SailPoint (NASDAQ:SAIL) Issues FY 2027 Earnings Guidance

Posted by Francis Steltz on Jun 10th, 2026

SailPoint (NASDAQ:SAIL – Get Free Report) issued an update on its FY 2027 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.300-0.340 for the period, compared to the consensus EPS estimate of 0.320. The company issued revenue guidance of $1.3 billion-$1.3 billion, compared to the consensus revenue estimate of $1.3 billion. SailPoint also updated its Q2 2027 guidance to 0.070-0.080 EPS.

SailPoint Stock Down 11.5%

Shares of NASDAQ SAIL opened at $15.66 on Wednesday. The firm’s 50-day moving average price is $13.68 and its two-hundred day moving average price is $15.96. SailPoint has a 52-week low of $10.30 and a 52-week high of $24.95. The stock has a market capitalization of $8.88 billion, a P/E ratio of -27.96 and a beta of 2.02.

SailPoint (NASDAQ:SAIL – Get Free Report) last released its quarterly earnings results on Tuesday, June 9th. The company reported $0.05 earnings per share for the quarter, beating analysts’ consensus estimates of $0.04 by $0.01. The company had revenue of $280.14 million for the quarter. SailPoint had a positive return on equity of 1.95% and a negative net margin of 25.20%.The business’s quarterly revenue was up 21.5% on a year-over-year basis. During the same period last year, the firm posted $0.01 EPS. SailPoint has set its Q2 2027 guidance at 0.070-0.080 EPS and its FY 2027 guidance at 0.300-0.340 EPS. As a group, equities research analysts expect that SailPoint will post 0.32 earnings per share for the current year.

Wall Street Analysts Forecast Growth

SAIL has been the topic of a number of recent analyst reports. Wolfe Research reaffirmed an “outperform” rating on shares of SailPoint in a report on Wednesday. Robert W. Baird lowered their price objective on shares of SailPoint from $26.00 to $22.00 and set an “outperform” rating on the stock in a research note on Thursday, March 19th. Wells Fargo & Company raised their price objective on shares of SailPoint from $16.00 to $17.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. BTIG Research reiterated a “buy” rating and set a $18.00 price objective on shares of SailPoint in a research note on Tuesday. Finally, Mizuho lowered their price objective on shares of SailPoint from $23.00 to $20.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 17th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, two have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $21.44.

Get Our Latest Stock Analysis on SailPoint

Insider Transactions at SailPoint

In other SailPoint news, CFO Brian Carolan sold 47,444 shares of SailPoint stock in a transaction that occurred on Thursday, April 9th. The shares were sold at an average price of $11.46, for a total value of $543,708.24. Following the transaction, the chief financial officer owned 1,786,212 shares in the company, valued at approximately $20,469,989.52. The trade was a 2.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, General Counsel Christopher Schmitt sold 18,813 shares of SailPoint stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $11.46, for a total transaction of $215,596.98. Following the completion of the transaction, the general counsel owned 1,355,551 shares in the company, valued at approximately $15,534,614.46. This trade represents a 1.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 534,449 shares of company stock valued at $6,569,848 in the last 90 days. 1.70% of the stock is owned by corporate insiders.

Key Stories Impacting SailPoint

Here are the key news stories impacting SailPoint this week:

Positive Sentiment: SailPoint reported Q1 adjusted EPS of $0.05, topping the $0.04 consensus, while revenue reached $280.1 million and grew 21.5% year over year. SailPoint Announces Fiscal First Quarter 2027 Results
Positive Sentiment: Management raised fiscal 2027 guidance after the beat, and the earnings call highlighted its AI identity-security push with “Agentic Fabric,” which could support longer-term growth in AI governance. SAIL Q1 Earnings Call Spotlights AI Identity Push
Neutral Sentiment: Several analysts reiterated or raised price targets after the report, suggesting the stock still has support from the sell side despite recent volatility. Benzinga
Neutral Sentiment: Reports noted that subscription revenue remains strong and makes up more than 90% of total revenue, which helps the recurring-revenue profile but does not fully offset concerns about growth deceleration. SailPoint: Weaker Net-New ARR Amid Lofty Valuation (Rating Downgrade)
Negative Sentiment: Despite the earnings beat, the stock fell sharply as investors appeared to focus on softer net-new ARR, easing net retention, and a valuation that some analysts now view as stretched. SailPoint shares fall despite earnings beat and raised guidance
Negative Sentiment: Legal scrutiny also intensified, with an investor investigation launched over potential securities-law violations, adding an overhang on sentiment. SailPoint, Inc. Investigation Initiated

Hedge Funds Weigh In On SailPoint

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vident Advisory LLC grew its position in SailPoint by 6.4% during the 4th quarter. Vident Advisory LLC now owns 55,823 shares of the company’s stock worth $1,129,000 after purchasing an additional 3,370 shares in the last quarter. one8zero8 LLC grew its position in SailPoint by 2.0% during the 4th quarter. one8zero8 LLC now owns 105,550 shares of the company’s stock worth $2,135,000 after purchasing an additional 2,050 shares in the last quarter. Occudo Quantitative Strategies LP purchased a new position in SailPoint during the 4th quarter worth approximately $606,000. Balyasny Asset Management L.P. grew its position in SailPoint by 126.8% during the 4th quarter. Balyasny Asset Management L.P. now owns 535,475 shares of the company’s stock worth $10,833,000 after purchasing an additional 299,356 shares in the last quarter. Finally, Freestone Grove Partners LP grew its position in SailPoint by 69.8% during the 4th quarter. Freestone Grove Partners LP now owns 500,000 shares of the company’s stock worth $10,115,000 after purchasing an additional 205,606 shares in the last quarter.

About SailPoint

(Get Free Report)

SailPoint Technologies Holdings, Inc (NASDAQ: SAIL) is a leading provider of enterprise identity governance solutions that enable organizations to manage and secure user access across on-premises, cloud and hybrid IT environments. Its software automates identity lifecycle management, access certifications, policy enforcement and privileged account governance, helping enterprises reduce security risks, maintain regulatory compliance and streamline IT operations. The company’s flagship offerings include IdentityIQ, a comprehensive on-premises platform, and IdentityNow, a cloud-native identity governance-as-a-service solution.

Founded in 2005 by industry veterans Mark McClain and Kevin Cunningham, SailPoint is headquartered in Austin, Texas.

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