SummarySailPoint 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.Valuation is discounted versus peers due to low profitability, high SBC, Thoma Bravo’s 84.6% ownership, and high short interest; the December Q3 report is a key catalyst. Getty Images
SailPoint, Inc. (SAIL) provides the software that decides who can access what inside a large company. This has historically meant employees, maybe scripts or service accounts. That has changed dramatically. With AI agents that can now log into databases with
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SailPoint představila agenty AI a kontroly přístupu v reálném čase pro ochranu lidských i AI identit. Agentic Fabric a Entro mají být plně integrovány a dostupné od listopadu.
Three Stocks Under $20 With Massive Upside PotentialSailPoint NASDAQ: SAIL used its Navigate conference briefing to outline product updates centered on securing both human and AI identities, including autonomous agents, runtime authorization controls, expanded cloud infrastructure support and a redesigned user interface.
Chandra Gnanasambandam, SailPoint’s executive vice president of product and chief technology officer, said the company views identity security as a combined “human plus AI” challenge rather than one requiring separate platforms. He said large enterprises may face tens of millions of agentic interactions per day as AI agents interact with large language models, APIs and data systems.
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Autonomous agent vision and runtime controls SailPoint Had a Week to Forget—Is This the Buying Window?Gnanasambandam introduced SailPoint’s vision for autonomous identity agents, grouped into red, blue and green categories. Red agents would identify potentially risky or unauthorized activity, such as an AI agent accessing information beyond its owner’s permissions. Blue agents would investigate and, if warranted, stop the activity. Green agents would focus on “peacetime” governance tasks, including automation of access-certification processes.
He said SailPoint has signed one of the world’s largest banks as a design partner for a green certification agent, with a targeted delivery timeframe of December or January.
Why SailPoint May Cruise Past Cybersecurity Rivals in 2025The company also said its platform can support least-privilege and zero-standing-privilege access models for both humans and AI. SailPoint described its role as a policy decision point that evaluates whether access should be permitted in real time, even after a user or agent has been authenticated by an identity provider such as Okta, Microsoft Entra or Ping.
Gnanasambandam said identity providers primarily handle authentication, while SailPoint’s platform is intended to provide fine-grained authorization based on identity context, access behavior, policy compliance and risk.
Entro integration and Agentic Fabric capabilities SailPoint said its Agentic Fabric and Entro, which SailPoint acquired roughly 90 days before the briefing, are expected to be fully integrated and generally available in November. The company also said that a majority of the capabilities discussed during the presentation are expected to be generally available by Nov. 1 or by the end of the year, with a smaller group planned for the first quarter of the following year.
Levent Besik, SailPoint’s chief product officer, demonstrated the Agentic Fabric, which the company said is designed to inventory AI agents, non-human identities and credentials across enterprise environments. The platform uses connectors, endpoint sensors, browser plugins and integrations with AI, SaaS, security information and event management, and data-security platforms, according to Besik.
In the demonstration, SailPoint showed how security administrators could review an AI agent’s owner, credentials, activity history, access graph and risk factors. Besik said the platform can identify issues including unsanctioned AI platforms, exposed credentials, access to production systems and anomalous behavior. Administrators can deactivate agents, rotate credentials or establish authorization policies from the platform, he said.
SailPoint also highlighted scheduled audit reports designed for frameworks including GDPR, HIPAA and the EU AI Act. Besik said the reports can be exported, scheduled and customized. The company plans to unify similar audit capabilities across its agentic and human-focused offerings.
Human identity updates Dan Martillotti, SailPoint’s vice president of product management, outlined additions to the company’s Human Fabric. These include posture management intended to show identity risk across human and non-human identities, along with recommended remediation actions.
The company said it has automated the creation of entitlement descriptions when applications are onboarded and added tools to assess privilege severity. SailPoint also introduced “effective privilege” views intended to reveal access that may be inherited indirectly through roles and groups.
For end users, SailPoint demonstrated an agentic access-request experience that can recommend entitlements based on a user’s role and needs. For privileged access, the platform supports just-in-time sessions in which access is provisioned when a user begins a task and removed when the session ends.
Martillotti also described certification automation that can recommend retaining or revoking access based on policy guardrails, such as whether privileged access has been used recently.
Customer demand shifts toward action and compliance In response to analyst questions, Gnanasambandam said customer conversations have shifted from discovery of agents and credentials toward acting on identified risks. He cited credential rotation, immediate removal of exposed access and runtime controls as key customer priorities.
He also said audit and compliance discussions have increased, particularly around accountability and fine-grained controls for AI systems. SailPoint said its Agentic Fabric can operate alongside customers’ existing IdentityIQ deployments and can connect to IdentityIQ to incorporate human identity context without requiring a migration.
About SailPoint (NASDAQ:SAIL)SailPoint, Inc NASDAQ: SAIL is an identity security company that helps organizations manage and protect digital identities and access to applications, data, and other technology resources. Its software is designed to help enterprises determine who should have access to specific resources, enforce access policies, and identify and address inappropriate or excessive access.
The company's offerings include its cloud-based identity security platform, which supports identity governance, access management, lifecycle automation, compliance, and analytics.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Prezident společnosti SailPoint Matt Mills prodal 7. října 42 442 akcií za 836 531,82 USD v rámci předem sjednaného plánu na pokrytí daňových povinností.
SailPoint, Inc. (NASDAQ:SAIL – Get Free Report) President Matt Mills sold 42,442 shares of the company’s stock in a transaction that occurred on Wednesday, October 7th. The stock was sold at an average price of $19.71, for a total transaction of $836,531.82. Following the transaction, the president directly owned 2,292,872 shares of the company’s stock, valued at $45,192,507.12. This trade represents a 1.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Matt Mills also recently made the following trade(s):
On Tuesday, October 6th, Matt Mills sold 38,223 shares of SailPoint stock. The stock was sold at an average price of $20.36, for a total transaction of $778,220.28. SailPoint Stock Up 3.7% Shares of SAIL opened at $20.77 on Friday. The firm has a market cap of $11.86 billion, a PE ratio of -61.09, a price-to-earnings-growth ratio of 2.20 and a beta of 2.15. The company’s fifty day moving average is $19.38 and its two-hundred day moving average is $15.87. SailPoint, Inc. has a fifty-two week low of $10.30 and a fifty-two week high of $23.89.
SailPoint (NASDAQ:SAIL – Get Free Report) last announced its quarterly earnings data on Wednesday, September 9th. The company reported $0.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.08 by $0.01. The company had revenue of $308.81 million during the quarter. SailPoint had a negative net margin of 16.92% and a positive return on equity of 2.44%. The firm’s quarterly revenue was up 17.0% on a year-over-year basis. During the same period in the prior year, the firm earned ($0.02) earnings per share. SailPoint has set its FY 2027 guidance at 0.300-0.340 EPS and its Q3 2027 guidance at 0.070-0.080 EPS. As a group, equities research analysts anticipate that SailPoint, Inc. will post 0.33 earnings per share for the current year. Wall Street Analysts Forecast Growth A number of research analysts recently weighed in on SAIL shares. Morgan Stanley lifted their target price on SailPoint from $18.00 to $22.00 and gave the company an “overweight” rating in a report on Thursday, August 20th. Roth Capital restated a “buy” rating and set a $21.00 price target (up from $19.00) on shares of SailPoint in a research note on Thursday, September 10th. BTIG Research restated a “buy” rating and issued a $21.00 price objective on shares of SailPoint in a report on Wednesday, September 9th. Bank of America raised their price objective on SailPoint from $19.00 to $22.00 and gave the stock a “neutral” rating in a report on Friday, September 18th. Finally, Barclays lifted their price objective on SailPoint from $21.00 to $22.00 and gave the company an “overweight” rating in a research note on Thursday, September 10th. Twenty analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $22.20.
