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Sunday 15 November 2026
Export SAIL’s income statement to Excel — free account
SailPoint, Inc.
SAILTechnology Software Infrastructure
SailPoint, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $1.1 billion, up 24.4% from fiscal 2025.
- Revenue
- +16.8%
- EPS
- n/m
- Free cash flow
- −18.6%
Quarter to July 2026, against a year earlier
20.79
0.21
+1.02%
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Target Price Range
Analyst price targets
Free accountTen years at a glance Fiscal years to January
| Ten-year view | Analyst estimates Powerpack | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group | Line | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | TTM Jul ’26 | Trend | 10 yrs | 2027e | 2028e | 2029e | Next 3/yr |
| Income, $m | ||||||||||||||||||
| Income, $m | Revenue | — | — | — | — | — | 450 | 553 | 700 | 862 | 1,071 | 1,166 | +24.2% | 1,271 | 1,511 | 1,790 | +18.7% | |
| Gross margin, % | — | — | — | — | — | 74.35 | 63.89 | 60.46 | 64.52 | 64.47 | 66.22 | (9.9) pt | ||||||
| EBT | — | — | — | — | — | (63) | (393) | (512) | (377) | (326) | (217) | +50.8% | ||||||
| EBT margin, % | — | — | — | — | — | (14.01) | (71.15) | (73.24) | (43.71) | (30.43) | (18.62) | (16.4) pt | ||||||
| Net income | — | — | — | — | — | (63) | (332) | (395) | (316) | (270) | (197) | +43.8% | ||||||
| Per share, $ | ||||||||||||||||||
| Per share, $ | Revenue | — | — | — | — | — | 0.00 | 6.95 | 8.66 | 10.29 | 1.97 | 2.05 | n/m | |||||
| Earnings | — | — | — | — | — | — | (4.18) | (12.13) | (12.91) | (0.54) | (0.34) | (49.4%) | ||||||
| Cash flow | — | — | — | — | — | 0.00 | (4.03) | (3.10) | (1.27) | 0.13 | 0.35 | n/m | ||||||
| Capex | — | — | — | — | — | 0.00 | (0.09) | (0.06) | (0.16) | (0.07) | (0.07) | n/m | ||||||
| Free cash flow | — | — | — | — | — | 0.00 | (4.12) | (3.16) | (1.43) | 0.06 | 0.28 | n/m | ||||||
| Book value | — | — | — | — | — | 0.00 | (2.30) | (6.70) | (66.75) | 12.58 | 12.08 | n/m | ||||||
| Shares, m | — | — | — | — | — | — | 80 | 81 | 84 | 544 | 559 | +89.8% | ||||||
| Valuation, × | ||||||||||||||||||
| Valuation, × | P/E | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.0 | |||||
| P/S | — | — | — | — | — | 2.14 | 2.14 | 2.14 | 2.14 | 7.98 | 10.14 | 3.3 | ||||||
| P/B | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 1.25 | 1.72 | 0.2 | ||||||
| EV/Sales | — | — | — | — | — | 3.19 | 3.19 | 3.19 | 3.19 | 8.61 | 10.75 | 4.3 | ||||||
| EV/FCF | — | — | — | — | — | (22.88) | (22.88) | (22.88) | (22.88) | 263.26 | 78.47 | 34.3 | ||||||
| Cash, $m | ||||||||||||||||||
| Cash, $m | Operating cash flow | — | — | — | — | — | (9) | (321) | (250) | (106) | 71 | 201 | n/m | |||||
| Capex | — | — | — | — | — | (4) | (7) | (4) | (14) | (36) | (41) | +72.8% | ||||||
| Free cash flow | — | — | — | — | — | (13) | (328) | (255) | (120) | 35 | 160 | n/m | ||||||
| Balance, $m | ||||||||||||||||||
| Balance, $m | Working capital | — | — | — | — | — | — | 292 | 69 | (62) | 207 | 144 | (10.8%) | |||||
| Net debt | — | — | — | — | — | — | 1,134 | 1,351 | 903 | (358) | (310) | n/m | ||||||
| Shareholders’ equity | — | — | — | — | — | — | (183) | (541) | (5,588) | 6,846 | 6,862 | n/m | ||||||
| Returns, % | ||||||||||||||||||
| Returns, % | ROA | — | — | — | — | — | 0.00 | (8.39) | (12.62) | (14.40) | (3.92) | (2.62) | (3.9) pt | |||||
| ROIC | — | — | — | — | — | 0.00 | (20.78) | (25.69) | 0.00 | (2.96) | (2.10) | (3.0) pt | ||||||
| ROE | — | — | — | — | — | 0.00 | 0.00 | 270.28 | 35.25 | (46.72) | (2.88) | (46.7) pt | ||||||
| People | ||||||||||||||||||
| People | Employees | — | — | — | — | — | — | — | — | 2,738 | 3,229 | — | +17.9% | |||||
| Revenue/emp, $m | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.31 | 0.33 | — | n/m | ||||||
Negative figures in brackets.
