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Three Stocks Under $20 With Massive Upside PotentialSailPoint NASDAQ: SAIL reported fiscal second-quarter 2027 annual recurring revenue of $1.231 billion, up 25% from a year earlier and $11 million above the midpoint of its guidance, as demand for its SaaS identity security platform and AI-focused offerings accelerated.

Chief Executive Officer and Founder Mark McClain said SaaS ARR increased 36% year over year, while SaaS net new ARR grew 34%. SaaS represented 97% of the company’s net new ARR during the quarter. SailPoint’s total AI-driven ARR surpassed $70 million at the end of the quarter, aided by early customer interest in the company’s Agentic Suites before their planned third-quarter availability.

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SailPoint Had a Week to Forget—Is This the Buying Window?“Our strong second quarter highlights the compounding power of our identity security platform and new product innovations, with AI playing an increasingly larger role in our success,” McClain said.

AI Governance Demand Drives Pipeline Growth SailPoint is positioning its platform around the governance of both human and non-human identities, including autonomous AI agents. McClain said enterprises need to identify what data AI agents can access, determine the human accountable for each agent, and maintain the ability to revoke access when necessary.

Why SailPoint May Cruise Past Cybersecurity Rivals in 2025The company said its AI-driven pipeline has more than doubled since its investor day, held less than three months before the earnings call. AI-driven solutions accounted for more than 30% of net new ARR in the second quarter, according to management.

President Matt Mills said SailPoint has established a focused sales overlay team aimed at chief AI officers and security leaders, while continuing to work with traditional identity buyers. He said the company is seeing interest from both existing customers and organizations that do not currently use SailPoint products.

Mills said the company has hundreds of proof-of-concept projects in its pipeline over the next several quarters. These evaluations, focused in part on SailPoint Entro and the Agentic Fabric offering, have sales cycles of roughly 30 to 45 days, which he said is faster than a traditional Agentic Business Suite purchase.

Management said customers conducting these evaluations often uncover substantially more AI agents and associated security risks than anticipated. McClain cited one global Fortune 500 customer where SailPoint connected to a majority of the company’s data sources within a week of a proof of concept and identified more than 10,000 unknown agents and thousands of related risks. The work led to a multimillion-dollar contract for Digital Identity Flex alongside Entro, he said.

SaaS Migrations and Product Expansion Chief Financial Officer Brian Carolan said SailPoint’s SaaS ARR reached $847 million, while net new SaaS ARR totaled $66 million. The company’s SaaS customer count rose 16% year over year, and average ARR per SaaS customer increased 17% to more than $400,000.

Carolan said customers adopting AI-driven solutions increased their annual spending by more than 60%. More than two-thirds of SailPoint’s migrations from on-premise deployments to SaaS during the quarter included an AI-driven product.

The migration activity contributed about four percentage points to total ARR growth in the quarter, he said. SailPoint continues to expect a two- to three-times ARR uplift when customers migrate, though Carolan said migrations with a heavier term-license mix may initially be closer to two times before expanding over time.

SailPoint also highlighted Agentic Acceleration, an AI tool intended to simplify customer migrations and deployments. McClain said a global financial services company signed a multiyear agreement to manage more than 300,000 identities on SailPoint’s SaaS platform. Using automated onboarding tools, the customer reduced configuration work from weeks to less than 10 hours, according to McClain.

Mills said the tool is now being used beyond SailPoint’s existing IdentityIQ customers, including for legacy environments and potential replacement opportunities involving competitors’ failed implementations.

Revenue, Profitability and Outlook Fiscal second-quarter revenue rose 17% year over year to $309 million. SaaS revenue increased 34%. Excluding approximately $36 million of point-in-time revenue, primarily from term contracts, revenue recognized over time increased 22%.

Remaining performance obligations rose 30% year over year to $1.9 billion. Current remaining performance obligations increased 27% to $931 million. Adjusted operating margin was 20.3%. Free cash flow was $37 million, representing a 12.1% margin. Dollar-based net revenue retention was 113%, while gross retention remained in the high 90% range. Carolan said the company’s higher SaaS mix creates a near-term revenue-recognition timing effect because SaaS revenue is recognized ratably rather than upfront. He said each $5 million shift between SaaS and term business affects in-period revenue by about $10 million, with most of the impact flowing through to adjusted operating income. SailPoint experienced an estimated $5 million revenue timing headwind in the second quarter due to the mix of net new SaaS ARR.

For the fiscal third quarter, SailPoint expects ARR of $1.29 billion, representing 24% year-over-year growth; revenue of $328 million, up 16%; and adjusted operating margin of 17.7%. The company expects adjusted earnings per share of $0.07 to $0.08 on approximately 577 million diluted shares.

For fiscal 2027, SailPoint raised its ARR outlook by $11 million to $1.38 billion, representing 23% growth. It reiterated expectations for approximately $1.27 billion in revenue, or 19% growth, adjusted operating margin of about 19%, adjusted EPS of $0.32, and approximately $200 million in free cash flow.

Management said it remains confident in its fiscal 2029 targets of at least $2.1 billion in ARR, at least $800 million in AI-driven ARR, adjusted operating margin of at least 22%, and free cash flow of at least $400 million.

