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Sailpoint, Inc. (SAIL) stock

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NASDAQ: SAIL Nasdaq Systems Software Next results ~December 8, 2026

C Fundamentals grade

Sailpoint, Inc. is a US-listed company in the systems software industry. Its financial year ends in January.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$7.2

Valuation models combined (3)

Base case. Range ~$6.6–$9.2. Weighted average of 3 models (forward price-to-earnings vs peers, forward price-to-sales vs peers, revenue-to-maturity model).

Price vs value

No Buy/Hold/Sell rating is issued: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Sailpoint, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter Sailpoint files

Where Sailpoint stands after its latest 10-Q

Revenue for the twelve months to July 2026 was $1.17bn. Free-cash-flow margin rose to 16.7% from -5.4% a year earlier. Operating margin widened to -18.9% from -28.9%. It passes 2 of our 3 financial-health checks. Our revenue-to-maturity cash-flow model value is $6.16 a share, against a share price of $19.18.

Source: 10-Q filed September 10, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~December 8, 2026 (estimated)

Sailpoint, Inc.'s trailing-twelve-month revenue grew 20.1% year on year, with a free-cash-flow margin of 16.7%. Where it stands out: long-term debt as % of assets of 0.0% ranks 1 of 23 systems software companies we cover. Where it lags: change in growth rate of -3.8pp ranks 30 of 37 systems software companies we cover.

Current signal Revenue growth decelerating: TTM revenue growth slowed to 20.1% (-3.8pp vs the prior quarter), the 2nd consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 20.1% over the last 12 months, against a median of 16.9% for systems software companies we cover.
  • Margins widening. Operating margin is up 10.0 points on a year ago.
  • Net cash. Cash exceeds long-term debt by $0.3bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Loss-making. Operating margin is -18.9%: costs exceed revenue.
  • Heavy stock-based pay. Stock pay equals 20.4% of revenue, against a median of 8.5% for systems software companies we cover: a real cost that cash-flow figures leave out.
  • Volatile shares. Over the past year the shares showed annualised volatility of 65% and a beta of 1.4 against the S&P 500.
  • Insiders selling. 7 insiders sold $31M of stock over the past 365 days and none bought (100% under pre-set trading plans).
  • Growth easing. The growth rate is 3.8 points lower than a quarter earlier.
  • Below peers: change in growth rate. Change in growth rate of -3.8pp ranks 30 of 37 systems software companies we cover (median -0.3pp).

Latest results: FY2027 Q2

Filed September 10, 2026
Earnings per share
$0.09 against an average estimate of $0.08: beat by 13.8%
Revenue
$309m, up 16.8% on a year earlier
Share reaction
-0.8% in the first session after the results on September 9, 2026, against -1.1% for the S&P 500
Guidance given
total ARR $1,288m to $1,292m (Q3’27); total ARR $1,375m to $1,385m (FY’27)
Next report
September 9, 2026; average EPS estimate $0.08

Sailpoint's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-8.9%
  • 1 week-11.8%
  • 1 month-6.1%
  • This year-5.1%
  • 1 year-11.5%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.2B
Operating margin
-18.9%
Net margin
-16.9%
EPS (TTM, diluted)
$-0.35

Growth

Revenue growth
+20.1%
Change in growth rate
−3.8 pts

Cash

Free cash flow (TTM)
$195M
FCF margin
16.7%
Stock pay % of revenue
20.4%

Earnings

Last results
September 9, 2026
Next results (est.)
December 8, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Insider trade
  2. Insider trade
  3. Results
  4. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Sailpoint, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Valuation models

