Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Stock news · updated daily
SailPoint, Inc. (SAIL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Audioeye (NASDAQ: AEYE - Get Free Report) and SailPoint (NASDAQ: SAIL - Get Free Report) are both technology companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, risk, analyst recommendations, valuation, profitability, earnings and dividends. Analyst Ratings This is a breakdown of current ratings for
SailPoint is rated BUY, reflecting conviction in AI agent-driven identity governance as a major, underappreciated cybersecurity risk and growth driver. SAIL's current ARR growth is solid (25% YoY), but AI-driven products are replacing, not adding to, overall growth; upside hinges on AI adoption outpacing expectations. The company's 2029 plan targets $2.1B ARR, with $800M from AI, but requires a major pivot and significant acceleration in net new ARR.
SailPoint, Inc. (SAIL) Shareholder/Analyst Call Transcript
SailPoint NASDAQ: SAIL used its Navigate conference briefing to outline product updates centered on securing both human and AI identities, including autonomous agents, runtime authorization controls, expanded cloud infrastructure support and a redesigned user interface.
On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended holding on to Element Solutions Inc (NYSE:ESI).
SailPoint, Inc. (NASDAQ: SAIL - Get Free Report) CEO Mark Mcclain sold 115,356 shares of SailPoint stock in a transaction on Wednesday, October 7th. The stock was sold at an average price of $19.71, for a total transaction of $2,273,666.76. Following the transaction, the chief executive officer owned 7,874,621 shares in the company, valued at approximately
SailPoint, Inc. (NASDAQ: SAIL - Get Free Report) CFO Brian Carolan sold 52,822 shares of the firm's stock in a transaction dated Wednesday, October 7th. The shares were sold at an average price of $19.71, for a total value of $1,041,121.62. Following the sale, the chief financial officer owned 1,626,381 shares of the company's stock, valued
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Sep 9, 2026 | 0.08 | 0.09 | Beat 13.8% | $308.8M |
| Jun 9, 2026 | 0.04 | 0.05 | Beat 15.5% | $280.1M |
| Mar 18, 2026 | 0.08 | 0.08 | Miss -0.1% | $294.6M |
| Dec 9, 2025 | 0.06 | 0.08 | Beat 34.5% | $281.9M |
| Sep 9, 2025 | 0.04 | 0.07 | Beat 61.9% | $264.4M |
| Jun 11, 2025 | -0.01 | 0.01 | Beat 207.2% | $230.5M |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 4 | Oct 9, 2026 | 2026-10-09 19:03:45 | View |
| 4 | Oct 8, 2026 | 2026-10-08 17:05:15 | View |
| 4 | Oct 8, 2026 | 2026-10-08 17:04:01 | View |
| 4 | Oct 8, 2026 | 2026-10-08 17:01:57 | View |
| 4 | Oct 8, 2026 | 2026-10-08 17:00:22 | View |
| 4 | Oct 8, 2026 | 2026-10-08 16:59:04 | View |
| 4 | Oct 8, 2026 | 2026-10-08 16:55:45 | View |
| 4 | Oct 8, 2026 | 2026-10-08 16:53:49 | View |
| 10-Q | Sep 10, 2026 | 2026-09-10 16:17:45 | View |
| 8-K | Sep 9, 2026 | 2026-09-09 07:12:33 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | SAIL | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | -64.2x | -19.7x · sector 44.2x | Discount |
| Forward P/E (FY27E) | 67.3x | EPS est. 0.32 | Discount |
| Price / Book | 1.8x | -13.4x | Discount |
| Price / Sales | 10.7x | 10.6x | In line |
| EV / EBITDA | -4144.7x | -18.4x | Elevated |
| Return on equity | -2.9% | — | Weak |
| Gross margin | 66.2% | 62.9% | In line |
| Debt / Equity | 0.00 | -2.15 | Conservative |
| Piotroski / Altman Z | 3/9 | Z 9.53 | Safe zone |
Discounted cash flow model
Current price $21.84
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 9, 26 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| Oct 8, 26 | Baird | maintain | Outperform | Outperform |
| Oct 5, 26 | Scotiabank | maintain | Sector Outperform | Sector Outperform |
| Sep 24, 26 | Truist Securities | maintain | Buy | Buy |
| Sep 18, 26 | B of A Securities | maintain | Neutral | Neutral |
| Sep 10, 26 | Evercore ISI Group | maintain | Outperform | Outperform |
| Sep 10, 26 | DA Davidson | maintain | Neutral | Neutral |
| Sep 10, 26 | Scotiabank | maintain | Sector Outperform | Sector Outperform |
| Sep 10, 26 | Rosenblatt | maintain | Neutral | Neutral |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 8, 26 | Rezvan Mitra | officer: Chief Accounting Officer | S-Sale | 1,168 @ $20.00 | $23.36K |
| Oct 6, 26 | Mcclain Mark D. | director, officer: Chief Executive Officer | S-Sale | 91,986 @ $20.27 | $1.86M |
| Oct 6, 26 | Mcclain Mark D. | director, officer: Chief Executive Officer | S-Sale | 11,907 @ $21.03 | $250.4K |
| Oct 7, 26 | Mcclain Mark D. | director, officer: Chief Executive Officer | S-Sale | 114,913 @ $19.71 | $2.26M |
| Oct 7, 26 | Mcclain Mark D. | director, officer: Chief Executive Officer | S-Sale | 443 @ $20.44 | $9.05K |
| Oct 6, 26 | Rezvan Mitra | officer: Chief Accounting Officer | S-Sale | 2,298 @ $20.27 | $46.57K |
| Oct 6, 26 | Rezvan Mitra | officer: Chief Accounting Officer | S-Sale | 298 @ $21.03 | $6.27K |
| Oct 7, 26 | Rezvan Mitra | officer: Chief Accounting Officer | S-Sale | 4,474 @ $19.71 | $88.18K |
FY2022 · 10-K disclosure
FY2022 · 10-K disclosure
426 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 63.66 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 65.79 | Oscillator | Neutral |
| Williams %R (14) | -9.15 | Oscillator | Sell |
| MACD (12, 26, 9) | 0.13 (Hist 0.08) | Oscillator | Strong Buy |
| Average Directional Index (14) | 11.83 (+DI 29.3 / -DI 14.1) | Trend | Neutral |
| EMA 20 | 19.92 | MA | Strong Buy |
| SMA 20 | 19.98 | MA | Strong Buy |
| EMA 50 | 19.30 | MA | Strong Buy |
| SMA 50 | 19.61 | MA | Strong Buy |
| SMA 200 | 16.01 | MA | Strong Buy |