Read Our Latest Analysis on SailPoint
SailPoint News Roundup Here are the key news stories impacting SailPoint this week:
Positive Sentiment: Cantor Fitzgerald raised its price target to $27 from $25 and maintained an “overweight” rating. The firm cited potential expansion of SailPoint’s addressable market, providing a positive catalyst for the stock. Cantor Fitzgerald price-target report Positive Sentiment: Recent analyst actions remain favorable. Robert W. Baird raised its target to $25 and assigned an “outperform” rating, while Oppenheimer initiated coverage with an “outperform” rating and a $30 target, pointing to SailPoint’s potential role in securing AI-agent identities. Oppenheimer coverage report Positive Sentiment: Post-earnings momentum has continued. SailPoint has risen 13.5% since its latest earnings report, which included earnings of $0.09 per share versus an $0.08 consensus estimate and 17% year-over-year revenue growth to $308.81 million. Zacks post-earnings analysis Positive Sentiment: SailPoint updated its identity-security platform, potentially strengthening its competitive position as demand grows for governance and protection of digital identities, including those used by AI systems. Platform update Neutral Sentiment: Amerx initiated coverage with a “hold” rating, providing a more cautious counterpoint to the recent bullish recommendations. Amerx coverage report Negative Sentiment: Several senior executives, including the CEO, CFO, president and other officers, sold shares. The transactions were made under pre-arranged Rule 10b5-1 plans to cover tax obligations on vested equity awards, and executives retained substantial holdings, reducing—but not eliminating—the bearish signal. Institutional Inflows and Outflows Several hedge funds have recently bought and sold shares of the stock. WINTON GROUP Ltd lifted its holdings in shares of SailPoint by 171.8% during the second quarter. WINTON GROUP Ltd now owns 64,954 shares of the company’s stock valued at $951,000 after acquiring an additional 41,054 shares during the period. Engineers Gate Manager LP acquired a new stake in shares of SailPoint in the 2nd quarter valued at $464,000. Integrated Wealth Concepts LLC bought a new stake in shares of SailPoint in the 2nd quarter worth about $125,000. Corient Private Wealth LP bought a new stake in shares of SailPoint in the 2nd quarter worth about $412,000. Finally, Outfitters Financial LLC grew its holdings in shares of SailPoint by 4.8% in the 2nd quarter. Outfitters Financial LLC now owns 41,175 shares of the company’s stock worth $603,000 after purchasing an additional 1,900 shares during the last quarter.
About SailPoint (Get Free Report)
SailPoint, Inc (NASDAQ:SAIL) is an identity security company that helps organizations manage and protect digital identities and access to applications, data, and other technology resources. Its software is designed to help enterprises determine who should have access to specific resources, enforce access policies, and identify and address inappropriate or excessive access.
The company’s offerings include its cloud-based identity security platform, which supports identity governance, access management, lifecycle automation, compliance, and analytics.
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SailPoint, Inc. (NASDAQ:SAIL – Get Free Report) CEO Mark Mcclain sold 103,893 shares of the company’s stock in a transaction dated Tuesday, October 6th. The stock was sold at an average price of $20.36, for a total transaction of $2,115,261.48. Following the completion of the sale, the chief executive officer directly owned 7,989,977 shares of the company’s stock, valued at $162,675,931.72. The trade was a 1.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
SailPoint Stock Up 3.7% Shares of SAIL opened at $20.77 on Friday. The firm has a 50-day moving average price of $19.38 and a 200 day moving average price of $15.87. The firm has a market capitalization of $11.86 billion, a PE ratio of -61.09, a P/E/G ratio of 2.20 and a beta of 2.15. SailPoint, Inc. has a 52-week low of $10.30 and a 52-week high of $23.89.
SailPoint (NASDAQ:SAIL – Get Free Report) last released its earnings results on Wednesday, September 9th. The company reported $0.09 EPS for the quarter, beating the consensus estimate of $0.08 by $0.01. SailPoint had a negative net margin of 16.92% and a positive return on equity of 2.44%. The firm had revenue of $308.81 million for the quarter. During the same period in the previous year, the business posted ($0.02) EPS. The firm’s quarterly revenue was up 17.0% on a year-over-year basis. SailPoint has set its FY 2027 guidance at 0.300-0.340 EPS and its Q3 2027 guidance at 0.070-0.080 EPS. On average, equities analysts expect that SailPoint, Inc. will post 0.33 EPS for the current year.
Analyst Upgrades and Downgrades Several research analysts have recently issued reports on the stock. BMO Capital Markets reiterated a “buy” rating and issued a $21.00 price objective on shares of SailPoint in a report on Thursday, September 10th. Scotiabank reissued an “outperform” rating on shares of SailPoint in a report on Monday, October 5th. Oppenheimer started coverage on SailPoint in a report on Wednesday. They set an “outperform” rating and a $30.00 target price on the stock. Cantor Fitzgerald upped their target price on SailPoint from $25.00 to $27.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Wells Fargo & Company upped their target price on SailPoint from $19.00 to $22.00 and gave the stock an “overweight” rating in a research report on Monday, August 17th. Twenty investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $22.20. Check Out Our Latest Stock Analysis on SAIL
Institutional Trading of SailPoint A number of hedge funds and other institutional investors have recently modified their holdings of the stock. WINTON GROUP Ltd raised its holdings in SailPoint by 171.8% during the second quarter. WINTON GROUP Ltd now owns 64,954 shares of the company’s stock worth $951,000 after acquiring an additional 41,054 shares in the last quarter. Engineers Gate Manager LP bought a new position in SailPoint in the second quarter valued at approximately $464,000. Integrated Wealth Concepts LLC bought a new position in SailPoint in the second quarter valued at approximately $125,000. Corient Private Wealth LP bought a new position in SailPoint in the second quarter valued at approximately $412,000. Finally, Outfitters Financial LLC grew its stake in SailPoint by 4.8% in the second quarter. Outfitters Financial LLC now owns 41,175 shares of the company’s stock valued at $603,000 after purchasing an additional 1,900 shares in the last quarter.
Trending Headlines about SailPoint Here are the key news stories impacting SailPoint this week:
Positive Sentiment: Cantor Fitzgerald raised its price target to $27 from $25 and maintained an “overweight” rating. The firm cited potential expansion of SailPoint’s addressable market, providing a positive catalyst for the stock. Cantor Fitzgerald price-target report Positive Sentiment: Recent analyst actions remain favorable. Robert W. Baird raised its target to $25 and assigned an “outperform” rating, while Oppenheimer initiated coverage with an “outperform” rating and a $30 target, pointing to SailPoint’s potential role in securing AI-agent identities. Oppenheimer coverage report Positive Sentiment: Post-earnings momentum has continued. SailPoint has risen 13.5% since its latest earnings report, which included earnings of $0.09 per share versus an $0.08 consensus estimate and 17% year-over-year revenue growth to $308.81 million. Zacks post-earnings analysis Positive Sentiment: SailPoint updated its identity-security platform, potentially strengthening its competitive position as demand grows for governance and protection of digital identities, including those used by AI systems. Platform update Neutral Sentiment: Amerx initiated coverage with a “hold” rating, providing a more cautious counterpoint to the recent bullish recommendations. Amerx coverage report Negative Sentiment: Several senior executives, including the CEO, CFO, president and other officers, sold shares. The transactions were made under pre-arranged Rule 10b5-1 plans to cover tax obligations on vested equity awards, and executives retained substantial holdings, reducing—but not eliminating—the bearish signal. About SailPoint (Get Free Report)
SailPoint, Inc (NASDAQ:SAIL) is an identity security company that helps organizations manage and protect digital identities and access to applications, data, and other technology resources. Its software is designed to help enterprises determine who should have access to specific resources, enforce access policies, and identify and address inappropriate or excessive access.
The company’s offerings include its cloud-based identity security platform, which supports identity governance, access management, lifecycle automation, compliance, and analytics.