We value Sailpoint, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10.4%: the 10-year Treasury yield (4.9%) plus a beta of 1.2 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$0.8 ~$0.6–$1.1 Left out: out of range vs price (0.04x)
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$6.6 ~$4.7–$13 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$9.2 ~$9.1–$21 Included, half weight
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$6.8 ~$5.5–$8.2 Included
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$7.2 ~$6.6–$9.2 3 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Sailpoint, Inc. with Systems Software in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 2026Now
Share price$15.69$19.19
Market value$8.5bn$10.8bn
+ Net debt (− = net cash)−$358m−$310m
Enterprise value$8.2bn$10.5bn
Multiples
Price / sales 8.0x9.3x
Price / earnings ——
Price / free cash flow 132.2x55.5x
EV / EBITDA ——

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.33 +36% $1.3bn +19%
Next $0.40 +24% $1.5bn +19%

Next year's EPS estimate has moved +0.8% in 90 days, across 27 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +0.6% on 90 days ago. In the last 30 days, 6 analysts raised Sailpoint, Inc.'s forecast and 2 cut it.

Consensus EPS forecast Sailpoint, Inc., last 90 days
$0.30 $0.35 $0.40 $0.45 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.32 Current fiscal year, 60 days ago: $0.32 Current fiscal year, 30 days ago: $0.33 Current fiscal year, 7 days ago: $0.33 Current fiscal year, Now: $0.33 $0.33 Next fiscal year, 90 days ago: $0.40 Next fiscal year, 60 days ago: $0.40 Next fiscal year, 30 days ago: $0.40 Next fiscal year, 7 days ago: $0.40 Next fiscal year, Now: $0.40 $0.40

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.32$0.40
60 days ago $0.32$0.40
30 days ago $0.33$0.40
7 days ago $0.33$0.40
Now $0.33$0.40

Earnings against estimates

Quarter toEstimateActualSurprise
Jul 2026 $0.08 $0.09 +13.8%
Apr 2026 $0.04 $0.05 +12.9%
Jan 2026 $0.08 $0.08 +0.1%
Oct 2025 $0.06 $0.08 +32.5%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, September 9, 2026
  • Total revenue FY’27 $1,265m to $1,275m
    “Total revenue $326 to $330 $1,265 to $1,275” source
  • Total revenue YoY growth % FY’27 18% growth to 19% growth
    “Total revenue YoY growth % 16% to 17% 18% to 19%” source
  • Total revenue Q3’27 $326m to $330m
    “Total revenue $326 to $330 $1,265 to $1,275” source
  • Total revenue YoY growth % Q3’27 16% growth to 17% growth
    “Total revenue YoY growth % 16% to 17% 18% to 19%” source
  • Adjusted earnings per share (Adjusted EPS) FY’27 $0.30 to $0.34 Non-GAAP
    “Adjusted earnings per share (Adjusted EPS) $0.07 to $0.08 $0.30 to $0.34” source
  • Adjusted earnings per share (Adjusted EPS) Q3’27 $0.07 to $0.08 Non-GAAP
    “Adjusted earnings per share (Adjusted EPS) $0.07 to $0.08 $0.30 to $0.34” source
Show 8 more items
  • Adjusted operating margin % FY’27 18.7% to 19.3% Non-GAAP
    “Adjusted operating margin % 17.4% to 17.9% 18.7% to 19.3%” source
  • Adjusted operating margin % Q3’27 17.4% to 17.9% Non-GAAP
    “Adjusted operating margin % 17.4% to 17.9% 18.7% to 19.3%” source
  • Total ARR FY’27 $1,375m to $1,385m
    “Total ARR $1,288 to $1,292 $1,375 to $1,385” source
  • Total ARR YoY growth % FY’27 22% growth to 23% growth
    “Total ARR YoY growth % 24% 22% to 23%” source
  • Adjusted income from operations FY’27 $239m to $244m Non-GAAP
    “Adjusted income from operations $57.5 to $58.5 $239 to $244” source
  • Total ARR Q3’27 $1,288m to $1,292m
    “Total ARR $1,288 to $1,292 $1,375 to $1,385” source
  • Total ARR YoY growth % Q3’27 about 24% growth
    “Total ARR YoY growth % 24% 22% to 23%” source
  • Adjusted income from operations Q3’27 $57.5m to $58.5m Non-GAAP
    “Adjusted income from operations $57.5 to $58.5 $239 to $244” source

