SailPoint, Inc. (SAIL) Stock: Price, Forecast & Analyst Target
SailPoint, Inc. (SAIL) — MoonshotScore 31/100 (Weak band), calculated Oct 5, 2026. Price $20.43 (-0.73%), as of the Oct 2, 2026 trading session; market cap $11.6B. Expected results Dec 8, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 37.05× (market value Oct 2, 2026; cash Jul 31, 2026) · expected results Dec 8, 2026
SailPoint, Inc. · SAIL · NASDAQ · Technology · Software - Infrastructure
Research dated 2026-09-13: SailPoint sells identity security software that governs access to sensitive applications and data for employees, outside workers, and machine identities. Customers can adopt the cloud-native Identity Security Cloud or host IdentityIQ in their own environment, making this an identity-governance business rather than a generic infrastructure software vendor. The equity case depends on whether expanding cloud demand can outrun the cost base and turn recurring positive operating cash flow into durable accounting profit.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · SailPoint (SAIL)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Strong price action running well ahead of the business — a fragile balance sheet underneath; a move to treat with suspicion, not chase. Business Quality: Average; Financial Safety: Strained; Valuation: Full; Growth Durability: Flat; Momentum: Surging.
- quarterly revenue $280M (Q1 FY2027, quarter ended Apr 2026)
- EPS beat 7 of 8
- Altman Z 9.63 · Piotroski F 3
Holding back: balance-sheet strain
Helping: positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 31 | Weak | |
| 31 | Weak | |
| 31 | Weak | |
| 31 | Weak | |
| 30 | Weak | |
| 30 | Weak |
The score moved from 30 in the stored Oct 4, 2026 snapshot to 31 in the current publication computed Oct 5, 2026 (+1); the largest pillar moves were Growth Durability +2 and Valuation -1. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $20.43 | |
| Change on the day | -0.73% | |
| 52-week range | $10.30 – $24.00 | |
| Market capitalisation | $11.6B | |
| Price / earnings (trailing) | 40.37 | |
| Shares traded on the day | 6.81M | |
| Beta (volatility vs the S&P 500) | 2.14 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
For the fiscal third quarter of 2027, we expect ARR to be $1.29 billion, up 24% year-over-year. We expect revenue to be $328 million, an increase of 16% year-over-year with adjusted operating margin of 17.7%.
Brian Carolan · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for SailPoint (SAIL): Split View
44/100 · CSome lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.
5-Factor Breakdown
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
Three of these lenses read this company more favourably than the MoonshotScore does: Dalio-style lens, Englander-style lens and Klarman-style lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the SAIL film — every key number, told as a short cinematic story
~2 min · open the film
What is SailPoint (SAIL), and what does it report?
Short answer · as of
Identity Security Cloud delivers access governance through a SaaS platform, while IdentityIQ serves customers that want the software hosted in their own environment.
Research dated 2026-09-13.
Identity Security Cloud delivers access governance through a SaaS platform, while IdentityIQ serves customers that want the software hosted in their own environment. The product scope extends beyond workforce logins to outside users, machine identities, sensitive data, and critical applications.
Revenue reflects subscription, license, and technology-service activity rather than a pure cloud subscription stream. Subscription was the largest category in the available segment disclosure, while the consolidated statements show the gross profit and substantial operating expenses produced by the combined model.
What do the latest results show for SailPoint (SAIL)?
Short answer · as of
The most recent reported quarter, Q1 FY2027, carried revenue of $280M.
Research dated 2026-09-13.
The latest period produced the highest revenue in the displayed quarterly series after a sequential rebound. Gross profit barely moved, but selling and administrative expense declined while research and development expense held broadly steady, narrowing the operating and net losses.