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Finanční ředitel společnosti SailPoint Brian Carolan 7. října prodal 52 822 akcií za 1,04 milionu USD v rámci předem sjednaného plánu 10b5-1 na pokrytí daňových závazků.
SailPoint, Inc. (NASDAQ:SAIL – Get Free Report) CFO Brian Carolan sold 52,822 shares of the firm’s stock in a transaction dated Wednesday, October 7th. The shares were sold at an average price of $19.71, for a total value of $1,041,121.62. Following the sale, the chief financial officer owned 1,626,381 shares of the company’s stock, valued at $32,055,969.51. This represents a 3.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Brian Carolan also recently made the following trade(s):
On Tuesday, October 6th, Brian Carolan sold 28,539 shares of SailPoint stock. The stock was sold at an average price of $20.36, for a total value of $581,054.04. SailPoint Stock Performance NASDAQ:SAIL opened at $20.77 on Friday. The stock has a market cap of $11.86 billion, a price-to-earnings ratio of -61.09, a price-to-earnings-growth ratio of 2.20 and a beta of 2.15. SailPoint, Inc. has a one year low of $10.30 and a one year high of $23.89. The business’s 50-day simple moving average is $19.38 and its 200 day simple moving average is $15.87.
SailPoint (NASDAQ:SAIL – Get Free Report) last issued its quarterly earnings results on Wednesday, September 9th. The company reported $0.09 EPS for the quarter, beating analysts’ consensus estimates of $0.08 by $0.01. SailPoint had a positive return on equity of 2.44% and a negative net margin of 16.92%. The firm had revenue of $308.81 million during the quarter. During the same period in the prior year, the company posted ($0.02) EPS. The company’s revenue for the quarter was up 17.0% on a year-over-year basis. SailPoint has set its FY 2027 guidance at 0.300-0.340 EPS and its Q3 2027 guidance at 0.070-0.080 EPS. On average, equities research analysts predict that SailPoint, Inc. will post 0.33 EPS for the current year. SailPoint News Summary Here are the key news stories impacting SailPoint this week:
Positive Sentiment: Cantor Fitzgerald raised its price target to $27 from $25 and maintained an “overweight” rating. The firm cited potential expansion of SailPoint’s addressable market, providing a positive catalyst for the stock. Cantor Fitzgerald price-target report Positive Sentiment: Recent analyst actions remain favorable. Robert W. Baird raised its target to $25 and assigned an “outperform” rating, while Oppenheimer initiated coverage with an “outperform” rating and a $30 target, pointing to SailPoint’s potential role in securing AI-agent identities. Oppenheimer coverage report Positive Sentiment: Post-earnings momentum has continued. SailPoint has risen 13.5% since its latest earnings report, which included earnings of $0.09 per share versus an $0.08 consensus estimate and 17% year-over-year revenue growth to $308.81 million. Zacks post-earnings analysis Positive Sentiment: SailPoint updated its identity-security platform, potentially strengthening its competitive position as demand grows for governance and protection of digital identities, including those used by AI systems. Platform update Neutral Sentiment: Amerx initiated coverage with a “hold” rating, providing a more cautious counterpoint to the recent bullish recommendations. Amerx coverage report Negative Sentiment: Several senior executives, including the CEO, CFO, president and other officers, sold shares. The transactions were made under pre-arranged Rule 10b5-1 plans to cover tax obligations on vested equity awards, and executives retained substantial holdings, reducing—but not eliminating—the bearish signal. Analysts Set New Price Targets Several research firms have recently commented on SAIL. BMO Capital Markets reiterated a “buy” rating and set a $21.00 target price on shares of SailPoint in a research note on Thursday, September 10th. Truist Financial raised their price target on shares of SailPoint from $23.00 to $27.00 and gave the stock a “buy” rating in a research report on Thursday, September 24th. DA Davidson restated a “neutral” rating and issued a $17.00 price target on shares of SailPoint in a research note on Thursday, September 10th. Rosenblatt Securities reaffirmed a “neutral” rating and issued a $17.00 price target on shares of SailPoint in a report on Thursday, September 10th. Finally, Robert W. Baird upped their price target on shares of SailPoint from $22.00 to $25.00 and gave the company an “outperform” rating in a report on Thursday. Twenty research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $22.20.
Get Our Latest Analysis on SailPoint
Institutional Inflows and Outflows Large investors have recently added to or reduced their stakes in the business. Wasatch Advisors LP bought a new position in shares of SailPoint in the 2nd quarter valued at about $66,173,000. BlackRock Inc. acquired a new stake in shares of SailPoint during the 2nd quarter worth approximately $65,050,000. Freestone Grove Partners LP acquired a new stake in shares of SailPoint during the 2nd quarter worth approximately $21,266,000. Bamco Inc. NY acquired a new stake in shares of SailPoint during the 2nd quarter worth approximately $15,914,000. Finally, Bank of America Corp DE bought a new stake in shares of SailPoint during the second quarter worth approximately $15,661,000.
About SailPoint (Get Free Report)
SailPoint, Inc (NASDAQ:SAIL) is an identity security company that helps organizations manage and protect digital identities and access to applications, data, and other technology resources. Its software is designed to help enterprises determine who should have access to specific resources, enforce access policies, and identify and address inappropriate or excessive access.
The company’s offerings include its cloud-based identity security platform, which supports identity governance, access management, lifecycle automation, compliance, and analytics.
Featured Articles Five stocks we like better than SailPoint 3 Unique ETFs With Strong Momentum for the End of the Year 3 Beaten-Down Biotech Stocks With Triple-Digit Upside and Big Catalysts Ahead Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone? Delta Air Lines Faces a Fuel Crisis—But There’s a Silver Lining
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A month has gone by since the last earnings report for SailPoint, Inc. (SAIL - Free Report) . Shares have added about 13.5% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is SailPoint, Inc. due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for SailPoint, Inc. before we dive into how investors and analysts have reacted as of late.
SAIL Q2 Earnings Beat Estimates on Strong SaaS GrowthSailPoint reported fiscal second-quarter 2027 adjusted earnings of 9 cents per share, up 28.6% year over year and 12.5% above the Zacks Consensus Estimate of 8 cents. The quarter benefited from strong SaaS adoption and AI-driven solution demand.
Revenues rose 16.8% year over year to $309 million but missed the consensus mark by 0.51%. Dollar-based net retention was 113%, highlighting steady customer retention and expansion.
SAIL’s Q2 ARR Growth Stays RobustAnnual recurring revenue, or ARR, increased 25% year over year to $1.231 billion. SaaS ARR climbed 36% to $847 million, while net new SaaS ARR rose 34% to $66 million and represented 97% of total net new ARR.
AI-driven ARR exceeded $70 million. AI-driven solutions accounted for more than 30% of net new ARR, while more than two-thirds of migrations completed in the quarter included an AI-driven solution.
The AI-driven pipeline more than doubled since the June 2026 Investor Day to more than $200 million. Management also noted a record number of proofs of concept as enterprises evaluate identity governance solutions for human and non-human identities.
SailPoint's SaaS Revenue Leads Subscription MixSaaS revenues jumped 34% year over year to $193.9 million. Maintenance and support revenues fell 8% to $35.5 million, while term subscription revenues declined 3% to $56.2 million. Other subscription services revenues increased 47% to $9.7 million.
Total subscription revenues advanced 19% to $295.2 million. Services and other revenues decreased 17% to $13.6 million, showing that subscription offerings remained the primary source of top-line growth.
The higher SaaS mix created an approximately $5 million revenue timing headwind in the quarter. SaaS revenues are recognized ratably, while a portion of term-license revenues is recognized upfront.
SailPoint Expands Customer and Contract BaseSaaS customer count increased 16% year over year, while ARR per SaaS customer rose 17% to more than $400,000. SailPoint ended the quarter with approximately 3,310 customers and had 235 customers generating more than $1 million in ARR, up 27% year over year.
