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SAIL · NASDAQ · Software - Infrastructure

SailPoint

Governs workforce and machine access across enterprise systems through a SaaS-first identity security platform.

$19.84

After-hours close+0.01 (+0.05%)

At close$19.83(−3.03%)

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Profile

SailPoint, Inc.SAILInformation Technology

Provides enterprise identity governance through Identity Security Cloud and its Atlas platform, combining access lifecycle controls with privileged access, threat detection, and coverage for non-employee and machine identities. SaaS-first delivery is expanding alongside legacy software, while acquired capabilities and Thoma Bravo’s majority voting control shape the business.

Provides enterprise identity governance through Identity Security Cloud, built on the Atlas platform, to determine who should access which systems, when access is appropriate, and the associated risk. The offering targets large enterprises and extends beyond workforce access to non-employees and machine identities.

Uses SaaS-first delivery while maintaining older software offerings. Capabilities include access lifecycle governance, privileged access, identity threat detection and response, SaaS-application discovery, healthcare identity governance, and credentials security. Operations are based in Austin, with employees spread across multiple countries.

Platform breadth has expanded partly through acquisitions. Execution depends on moving customers toward cloud services while supporting legacy software and integrating acquired technologies. Thoma Bravo’s majority voting control also gives the sponsor substantial influence over director elections and other corporate matters.

Company facts

CEOMark McClain

ListedFeb 13, 2025

ExchangeNASDAQ

HeadquartersAustin, TX

CountryUnited States

Employees3,229

CIK0002030781

ISINUS78781J1097

Key statistics

Market cap$11.25B

EPS (ttm)−$0.2700

P/E (ttm)−73.44

ROE-2.3%

P/B1.64

P/S10.03

Dividend yield—

Beta1.57vs XLK 0.04

Year to date +4.6% · Average volume (30d) 3.2M

Analysts

Price target, next 12 months$19.00−4.2%Median of 34 analysts · vs the Aug 28 close

ConsensusBuy27 of 34 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $19.83

High$22.00+10.9%

Median$19.00−4.2%

Low$17.00−14.3%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 20, 2026	Morgan Stanley	Reiterate	Overweight	$25	$22
Aug 19, 2026	Mizuho Securities	Target		$16	$18
Aug 17, 2026	Wells Fargo	Reiterate	Overweight	$19	$22
Aug 14, 2026	RBC Capital	Reiterate	Outperform	$19	$22
Aug 3, 2026	D.A. Davidson	Target		$65	$17

Earnings

EPS

Estimate$0.08

ReportedDue Sep 9, 2026

Revenue

Estimate$310.3M

ReportedDue Sep 9, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Jun 9, 2026Q1 FY27	$0.04	$0.05	+15.5%	$275.8M	$280.1M	+1.6%	−6.07%
Mar 18, 2026Q4 FY26	$0.08	$0.08	0.0%	$292.7M	$294.6M	+0.7%	−1.04%
Dec 9, 2025Q3 FY26	$0.06	$0.08	+34.5%	$292.7M	$281.9M	−3.7%	+5.73%
Sep 9, 2025Q2 FY26	$0.04	$0.07	+61.9%	$270.3M	$264.4M	−2.2%	−4.11%

View details

Financial highlights

	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26	Q1 FY27
Revenue	$240.1M	$230.5M	$264.4M	$281.9M	$294.6M	$280.1M
Gross profit	$178.9M	$127.7M	$177.8M	$187.0M	$198.3M	$181.1M
Operating income	$100.4M	−$185.0M	−$40.8M	−$41.6M	−$40.1M	−$79.8M
Net income	−$63.1M	−$187.3M	−$10.6M	−$36.0M	−$36.2M	−$74.7M
Diluted EPS	−$0.68	−$0.42	−$0.02	−$0.06	−$0.06	−$0.13
Gross margin	74.5%	55.4%	67.3%	66.3%	67.3%	64.7%
Operating margin	41.8%	-80.3%	-15.4%	-14.8%	-13.6%	-28.5%

Fiscal years (4-quarter sums)FY20 $288.5M · FY21 $365.3M · FY22 $450.0M · FY25 $861.6M · FY26 $1.07B

Balance sheet, Apr 30, 2026Cash & short-term investments $390.8M · Total debt $5.4M · Total assets $7.53B · Shareholders' equity $6.84B

Dividends

No dividends on record.

Ownership

Institutions 102.26%Insiders —

Shares outstanding 567.18M · Float 63.11M · 11.1% free float

Insiders — no current Form 4 position.

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Thoma Bravo, L.P.	479.84M	84.60%	13F	Aug 4, 2026
Norges Bank	13.06M	2.30%	13F	Aug 12, 2026
UBS Group AG	4.58M	0.81%	13F	Aug 13, 2026
Wasatch Advisors LP	4.52M	0.80%	13F	Jul 10, 2026
BlackRock, Inc.	4.44M	0.78%	13F	Aug 7, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.