Operating cash flow remained positive and capital spending stayed light. Management expects continued growth in recurring revenue and total revenue alongside a positive adjusted operating margin, but the reported operating result remains negative, so the adjustment boundary matters.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $308.81M Jul 31, 2026
- Latest quarter · R&D
- $62.05M Jul 31, 2026
- Latest quarter · SG&A
- $202.16M Jul 31, 2026
- Latest quarter · FMP standardized operating result
- −$58.96M Jul 31, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jul 31, 2026 | $308.81M | $62.05M | $202.16M | −$58.96M |
| Apr 30, 2026 | $280.14M | $61.69M | $199.25M | −$79.83M |
| Jan 31, 2026 | $294.65M | $56.37M | $182.02M | −$40.10M |
| Oct 31, 2025 | $281.94M | $51.21M | $177.46M | −$41.62M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $308.81M Sep 9, 2026
- Latest report · revenue estimate
- $310.25M Sep 9, 2026
- Latest report · revenue vs estimate
- Below estimate Sep 9, 2026
- Latest report · EPS vs estimate
- Above estimate Sep 9, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Sep 9, 2026 | $308.81M | $310.25M | $0.0900 | $0.0791 |
| Jun 9, 2026 | $280.14M | $275.75M | $0.0500 | $0.0433 |
| Mar 18, 2026 | $294.65M | $292.71M | $0.0800 | $0.0801 |
| Dec 9, 2025 | $281.94M | $292.74M | $0.0800 | $0.0595 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q1 FY2027 | $280M | -$75M | -$0.13 (diluted) |
| Q4 FY2026 | $295M | -$36M | -$0.06 (diluted) |
| Q3 FY2026 | $282M | -$36M | -$0.06 (diluted) |
| Jul 2025 | $264M | -$11M | -$0.02 (diluted) |
What are the financial strengths and risks for SailPoint (SAIL)?
Short answer
Cash and short-term investments were $313.09M at the Jul 31, 2026 balance-sheet date. Operating cash flow was $44.96M for the quarter ended Jul 31, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Cash and investments comfortably exceed debt, leaving SailPoint with a net-cash position and little balance-sheet leverage. Current liquidity is only modestly above parity, however, and cash plus short-term investments remain below their opening level across the reported window after a volatile path.
Recent operating cash generation and light capital spending provide financial flexibility, but they do not erase persistent accounting losses. The valuation remains heavily tied to sales while free-cash-flow yield is modest, so weaker enterprise demand or renewed expense growth could leave little support from current earnings.
The distress screen does not indicate immediate balance-sheet pressure, while the quality screen is considerably less supportive. That contrast fits a company with ample net cash and positive recent cash flow but unfinished profitability.
Data-derived red flags
- Negative return on equity (-2.9%) — the business is not currently generating profit on shareholder capital.
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $44.96M Jul 31, 2026
- Previous quarter · operating cash flow
- $38.24M Apr 30, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jul 31, 2026 | $44.96M | −$1.93M |
| Apr 30, 2026 | $38.24M | −$5.72M |
| Jan 31, 2026 | $63.86M | −$6.41M |
| Oct 31, 2025 | $53.58M | −$4.53M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at SailPoint (SAIL)?
Short answer · as of
The next earnings report is expected on Dec 8, 2026.
Research dated 2026-09-13.
The next release should be judged against management’s expectations for recurring revenue, total revenue, and adjusted operating margin. More revealing than headline earnings alone will be whether gross profit begins rising with revenue and whether expense discipline keeps narrowing the reported operating loss.
Operating cash flow, capital spending, and the cash balance deserve a parallel check. Continued cash generation with stable liquidity would strengthen the profitability transition; a renewed cash decline alongside persistent losses would weaken it.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
For the fiscal third quarter of 2027, we expect ARR to be $1.29 billion, up 24% year-over-year. We expect revenue to be $328 million, an increase of 16% year-over-year with adjusted operating margin of 17.7%.
Brian Carolan ·
What the records here don't tell us
- No forward revenue or earnings estimate is on file.
Checked against the records this page reads, on the dates shown above.