About SailPoint (NASDAQ:SAIL)SailPoint Technologies Holdings, Inc NASDAQ: SAIL is a leading provider of enterprise identity governance solutions that enable organizations to manage and secure user access across on-premises, cloud and hybrid IT environments. Its software automates identity lifecycle management, access certifications, policy enforcement and privileged account governance, helping enterprises reduce security risks, maintain regulatory compliance and streamline IT operations. The company's flagship offerings include IdentityIQ, a comprehensive on-premises platform, and IdentityNow, a cloud-native identity governance-as-a-service solution.

Founded in 2005 by industry veterans Mark McClain and Kevin Cunningham, SailPoint is headquartered in Austin, Texas.

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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SailPoint, Inc. (SAIL - Free Report) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +12.50%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.05, delivering a surprise of +25%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

SailPoint, Inc. , which belongs to the Zacks Internet - Software industry, posted revenues of $308.81 million for the quarter ended July 2026, missing the Zacks Consensus Estimate by 0.51%. This compares to year-ago revenues of $264.36 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

SailPoint, Inc. shares have lost about 12.1% since the beginning of the year versus the S&P 500's gain of 12.1%.

What's Next for SailPoint, Inc. ?While SailPoint, Inc. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for SailPoint, Inc. was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.08 on $327.91 million in revenues for the coming quarter and $0.32 on $1.27 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, BlackBerry (BB - Free Report) , is yet to report results for the quarter ended August 2026. The results are expected to be released on September 24.

This cybersecurity software and services company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

BlackBerry's revenues are expected to be $143 million, up 10.3% from the year-ago quarter.

 | Source: SailPoint Technologies, Inc.

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.

Investor Relations Contact
Scott Schmitz, SVP IR
[email protected]

Media Relations Contact
Shannon Paulk, Sr. Manager, Corporate Communications
[email protected]

In its upcoming report, SailPoint, Inc. (SAIL - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $0.08 per share, reflecting an increase of 14.3% compared to the same period last year. Revenues are forecasted to be $310.4 million, representing a year-over-year increase of 17.4%.

Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.

While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.

Bearing this in mind, let's now explore the average estimates of specific SailPoint, Inc. metrics that are commonly monitored and projected by Wall Street analysts.

Analysts' assessment points toward 'Revenue- Services and other' reaching $14.86 million. The estimate indicates a year-over-year change of -7.1%.

Based on the collective assessment of analysts, 'Revenue- Subscription' should arrive at $295.52 million. The estimate indicates a year-over-year change of +19.2%.

Analysts expect 'Revenue- Subscription- Other subscription services' to come in at $8.89 million. The estimate indicates a change of +34.9% from the prior-year quarter.

Analysts forecast 'Revenue- Subscription- Term subscriptions' to reach $56.52 million. The estimate indicates a year-over-year change of -2.8%.

The consensus among analysts is that 'Revenue- Subscription- SaaS' will reach $193.85 million. The estimate indicates a change of +33.9% from the prior-year quarter.

The consensus estimate for 'Revenue- Subscription- Maintenance and support' stands at $36.43 million. The estimate suggests a change of -5.3% year over year.

According to the collective judgment of analysts, 'Annual Recurring Revenue' should come in at $1.22 billion. The estimate compares to the year-ago value of $982.00 million.

The average prediction of analysts places 'SaaS Annual Recurring Revenue' at $834.94 million. The estimate is in contrast to the year-ago figure of $623.00 million.

The combined assessment of analysts suggests that 'Gross profit- Subscription' will likely reach $216.45 million. Compared to the present estimate, the company reported $177.49 million in the same quarter last year.

View all Key Company Metrics for SailPoint, Inc. here>>>

Shares of SailPoint, Inc. have experienced a change of +2.6% in the past month compared to the +2.5% move of the Zacks S&P 500 composite. With a Zacks Rank #4 (Sell), SAIL is expected to underperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Several prominent companies involved in cybersecurity and online identity management reported their latest quarterly earnings this week.

While identity security specialist SailPoint (SAIL -3.03%) wasn't one of them, its shares were getting a lift from what investors considered good performances from its peers. As of early morning Friday, SailPoint's stock was up nearly 10% week to date, according to data compiled by S&P Global Market Intelligence.

An impressive crowd Specifically, those peers were Okta and CrowdStrike Holdings, both of which reported their second-quarter figures after market close on Wednesday.

Image source: Getty Images.

CrowdStrike's revenue blasted 26% higher year over year to $1.47 billion. As if that weren't enough, it notched a new company record for non-GAAP (adjusted) net income of $0.31 per share, an improvement of over 34%. Okta, which, like SailPoint, focuses on user identity services, also posted double-digit gains in both metrics, although its growth was more modest.

Both cybersecurity companies topped the consensus analyst estimates for the two line items. On top of that, each raised key guidance items for the full year.

Okta's CEO, Todd McKinnon, addressed an important factor in this recent growth, citing the potential threat posed by artificial intelligence (AI) agents in the hands of bad actors. An increasingly dangerous online ecosphere requires more vigilant cybersecurity and identity protection services.