How earlier guidance turned out

  • Total revenue, second quarter of fiscal 2027 guided $308m to $312m Within range: $309m

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

27 analysts, Oct 2026
Buy2074%
Hold622%
Sell14%

Monthly trend

  1. Oct 2026614627
  2. Sep 2026613525
  3. Aug 2026613525
  4. Jul 2026613424

Counts of recommendations published by analysts covering Sailpoint, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
31.0%
of tradable shares
Days to cover
4.66
at average volume
Short interest, 1 month
+22%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
1.7%
of shares
Employees
3,229
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 2026 to date
Return
SAIL−5%
Industry peers (median)+26%
S&P 500+11%
Months that ended higher
SAIL36%
S&P 50046%
Largest fall from a high during the year
SAIL−48%
S&P 500−9%

Worst fall since February 13, 2025: 59% from February 18, 2025 to April 10, 2026. Getting back needed a 145% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$10.49 – $22.39
From 52-week high
−14.3%
vs 50-day average
−3.6%
vs 200-day average
+19.4%
Volatility (1 year)
65%
Beta vs S&P 500
1.43

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
2 up, 5 down
typical move ±10.5%
After a week
3 up, 4 down
typical move ±12.7%
After a month
3 up, 4 down
typical move ±12.3%
Results releasedNext dayS&P 500 next day5 days21 days
September 9, 2026 −0.8% −1.1% +14.4% +12.5%
June 9, 2026 −16.8% −1.9% −20.4% −22.5%
March 18, 2026 −16.1% −1.6% −16.2% −21.3%
December 9, 2025 +3.8% +0.6% +4.3% −2.9%
September 9, 2025 −11.5% +0.5% −3.5% +0.2%
June 11, 2025 +18.6% +0.1% +16.8% +5.0%
March 26, 2025 −5.9% −1.5% −13.1% −21.5%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Sailpoint, Inc. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Sailpoint, Inc.
$800M $900M $1B $1.1B $1.2B FY25 Q3 FY26 Q1 FY26 Q3 FY27 Q2 Revenue (TTM), FY25 Q3: $824.2M Revenue (TTM), FY25 Q4: $861.6M Revenue (TTM), FY26 Q1: $904.4M Revenue (TTM), FY26 Q2: $970.2M Revenue (TTM), FY26 Q3: $1B Revenue (TTM), FY26 Q4: $1.1B Revenue (TTM), FY27 Q1: $1.1B Revenue (TTM), FY27 Q2: $1.2B $1.2B