estimates
Fiscal years to Jan 2026 · latest quarter Jul 2026 · fundamentals updated 25 Oct 2026
Business profile
Where the money comes from and where it goes Fiscal 2026
| SaaS | 602 | 56.20% |
|---|---|---|
| Term subscriptions | 229 | 21.40% |
| Maintenance and support | 151 | 14.08% |
| Services and other | 61 | 5.71% |
| Other subscription services | 28 | 2.60% |
| Gross margin | 64.47% | |
| Operating margin | (28.70%) | |
| Pre-tax margin | (30.43%) |
SailPoint, Inc. vs peers in Software Infrastructure (Q) = latest quarter vs a year earlier
| Company | Market cap | P/E | Fwd P/E | Revenue growth (Q) | EPS growth (Q) | FCF growth (Q) | Gross margin (Q) | EBIT margin (Q) | Compare |
|---|---|---|---|---|---|---|---|---|---|
| NTNX Nutanix | $16.6B | 10.8× | 47.9× | +15.89% (above 0%: growing) | +3,250.00% (above 0%: growing) | +33.59% (above 0%: growing) | 86.03% | 9.24% | Compare |
| CHKP Check Point Software Technologies Ltd. | $15.1B | 17.6× | 19.4× | −1.14% (below 0%: shrinking) | −45.21% (below 0%: shrinking) | +14.22% (above 0%: growing) | 86.91% | 26.46% | Compare |
| GDDY GoDaddy Inc. | $13.6B | 15.5× | 15.1× | +6.05% (above 0%: growing) | +36.60% (above 0%: growing) | +9.40% (above 0%: growing) | 62.83% | 27.02% | Compare |
| AKAM Akamai Technologies, Inc. | $12.5B | 31.9× | 33.2× | +6.38% (above 0%: growing) | −17.35% (below 0%: shrinking) | −169.74% (below 0%: shrinking) | 55.02% | 9.69% | Compare |
| SAIL SailPoint, Inc. | $11.8B | — (loss-making) | — (loss-making) | +16.82% (above 0%: growing) | n/m | −18.60% (below 0%: shrinking) | 66.51% | (19.09%) | |
| DOCN DigitalOcean Holdings, Inc. | $10.6B | 206× | 444× | +39.87% (above 0%: growing) | n/m | +85.62% (above 0%: growing) | 50.15% | 10.28% | Compare |
| PAYP PayPay Corporation | $9.5B | — | — | — | — | — | 100.00% | 28.08% | Compare |
| ZETA Zeta Global Holdings Corp. | $9.4B | 238× | 149× | +46.12% (above 0%: growing) | n/m | +71.78% (above 0%: growing) | 60.29% | 9.33% | Compare |
| NTSK Netskope Inc. | $9.1B | — (loss-making) | — (loss-making) | +29.15% (above 0%: growing) | n/m | −51.62% (below 0%: shrinking) | 73.92% | (40.72%) | Compare |
| Median of peers | $11.6B | 24.7× | 40.6× | +15.89% | +9.63% | +14.22% | 68.38% | 9.99% |
From the latest earnings call
- CEO Mark McClain said AI-driven solutions accounted for more than 30% of net new ARR in Q2 and that the AI-driven pipeline had more than doubled.
- CFO Brian Carolan said a higher SaaS mix created an approximately $5 million revenue timing headwind in Q2 because SaaS revenue is recognized over time.
Largest institutional holders 13F, quarter to 30 June 2026
Held by institutions
101.52%
Held by the ten largest
92.92%
| Holder | Shares | Stake | Change |
|---|---|---|---|
| THOMA BRAVO, L.P. | 479.84m | 84.60% | 0.00 |
| Norges Bank | 13.06m | 2.30% | +13.06m |
| Vanguard | 5.46m | 0.96% | +194.03k |
| UBS | 4.58m | 0.81% | +2.54m |
| WASATCH ADVISORS LP | 4.52m | 0.80% | +4.52m |
| BlackRock | 4.44m | 0.78% | +749.71k |
| Stephens Investment Management Group LLC | 4.15m | 0.73% | +1.26m |
| GW&K Investment Management, LLC | 4.02m | 0.71% | +929.98k |
| Driehaus Capital Management LLC | 3.57m | 0.63% | +3.57m |
| Point72 Asset Management, L.P. | 3.35m | 0.59% | +289.06k |
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.