How does SailPoint compare with its peers?
Short answer
SailPoint's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
SailPoint governs who or what may reach enterprise applications and data; it is not merely another seller of infrastructure tooling. Its coverage of human and machine identities, paired with cloud-native and customer-hosted deployment, gives it a broader identity-governance footprint than a cloud-only reading would suggest.
The financial profile also resists a simple subscription-software comparison. Historical revenue includes subscription, license, and technology services, while current results combine healthy gross margins, ongoing reported losses, positive recent operating cash flow, and minimal debt. Delivery mix and conversion of growth into reported profit therefore matter as much as top-line expansion.
| Company | Price | Market value | Score |
|---|---|---|---|
| $197.41 Oct 5, 2026 | $6.80B | 93 5-pillar Oct 5, 2026 | |
| $216.41 Oct 5, 2026 | $35.1B | 90 5-pillar Oct 5, 2026 | |
| $12.90 Oct 5, 2026 | $6.98B | 82 5-pillar Oct 5, 2026 | |
| $29.91 Oct 5, 2026 | $17.3B | 79 5-pillar Oct 5, 2026 | |
| $129.41 Oct 5, 2026 | $13.3B | 76 5-pillar Oct 5, 2026 | |
| $97.99 Oct 5, 2026 | $12.9B | 74 5-pillar Oct 5, 2026 | |
| $34.16 Oct 5, 2026 | $8.63B | 72 5-pillar Oct 5, 2026 | |
| $93.81 Oct 5, 2026 | $17.9B | 68 5-pillar Oct 5, 2026 | |
| $73.75 Oct 5, 2026 | $19.5B | 68 5-pillar Oct 5, 2026 | |
| $138.63 Oct 5, 2026 | $16.4B | 67 5-pillar Oct 5, 2026 | |
| $22.17 Oct 5, 2026 | $13.2B | 66 5-pillar Oct 5, 2026 | |
| $15.28 Oct 5, 2026 | $10.1B | 61 5-pillar Oct 5, 2026 | |
| SailPoint (SAIL) — this page | $20.43 | $11.6B | 31 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $17.00 – $27.00
- Consensus target
- $21.36
- Median target
- $21.50
Consensus record · Captured .
Measured against a quoted price of $20.43 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Most recent available transactions
- Transactions
- 12
- Identified insiders
- 4
- Purchases
- 0
- Sales
- 0
- Other transactions
- 12
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 257 Period end Jun 30, 2026
- Previous quarter · holders
- 230 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Thoma Bravo, L.P. | 479,842,514 |
| Norges Bank | 13,058,978 |
| Ubs Group AG | 4,579,890 |
| Wasatch Advisors LP | 4,519,996 |
| Blackrock, INC. | 4,443,309 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about SailPoint (SAIL)?
- Truist Securities Maintains Buy on SailPoint, Raises Price Target to $27
- Truist Raises Price Target on SailPoint to $27 From $23, Keeps Buy Rating
- SailPoint to Host Analyst and Investor Webcast to Recap Navigate Innovations
- SailPoint’s (SAIL) Falcon Next-Gen SIEM Arrangement Fits Its Broader Identity Security Push
SailPoint Technology Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
How do SailPoint Identity Security Cloud and IdentityIQ differ?
Identity Security Cloud is SailPoint’s cloud-native SaaS platform, while IdentityIQ is hosted by the customer. Each governs access to important data and applications, but the deployment model differs.
Why do SailPoint’s earnings comparisons and income statement point in different directions?
The earnings-comparison series reports positive earnings per share around recent releases, while the quarterly income statement records negative diluted earnings per share and operating losses. They should not be treated as the same reporting basis, making reported operating results and cash flow important cross-checks on a headline beat.
Why is Thoma Bravo important to SailPoint’s ownership profile?
Thoma Bravo is by far the largest reported institutional holder, making its position unusually prominent within SailPoint’s shareholder base. The reported count of institutional holders also increased in the latest comparison period.