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Earnings incoming Given that, no one should be surprised that SailPoint stock bumped higher in sympathy with its two contemporaries. Generally speaking, I'd say all three deserved to rally, as the products and services they offer are sure to see ever-increasing demand.

But before making a decision on SailPoint's equity, I'd probably hold off until the company's upcoming quarterly earnings release, slated for Sept. 9. We'll then see how well it's capitalizing on current trends.

Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike and Okta. The Motley Fool has a disclosure policy.

Three Stocks Under $20 With Massive Upside PotentialSailPoint NASDAQ: SAIL outlined how identity governance and administration systems could help government organizations manage machinery-of-government changes, or MOGs, which the company described as the public-sector equivalent of corporate reorganizations.

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In the first of a four-part government-focused webinar series, Identity Strategist Will Harrington said MOG events can follow elections, ministerial portfolio changes, policy shifts and the creation or restructuring of government departments. Such changes can affect job titles, managers, HR records, email domains, departmental assignments and access to applications and data for employees, contractors and other users.

SailPoint Had a Week to Forget—Is This the Buying Window?Harrington said the central challenge is managing large volumes of access changes while maintaining service delivery to citizens. He said organizations must determine whether people moving between departments should retain access to prior systems and records, particularly where information is private, classified or otherwise subject to compliance requirements.

Manual processes can create access risks Based on conversations with public-sector employees at Public Sector Network events, Harrington said spreadsheet-based processes remain common for handling MOG changes. These spreadsheets may contain names, roles and instructions to add or remove access, which service-desk personnel then process manually across systems such as Active Directory, SaaS applications and databases.

Why SailPoint May Cruise Past Cybersecurity Rivals in 2025He said this approach can be operationally inefficient and prone to errors, including missed access removals, incorrect data entry and delays in deprovisioning accounts. Script-based approaches can automate some work, Harrington said, but may create questions about auditability, code ownership and maintenance when the original developers leave an organization.

Harrington also cited a public case study involving a New South Wales government department that used an identity-management system to identify roughly 800 active accounts associated with terminated HR records. He said dormant and orphaned accounts can create exposure if attackers gain access to them and use them for lateral movement.

Other risks associated with manual MOG processes include privilege creep, insufficient audit evidence, interruptions to operations and potential data-privacy issues when staff retain access to information from their former departments, Harrington said.

Identity governance approach Harrington described identity governance as a process to “connect, correlate, govern, automate” and provide proof of access decisions. Under this approach, an organization connects HR systems and target applications, correlates accounts to an individual identity, applies policies and roles, automates account changes, and records audit evidence.

He said the model should extend beyond employees to include contractors, service accounts, bots, agents and other non-human identities. In the case of agents and service accounts, Harrington said organizations should establish human ownership and succession plans, particularly when accountable individuals move between departments.

The identity model can combine HR attributes—such as department, manager, cost center, job title, employment status and start or end dates—with account and entitlement data from applications. Harrington said this enables organizations to identify, for example, terminated workers with active accounts or employees whose entitlements no longer fit their departmental assignment.

Lifecycle management: Workflows can trigger when employees join, move or leave an organization, including changes in department, manager or job title. Role-based access controls: Roles can bundle entitlements associated with specific job functions, allowing access to be removed and reassigned as HR attributes change. Requests and approvals: Workers can request additional access through a central portal, with approvals creating an auditable control point. Policies and separation of duties: Organizations can define conflicting access combinations or prevent users in one department from holding entitlements belonging to another. User access reviews: Managers can review employee access before and after a MOG event to identify unnecessary permissions. Harrington said a department transfer could be treated as a termination-and-rehire process, with prior access removed and new access recalculated based on the employee’s updated HR data. This approach, he said, could reduce permission accumulation and avoid placing additional workload on service desks when systems can provision directly to target environments.

MOG events as a business-case opportunity Harrington said MOG changes can be framed as an opportunity to improve security, reduce manual work and support a business case for identity-governance investment. He cited a Victorian Public Service report published by Helen Silver as evidence that employees affected by departmental movements may wait six to eight weeks to regain access to systems.

Organizations could estimate the cost of this downtime by considering the number of affected employees, time without required access and employee costs, Harrington said. They could also quantify service-desk ticket volumes, manual provisioning work, audit and compliance effort, and software-license reclamation from accounts and applications no longer required.

He also pointed to the potential cost of security incidents, referencing IBM’s annual breach-cost report and high-profile Australian breaches involving Medibank, Latitude and Optus. While MOGs can be operationally burdensome, Harrington said they also create an opportunity to remove outdated access, improve accountability for non-human accounts and preserve public trust in government digital services.

About SailPoint (NASDAQ:SAIL)SailPoint Technologies Holdings, Inc NASDAQ: SAIL is a leading provider of enterprise identity governance solutions that enable organizations to manage and secure user access across on-premises, cloud and hybrid IT environments. Its software automates identity lifecycle management, access certifications, policy enforcement and privileged account governance, helping enterprises reduce security risks, maintain regulatory compliance and streamline IT operations. The company's flagship offerings include IdentityIQ, a comprehensive on-premises platform, and IdentityNow, a cloud-native identity governance-as-a-service solution.