Remaining performance obligations increased 30% to $1.9 billion. Current remaining performance obligations, representing amounts expected to be recognized as revenues over the next 12 months, advanced 27% to $931 million.
SAIL's Margins Hold Near Year-Ago LevelsAdjusted gross margin was 77.4%, down from 78.2% a year ago. Adjusted subscription gross margin was 82.3% compared with 83% in the prior-year quarter.
Adjusted research and development expenses rose 11.1% to $45 million. Adjusted sales and marketing expenses increased 19.5% to $111.3 million, while adjusted general and administrative expenses grew 4.5% to $20 million.
Adjusted income from operations increased 16.3% to $62.8 million, while adjusted operating margin was 20.3% versus 20.4% a year earlier.
SAIL's Cash Flow Moderates in Q2Cash and cash equivalents were $309.9 million as of July 31, 2026, compared with $358.1 million as of Jan. 31, 2026. Cash flows from operating activities were $45 million, down from $49.9 million in the year-ago quarter.
Free cash flow declined 18.6% to $37.4 million from $46 million, with free cash flow margin contracting to 12.1% from 17.4%. Investing outflows included $118.2 million for business acquisitions during the reported quarter.
SailPoint Raises ARR Outlook for Fiscal 2027For the fiscal third quarter, SailPoint expects ARR of $1.288-$1.292 billion, implying 24% year-over-year growth. Revenues are projected between $326 million and $330 million, with adjusted income from operations of $57.5-$58.5 million and adjusted earnings of 7-8 cents per share.
For fiscal 2027, the company raised its ARR outlook to $1.375-$1.385 billion from $1.364-$1.374 billion. Revenues remain forecast at $1.265-$1.275 billion, adjusted income from operations at $239-$244 million and adjusted earnings at 30-34 cents per share.
SailPoint continues to expect roughly $200 million in free cash flow.
How Have Estimates Been Moving Since Then?It turns out, fresh estimates have trended downward during the past month.
VGM ScoresCurrently, SailPoint, Inc. has a subpar Growth Score of D, however its Momentum Score is doing a lot better with an A. However, the stock has a grade of F on the value side, putting it in the bottom 20% quintile for value investors.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of this revision indicates a downward shift. Interestingly, SailPoint, Inc. has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerSailPoint, Inc. belongs to the Zacks Internet - Software industry. Another stock from the same industry, Samsara Inc. (IOT - Free Report) , has gained 7.2% over the past month. More than a month has passed since the company reported results for the quarter ended July 2026.
Samsara Inc. reported revenues of $508.44 million in the last reported quarter, representing a year-over-year change of +29.9%. EPS of $0.20 for the same period compares with $0.12 a year ago.
Samsara Inc. is expected to post earnings of $0.19 per share for the current quarter, representing a year-over-year change of +26.7%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
Samsara Inc. has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C.
SailPoint představil IdentityIQ 9.0 pro lokální nasazení a nové cloudové funkce Human Fabric, včetně žádostí o přístup využívajících AI a prevence konfliktů oprávnění v reálném čase.
New SailPoint Human Fabric capabilities and SailPoint IdentityIQ 9.0 release deliver security and governance built for enterprise scale, ensuring no customer is left behind in their security evolution | Source: SailPoint Technologies, Inc.
AUSTIN, Texas, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Today at its annual flagship conference, Navigate, SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, announced a significant modernization across its entire identity platform. The company unveiled new enterprise-scale capabilities for SailPoint Human Fabric and the release of IdentityIQ 9.0, a major update to its on-premises solution. These updates demonstrate a unified commitment to modernizing identity security for every customer, whether in the cloud, on-premises, or in a hybrid environment.
The announcements address a challenge facing the industry as a whole: most identity governance infrastructure can't keep pace with how enterprises operate today. SailPoint is closing that gap with substantive updates that re-platform core services for scale and strengthen governance, not simple UI refreshes.
Chandra Gnanasambandam, EVP of Product and Chief Technology Officer at SailPoint, said:
"Most vendors ask their customers to choose between a growth story or a stewardship story, but the reality of the modern enterprise is not that simple. Today, we are delivering on both fronts. We are advancing the frontier of cloud identity security with Human Fabric while also demonstrating our commitment to the customers who rely on IdentityIQ for identity security. This is one modernization effort on two fronts, ensuring every customer has a path forward without compromise.”
Governance built for enterprise scale: The SailPoint Human Fabric
SailPoint announced three new major updates for Human Fabric, its cloud-native identity security product, designed to operate at enterprise scale:
Access certifications enhancements: A completely re-platformed certification engine built to handle enterprise-scale access reviews without record limits or data delays. The new engine removes the need for administrators to manually split large campaigns and includes a faster, more intuitive reviewer interface and cryptographic, GxP-compliant sign-off for regulated industries.Proactive Separation of Duties (SoD): Moving beyond after-the-fact alerting, SailPoint’s enhanced SoD engine provides real-time evaluation that proactively blocks toxic access combinations at the moment of request. It uniquely flags conflicts created by other pending requests still in-flight, preventing violations before they occur.Conversational Access Requests: A new AI-powered agent allows users to make access requests in natural language directly from their chat tools. With support for custom forms, employees can provide necessary business justifications and compliance details seamlessly within the chat flow.
No customer left behind: IdentityIQ 9.0
For customers with extensive data residency requirements, strict regulatory constraints, or deeply customized programs, SailPoint is delivering IdentityIQ 9.0. The release provides a parallel modernization path for hybrid and on-premises deployments, centered on three pillars: a stronger governance, including granular, time-based access for roles and entitlements, and a rebuilt technical foundation running on modern application servers, with a refreshed user experience that streamlines access reviews and application definition.
Critically, SailPoint is also offering an automated upgrade tool with the release. This utility scans a customer’s environment and automates much of the manual work required to update, addressing the primary risk that stalls on-premises upgrades and proving that customers can confidently evolve their existing deployments.
Learn more about all the new products announced today at Navigate here.
About SailPoint
SailPoint (Nasdaq: SAIL) is defining the new era of adaptive identity security. In a world where non-human identities now significantly outnumber humans, our AI-powered platform unifies identity, security, and data intelligence to protect today’s enterprise from advanced identity-based threats. We deliver the identity solution that spans both the breadth of identities and the depth of context needed to drive real-time access with confidence. Built on principles like zero-standing privilege and contextualized risk, our SailPoint platform transforms identity from a point of vulnerability into a powerful security advantage. Trusted by many of the world's leading organizations, SailPoint secures the enterprise with intelligent, autonomous identity security.
Forward-Looking Statements
This press release may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including with respect to SailPoint’s expectations regarding announcements made at Navigate. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “expects,” “plans,” “anticipates,” “could,” “would,” “plan to,” “intend to,” “believe,” or “goal” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions. These forward-looking statements are not guarantees of future performance, but are based on management's current expectations, assumptions and beliefs concerning future developments and their potential effect on us, which are inherently subject to uncertainties, risks and changes in circumstances that are difficult to predict. Our expectations expressed or implied in these forward-looking statements may not turn out to be correct. The development, release, and timing of any features or functionality described for SailPoint’s products that are not currently available remain at SailPoint’s sole discretion on a when, and if available, basis, may not be delivered at all and should not be relied on in making a purchasing decision, and could be materially different from our expectations because of various risks.
Important factors, some of which are beyond our control, that could cause actual results to differ materially from our historical results or those expressed or implied by these forward-looking statements include the following: our ability to deepen our relationships with existing customers; the growth in the market for identity security solutions; our ability to maintain successful relationships with each of our partners; our ability to compete successfully against current and future competitors; the increasing complexity of our operations; our ability to maintain and enhance our brand or reputation as an industry leader and innovator; unfavorable conditions in our industry or the global economy; our ability to successfully introduce, use, and integrate artificial intelligence (AI) with our solutions; breaches in our security, cyber attacks, or other cyber risks; interruptions, outages, or other disruptions affecting the delivery of our SaaS solution or any of the third-party cloud-based systems that we use in our operations; our ability to adapt and respond to rapidly changing technology, industry standards, regulations, or customer needs, requirements, or preferences; real or perceived errors, failures, or disruptions in our platform or solutions; and the ability of our platform and solutions to effectively interoperate with our customers’ existing or future IT infrastructures.
