.69%) as of 25 Sep
Market cap
$12.8B
P/E
0.0×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 44.36
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell 7 — — 7 — — 7 — 1 7 1 —
Insider Ownership 87.40%

Capital & Financial Ratios

Market Cap 12,750.00
Revenue 1,165.54
Net Income (197.22)
Free Cash Flow 159.70
Net Debt (309.85)
Current Ratio 1.23
Debt/Equity 0.00
P/E ratio 0.00
P/S ratio 10.06
P/B ratio 1.71
Past 5Y EPS Growth —
This Y EPS Growth 33.97%
Next Y EPS Growth 24.71%
Next 5Y EPS Growth 28.06%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 212 121 358 310
Receivables 213 254 335 276
Inventory — — — —
Other 70 91 118 136
531 512 851 777
2024 2025 2026 Q'26
Payables 9 4 6 13
ST’ Debt — — — —
Other — — — —
462 575 643 633
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — 24.68%
Cash Flow — — 0.00%
Earnings — — 0.00%
Book Value — — 0.00%

Revenue

Apr Jul Oct Jan Year
’26 280 309 — — —
’26 230 264 282 295 1,071
’25 188 199 235 240 862
’24 — — — — 700
’23 — — — — 553
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Apr Jul Oct Jan Year
’26 38 45 — — —
’26 (97) 50 54 64 71
’25 (55) (53) (12) 14 (106)
’24 — — (198) (52) (250)
’23 — — — (321) (321)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Apr Jul Oct Jan Year
’26 33 37 — — —
’26 (101) 46 33 57 35
’25 (58) (57) (17) 12 (120)
’24 — — (200) (53) (255)
’23 — — — (328) (328)
in millions of $ · fiscal quarters ending in the months shown

EPS

Apr Jul Oct Jan Year
’26 (0.13) (0.09) — — —
’26 (0.42) (0.02) (0.06) (0.06) (0.54)
’25 (0.49) (1.05) (0.72) (4.29) (12.91)
’24 — — — — (4.90)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
— — — — — — — — 15.05 10.30

Analyst estimates 2027–2029

Powerpack
Low Price
— — — — — — — — 26.35 22.29
High Price
— — — — — — — — 2,738 3,229
Employees
— — — — — 0 0 0 0 0
Revenue/Emp
— — — — — 450 553 700 862 1,071
Revenue
— — — — — 74.35% 63.89% 60.46% 64.52% 64.47%
Gross Margin
— — — — — (63) (393) (512) (377) (326)
EBT
— — — — — (14.01%) (71.15%) (73.24%) (43.71%) (30.43%)
EBT Margin
— — — — — (63) (332) (395) (316) (270)
Net Income
— — — — — 46 153 279 275 267
Depreciation
— — — — — 0.00 6.95 8.66 10.29 1.97
Revenue/Sh
— — — — — — (4.18) (4.90) (12.91) (0.54)
Earnings/Sh
— — — — — 0.00 (4.03) (3.10) (1.27) 0.13
Cash Flow/Sh
— — — — — 0.00 (0.09) (0.06) (0.16) (0.07)
Capex/Sh
— — — — — 0.00 (4.12) (3.16) (1.43) 0.06
Free CF/Sh
— — — — — 0.00 (2.30) (6.70) (66.75) 12.58
Book Value/Sh
— — — — — — 80 81 84 544
Shares
— — — — — 0.00 0.00 0.00 0.00 0.00
PE Ratio
— — — — — 2.14 2.14 2.14 2.14 7.98
PS Ratio
— — — — — 0.00 0.00 0.00 0.00 1.25
PB Ratio
— — — — — 3.19 3.19 3.19 3.19 8.61
EV/Sales
— — — — — (22.88) (22.88) (22.88) (22.88) 263.26
EV/FCF
— — — — — (9) (321) (250) (106) 71
Op' Cash Flow
— — — — — (4) (7) (4) (14) (36)
Capex
— — — — — (13) (328) (255) (120) 35
FCF
— — — — — — 292 69 (62) 207
Working Cap'
— — — — — — 1,558 1,562 1,024 —
Total Debt
— — — — — — 1,134 1,351 903 (358)
Net Debt
— — — — — 0 (183) (541) (5,588) 6,846
Sh' Equity
— — — — — 0.00% (8.39%) (12.62%) (14.40%) (3.92%)
ROA
— — — — — 0.00% (20.78%) (25.69%) 0.00% (2.96%)
ROIC
— — — — — 0.00% 0.00% 270.28% 35.25% (46.72%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

SailPoint, Inc. peers in Software Infrastructure

All 173 Software Infrastructure stocks →

SailPoint, Inc. (SAIL) key facts

  • SailPoint, Inc. (SAIL) is a Software Infrastructure company in the Technology sector, listed on Nasdaq.
  • SailPoint, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $1.1 billion, up 24.4% from fiscal 2025.
  • As of September 25, 2026, SAIL traded at $20.64, a market capitalization of $12.8 billion.
  • Return on equity was −46.7% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

SailPoint, Inc. (SAIL) Latest News

News by impact score

Fine-tune

18 Sep

3

SailPoint integrates Falcon Next-Gen SIEM into its platform to advance identity security offerings. SIEM integration supports product innovation in core identity security market.

17 Sep

3

Keeper Security and SailPoint partner to automate privileged access governance. Partnership automates privileged access governance strengthening SailPoint identity security offerings.