Founded in 2005 by industry veterans Mark McClain and Kevin Cunningham, SailPoint is headquartered in Austin, Texas.

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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MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and SailPoint wasn't on the list.

While SailPoint currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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AUSTIN, Texas, Aug. 13, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, will report its fiscal second quarter 2027 financial results and outlook before the US markets open on Wednesday, September 9, 2026. SailPoint will host a conference call that day at 8:30 a.m.

Investors interested in Internet - Software stocks are likely familiar with Perfect Corp. (PERF) and SailPoint, Inc. (SAIL). But which of these two stocks is more attractive to value investors?

Posted by Defense World Staff on Jul 28th, 2026

Daventry Group LP cut its position in shares of SailPoint, Inc. (NASDAQ:SAIL – Free Report) by 44.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 514,674 shares of the company’s stock after selling 418,901 shares during the quarter. SailPoint comprises 7.8% of Daventry Group LP’s portfolio, making the stock its 6th biggest position. Daventry Group LP owned about 0.09% of SailPoint worth $6,814,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Norges Bank acquired a new stake in shares of SailPoint in the fourth quarter worth $234,681,000. UBS Group AG lifted its holdings in shares of SailPoint by 116.3% during the 3rd quarter. UBS Group AG now owns 4,128,038 shares of the company’s stock valued at $91,147,000 after acquiring an additional 2,219,593 shares in the last quarter. Stephens Investment Management Group LLC lifted its holdings in shares of SailPoint by 51.0% during the 1st quarter. Stephens Investment Management Group LLC now owns 2,895,700 shares of the company’s stock valued at $38,339,000 after acquiring an additional 978,376 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in SailPoint by 1.8% during the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 2,869,273 shares of the company’s stock worth $63,359,000 after purchasing an additional 49,718 shares during the period. Finally, Alliancebernstein L.P. increased its holdings in SailPoint by 20.9% in the 3rd quarter. Alliancebernstein L.P. now owns 2,680,131 shares of the company’s stock valued at $59,177,000 after purchasing an additional 464,098 shares in the last quarter.

SailPoint Trading Up 2.6% SailPoint stock opened at $15.34 on Tuesday. SailPoint, Inc. has a 52 week low of $10.30 and a 52 week high of $24.00. The stock has a market cap of $8.70 billion, a P/E ratio of -56.81, a price-to-earnings-growth ratio of 1.66 and a beta of 2.20. The stock has a 50 day moving average of $15.23 and a 200-day moving average of $14.63.

SailPoint (NASDAQ:SAIL – Get Free Report) last issued its quarterly earnings results on Tuesday, June 9th. The company reported $0.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.04 by $0.01. SailPoint had a negative net margin of 14.04% and a positive return on equity of 2.31%. The business had revenue of $280.14 million during the quarter. During the same quarter last year, the firm posted $0.01 EPS. The firm’s quarterly revenue was up 21.5% on a year-over-year basis. SailPoint has set its Q2 2027 guidance at 0.070-0.080 EPS and its FY 2027 guidance at 0.300-0.340 EPS. As a group, equities analysts predict that SailPoint, Inc. will post 0.33 earnings per share for the current fiscal year.

Insider Buying and Selling In other news, CAO Mitra Rezvan sold 3,881 shares of the company’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $15.42, for a total value of $59,845.02. Following the sale, the chief accounting officer owned 182,641 shares in the company, valued at approximately $2,816,324.22. This represents a 2.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through 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. Also, insider Abby Payne sold 16,999 shares of the stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $15.42, for a total transaction of $262,124.58. Following the transaction, the insider directly owned 891,965 shares in the company, valued at $13,754,100.30. The trade was a 1.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. In the last three months, insiders have sold 497,832 shares of company stock worth $7,934,851. 1.70% of the stock is currently owned by insiders.

Analyst Ratings Changes Several research analysts have commented on the company. Mizuho set a $16.00 price objective on SailPoint in a research report on Wednesday, June 10th. Wells Fargo & Company upped their target price on SailPoint from $17.00 to $19.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 10th. Weiss Ratings reiterated a “sell (e+)” rating on shares of SailPoint in a research note on Wednesday, June 17th. Barclays dropped their target price on SailPoint from $22.00 to $19.00 and set an “overweight” rating on the stock in a report on Wednesday, June 10th. Finally, Stephens reissued an “overweight” rating and set a $20.00 price target on shares of SailPoint in a research report on Wednesday, June 17th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $20.08.

Check Out Our Latest Report on SAIL

SailPoint Company Profile (Free Report)

SailPoint Technologies Holdings, Inc (NASDAQ: SAIL) is a leading provider of enterprise identity governance solutions that enable organizations to manage and secure user access across on-premises, cloud and hybrid IT environments. Its software automates identity lifecycle management, access certifications, policy enforcement and privileged account governance, helping enterprises reduce security risks, maintain regulatory compliance and streamline IT operations. The company’s flagship offerings include IdentityIQ, a comprehensive on-premises platform, and IdentityNow, a cloud-native identity governance-as-a-service solution.

Founded in 2005 by industry veterans Mark McClain and Kevin Cunningham, SailPoint is headquartered in Austin, Texas.

