SailPoint (NASDAQ:SAIL) Releases Q3 2027 Earnings Guidance

Posted by Brian Himes on Sep 11th, 2026

SailPoint (NASDAQ:SAIL – Get Free Report) updated its third quarter 2027 earnings guidance on Wednesday morning. The company provided EPS guidance of 0.070-0.080 for the period, compared to the consensus EPS estimate of 0.080. The company issued revenue guidance of $326.0 million-$330.0 million, compared to the consensus revenue estimate of $328.4 million. SailPoint also updated its FY 2027 guidance to 0.300-0.340 EPS.

SailPoint Stock Up 0.3%

Shares of NASDAQ SAIL opened at $17.64 on Friday. SailPoint has a twelve month low of $10.30 and a twelve month high of $24.00. The firm has a fifty day simple moving average of $17.26 and a 200 day simple moving average of $14.99. The company has a market capitalization of $10.01 billion, a PE ratio of -51.88, a P/E/G ratio of 1.84 and a beta of 2.17.

SailPoint (NASDAQ:SAIL – Get Free Report) last issued its quarterly earnings results on Wednesday, September 9th. The company reported $0.09 EPS for the quarter, beating analysts’ consensus estimates of $0.08 by $0.01. The business had revenue of $308.81 million for the quarter. SailPoint had a negative net margin of 16.92% and a positive return on equity of 2.44%. The business’s revenue was up 17.0% compared to the same quarter last year. During the same period last year, the company posted ($0.02) EPS. SailPoint has set its FY 2027 guidance at 0.300-0.340 EPS and its Q3 2027 guidance at 0.070-0.080 EPS. As a group, equities analysts expect that SailPoint will post 0.32 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently issued reports on SAIL shares. Roth Capital reissued a “buy” rating and issued a $21.00 price objective (up from $19.00) on shares of SailPoint in a research note on Thursday. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $19.00 target price on shares of SailPoint in a research note on Wednesday, June 10th. Stephens reissued an “overweight” rating and issued a $20.00 price target on shares of SailPoint in a research note on Wednesday, June 17th. Scotiabank increased their price target on SailPoint from $19.00 to $22.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, Cantor Fitzgerald raised their price objective on shares of SailPoint from $23.00 to $25.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 1st. Nineteen analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, SailPoint has an average rating of “Moderate Buy” and a consensus target price of $21.12.

Check Out Our Latest Report on SAIL

Insider Buying and Selling

In other SailPoint news, CFO Brian Carolan sold 46,002 shares of the firm’s stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $15.42, for a total value of $709,350.84. Following the completion of the sale, the chief financial officer owned 1,707,742 shares of the company’s stock, valued at approximately $26,333,381.64. This trade represents a 2.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible 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, CAO Mitra Rezvan sold 3,881 shares of the business’s stock in a transaction that occurred on Wednesday, July 8th. The shares were sold at an average price of $15.42, for a total value of $59,845.02. Following the sale, the chief accounting officer owned 182,641 shares of the company’s stock, valued at approximately $2,816,324.22. This represents a 2.08% decrease in their position. The SEC filing for this sale provides additional information. 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 sold a total of 491,559 shares of company stock worth $7,809,391 over the last 90 days. 1.70% of the stock is owned by company insiders.

Key Stories Impacting SailPoint

Here are the key news stories impacting SailPoint this week:

Positive Sentiment: BTIG Research reaffirmed its “Buy” rating and set a $21 price target, implying meaningful upside from recent levels. SailPoint Earns Buy Rating from BTIG Research
Positive Sentiment: Barclays raised its price target from $21 to $22 and maintained an “Overweight” rating, signaling confidence in SailPoint’s longer-term growth prospects.
Positive Sentiment: Unusually high call-option activity suggests some traders are positioning for further gains, with 2,650 calls purchased—more than double the average daily volume. SailPoint Target of Unusually High Options Trading
Positive Sentiment: Management outlined long-term targets that include at least $2.1 billion in annual recurring revenue by fiscal 2029, supported by an expansion into agentic artificial intelligence. SailPoint FY2029 Targets
Neutral Sentiment: DA Davidson and Rosenblatt reaffirmed “Neutral” ratings with $17 price targets, indicating that the stock may already reflect much of its near-term value. SailPoint Analyst Ratings
Negative Sentiment: Although second-quarter adjusted EPS was $0.09 versus the $0.08 consensus and revenue reached $308.8 million, revenue growth slowed to 17% year over year and reportedly missed expectations. The company also posted a wider net loss, while its negative net margin remained a concern. SailPoint Earnings and Stock Reaction
Negative Sentiment: A bearish analyst downgrade cited decelerating growth, stagnant margins, competitive pressure and stock-based compensation equal to roughly 22% of revenue. Reported insider activity also shows selling without purchases among executives over the past six months.

Institutional Trading of SailPoint

A number of hedge funds and other institutional investors have recently bought and sold shares of SAIL. Kestra Advisory Services LLC acquired a new position in SailPoint during the fourth quarter worth $42,000. State of Wyoming bought a new position in shares of SailPoint in the second quarter valued at $45,000. BNP Paribas Financial Markets acquired a new position in shares of SailPoint during the second quarter valued at about $79,000. California State Teachers Retirement System acquired a new position in shares of SailPoint during the second quarter valued at about $87,000. Finally, Russell Investments Group Ltd. bought a new stake in shares of SailPoint during the third quarter worth about $156,000.

SailPoint Company Profile

(Get Free Report)

SailPoint Technologies, Inc (NASDAQ: SAIL) is a cybersecurity company focused on identity security. Its software helps organizations manage and protect digital identities, control access to applications and data, and enforce policies governing employee, contractor, customer, and machine access across enterprise environments.

The company’s offerings include SailPoint Identity Security Cloud, a cloud-based platform designed to provide identity governance, access reviews, lifecycle management, and automated provisioning.