Pay and ownership Proxy statement filed 24 April 2026
Chief executive’s pay
| Year | Total pay | Actually paid | $100 invested |
|---|---|---|---|
| 2026 | 80.10m | 87.72m | 71.32 |
Ownership
Directors and executive officers, together
1.70%
Thoma Bravo
84.60%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards
at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s
shares at the start of the earliest year shown was worth at each year’s end.
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more.
Read the proxy statement
SailPoint, Inc. (SAIL) Latest News
- SailPoint Unveils AI Identity Agents, Runtime Controls at Navigate MarketBeat
- Is SailPoint (SAIL) Fairly Valued After Its Latest Identity Security Launches? Simply Wall St.
- SailPoint’s 40x Gap — Enterprise AI Agent Adoption Has Outrun Identity Security by a Factor of 40 Forkast News
- From Chaos to Control: SailPoint Unlocks a Secure Agentic Era with Autonomous Identity Security GlobeNewswire
- SailPoint Announces Modernization Capabilities for both Cloud and On-Premises Identity Security GlobeNewswire
- SailPoint Report Finds 79% of Enterprises Run AI Agents in Production, Yet Only 2% Have Deployed Purpose-built Security GlobeNewswire
- SailPoint (SAIL) Reaches $1.2 Billion ARR. Can AI Growth Lift Revenue and Cash Flow?
- Agentic Fabric and AI Could Drive SailPoint’s (SAIL) Next Growth Phase
- SailPoint AI Pipeline Could Drive Increasing Annual Recurring Revenue Upside, RBC Says
- SailPoint Inc (SAIL) (Q2 2027) Earnings Call Highlights: SaaS ARR Surges 36% as AI-Driven ... transcript
20 more headlines
- SailPoint Soars 11%, Palo Alto Up 6%, CrowdStrike Up 6% as Cybersecurity Stocks Rally TIKR
- SailPoint, Inc. (SAIL) Upgraded to Buy: Here's Why Zacks
- Should You Sell Your Okta Stock After It Tripled In Six Months? Trefis
- Why Is SailPoint, Inc. (SAIL) Up 13.5% Since Last Earnings Report? Zacks
- SailPoint Well-Positioned for Critical Role in AI Agent Identity Security, Oppenheimer Says MT Newswires
- An AI kill switch needs 'precision, clarity' of what's wrong: SailPoint CEO
- SailPoint’s (SAIL) Falcon Next-Gen SIEM Arrangement Fits Its Broader Identity Security Push
- Keeper Security and SailPoint Partner to Automate Privileged Access Governance
- SailPoint (SAIL) Q2 2027 Earnings Call Transcript The Motley Fool transcript
- SailPoint, Inc. Q2 2027 Earnings Call Summary Moby transcript
- SailPoint Q2 Earnings Call Highlights MarketBeat transcript
- Dear SailPoint Stock Fans, Mark Your Calendars for September 9 Barchart
- SailPoint, Inc. (SAIL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
- SailPoint, Inc. (SAIL) Q2 Earnings Surpass Estimates
- SailPoint Tops Earnings Estimates as Annual Recurring Revenue Grows 25%. The Stock Falls.
- SailPoint Announces Fiscal Second Quarter 2027 Results
- What Analyst Projections for Key Metrics Reveal About SailPoint, Inc. (SAIL) Q2 Earnings
- SailPoint Announces Integration with CrowdStrike Falcon Next-Gen SIEM
- SailPoint eliminates blind spots with unified protection across human, non-human, and AI agent identities
- SailPoint introduces new Cursor Enterprise connector to secure AI-driven software development
SAIL metrics, ten years each
- Revenue
- Net income
- EPS (diluted)
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- EV/EBITDA
- EV/Sales
- EV/FCF
- Return on equity
- Return on assets
- Return on invested capital
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- Beneish M-score
SailPoint sells identity security software to enterprises and other large organizations. Its software helps customers see which people and digital identities can access applications and data, decide what access they should have, and manage that access as circumstances change. The identities can belong to employees, contractors, machines, or AI agents.
For example, an organization can use SailPoint to give a new employee access to appropriate applications, review that access for compliance, and remove it when it is no longer needed. The software also helps identify and govern machine accounts and assign human owners to them. Its analytics and AI capabilities support tasks such as recommending access decisions and spotting unusual access patterns.