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue (TTM)
FY25 Q3 $824.2M
FY25 Q4 $861.6M
FY26 Q1 $904.4M
FY26 Q2 $970.2M
FY26 Q3 $1B
FY26 Q4 $1.1B
FY27 Q1 $1.1B
FY27 Q2 $1.2B
Revenue growth, TTM YoY Sailpoint, Inc.
20% 22% 24% 26% FY26 Q3 FY26 Q4 FY27 Q1 FY27 Q2 Revenue growth, TTM YoY, FY26 Q3: 23.4% Revenue growth, TTM YoY, FY26 Q4: 24.4% Revenue growth, TTM YoY, FY27 Q1: 24.0% Revenue growth, TTM YoY, FY27 Q2: 20.1% 20.1%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue growth, TTM YoY
FY26 Q3 23.4%
FY26 Q4 24.4%
FY27 Q1 24.0%
FY27 Q2 20.1%
Operating margin (TTM) Sailpoint, Inc.
-40% -30% -20% -10% 0% FY25 Q3 FY26 Q1 FY26 Q3 FY27 Q2 Operating margin (TTM), FY25 Q3: -27.1% Operating margin (TTM), FY25 Q4: -21.9% Operating margin (TTM), FY26 Q1: -33.8% Operating margin (TTM), FY26 Q2: -28.9% Operating margin (TTM), FY26 Q3: -29.3% Operating margin (TTM), FY26 Q4: -28.7% Operating margin (TTM), FY27 Q1: -18.0% Operating margin (TTM), FY27 Q2: -18.9% -18.9%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Operating margin (TTM)
FY25 Q3 -27.1%
FY25 Q4 -21.9%
FY26 Q1 -33.8%
FY26 Q2 -28.9%
FY26 Q3 -29.3%
FY26 Q4 -28.7%
FY27 Q1 -18.0%
FY27 Q2 -18.9%
FCF margin (TTM) Sailpoint, Inc.
-30% -20% -10% 0% 10% 20% FY25 Q3 FY26 Q1 FY26 Q3 FY27 Q2 FCF margin (TTM), FY25 Q3: -21.5% FCF margin (TTM), FY25 Q4: -13.0% FCF margin (TTM), FY26 Q1: -17.1% FCF margin (TTM), FY26 Q2: -5.4% FCF margin (TTM), FY26 Q3: 1.5% FCF margin (TTM), FY26 Q4: 6.0% FCF margin (TTM), FY27 Q1: 17.9% FCF margin (TTM), FY27 Q2: 16.7% 16.7%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period FCF margin (TTM)
FY25 Q3 -21.5%
FY25 Q4 -13.0%
FY26 Q1 -17.1%
FY26 Q2 -5.4%
FY26 Q3 1.5%
FY26 Q4 6.0%
FY27 Q1 17.9%
FY27 Q2 16.7%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 424B4. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2024 Jan 2024 2025 Jan 2025 2026 Jan 2026 LTM Jul 2026
Income
Revenue 700 862 1,071 1,166
Gross profit 423 556 691 772
EBITDA −69 49 −97 −8
Operating income −333 −189 −307 −221
Net income −395 −316 −270 −197
Diluted EPS −$12.13 −$12.91 −$0.54 −$0.35
Growth (year on year)
Revenue — +23.2% +24.4% +20.1%
EBITDA — — −299.3% —
Margins
Gross margin 60.5% 64.5% 64.5% 66.2%
EBITDA margin −9.9% 5.6% −9.0% −0.6%
Operating margin −47.6% −21.9% −28.7% −18.9%
Net margin −56.5% −36.7% −25.2% −16.9%
Free-cash-flow margin −36.2% −13.0% 6.0% 16.7%
Cash flow
Cash from operations −250 −106 71 201
Capital spending 3 5 6 6
Free cash flow −253 −112 65 195
Stock-based pay 37 32 255 238
Free cash flow after stock pay −290 −143 −190 −43
Balance sheet
Cash 212 121 358 310
Total debt — — — 0
Net debt (negative = net cash) −212 −121 −358 −310
Diluted shares 81m 84m 544m 563m
Returned to shareholders
Buybacks 1 6 0 —
Total returned 1 6 0 —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 3 checks passed · July 31, 2026
What it owns · $7.6bn
Short-term assets $777mLonger-term assets $6.8bn
What it owes, and who funded it · $7.6bn
Short-term liabilities $633mLonger-term liabilities $90mShareholders' equity $6.9bn
  • Short-term assets cover short-term liabilities $777m of assets due within a year against $633m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $777m short-term assets against $90m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of −$221m against $1m of interest.