More information on these risks and other potential factors that could affect our financial results is included in our reports and other documents filed with the Securities and Exchange Commission including in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections in our most recently filed Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. Any forward-looking statement speaks only as of the date as of which such statement is made, and, except as required by law, we undertake no obligation to update or revise publicly any forward-looking statements, whether because of new information, future events, or otherwise.
The development, release, and timing of any features, functionality, capabilities, or services described for SailPoint's products that are not currently available remain at SailPoint's sole discretion on a when, and if, available basis and may not be delivered at all and must not be relied on in making a purchasing or investing decision.
Media relations for SailPoint
Shannon Paulk
Sr. Manager, Corporate Communications
303-748-2275 [email protected]
Průzkum společnosti SailPoint ukázal, že 79 % organizací nasazuje AI agenty, ale pouze 2 % využívají specializované nástroje pro správu jejich identit.
Fifth annual Horizons of Identity Security report reveals a 40x gap between AI adoption and identity security readiness | Source: SailPoint Technologies, Inc.
AUSTIN, Texas, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Today from its annual Navigate conference, SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, released its fifth annual Horizons of Identity Security report, revealing that enterprise AI adoption has dramatically outpaced the identity security controls needed to govern it. The study finds that while 79% of organizations are now running AI agents in production, a mere 2% are using identity security tools specifically designed to manage and govern them — a 40-to-1 gap that exposes businesses to significant risk.
This gap is driven by a stark divergence in security maturity between human and non-human identities. While organizations have made impressive strides with human security—nearly halving those at Horizon 1 maturity from 45% in 2022 to just 23% today—the explosion of autonomous AI agents has introduced a new deficit. Agent identity starts from a steep lag, with 54% of organizations currently sitting at Horizon 1. With AI agents already active in production, enterprises do not have the luxury of a five-year runway to catch up; they must compress a five-year human security curve into a one-year agent timeline.
Wendy Wu, Chief Marketing Officer at SailPoint, said:
"Compressing a five-year maturity curve into a single year presents a massive operational challenge, starting with a fundamental awareness gap. Many organizations don't yet realize that they do not have the right tools purpose-built for the scale and velocity of agent and non-human identity security. You cannot bridge this gap by asking human-speed tools to work faster; security must be built for machine speed from the ground up, with discovery, ownership, and access decisions happening in real time rather than on a quarterly review cycle. Enterprises waiting for their agent programs to mature the way their human programs did are going to find out the hard way that they don't have five years."
Key findings:
AI adoption has severely outpaced security controls: AI agents now represent 22% of all non-human accounts, yet 85% of organizations continue to rely on legacy identity tools not designed for agentic identities.Overall maturity remains anchored at foundational levels. Roughly sixty percent of organizations remain in Horizons 1 and 2, while less than 1% have achieved Horizon 5. This lag is overwhelmingly driven by non-human identity deficits: 87% rate their human IAM capabilities as capable or better, while only 43% report mature processes for agentic access.A pronounced awareness gap masks operational vulnerability: 80% of leaders believe the gap in their current tooling is moderate or smaller, yet the operational reality is that only 15% can provision non-human access in real time. Similarly, 57% express confidence in meeting regulatory requirements, while only 43% feel prepared to produce verifiable evidence in an AI-related audit.Foundations remain the primary operational roadblock. Before enterprises can realize dynamic, intent-based security, they must first master baseline hygiene and visibility. Credential lifecycle management, shadow AI discovery, and real-time monitoring are rated as severe operational hurdles across the market.The business value of non-human identity security is immediate and measurable: Mature identity programs deliver significant business velocity. 62% of organizations that have invested in securing non-human identities report measurable productivity gains, and 46% report safer, faster AI deployment. Looking ahead, 76% of leaders expect stronger identity governance to improve their eligibility for — or the terms of — cyber insurance.
The report concludes that the mandate for security leaders is to move from a fragmented, human-centric approach to a unified identity fabric that governs all identity types—human, machine, and AI agent—with continuous, context-aware automation. By advancing from foundational tiers (Horizons 1-2)—where organizations struggle with manual controls and lack basic visibility—to advanced maturity (Horizons 4-5), enterprises gain the real-time visibility and automated policy enforcement needed to secure autonomous agents. This transition pays off well beyond basic compliance; mature organizations are twice as likely to realize significant productivity gains and three times more successful at deploying AI safely, effectively transforming compliance from a reactive audit scramble into a state of automated, continuous assurance. This is the only path to closing the security gap while enabling the full velocity of the autonomous enterprise.
About the report
The 2026 Horizons of Identity Security report is based on a global survey of 340 senior identity, IT, cybersecurity, and risk leaders conducted by SailPoint, evaluating organizations across strategy, operating models, talent, technical confidence, and technical capabilities against a five-tier maturity model ranging from Horizon 1 (No formal program) to Horizon 5 (Ecosystem integrated).
To read the full 2026-2027 “Horizons of Identity Security” report, please visit here.
Check out the livestream of SailPoint CMO Wendy Wu revealing the findings of this year’s Horizons report from SailPoint Navigate.
About SailPoint
SailPoint (Nasdaq: SAIL) is defining the new era of adaptive identity security. In a world where non-human identities now significantly outnumber humans, our AI-powered platform unifies identity, security, and data intelligence to protect today’s enterprise from advanced identity-based threats. We deliver the identity solution that spans both the breadth of identities and the depth of context needed to drive real-time access with confidence. Built on principles like zero-standing privilege and contextualized risk, our SailPoint platform transforms identity from a point of vulnerability into a powerful security advantage. Trusted by many of the world's leading organizations, SailPoint secures the enterprise with intelligent, autonomous identity security.
Media relations for SailPoint
Shannon Paulk
Sr. Manager, Corporate Communications
303-748-2275 [email protected]
SailPoint oznámil za 2. čtvrtletí silné výsledky, ale výnosy z AI se zatím plně nepromítají do výnosů. Výnosy 308,8 mil. USD i výhled zůstaly pod tlakem, i když ARR z AI překročil 70 mil. USD.
Enterprise identity security company SailPoint Inc (NASDAQ:SAIL) reported its results for the second quarter of fiscal 2027.
Here are some key analyst takeaways from the Wednesday report:
Rosenblatt Securities analyst Catharine Trebnick maintained a Neutral rating and price target of $17. DA Davidson analyst Rudy Kessinger reiterated a Neutral rating and price target of $17. Check out other analyst stock ratings.
Rosenblatt Securities: SailPoint delivered strong quarterly results, with "a cleaner beat than last quarter," Trebnick said in a note. ARR (annual recurring revenue) grew 25% year-on-year to $1.231 billion, coming in $11 million above the midpoint of the company’s guidance and $10.2 million higher than consensus, she added.
AI-driven ARR crossed $70 million versus SailPoint’s fiscal 2027 target of $10 million and contributed more than 30% of net new ARR, which indicates that the company is monetizing AI, "rather than just building pipeline," the analyst stated. She noted, however, that management left full-year revenue, margin, earnings and free cash flow guidance unchanged, with second-quarter revenue of $309 million coming in $1.4 million below Street expectations.
DA Davidson: SailPoint delivered a solid quarter, with operating profit of $62.8 million and earnings of nine cents per share topping consensus estimates of $57.1 million and eight cents per share, respectively, Kessinger said. Revenue of $308.8 million missed expectations of $310.2 million, he added.
While AI-driven ARR climbed from $20 million in fiscal 2026 to over $70 million, "it is important to remember that AI ARR includes all ARR from customers who are consuming any Agentic Suites, Agentic Fabric, etc. and thus the actual NNARR from AI / Agentic products is much lower," the analyst wrote.