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NEW YORK, July 17, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of SailPoint, Inc. (NASDAQ: SAIL) breached their fiduciary duties to shareholders. The investigation concerns potential self-dealing. Shareholders may be entitled to damages and corporate governance reforms.

If you are a long-term SAIL stockholder please contact Justin Kuehn, Esq. by email at [email protected] or call (833) 672-0814.   The consultation and case are free with no obligation to you. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.  

Why Your Participation Matters:

As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™  

For additional information, please visit Shareholder Derivative Litigation - Kuehn Law.

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Kuehn Law, PLLC
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A month has gone by since the last earnings report for SailPoint, Inc. (SAIL - Free Report) . Shares have added about 2.7% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is SailPoint, Inc. due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.

SailPoint Q1 Earnings Surpass Estimates, Revenues Jump Y/YSailPoint reported first-quarter fiscal 2027 adjusted earnings of 5 cents per share, which surpassed the Zacks Consensus Estimate of 4 cents by 25%. The company had reported earnings of 1 cent in the year-ago quarter.

Revenues were $280.1 million, up 21.6% year over year and ahead of the consensus mark by 1.41%. SailPoint’s strong quarterly performance was driven by continued demand for its identity security offerings and accelerating adoption of SaaS solutions.

SAIL’s Q1 Top-Line DetailsAs of April 30, 2026, annual recurring revenues (ARR) increased 26% year over year to $1.163 billion.

Segment-wise, SaaS contributed 63.7% of fiscal first-quarter total revenues, increasing approximately 35% year over year to $178.4 million. Maintenance and support revenues represented 12.3% of total revenues, which decreased 7.6% year over year to $34.5 million.

Term subscription revenues contributed 15.7% of total revenues, which rose 9.7% to $43.9 million. Other subscription services comprised 3.2% of total revenues, which increased 45.8% year over year to $8.8 million.

Total subscription revenues, comprising the four sub-segments, accounted for 94.9% of revenues, which increased 23.5% year over year to $265.8 million. The remaining segment, Services and other, represented 5.1% of total revenues in the reported quarter. The figure decreased 5.4% to $14.3 million.

SailPoint’s Operating HighlightsThe non-GAAP gross margin expanded 30 basis points (bps) year over year to 76.6%.

Sales and marketing expense, on a non-GAAP basis and as a percentage of revenues, increased 10 bps from the year-ago quarter’s level to 39.7%.

Research and development expense, on a non-GAAP basis and as a percentage of revenues, decreased 50 bps from the year-ago quarter’s level to 16.3%.

General and administrative expense, as a percentage of revenues, decreased from the year-ago quarter’s level of 9.7% to 7.1%.

Adjusted income from operations was $37.8 million, representing 13.5% of revenues, up from $23.6 million or 10.2% of revenues, reported in the year-ago quarter.

SailPoint’s Strong Balance SheetAs of April 30, 2026, cash and cash equivalents were $390.8 million compared with $358.1 million as of Jan. 31, 2026.

In the reported quarter, the company generated a cash flow from operations of $38.2 million compared with $64 million in the previous quarter.

SAIL generated free cash flow of $32.5 million compared with $57 million in the previous quarter.

SAIL Offers Q2 and FY27 GuidanceFor second-quarter fiscal 2027, SailPoint expects revenues between $308 million and $312 million, indicating year-over-year growth of 17-18%.

The company expects adjusted income from operations to be between $56.5 million and $57.5 million.

Adjusted earnings are expected to be between 7 cents and 8 cents per share for the second quarter of fiscal 2027.

For fiscal 2027, revenues are forecasted to be between $1.265 billion and $1.275 billion, indicating year-over-year growth of 18-19%.

The company expects adjusted income from operations to be in the range of $239-$244 million.

Adjusted earnings are expected to be between 30 cents and 34 cents per share for fiscal 2027.

How Have Estimates Been Moving Since Then?Analysts were quiet during the last two month period as none of them issued any earnings estimate revisions.

VGM ScoresAt this time, SailPoint, Inc. has a nice Growth Score of B, a grade with the same score on the momentum front. However, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for value investors.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook 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 11.6% over the past month. More than a month has passed since the company reported results for the quarter ended April 2026.

Samsara Inc. reported revenues of $478.84 million in the last reported quarter, representing a year-over-year change of +30.5%. EPS of $0.17 for the same period compares with $0.11 a year ago.

Samsara Inc. is expected to post earnings of $0.17 per share for the current quarter, representing a year-over-year change of +41.7%. Over the last 30 days, the Zacks Consensus Estimate has changed -13.5%.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for Samsara Inc.. Also, the stock has a VGM Score of D.

SAIL's ARR growth, raised fiscal 2027 outlook and AI identity push support its case, but valuation and SaaS timing keep caution in focus.

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.

NEW YORK, June 30, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of SailPoint, Inc. (“SailPoint” or the “Company”) (NASDAQ: SAIL).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether SailPoint and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On June 9, 2026, SailPoint reported its financial results for the first quarter of its 2027 fiscal year.  Although SailPoint reported adjusted EPS above consensus expectations and strong year-over-year revenue growth, management’s outlook for future quarters was more cautious and warned that foreign-exchange headwinds would dampen annual recurring revenue growth.  