From Sailpoint, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q4 TTM
Buybacks (TTM)
$0
Returned to shareholders
0%
of free cash flow
Buybacks, last 3 fiscal years
$7.5M
Total shareholder yield
0.0%
dividends 0.0% + buybacks 0.0% of market value
R&D spending
19.9%
of revenue
Days sales outstanding
86 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in systems software
Last 12 months unless stated SAIL S DLO CVLT GTLB TENB Median
Revenue, last 12 months $1.2bn $1.1bn $1.1bn $1.3bn $1.1bn $1.0bn $1.1bn
Revenue growth, last 12 months 20.1% 21.1% 46.6% 14.3% 23.0% 9.9% 16.9%
Revenue growth, 3-year average — 28.0% — 16.2% 28.1% 12.0% 16.1%
Revenue growth, latest quarter 16.8% 20.6% — 13.1% 21.3% 8.6% 19.6%
Gross margin 66.2% 72.5% 36.8% 81.3% 85.8% 78.1% 69.6%
Operating margin −18.9% −29.5% 20.1% 7.4% −8.5% 3.6% 3.7%
Operating margin, 3-year average — −37.1% — 7.5% −15.3% −0.9% 4.0%
Net margin −16.9% −31.0% 18.0% 6.6% −5.0% 0.6% 2.4%
Cash from operations / revenue 17.2% 5.2% 38.0% 21.0% 21.2% 25.8% 16.6%
Free-cash-flow margin 16.7% 5.1% 37.8% 20.4% 20.3% 25.3% 15.0%
Free-cash-flow margin, 3-year average — 3.8% — 21.3% 11.5% 23.6% 18.8%
Stock pay / revenue 20.4% 29.3% 2.2% 10.6% 21.8% 17.2% 8.2%
Change in share count — 3.4% −1.1% −4.9% 4.2% −1.9% 2.7%

Median of all 37 companies we cover in systems software. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

37 systems software companies
Measure Company Peer median Rank
Revenue growth Growth 20.1% 16.9% 17 of 37
Change in growth rate Growth -3.8pp -0.3pp 30 of 37
Gross margin Profitability 66.2% 70.4% 19 of 32
Operating margin Profitability -18.9% 3.8% 27 of 34
Net margin Profitability -16.9% 2.4% 29 of 37
Free-cash-flow margin Cash generation 16.7% 17.3% 18 of 34
Stock pay as % of revenue Cash generation 20.4% 8.5% 28 of 36
Long-term debt as % of assets Balance sheet 0.0% 4.3% 1 of 23
Days sales outstanding Balance sheet 86 days 72 days 20 of 29

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to January 31, 2026
Products and services
Line of business Revenue Share YoY
Subscription $1B 94.3% ▲ 27.2%
Software As A Service Saa S $602M 59.6% ▲ 35.4%
Term Subscriptions Services $229M 22.7% ▲ 31.8%
Maintenance $151M 14.9% ▼ 2.2%
Other Subscription Services $27.9M 2.8% ▲ 32.4%
Other $61.2M 5.7% ▼ 9.6%
Geography
Region Revenue Share YoY
United States $694M 64.8% ▲ 18.4%
EMEA $228M 21.3% ▲ 36.6%
Rest of The World $149M 13.9% ▲ 37.6%

From Sailpoint, Inc.'s 10-K filed March 19, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$8.5B
Institutions reporting
237
Shares held vs prior quarter
▲ 4.3%
Positions opened / closed
63 / 43