He further stated that management announced mixed guidance for the fiscal third quarter:
Revenue of $328 million, slightly lower than consensus of $328.3 million. Operating Profit of $58 million, much lower than consensus of $61.5 million. Earnings of eight cents per share, in line with expectations. ARR of $1.290 billion at the midpoint, higher than consensus of $1.278 billion, implying NNARR of $59.0 million versus Street expectations of $57.3 million. SAIL Price Action: SailPoint shares were down 1.87% to $17.31 at publication on Friday.
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AUSTIN, Texas, Sept. 09, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced financial results for its fiscal second quarter ended July 31, 2026.
The company’s earnings release and presentation can be accessed on the quarterly results section of SailPoint’s investor relations website. SailPoint will host a conference call today at 8:30 a.m. Eastern Time to discuss the results and outlook, which is accessible here.
About SailPoint
At SailPoint (Nasdaq: SAIL), we believe enterprise security must start with identity at the foundation. Today’s enterprise runs on a diverse workforce of not just human but also digital identities—and securing them all is critical. Through the lens of identity, SailPoint empowers organizations to seamlessly manage and secure access to applications and data at speed and scale. Our unified, intelligent, and extensible platform delivers identity-first security, helping enterprises defend against dynamic threats while driving productivity and transformation. Trusted by many of the world’s most complex organizations, SailPoint secures the modern enterprise.
SailPoint rozšířil partnerství s CrowdStrike a přidal data o identity governance a přístupu do Falcon Next-Gen SIEM. Cílem je rychlejší vyšetřování a reakce na hrozby.
New integration brings SailPoint identity governance and access data into Falcon Next-Gen SIEM to enrich investigations and accelerate threat response for all identities – human, machine, and AI agent | Source: SailPoint Technologies, Inc.
LAS VEGAS, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Fal.Con 2026 – SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today at Fal.Con 2026 announced an expansion of its partnership with CrowdStrike, bringing SailPoint SecOps Identity Intelligence into CrowdStrike Falcon® Next-Gen SIEM to enrich investigations with identity governance and access context and accelerate threat detection and response.
Falcon Next-Gen SIEM unifies security data across the enterprise to give SOC teams the context they need to detect, investigate, and respond to threats at speed. The new integration brings SailPoint identity governance and access data into Falcon Next-Gen SIEM, enabling security teams to correlate SailPoint insights with endpoint, identity, cloud, and other security telemetry in the Falcon platform. By bringing this additional context directly into existing SOC workflows, analysts can investigate identity-related activity faster and take action without moving between disparate tools.
Chandra Gnanasambandam, EVP of Product and Chief Technology Officer at SailPoint, said:
“Identity has become a critical part of the modern attack surface, making it essential for security teams to understand who has access to what when investigating potential threats. By bringing SailPoint’s identity intelligence into CrowdStrike Falcon Next-Gen SIEM, we’re giving joint customers additional context directly within their existing security workflows, helping them investigate identity-related risk and respond faster.”
With SailPoint SecOps Identity Intelligence integrated into Falcon Next-Gen SIEM, joint customers can:
Enrich security investigations with identity context: Bring SailPoint identity governance, access, and risk data for all human and non-human identities into Falcon Next-Gen SIEM to provide analysts with additional context during investigations.Correlate data across the security environment: Analyze SailPoint data alongside endpoint, identity, cloud, threat intelligence, and other third-party telemetry in Falcon Next-Gen SIEM.Accelerate investigation and response: Give SOC teams identity and access context directly within Falcon workflows, reducing manual investigation and helping analysts respond faster.
SailPoint SecOps Identity Intelligence is now available on the CrowdStrike Marketplace. To see the integration in action, visit SailPoint at CrowdStrike Fal.Con at booth #1754.
About SailPoint
SailPoint (Nasdaq: SAIL) is defining the new era of adaptive identity security. In a world where non-human identities now significantly outnumber humans, our AI-powered platform unifies identity, security, and data intelligence to protect today’s enterprise from advanced identity-based threats. We deliver the identity solution that spans both the breadth of identities and the depth of context needed to drive real-time access with confidence. Built on principles like zero-standing privilege and contextualized risk, our SailPoint platform transforms identity from a point of vulnerability into a powerful security advantage. Trusted by many of the world's leading organizations, SailPoint secures the enterprise with intelligent, autonomous identity security.
Media relations for SailPoint
Shannon Paulk
Sr. Manager, Corporate Communications
303-748-2275 [email protected]
As autonomous background agents join human engineers in the codebase, SailPoint delivers a single, centralized registry to secure the modern software supply chain July 29, 2026 09:00 ET | Source: SailPoint Technologies, Inc.
AUSTIN, Texas, July 29, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced the release of the SailPoint Cursor Enterprise connector. Designed to integrate with Cursor, a leading coding agent platform, this new connector enables organizations to securely govern both human software engineers and autonomous AI background agents from a single, unified control plane.
As enterprises adopt AI to accelerate software development, engineering environments are expanding beyond human users alone. AI agents can now plan changes, run tests, and contribute code, creating new identity and access governance challenges for security and IT teams. This shift creates an entirely new class of identities that most security teams can't yet see, govern, or audit. Without centralized visibility, organizations confront a difficult choice: trust unmanaged AI tools with proprietary source code, or block them and slow the very productivity AI is meant to unlock.
To help businesses innovate securely at the speed of AI, the SailPoint Cursor Enterprise connector gives security teams the power to see and govern every human and AI agent interacting with their codebase. By integrating AI-native development workspaces directly into SailPoint Atlas, organizations can more confidently unleash the productivity of AI-driven software development without compromising the security of their software supply chain, extending the governance model used for other business-critical systems to the AI-native developer environments. This connector will help SailPoint customers to ensure that as AI agents increasingly write, inspect, and modify code, they are bound by the same strict, least-privilege governance policies as human developers, eliminating critical security blind spots in the software supply chain.
Chandra Gnanasambandam, EVP of Product and Chief Technology Officer at SailPoint said:
“AI agents are the newest members of your engineering team, but they are often operating in the dark, without the 'digital ID badges' and access rules we require of human developers. Our new Cursor connector changes that. We're giving security teams the power to see and secure every AI agent interacting with their codebase, so businesses can innovate securely at the speed of AI.”
Brian McCarthy, President, Global Revenue and Field Operations at Cursor said:
“Just as every engineer needs the right permissions to commit code, every AI agent should have a governed identity. By partnering with SailPoint, Cursor is creating agent security options for our customers and ensuring that enterprises can confidently unleash the productivity of Cursor's agentic software development capabilities without compromising the security of their software supply chain.”
The SailPoint Cursor Enterprise connector is available now, learn more here.
About SailPoint
SailPoint (Nasdaq: SAIL) is defining the new era of adaptive identity security. In a world where non-human identities now significantly outnumber humans, our AI-powered platform unifies identity, security, and data intelligence to protect today’s enterprise from advanced identity-based threats. We deliver the identity solution that spans both the breadth of identities and the depth of context needed to drive real-time access with confidence. Built on principles like zero-standing privilege and contextualized risk, our SailPoint platform transforms identity from a point of vulnerability into a powerful security advantage. Trusted by many of the world's leading organizations, SailPoint secures the enterprise with intelligent, autonomous identity security.
Media relations for SailPoint
Shannon Paulk
Sr. Manager, Corporate Communications
303-748-2275 [email protected]
SailPoint spustil Agentic Fabric pro zabezpečení AI agentů a dalších nehumánních identit ve velkém měřítku. Ve 1. čtvrtletí tvořily 40 % růstu identity a 14 % všech identit spravovaných v cloudové nabídce.