On this news, SailPoint’s stock price fell $2.03 per share, or 11.48%, to close at $15.66 per share on June 9, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.   

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of SailPoint, Inc. ("SailPoint" or the "Company") (NASDAQ: SAIL). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether SailPoint and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On June 9, 2026, SailPoint reported its financial results for the first quarter of its 2027 fiscal year.  Although SailPoint reported adjusted EPS above consensus expectations and strong year-over-year revenue growth, management's outlook for future quarters was more cautious and warned that foreign-exchange headwinds would dampen annual recurring revenue growth.  

On this news, SailPoint's stock price fell $2.03 per share, or 11.48%, to close at $15.66 per share on June 9, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of SailPoint, Inc. (“SailPoint” or the “Company”) (NASDAQ: SAIL).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether SailPoint and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On June 9, 2026, SailPoint reported its financial results for the first quarter of its 2027 fiscal year.  Although SailPoint reported adjusted EPS above consensus expectations and strong year-over-year revenue growth, management’s outlook for future quarters was more cautious and warned that foreign-exchange headwinds would dampen annual recurring revenue growth.  

On this news, SailPoint’s stock price fell $2.03 per share, or 11.48%, to close at $15.66 per share on June 9, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.   

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

New methodology automates legacy, on-prem identity platform modernizations, reducing cost, risk, and time to value for enterprises moving to the cloud June 16, 2026 08:00 ET  | Source: SailPoint Technologies, Inc.

AUSTIN, Texas, June 16, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced the launch of SailPoint Agentic Acceleration, an AI-powered methodology designed to help enterprises upgrade from legacy, on-premises (on-prem) identity systems to SailPoint Identity Security Cloud faster than ever before. By automating the majority of the modernization process, including the most complex, time-intensive parts, the Agentic Acceleration method reduces deployment risk, accelerates time-to-value, and compresses timelines that once took months into a matter of days.

Upgrading to the cloud has been a resource-intensive barrier for large enterprises, involving significant engineering hours and potential operational risk. SailPoint Agentic Acceleration is powered by the SailPoint Virtual Architect, a purpose-built AI capability designed to translate legacy configurations, workflows, and policies into a deployment-ready cloud foundation, helping to reduce manual effort.

A key innovation of Agentic Acceleration is the use of the SailPoint Virtual Architect. Trained on 20 years of unmatched identity security expertise and thousands of the world’s most complex enterprise deployments, it serves as a deeply specialized modernization engine. Moving beyond the traditional lift and shift approach, the Virtual Architect makes it possible for customers to see their actual applications, workflows, and provisioning processes operating within the Identity Security Cloud, offering a way to validate fit and build internal confidence before an upgrade begins.

Matt Mills, President at SailPoint said:

"SailPoint Agentic Acceleration is a paradigm shift for cloud adoption. We are not just offering an upgrade methodology; we are delivering a strategic business accelerant. By automating the foundational heavy lifting, we are removing the primary barriers of time, cost, and risk that have slowed enterprise transformation efforts. For our customers, this means realizing the value of their cloud investment almost instantly. For the market, it signals a new standard for identity security, one that delivers intelligence with greater speed and less complexity."

SailPoint Agentic Acceleration is provided at no additional cost for all customers upgrading from IdentityIQ or competitive legacy solutions to Identity Security Cloud through our forward deployed engineers. This underscores SailPoint’s commitment to ensuring a transparent, highly automated, and value-driven journey to the cloud for its entire customer base.

Agentic Acceleration also serves as a powerful enabler for SailPoint's partner ecosystem in the new agentic era. By automating the heavy lifting of cloud modernization early on, SailPoint enables partners to jump-start the transformation allowing them to capitalize on a massive new upside: helping customers solve the complex security needs caused by the agentic explosion.

Learn more about SailPoint Agentic Acceleration 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]

NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of SailPoint, Inc. (“SailPoint” or the “Company”) (NASDAQ: SAIL).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether SailPoint and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On June 9, 2026, SailPoint reported its financial results for the first quarter of its 2027 fiscal year.  Although SailPoint reported adjusted EPS above consensus expectations and strong year-over-year revenue growth, management’s outlook for future quarters was more cautious and warned that foreign-exchange headwinds would dampen annual recurring revenue growth.  

On this news, SailPoint’s stock price fell $2.03 per share, or 11.48%, to close at $15.66 per share on June 9, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.   

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of SailPoint, Inc. (“SailPoint” or “the Company”) (NASDAQ: SAIL) for violations of the securities laws.

The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260615564451/en/

Entro to add complementary deep secrets discovery and non-human identity scanning, solidifying SailPoint’s leadership across all identity types—human, machine, and agent June 15, 2026 09:00 ET  | Source: SailPoint Technologies, Inc.

AUSTIN, Texas, June 15, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced its intent to acquire Tel Aviv-based Entro, a pioneer in non-human identity (NHI) and credentials security. Upon completion, this acquisition will mark a strategic expansion and acceleration of the recently launched SailPoint Agentic Fabric, advancing SailPoint's vision to secure the modern enterprise with adaptive identity security across the entire digital ecosystem.

