SailPoint, Inc. (SAIL) Q3 2026 Earnings Call Transcript
Although the revenue and EPS for SailPoint, Inc. (SAIL) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
SailPoint is rated a buy, driven by its entry into Agent Identity Security (AIS), expanding its addressable market and growth potential. SAIL's unique contextual intelligence and tiered pricing model for machine and agent identities create a strong competitive advantage and cross-sell opportunities. New initiatives like SailPoint Accelerated Application Management (SAAM) and Navigator/Flex reduce onboarding friction and accelerate sales cycles, boosting scalability.
SailPoint, Inc. (SAIL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
SailPoint, Inc. (NASDAQ:SAIL ) Piper Sandler 4th Annual Growth Frontiers Conference September 10, 2025 11:00 AM EDT Company Participants Brian Carolan - Chief Financial Officer Matthew Mills - President Conference Call Participants Robbie Owens - Piper Sandler & Co., Research Division Presentation Robbie Owens MD & Senior Research Analyst All right. Well, good morning.
SailPoint, Inc. shed ~10% after earnings, with investors reacting harshly to the implied Q3 guidance deceleration. SailPoint has routinely beaten the high end of its own guidance in the past few quarters, with revenue accelerating sharply to 33% y/y in Q2. SailPoint meets the "Rule of 40" test with balanced growth and efficiency, while the post-earnings slide has put the stock at a more reasonable
I rate SailPoint a buy, driven by its clear market leadership and strong positioning to benefit from secular tailwinds in identity security. SailPoint is rapidly gaining market share, displacing legacy competitors, and leveraging its expanding customer base to enhance its AI-driven platform and pricing power. Expansion into high-growth areas like machine identity and a successful SaaS transition are accelerating ARR growth and unlocking new revenue streams.
SailPoint Inc (NASDAQ:SAIL) stock is up 5.3% to trade at $19.95 at last check, after an upgrade at J.P.
SailPoint, Inc. (SAIL) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Rising tech firm SailPoint Inc. NASDAQ: SAIL aims to address a critical issue facing companies and organizations across all sectors and industries: identity security. The cybersecurity company provides identity governance and administration services to clients, allowing them to automatically manage user identities, access rights, and other parameters within their rosters of personnel.
I'm downgrading SailPoint to neutral after a sharp post-earnings rally has pushed valuation risk too high for comfort. SailPoint boasts strong growth at scale, solid profitability, and a unique identity management product with limited direct competition. Risks include seat-based pricing vulnerability in a recession and limited progress on operating margin expansion despite scale.
SailPoint, Inc. (NASDAQ:SAIL ) Q1 2026 Earnings Conference Call June 11, 2025 8:30 AM ET Company Participants Brian Carolan - Chief Financial Officer Mark D. McClain - Founder, CEO & Director Matthew Mills - President Scott Schmitz - Senior Vice President of Investor Relations Conference Call Participants Andrew James Nowinski - Wells Fargo Securities, LLC, Research Division Brian Lee Essex - JPMorgan Chase & Co, Research Division Gabriela Borges - Goldman Sachs Group, Inc., Research Division Gray Wilson Powell - BTIG, LLC, Research Division Joel P.