Key Takeaways SailPoint launched Agentic Fabric to secure AI agents and non-human identities at enterprise scale.Non-human identities drove 40% of identity growth and 14% of cloud-managed identities in Q1.SailPoint still has $350M of on-premise ARR available for SaaS conversion and cross-sell. SailPoint (SAIL - Free Report) is leaning into one of the sharper shifts in enterprise security: access control is no longer only about employees. It increasingly includes machine identities, applications and autonomous AI agents.
That changes the role of identity security. As AI moves from experimentation to production, SailPoint is trying to make its platform a central control layer for the modern enterprise.
SailPoint is Chasing the AI Agent WaveSailPoint launched Agentic Fabric in May 2026 to help enterprises secure AI agents and other non-human identities at scale. The product is designed to discover agents, govern access and protect activity through a single identity-centered model.
The approach reflects a broader move from static access reviews to real-time control. Agentic Fabric maps agents to human owners, applies least-privilege access and supports automated response when risky behavior emerges.
SAIL Sees Nonhuman Identity as a Growth DriverThis is more than a branding exercise for SailPoint. In the first quarter of fiscal 2027, non-human identities accounted for 40% of identity growth and represented 14% of all identities managed in the company’s cloud offering.
Management also said the agentic pipeline doubled in the quarter. Customers that adopted advanced non-human identity capabilities increased annual recurring revenue by more than 50%, giving the AI-agent theme direct revenue relevance.
SAIL Faces Stiff CompetitionSailPoint is also trying to widen the opportunity through partners and platform extensions. Its Identity Security Cloud already supports a large integration base, and the company has positioned Agentic Fabric as a layer that can work across cloud customers, on-premise IdentityIQ customers and even enterprises using other basic access management platforms.
However, the competitive context is expanding. Okta (OKTA - Free Report) , Cisco Systems (CSCO - Free Report) and Microsoft (MSFT - Free Report) are other identity-focused company investors may watch in this context.
Microsoft is SailPoint’s most significant competitor through its Microsoft Entra portfolio, which includes Entra ID, Identity Governance, Privileged Identity Management (PIM) and Conditional Access. Microsoft’s biggest advantage is its massive installed base of Microsoft 365 and Azure customers, allowing it to bundle identity governance with productivity, cloud and security offerings at attractive pricing.
Meanwhile, following the acquisition of Splunk and continued investment in cybersecurity, Cisco has strengthened its identity-focused security capabilities through Cisco Duo and its broader Zero Trust platform. Duo provides multi-factor authentication, device trust, adaptive access and identity verification, while Cisco integrates identity signals with networking and security operations.
Okta’s outlook is supported by steady demand for identity security, an expanding installed base, and rising attach of newer products such as Identity Governance, Privileged Access, and posture and threat capabilities. Management’s agent-focused roadmap and broad partner ecosystem keep Okta relevant as enterprises secure non-human identities and deploy AI workflows across multiple platforms.
SailPoint shares have dropped 18% year to date, outperforming Microsoft’s fall of 18.7%, while Okta and Cisco shares have returned 74.1% and 46.7%, respectively.
SAIL Stock’s Price Performance
Image Source: Zacks Investment Research
SAIL Still Faces Early Monetization RiskThe near-term financial story is still developing. Emerging products represented 20% of net new annual recurring revenue in the first quarter of fiscal 2027, with a significant portion tied to AI-generated demand.
Management has not built an aggressive AI contribution into guidance. Customers are still working through discovery, workshops and architecture decisions, so the trend is visible even though the monetization curve remains early.
SailPoint Trend Story Needs Migration ExecutionSailPoint’s AI identity strategy could gain leverage from on-premise-to-software-as-a-service migrations. The company still has about $350 million of on-premise annual recurring revenue available for conversion and cross-sell.
That opportunity carries execution risk. Migrations involve integration work, change management and customer timing, which means the pace of enterprise modernization will help determine how quickly AI identity demand appears in reported results.
The bottom line is that SailPoint is aligned with a real enterprise security problem: AI agents and machine identities are multiplying faster than traditional access models were built to handle. Its platform strategy gives it a credible way to participate in that shift.
SAIL currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SailPoint v 1. čtvrtletí zvýšil celkové ARR o 26 % na 1,163 mld. USD, tažené růstem tržeb z SaaS o 36 % na 781 mil. USD. AI funkce používá asi 10 % zákazníků.
Key Takeaways SailPoint's growth is increasingly SaaS-led as total ARR rose 26% to $1.163B in the fiscal first quarter.Non-human identities drove 40% of identity growth, while AI capabilities reached about 10% of customers.SailPoint still has about $350M of on-premise ARR to migrate, with only 10% expected in fiscal 2027. SailPoint (SAIL - Free Report) is trying to broaden its role in enterprise security as identity expands beyond employees to machines, contractors and AI agents. That shift gives SailPoint a larger opportunity, but it also makes execution more complicated. SaaS adoption, AI-related demand and on-premise migrations are all moving together, creating a growth story with timing risk.
SailPoint’s platform is built around identity governance, with Identity Security Cloud and IdentityIQ serving as its core offerings. The company helps enterprises manage lifecycle events, certify access, enforce least-privilege controls and analyze risk across complex systems.
The strategic role is getting broader. SailPoint now frames identity as a control plane for human and non-human identities, including machine identities and AI agents. That matters for large enterprises and government accounts that need auditable access controls across cloud, legacy and custom applications.
SAIL Growth is Being Led by SaaS ARRSailPoint’s growth engine is increasingly SaaS-driven. Total annual recurring revenue reached $1.163 billion in the first quarter of fiscal 2027, up 26% year over year, while SaaS annual recurring revenue rose 36% to $781 million.
SaaS represented 92% of net new annual recurring revenue in the quarter, compared with 69% a year earlier. Dollar-based net retention held at 113%, showing that existing customers continue to expand usage and add capabilities.
For second-quarter fiscal 2027, SailPoint expects revenues between $308 million and $312 million, indicating year-over-year growth of 17-18%. Adjusted earnings are expected to be between 7 cents and 8 cents per share for the second quarter of fiscal 2027.
SailPoint AI Push is Becoming More TangibleAI is no longer just a product narrative for SailPoint. Non-human identities accounted for 40% of identity growth in the first quarter of fiscal 2027 and represented 14% of all identities managed in the company’s cloud offering. Management said about 10% of customers had adopted AI capabilities. Agentic Fabric and related launches are aimed at discovering AI agents, mapping ownership, enforcing authorization, securing prompts and monitoring behavior. Okta (OKTA - Free Report) , Cisco Systems (CSCO - Free Report) and Microsoft (MSFT - Free Report) are other identity-focused companies investors may watch in this context.
Microsoft is SailPoint’s most significant competitor through its Microsoft Entra portfolio, which includes Entra ID, Identity Governance, Privileged Identity Management (PIM) and Conditional Access. Microsoft’s biggest advantage is its massive installed base of Microsoft 365 and Azure customers, allowing it to bundle identity governance with productivity, cloud and security offerings at attractive pricing.
Meanwhile, following the acquisition of Splunk and continued investment in cybersecurity, Cisco has strengthened its identity-focused security capabilities through Cisco Duo and its broader Zero Trust platform. Duo provides multi-factor authentication, device trust, adaptive access and identity verification, while Cisco integrates identity signals with networking and security operations.
Okta’s outlook is supported by steady demand for identity security, an expanding installed base, and rising attach of newer products such as Identity Governance, Privileged Access, and posture and threat capabilities. Management’s agent-focused roadmap and broad partner ecosystem keep Okta relevant as enterprises secure non-human identities and deploy AI workflows across multiple platforms.
SailPoint shares have dropped 18% year to date, outperforming Microsoft’s fall of 18.7%, while Okta and Cisco shares have returned 74.1% and 46.7%, respectively.
SAIL Stock’s Price Performance
Image Source: Zacks Investment Research
SAIL Migration Opportunity Still Has FrictionThe migration opportunity remains a major swing factor. SailPoint still has about $350 million of on-premise annual recurring revenue available for migration, and management has pointed to a typical 2-3 times uplift when customers move to SaaS and add capabilities.