As organizations rapidly deploy autonomous AI agents, complex cloud architectures, and programmatic workflows, today's modern security demands are no longer defined by traditional perimeters. Instead, they are governed by who or what is accessing data, when, why, and under what conditions. By integrating Entro’s specialized capabilities to directly address the unique challenges of the AI era, SailPoint expects to further expand how customers easily identify, govern, and protect these high-risk assets from a single, unified platform.

Mark McClain, CEO and Founder of SailPoint commented:
"The recent launch of our Agentic Fabric established a new paradigm for securing autonomous AI agents and non-human identities at scale, including native discovery, governance and protection. By bringing Entro’s powerful and complimentary technology into our SailPoint platform, we will be giving our customers an even bigger advantage: frictionless, complete visibility into every non-human identity and—crucially—the context and credentials they use to access critical corporate data."

Itzik Alvas, Co-Founder and CEO of Entro said:
"We built Entro with a clear mission: to secure the modern cloud by discovering and protecting the sheer volume of credentials and non-human identities powering it. As enterprises embrace more automation and agentic workloads, this massive identity layer is only becoming more critical to protect. We are excited to integrate our deep, seamless discovery and lineage mapping engine into SailPoint's comprehensive identity security framework and Agentic Fabric. I believe that together, our combined non-human and AI capabilities will supercharge SailPoint's proven ability to secure every identity, human and non-human, across the global enterprise landscape."

Accelerating SailPoint Agentic Fabric with Entro
Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric, including:

Unrivaled discovery & credentials coverage: Entro provides frictionless, agentless visibility into the specific tools, APIs, and credentials that AI agents and machine identities use to execute tasks. This will expand SailPoint’s reach with out-of-the-box coverage for more than 1,000+ NHI/agent types and the discovery of over 1,200 credential types (including secrets and keys, tokens, and certificates) across 70+ critical enterprise sources—including cloud environments, developer tools, CI/CD pipelines, and SaaS/collaboration environments. By exposing the tools agents use to complete work, SailPoint will further enforce even deeper, policy-driven governance over agent workflows and their active operational boundaries.Deep context & human ownership attribution: Discovering identities is only the first step; they must be tied back to human identities for accountability. Complementing SailPoint’s native identity intelligence, Entro enriches discovered data with metadata to map exact relationships, permissions, usage, and "blast radius." This deep lineage mapping allows organizations to tie complex, non-human identities back to their human owners. Combined with SailPoint’s enterprise-grade access certification and lifecycle governance, customers will be able to drive automated, closed-loop remediation and enforce zero-standing privileges.Real-time detection & active protection: Once registered and governed, non-human identities must be protected in real time. With proprietary Non-Human Identity Detection and Response (NHIDR™) capabilities, SailPoint customers will be able to continuously monitor AI agents and machine identities for behavioral anomalies in real time, allowing organizations to expose over-privileged access, enforce least privilege, and automate threat mitigation at machine speed. These capabilities directly address the top security, privacy, and compliance risks that IT and business leaders face when deploying AI agents. After the deal closes, SailPoint customers will enjoy an even broader level of visibility, ownership attribution, and control—transforming identity from a static compliance measure into a dynamic, real-time enabler of their enterprise success.

With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security.

The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027.

To learn more about how SailPoint is defining the future of identity security for the AI era, visit the SailPoint Agentic Fabric Homepage.

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 intent to acquire 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]

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SailPoint stock fell approximately 12% on June 9, 2026, despite reporting a Q1 earnings beat -- investors reacted to a weaker forward outlook that management had not previously signaled.

NEW YORK--(BUSINESS WIRE)--SailPoint, Inc. (NASDAQ: SAIL) lost roughly 12% of its market value today following the Company’s Q1 2027 earnings release and forward guidance. The decline reduced the company's market capitalization significantly and reflected investor reaction to management's outlook for future performance. Shareholders who suffered losses on their SAIL investment are encouraged to submit their information here. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

SailPoint reported Q1 FY2027 adjusted EPS above consensus expectations and strong year-over-year revenue growth. However, management’s outlook for future quarters was more cautious and warned that foreign-exchange headwinds would dampen annual recurring revenue growth. Following the earnings release and guidance, the stock declined sharply despite the quarterly beat.

Levi & Korsinsky is investigating whether SailPoint may have made materially misleading statements regarding its growth trajectory and near-term profitability prior to the June 9 disclosure. The investigation focuses on whether the company's prior public communications adequately reflected the risks that surfaced in today's guidance.

If you purchased SailPoint shares and suffered a loss, click here to discuss your legal rights. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

ABOUT LEVI & KORSINSKY, LLP -- Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report.

Frequently Asked Questions About the SAIL Investigation

Q: What is the SAIL securities fraud investigation about? A: A securities fraud investigation has been initiated concerning SailPoint, Inc. (NASDAQ: SAIL) regarding potentially materially false and misleading statements about the company's growth outlook and near-term profitability. Shares fell approximately 12% after the company disclosed a negative forward EPS forecast and reduced growth expectations on June 9, 2026, causing significant losses for shareholders.