What would validate SailPoint management’s recurring-revenue outlook?
Reported recurring revenue and total revenue would need to track management’s growth expectations while adjusted operating margin remains positive. Stronger gross-profit conversion, continued operating cash generation, and narrower reported losses would provide broader confirmation than the adjusted outlook alone.
What is the SAIL stock price today?
The last price recorded on this page for SailPoint, Inc. (SAIL) is $20.43, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the SAIL price target?
The analyst consensus price target for SailPoint, Inc. (SAIL) is $21.36 (range $17.00 to $27.00, median $21.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (83 figures)
The 83 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Brian Carolan (Sep 9, 2026): For the fiscal third quarter of 2027, we expect ARR to be $1.29 billion, up 24% year-over-year. We expect revenue to be $328 million, an increase of 16% year-over-year with adjusted operating margin of 17.7%. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 11120 Four Points Drive, Suite 100, Austin, TX, 78726 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "11120 Four Points Drive, Austin, TX, 78726, US". |
FMP — 72 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Dec 8, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $20.43 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:04:46.148Z. | |
px.change | Change on the day | -0.73% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $11.6B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:00.000Z. Captured from FMP at 2026-10-04T21:04:44.619Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.15 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q1 FY2027 | $280M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 40.37 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 6.81M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 2.14 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Mark D. McClain | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.founder | Founder named in the filing | Mark D. McClain TTEE — Founder, Chief Executive Officer & Director | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 3,229 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2020 through FY2026: FY2020 revenue $365.25M, net result −$10.76M; FY2021 revenue $450.04M, net result −$61.63M; FY2024 revenue $699.57M, net result −$395.37M; FY2025 revenue $861.61M, net result −$315.83M; FY2026 revenue $1.07B, net result −$270.05M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | License $113.00M · Subscription $273.20M · Technology Service $52.75M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 66.2% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-07-31.revenue_k | Revenue — period end 2026-07-31 | $308.81M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-31.rd_k | R&D — period end 2026-07-31 | $62.05M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-31.sga_k | SG&A — period end 2026-07-31 | $202.16M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-31.operating_result_k | FMP standardized operating result — period end 2026-07-31 | −$58.96M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-30.revenue_k | Revenue — period end 2026-04-30 | $280.14M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-30.rd_k | R&D — period end 2026-04-30 | $61.69M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-30.sga_k | SG&A — period end 2026-04-30 | $199.25M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-30.operating_result_k | FMP standardized operating result — period end 2026-04-30 | −$79.83M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-01-31.revenue_k | Revenue — period end 2026-01-31 | $294.65M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-01-31.rd_k | R&D — period end 2026-01-31 | $56.37M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-01-31.sga_k | SG&A — period end 2026-01-31 | $182.02M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-01-31.operating_result_k | FMP standardized operating result — period end 2026-01-31 | −$40.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-31.revenue_k | Revenue — period end 2025-10-31 | $281.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-31.rd_k | R&D — period end 2025-10-31 | $51.21M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-31.sga_k | SG&A — period end 2025-10-31 | $177.46M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-31.operating_result_k | FMP standardized operating result — period end 2025-10-31 | −$41.62M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-09-09.revenue_actual | Revenue · reported — report date 2026-09-09 | $308.81M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-09.revenue_estimated | Revenue · estimate — report date 2026-09-09 | $310.25M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-09.eps_actual | EPS · reported — report date 2026-09-09 | $0.0900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-09.eps_estimated | EPS · estimate — report date 2026-09-09 | $0.0791 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-06-09.revenue_actual | Revenue · reported — report date 2026-06-09 | $280.14M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-06-09.revenue_estimated | Revenue · estimate — report date 2026-06-09 | $275.75M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-06-09.eps_actual | EPS · reported — report date 2026-06-09 | $0.0500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-06-09.eps_estimated | EPS · estimate — report date 2026-06-09 | $0.0433 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-18.revenue_actual | Revenue · reported — report date 2026-03-18 | $294.65M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-18.revenue_estimated | Revenue · estimate — report date 2026-03-18 | $292.71M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-18.eps_actual | EPS · reported — report date 2026-03-18 | $0.0800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-18.eps_estimated | EPS · estimate — report date 2026-03-18 | $0.0801 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-12-09.revenue_actual | Revenue · reported — report date 2025-12-09 | $281.94M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-12-09.revenue_estimated | Revenue · estimate — report date 2025-12-09 | $292.74M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-12-09.eps_actual | EPS · reported — report date 2025-12-09 | $0.0800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-12-09.eps_estimated | EPS · estimate — report date 2025-12-09 | $0.0595 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q1 FY2027 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $313.09M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $44.96M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-07-31. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $45.71M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $5.88M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.69× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-07-31.operating_cash_flow_m | Operating cash flow — period end 2026-07-31 | $44.96M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-30.operating_cash_flow_m | Operating cash flow — period end 2026-04-30 | $38.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-07-31.capex_m | Capital expenditure (reported) — period end 2026-07-31 | −$1.93M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-30.capex_m | Capital expenditure (reported) — period end 2026-04-30 | −$5.72M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-01-31.operating_cash_flow_m | Operating cash flow — period end 2026-01-31 | $63.86M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-01-31.capex_m | Capital expenditure (reported) — period end 2026-01-31 | −$6.41M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-10-31.operating_cash_flow_m | Operating cash flow — period end 2025-10-31 | $53.58M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-10-31.capex_m | Capital expenditure (reported) — period end 2025-10-31 | −$4.53M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $17.00 – $27.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $21.36 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $21.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 12 transactions · 0 purchases, 0 sales, 12 other transactions · 4 identified insiders · most recent available transactions | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 257 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 230 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Thoma Bravo, L.P. — shares in provider snapshot | 479,842,514 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Norges Bank — shares in provider snapshot | 13,058,978 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Ubs Group AG — shares in provider snapshot | 4,579,890 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Wasatch Advisors LP — shares in provider snapshot | 4,519,996 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Blackrock, INC. — shares in provider snapshot | 4,443,309 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 4 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-04 | |
fin.scores | Distress and quality screens | Altman Z 9.63 · Piotroski F 3 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation | |
px.range52 | 52-week range | $10.30 – $24.00 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE -2.9% · ROA -2.6% · current ratio 1.13 · earnings yield -1.7% · free-cash-flow yield 1.6% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 37.05× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $313.09M at Jul 31, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-07-31. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-09-09.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($308.81M) with the recorded estimate ($310.25M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-09-09.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.0900) with the recorded estimate ($0.0791) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 31 of 100 · Weak · pillars 42 / 20 / 42 / 45 / 83 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 30 (stored snapshot Oct 4, 2026) → 31 (current publication computed Oct 5, 2026) (+1) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-07-31. