US · Technology · Software - Infrastructure
EPS came in at 0.09 against a street estimate of 0.08 — a beat of 12.5%.
Analysts rate SailPoint, Inc. Common Stock a buy (10 buy, 5 hold, 0 sell out of 15) with an average price target of $20.84.
CONFIDENT SailPoint delivered 25% ARR growth to $1.231B, beating guidance by $11M. AI-driven solutions now $70M+ ARR with pipeline doubled since May. SaaS strength (36% growth) offset by revenue timing from SaaS mix shift. FY29 targets affirmed: $2.1B+ ARR, $800M+ AI ARR. Q2 FY27 Call did not discuss regional performance or breakdowns. Analysts pressed on AI pipeline conversion mechanics and the disconnect between ARR upside and revenue guidance shortfall vs. street. Management clarified that strong demand for agentic solutions is being recognized as ratable SaaS revenue rather than upfront term contracts, creating a pure accounting timing gap with no demand weakness. Multiple analysts validated the displacement narrative and strong POC velocity from AI governance urgency. 2026-09-09…
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| Fund | Stake |
|---|---|
| Thoma Bravo LP | 84.05% |
| NORGES BANK | 2.29% |
| Wasatch Advisors LP | 0.79% |
| Stephens Inv Mgmt Group LLC | 0.73% |
| BlackRock Inc | 0.65% |
| GW&K Investment Management, LLC | 0.54% |
| Point72 Asset Management, L.P. | 0.54% |
| Lunate Capital Ltd | 0.53% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 SAILPOINT, INC. - FORM 10-Q SUMMARY Quarter Ended July 31, 2026 --- HEADLINE NUMBERS • Total Revenue (6 months): $588.955 million vs. $494.827 mill | 2026-09-10 |
| Results announced · Q3 FY2027 SAILPOINT Q2 FY2027 FINANCIAL SUMMARY HEADLINE NUMBERS • Total ARR: $1.231 billion, up 25% year-over-year • SaaS ARR: $847 million, up 36% year-over | 2026-09-09 |
| Board / officer change · Q2 FY2027 SAILPOINT, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Composition Change: Nabil Hamade resigned from the board effective June 12, 2026. Re | 2026-06-12 |
| Quarterly report · Q1 FY2027 SAILPOINT, INC. – Q1 2026 (ENDED APRIL 30, 2026) SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue: $280.1 million (three months ended A | 2026-06-10 |
| Shareholder vote results · Q2 FY2027 SAILPOINT, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 4, 2026 • 567,223,431 shares outstanding and eligible to vote as of A | 2026-06-10 |
| Results announced · Q2 FY2027 SAILPOINT, INC. – FISCAL Q1 2027 RESULTS SUMMARY HEADLINE NUMBERS • Annual Recurring Revenue (ARR): $1,163 million, up 26% year-over-year • SaaS ARR | 2026-06-09 |
| Reg FD disclosure · Q2 FY2027 SAILPOINT, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • SailPoint is a publicly traded company (NASDAQ: SAIL) headquartered in Austin, Te | 2026-05-08 |
| Proxy statement · Q2 FY2027 SAILPOINT, INC. – 2026 ANNUAL MEETING PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class I directors (Will | 2026-04-24 |
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Google PlayApp StoreData updated 2026-09-18.