Q: Who is conducting the SAIL investigation? A: Levi & Korsinsky, LLP is investigating potential securities fraud on behalf of investors who purchased SAIL securities. The firm is nationally recognized, ranked in the ISS Top 50 for seven consecutive years, and has recovered hundreds of millions of dollars for aggrieved investors.

Q: What do SAIL investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible to participate in the investigation.

Q: What if I already sold my SAIL shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought SAIL and sold at a loss may still participate in the investigation.

Q: What does it cost me to participate? A: Nothing. Securities investigations are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: What is a lead plaintiff and why does it matter? A: If the investigation proceeds to legal action, a lead plaintiff is the investor the court appoints to represent the group of affected investors. Lead plaintiffs are typically investors with the largest documented losses. Contacting the firm during the investigation phase preserves that option.

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Shares of SailPoint, Inc. (SAIL - Free Report) have gained 24.6% over the past four weeks to close the last trading session at $14.71, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $19.39 indicates a potential upside of 31.8%.

The mean estimate comprises 23 short-term price targets with a standard deviation of $2.33. While the lowest estimate of $16.00 indicates an 8.8% increase from the current price level, the most optimistic analyst expects the stock to surge 70% to reach $25.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.

However, an impressive consensus price target is not the only factor that indicates a potential upside in SAIL. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Why SAIL Could Witness a Solid UpsideThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 2.6%.

Moreover, SAIL currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much SAIL could gain, the direction of price movement it implies does appear to be a good guide.

Identity security company SailPoint (SAIL +1.39%) wasn't feeling like a particularly secure investment over the past few trading days. Following the release of quarterly results that looked good at first glance but soon raised concerns, investors assertively traded out of the specialty tech stock.

As of Friday afternoon, it was down by almost 23% week to date, according to data compiled by S&P Global Market Intelligence.

In-line performance SailPoint unfurled its first quarter of fiscal 2027 results on Tuesday, revealing that total revenue rose by 22% year over year to $280 million. This was on the back of a 23% rise in subscription revenue.

Image source: Getty Images.

Income not under generally accepted accounting principles (GAAP) experienced a much steeper rise, increasing more than eightfold to $28.4 million ($0.05 per share) from the year-ago profit of $3.2 million.

SailPoint's headline figures only slightly exceeded the average analyst estimates. The pundit consensus for revenue was $276 million, while that for non-GAAP (adjusted) net income was $0.04 per share.

In the earnings release, the highly specialized tech company attributed its gains to organic demand for more robust identity security solutions. Tightening rules for this form of protection also played a role, meanwhile the company feels the artificial intelligence (AI) baked into its solutions also attracts business.

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The need to exceed SailPoint also proffered guidance for its current (second) quarter, and for the entirety of this fiscal year. For the latter period, it's forecasting nearly $1.27 billion to almost $1.28 billion for revenue, and adjusted net income of $0.30 to $0.34 per share. These are broadly in line with analyst estimates.

And that, I feel, is the problem. Software stocks have been under pressure lately, so they need to outperform expectations rather than simply meet them. In SailPoint's case, though, by most measures the company is doing well at a time when its identity security protections are becoming increasingly necessary. This week's sell-off feels harsh and a bit overblown.

Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

May 13, 2026 08:00 ET  | Source: SailPoint Technologies, Inc.

AUSTIN, Texas, May 13, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, will report its fiscal first quarter 2027 financial results and outlook before the US markets open on Tuesday, June 9, 2026.

SailPoint will host a conference call that day at 8:30 a.m. Eastern Time to discuss the results and outlook. A live webcast of the conference call and the financial results press release will be available on SailPoint’s website at https://investors.sailpoint.com. An audio replay of the conference call will be available on the investor relations website for one year.

Additionally, SailPoint will host an Investor Day on Tuesday, June 16, 2026, at 9 a.m. Eastern Time in New York. This half-day program will feature presentations by SailPoint executives who will provide an overview of the company’s strategy, recent innovations, and a financial update.

The event will be made available via webcast on the Investor Relations section of the SailPoint website at https://investor.sailpoint.com/. An audio replay of the investor day will be available on the investor relations website for one year.

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.

Investor Relations Contact
Scott Schmitz, SVP IR
[email protected]

Media Relations Contact
Shannon Paulk, Sr. Manager, Corporate Communications
[email protected]

SailPoint, Inc. (SAIL - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended April 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on June 9, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents a year-over-year change of +300%.

Revenues are expected to be $276.25 million, up 19.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for SailPoint, Inc. ?For SailPoint, Inc. , the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -5.88%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that SailPoint, Inc. will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that SailPoint, Inc. would post earnings of $0.08 per share when it actually produced earnings of $0.08, delivering no surprise.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

SailPoint, Inc. doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerDocuSign (DOCU - Free Report) , another stock in the Zacks Internet - Software industry, is expected to report earnings per share of $1 for the quarter ended April 2026. This estimate points to a year-over-year change of +11.1%. Revenues for the quarter are expected to be $824.75 million, up 8% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for DocuSign has remained unchanged. Nevertheless, the company now has an Earnings ESP of -2.00%, reflecting a lower Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #2 (Buy), makes it difficult to conclusively predict that DocuSign will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.