Top buyers and sellers, Q2 2026: 167 institutions bought and 90 sold ; the biggest buyer was Wasatch Advisors LP (+4.5M shares) and the biggest seller Dragoneer Investment Group, LLC (−8.0M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Thoma Bravo, L.P. $7B 479.8M 82.8% 0.0%
Norges Bank $191M 13.1M 2.3% —
UBS Group AG $67M 4.6M 0.8% ▲ 125.0%
Wasatch Advisors LP $66.2M 4.5M 0.8% New
Blackrock, Inc. $65.1M 4.4M 0.8% ▲ 20.3%
Stephens Investment Management Group LLC $60.8M 4.2M 0.7% ▲ 43.5%
Gw&K Investment Management, LLC $58.8M 4.0M 0.7% ▲ 30.1%
Mirae Asset Global Etfs Holdings Ltd. $52.6M 3.6M 0.6% ▲ 38.5%
Driehaus Capital Management LLC $52.3M 3.6M 0.6% New
Point72 Asset Management, L.P. $49.1M 3.4M 0.6% ▲ 9.4%
Lunate Capital Ltd $43.9M 3.0M 0.5% 0.0%
Keenan Capital, LLC $41.9M 2.9M 0.5% ▼ 33.2%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Sailpoint, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $31.5M 101 trades by 7 insiders · 100% under pre-set plans
Net ▼ $31.5M net selling
Insider Date Trade Shares Price Value
Rezvan Mitra Chief Accounting Officer October 8, 2026 Sell pre-set plan 1,168 $20.00 $23,360
Schmitt Christopher General Counsel and Secretary October 7, 2026 Sell pre-set plan 90 $20.44 $1,840
Schmitt Christopher General Counsel and Secretary October 7, 2026 Sell pre-set plan 23,277 $19.71 $458,785
Gnanasambandam Chandrasekar EVP Product & CTO October 7, 2026 Sell pre-set plan 87 $20.44 $1,778
Gnanasambandam Chandrasekar EVP Product & CTO October 7, 2026 Sell pre-set plan 22,522 $19.71 $443,904
Payne Abby Chief People Officer October 7, 2026 Sell pre-set plan 81 $20.44 $1,656
Payne Abby Chief People Officer October 7, 2026 Sell pre-set plan 20,946 $19.71 $412,841
Mills Matt President October 7, 2026 Sell pre-set plan 163 $20.44 $3,332
Mills Matt President October 7, 2026 Sell pre-set plan 42,279 $19.71 $833,311
Carolan Brian Chief Financial Officer October 7, 2026 Sell pre-set plan 203 $20.44 $4,149
Carolan Brian Chief Financial Officer October 7, 2026 Sell pre-set plan 52,619 $19.71 $1M
Rezvan Mitra Chief Accounting Officer October 7, 2026 Sell pre-set plan 17 $20.44 $347

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 2 trades and filings

In the last 12 months, 2 members of Congress disclosed 2 purchases and 0 sales of Sailpoint, Inc. shares.

  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded July 21, 2026, filed September 4, 2026
  • Josh Gottheimer(D-NJ 5):Purchase, $1,001 - $15,000, traded July 20, 2026, filed August 10, 2026

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around December 8, 2026 estimated from the company's past filing pattern, not announced

  • September 9, 2026
  • June 9, 2026
  • March 18, 2026
  • December 9, 2025
  • September 9, 2025
  • June 11, 2025

Recent SEC filings

Data status

When each part of this page on Sailpoint, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Sailpoint, Inc. in brief

What does Sailpoint, Inc. do?
Sailpoint, Inc. is a US-listed company in the systems software industry. Its financial year ends in January.
What is Sailpoint, Inc.'s stock ticker?
Sailpoint, Inc. trades under the ticker SAIL on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Sailpoint, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Sailpoint, Inc. reported revenue of $1.2B, 20.1% higher than a year earlier, according to its SEC filings.
What is Sailpoint, Inc.'s free cash flow?
Sailpoint, Inc.'s free-cash-flow margin is 16.7% of revenue over the trailing twelve months, ranking 18 of the 34 systems software companies we cover.
Who are Sailpoint, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Thoma Bravo, L.P., Norges Bank and UBS Group AG. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Sailpoint, Inc.'s market cap?
On November 2, 2026, Sailpoint, Inc.'s market capitalisation was about $10.8B and net debt of -$310M. Market figures come from third-party market data and may be delayed.
Who are Sailpoint, Inc.'s competitors?
In our Systems Software peer group, the companies closest to Sailpoint, Inc. are Sentinelone, Inc., Dlocal Ltd, Commvault Systems Inc, Gitlab Inc. and Tenable Holdings, Inc. The side-by-side comparison below sets their revenue, margins and growth against Sailpoint, Inc.'s.
Are insiders buying or selling Sailpoint, Inc. stock?
Over the last 12 months, Sailpoint, Inc.'s directors and officers reported 0 open-market purchases and 101 sales on Form 4. The insider trading page charts every trade.
When is Sailpoint, Inc.'s next earnings date?
Around December 8, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Sailpoint, Inc. announces its own schedule.