16 Sep

4

SailPoint reaches $1.2 billion ARR with AI growth assessed for potential revenue and cash flow gains. $1.2 billion ARR milestone plus AI outlook signals major trajectory and sentiment shifts.

11 Sep

4

SailPoint Inc. (SAIL) positions its Agentic Fabric and AI capabilities to power the company's next growth phase. Agentic Fabric and AI represent major product innovations likely to significantly alter SailPoint's trajectory and investor sentiment.

10 Sep

4

RBC states SailPoint AI pipeline could drive increasing annual recurring revenue upside. Analyst view points to AI pipeline as driver of major recurring revenue growth for SailPoint.

9 Sep

4 transcript

SailPoint Inc reported Q2 2027 earnings with SaaS ARR surging 36% driven by AI initiatives. SaaS ARR growth of 36% from AI-driven solutions positions the company for substantial market gains.

4 transcript

SailPoint, Inc. held its Q2 2027 earnings call, covering financial results and business updates. Earnings call details core financial metrics and strategy that directly shape near-term stock performance and outlook.

3 transcript

SailPoint (SAIL) held its Q2 2027 earnings call covering financial results and outlook. Quarterly earnings calls typically provide moderate updates on performance without guaranteed fundamental shifts.

3 transcript

SailPoint held Q2 earnings call highlighting revenue, growth in identity security, and forward guidance. Q2 earnings call details moderate financial and strategy updates that influence short-term sentiment.

3

SailPoint investors should note September 9 as a key date likely tied to earnings or major announcements that may move the stock. September 9 represents a scheduled event that could produce short-term stock movement but lacks details confirming transformative effects.

3

SailPoint Inc. reported Q2 earnings with key financial metrics compared against analyst estimates. Q2 earnings metrics versus estimates can moderately influence investor sentiment and short-term stock performance.

3

SailPoint, Inc. (SAIL) Q2 earnings surpassed analyst estimates. Q2 earnings beat signals improved financial performance with moderate effects on near-term market sentiment.

3

SailPoint beat earnings estimates as annual recurring revenue grew 25%, but the stock fell. Earnings beat and 25% ARR growth support positive financial trajectory yet stock decline points to limited immediate market upside.

3

SailPoint, Inc. released financial results for its fiscal second quarter of 2027. Quarterly results release key metrics that can shift near-term investor views and valuation.

3 Sep

3

Analyst projections for key metrics point to specific expectations ahead of SailPoint's Q2 earnings release. Pre-earnings metric projections can sway near-term investor views on performance.

31 Aug

3

SailPoint integrates its identity security platform with CrowdStrike Falcon Next-Gen SIEM to strengthen threat detection and response for enterprise customers. Integration announcement modestly strengthens product capabilities and competitive positioning in cybersecurity without altering core trajectory.

4 Aug

3

SailPoint launches unified identity protection covering human, non-human, and AI agent identities to remove blind spots. Product launch expands identity security coverage to AI agents with moderate effect on competitive positioning.

29 Jul

4

SailPoint launches Cursor Enterprise connector to secure AI-driven software development. New connector launch targets AI security demand and expands SailPoint product reach in developer tools.

11 Jul

4

SailPoint completes acquisition of Entro Security to enhance non-human identity management. Acquisition adds specialized non-human identity technology and expands SailPoint's core product capabilities.

7 Jul

4

SailPoint stock outlook hinges on AI identity solutions and SaaS growth. AI identity and SaaS growth represent key drivers that can significantly alter SailPoint's trajectory and investor sentiment.

3

SailPoint stock appears fairly valued after its AI identity deal. AI identity deal may moderately influence SailPoint's competitive positioning without fundamentally altering its trajectory.

3

SailPoint explores integration of AI agents into identity security solutions and outlines upcoming advancements expected to shape its offerings and market positioning. Discussion of AI agent adoption points to product innovation with moderate effects on competitive positioning.

5 Jul

4

SailPoint completes Entro Security acquisition to strengthen AI identity governance. Acquisition represents major strategic move to expand AI identity capabilities.

29 Jun

4

SailPoint, Inc. completed the acquisition of Entro Security to secure agentic identities. Acquisition of Entro Security strengthens SailPoint's position in agentic identity security and supports major growth in competitive positioning.

28 Jun

4

SailPoint launches AI-powered agentic acceleration to modernize identity security. AI product launch directly strengthens core identity security platform and competitive positioning.

17 Jun

3

RBC states SailPoint is well positioned in the identity security market due to agentic AI opportunities. RBC analyst note on strong positioning in identity security with AI tailwinds may moderately lift investor sentiment and near-term stock performance.

16 Jun

4

SailPoint launches unified platform access to fuel partner innovation. Platform launch expands partner ecosystem and strengthens competitive positioning.

4

SailPoint introduces Agentic Acceleration technology that converts cloud modernization projects into rapid deployments. Agentic Acceleration delivers transformative deployment technology that can materially improve competitive positioning and growth trajectory.

15 Jun

4

SailPoint announces intent to acquire Entro to accelerate and enhance Agentic Fabric and secure AI-driven enterprises. Acquisition targets core AI security enhancements likely to shift competitive positioning and trajectory.

13 Jun

3

SailPoint posted strong Q1 results that sparked volatile stock moves, but fresh profit concerns prompted immediate valuation reassessment for the company. Mixed Q1 beat and profit concerns create moderate near-term pressure on financial outlook and sentiment without altering long-term trajectory.

stockrow.com/SAIL · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com