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-07-31.revenue_k,fin.q_table.depth.2026-07-31.rd_k,fin.q_table.depth.2026-07-31.sga_k,fin.q_table.depth.2026-07-31.operating_result_k,fin.q_table.depth.2026-04-30.revenue_k,fin.q_table.depth.2026-04-30.rd_k,fin.q_table.depth.2026-04-30.sga_k,fin.q_table.depth.2026-04-30.operating_result_k,fin.q_table.depth.2026-01-31.revenue_k,fin.q_table.depth.2026-01-31.rd_k,fin.q_table.depth.2026-01-31.sga_k,fin.q_table.depth.2026-01-31.operating_result_k,fin.q_table.depth.2025-10-31.revenue_k,fin.q_table.depth.2025-10-31.rd_k,fin.q_table.depth.2025-10-31.sga_k,fin.q_table.depth.2025-10-31.operating_result_k. - Earnings-history note. Source series as of 2026-09-09. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-09-09.revenue_actual,earn.history.depth.2026-09-09.revenue_estimated,earn.history.depth.2026-09-09.revenue_actual.comparison,earn.history.depth.2026-09-09.eps_actual.comparison,earn.history.depth.2026-09-09.eps_actual,earn.history.depth.2026-09-09.eps_estimated,earn.history.depth.2026-06-09.revenue_actual,earn.history.depth.2026-06-09.revenue_estimated,earn.history.depth.2026-06-09.eps_actual,earn.history.depth.2026-06-09.eps_estimated,earn.history.depth.2026-03-18.revenue_actual,earn.history.depth.2026-03-18.revenue_estimated,earn.history.depth.2026-03-18.eps_actual,earn.history.depth.2026-03-18.eps_estimated,earn.history.depth.2025-12-09.revenue_actual,earn.history.depth.2025-12-09.revenue_estimated,earn.history.depth.2025-12-09.eps_actual,earn.history.depth.2025-12-09.eps_estimated. - Cash-flow note. Source series as of 2026-07-31. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-07-31.operating_cash_flow_m,fin.opcf.depth.2026-04-30.operating_cash_flow_m,fin.opcf.depth.2026-07-31.capex_m,fin.opcf.depth.2026-04-30.capex_m,fin.opcf.depth.2026-01-31.operating_cash_flow_m,fin.opcf.depth.2026-01-31.capex_m,fin.opcf.depth.2025-10-31.operating_cash_flow_m,fin.opcf.depth.2025-10-31.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | SailPoint, Inc. delivers comprehensive enterprise identity security platforms to organizations across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. The company's solutions effectively manage and secure a diverse range of identities, from human users (including employees and non-employees) to machine identities, while also governing access to sensitive data and critical applications. These offerings empower businesses to make smarter access decisions, optimize operational processes, and achieve a deeper understanding of their entire identity and access landscape. SailPoint's primary products are Identity Security Cloud, a cloud-native, SaaS-based platform designed for managing and securing access to vital data and applications for all enterprise identities, and IdentityIQ, a powerful identity security solution hosted directly by the customer. The company was founded in Austin, Texas, in 2005. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-07-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-07-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Management outlook — dated call excerpts | Captured record · 1 entry
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-09-09 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Sector / industry (provider taxonomy) | Technology / Software - Infrastructure The company's SEC filings classify it under SIC 7372 — Services-Prepackaged Software. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | License: $113.00M; Subscription: $273.20M; Technology Service: $52.75M | 2021-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2026-01-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-09-09 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $5.88M; Liquidity basis: cash and short-term investments; Total liabilities: $722.21M; Cash and short-term investments: $313.09M; Cash and investments: $358.80M; Long-term investments: $45.71M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-07-31 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $358.80M; Cash and short-term investments: $313.10M; Long-term investments: $45.70M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-07-31 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-07-31 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-07-31; From: 2024-10-31; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $313.10M; Decline: $255.40M; Opening balance: $568.50M; Average change per period: $36.50M Change in cash, cash equivalents and short-term investments between the 2024-10-31 and 2026-07-31 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-07-31 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-07-31; Cash basis: cash and short-term investments; Net cash: $307.20M; Total debt: $5.90M; Cash and investments: $313.10M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-07-31 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 1.13; Current ratio: 1.13; Debt to equity: 0; Net margin: -16.9%; Gross margin: 64.2%; Operating margin: -18.6%; Return on assets: -2.6%; Return on equity: -2.9% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 7.91; Piotroski F-score: 3 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-12-08; EPS estimate: $0.08 per share; Revenue estimate: $328.36M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Largest 5 institutional holders | Captured record · 5 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings |
| Institutional ownership (13F) | Holders: 256; Quarter: 2026-06-30; Holders previous quarter: 229 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
Data provided for informational purposes only.