The challenge is timing. These migrations can be complex, especially for large enterprises with legacy infrastructure and regulatory requirements. SailPoint expects only about 10% of its on-premise base to migrate in fiscal 2027, leaving a long runway but also making execution discipline important.
SailPoint Margins and Cash Flow Add SupportGrowth is not coming at the expense of operating discipline. Adjusted operating margin improved to 13.5% in the first quarter of fiscal 2027 from 10.2% a year earlier.
Cash generation also improved the setup. SailPoint delivered $38 million in operating cash flow and $33 million in free cash flow during the quarter. Management also raised fiscal 2027 targets for annual recurring revenue, revenues and adjusted operating margin.
ConclusionThe bottom line is that SailPoint has a credible growth story tied to SaaS adoption, AI identity governance and enterprise migrations. Still, the pace of on-premise conversions and the revenue-recognition effects of the SaaS shift keep the near-term setup balanced.
SAIL currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SailPoint dokončil akvizici Entro Security a zpřístupnil její řešení pro zabezpečení nelidských identit a přihlašovacích údajů zákazníkům. Finanční podmínky transakce nezveřejnil.
While others race to add session visibility or runtime threat detection, SailPoint is the first to bring deep machine discovery and autonomous AI agents directly under enterprise-grade governance and lifecycle management June 29, 2026 09:00 ET | Source: SailPoint Technologies, Inc.
AUSTIN, Texas, June 29, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced it has completed its acquisition of Tel Aviv-based Entro Security, a pioneer in non-human identity (NHI) and credentials security. Entro's NHI and credentials security solutions are available now to SailPoint customers as standalone offerings, providing immediate, deep protection across cloud and hybrid environments as native platform integration continues.
As organizations rapidly adopt AI agents, machine identities, and automated workflows, the volume of NHIs has eclipsed human identities, creating a significant new attack surface. SailPoint with Entro stands alone in its approach, offering key architectural and operational advantages that set it apart from other recent industry moves. Together, Entro’s specialized controls with SailPoint Agentic Fabric, will provide a holistic identity security solution that bridges broad human accountability with the deep, granular security required for machine and agentic identities.
Mark McClain, CEO and Founder of SailPoint commented:
"Organizations are desperate for a way to manage the risk of the autonomous AI workforce. By officially bringing Entro into the SailPoint platform today, we are closing the AI governance gap. We aren’t just giving organizations another telemetry dashboard; we are delivering a real-time, unified control plane to govern, secure, and manage the lifecycle of every single identity—human, machine, or AI agent—across their global digital footprint."
Entro’s co-founders Itzik Alvas and Adam Cheriki join SailPoint's technology organization to continue developing the next-generation capabilities of identity security and to ensure continuous leadership and innovation as Entro's technology is natively integrated into the SailPoint Platform.
Itzik Alvas, Co-Founder and CEO of Entro said:
“Entro’s capabilities together with SailPoint Agentic Fabric is a game-changer that immediately solves a massive operational pain point for security teams. Starting today, Entro's solutions are available for SailPoint customers to instantly shine a light on their unmanaged machine credentials and AI agents. We are giving organizations what they have desperately needed: a single, comprehensive command center that actively governs human, machine, and agentic identities together, stopping credential abuse and posture drift in their tracks."
This completed transaction complements the recent launch of the SailPoint Agentic Fabric, its innovative solution for discovering, governing, and securing autonomous AI agents and machine identities.
Unmatched breadth of ownership and depth of secrets: SailPoint Agentic Fabric excels at managing the overarching human accountability, succession, and broad governance of non-human identities across standard business applications. Entro complements this by operating deeply within developer environments, automatically discovering and securing over 1,200 types of granular secrets, tokens, and certificates buried inside CI/CD pipelines, codebases, and container registries. By securing these secrets, organizations can expand their agent discovery, allowing them to govern AI agents based on the specific downstream resources and tools those agents are actively using.Holistic account context meets NHI-focused lineage: The combined solution brings together two powerful mapping capabilities. While SailPoint Agentic Fabric builds a unified identity graph that connects the dots between human users, entitlements, machines, and agents, Entro introduces a highly specific lineage map indexed directly on secret and credential usage. This combination allows security teams to trace exactly which application, script, or agent is actively utilizing a specific secret at any given moment.From governance workflows to active runtime defense: SailPoint Agentic Fabric
delivers its powerful, workflow-driven compliance engines (such as certifications, separation of duties, and lifecycle management), while Entro introduces proactive, technical runtime security. By also leveraging their innovative NHIDR technology, Entro actively monitors token behavior to detect anomalies, intercepts malicious AI tool calls, and safeguards against prompt security threats in real-time. The inclusion of embedded Small Language Models (SLMs) intelligently recommends real-time threat remediations. Learn more about how SailPoint Agentic Fabric and its Entro NHI discovery and credentials solutions are defining the future of identity security for the agentic era. Come see demos of these solutions live at Black Hat, Booth 5639, and Ai4, Booth 410. Email [email protected] to schedule a meeting.
Financial terms of this transaction were not disclosed.
About SailPoint
SailPoint (Nasdaq: SAIL) is defining the new era of adaptive identity security. In a world where non-human identities now significantly outnumber humans, our AI-powered platform unifies identity, security, and data intelligence to protect today’s enterprise from advanced identity-based threats. We deliver the identity solution that spans both the breadth of identities and the depth of context needed to drive real-time access with confidence. Built on principles like zero-standing privilege and contextualized risk, our SailPoint platform transforms identity from a point of vulnerability into a powerful security advantage. Trusted by many of the world's leading organizations, SailPoint secures the enterprise with intelligent, autonomous identity security.
Forward-Looking Statements
This press release may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including with respect to SailPoint’s expectations regarding its acquisition of Entro. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “expects,” “plans,” “anticipates,” “could,” “would,” “plan to,” “intend to,” “believe,” or “goal” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions. These forward-looking statements are not guarantees of future performance, but are based on management's current expectations, assumptions and beliefs concerning future developments and their potential effect on us, which are inherently subject to uncertainties, risks and changes in circumstances that are difficult to predict. Our expectations expressed or implied in these forward-looking statements may not turn out to be correct. The development, release, and timing of any features or functionality described for SailPoint’s products that are not currently available remain at SailPoint’s sole discretion on a when, and if available, basis, may not be delivered at all and should not be relied on in making a purchasing decision, and could be materially different from our expectations because of various risks.
Important factors, some of which are beyond our control, that could cause actual results to differ materially from our historical results or those expressed or implied by these forward-looking statements include the following: our ability to deepen our relationships with existing customers; the growth in the market for identity security solutions; our ability to maintain successful relationships with each of our partners; our ability to compete successfully against current and future competitors; the increasing complexity of our operations; our ability to maintain and enhance our brand or reputation as an industry leader and innovator; unfavorable conditions in our industry or the global economy; our ability to successfully introduce, use, and integrate artificial intelligence (AI) with our solutions; breaches in our security, cyber attacks, or other cyber risks; interruptions, outages, or other disruptions affecting the delivery of our SaaS solution or any of the third-party cloud-based systems that we use in our operations; our ability to adapt and respond to rapidly changing technology, industry standards, regulations, or customer needs, requirements, or preferences; real or perceived errors, failures, or disruptions in our platform or solutions; and the ability of our platform and solutions to effectively interoperate with our customers’ existing or future IT infrastructures.
More information on these risks and other potential factors that could affect our financial results is included in our reports and other documents filed with the Securities and Exchange Commission including in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections in our most recently filed Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. Any forward-looking statement speaks only as of the date as of which such statement is made, and, except as required by law, we undertake no obligation to update or revise publicly any forward-looking statements, whether because of new information, future events, or otherwise.
Media relations for SailPoint
Shannon Paulk
Sr. Manager, Corporate Communications
303-748-2275 [email protected]
