SailPoint, Inc. (SAIL) Stock Price & Analysis

SailPoint, Inc. (SAIL) closed at USD 20.06 on Thursday, October 22, 2026, up 1.93% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 19.68; the Oct 22, 2026 session ranged USD 19.47–20.15 on volume of 3,790,662 shares. Market capitalization is $11.45B, with a 52-week range of USD 10.3–23.05 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:48 UTC.

Also available as compact Markdown for AI agents: nexqual.com/SAIL.md

Key facts (SAIL)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SAIL)

USDFY2024FY2025FY2026TTM
Revenue$700M$862M$1.07B$1.17B
Gross profit$423M$556M$691M—
Operating income-$333M-$189M-$307M-$221M
Net income-$395M-$316M-$270M-$197M
EPS (diluted)-$12.13-$12.91-$0.54—
Free cash flow-$253M-$112M$64.6M$195M
Gross margin60.5%64.5%64.5%—
Operating margin-47.6%-21.9%-28.7%-18.9%
Net margin-56.5%-36.7%-25.2%-16.9%
Revenue growth—+23.2%+24.4%—
Cash + short-term investments$212M$121M$358M—
Total debt—$1.02B$0K—

Fiscal years end Jan. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jul 31, 2026) (SAIL)

P/S 9.8x · P/FCF 58.8x · P/B 1.7x · FCF yield 1.70% · Earnings yield -1.72%

Insider sales (SEC Form 4, open-market, last ~7 months) (SAIL)

24 of 24 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-10-08Rezvan MitraChief Accounting Officer1,168$23K0.7%YesToo little history (no open-market trades in 2023–2025)
2026-10-06…2026-10-07McClain Mark D.Chief Executive Officer219,249$4.4M2.7%YesToo little history (no open-market trades in 2023 or 2024)
2026-10-06…2026-10-07Rezvan MitraChief Accounting Officer7,087$141K3.9%YesToo little history (no open-market trades in 2023–2025)
2026-10-06…2026-10-07Carolan BrianChief Financial Officer81,361$1.6M4.8%YesToo little history (no open-market trades in 2023 or 2024)
2026-10-06…2026-10-07Mills MattPresident80,665$1.6M3.4%YesToo little history (no open-market trades in 2023 or 2024)
2026-10-06…2026-10-07Payne AbbyChief People Officer39,963$800K3.3%YesToo little history (no open-market trades in 2023 or 2024)
2026-10-06…2026-10-07Gnanasambandam ChandrasekarEVP Product & CTO35,687$712K3.8%YesToo little history (no open-market trades in 2023 or 2024)
2026-10-06…2026-10-07Schmitt ChristopherGeneral Counsel and Secretary44,410$889K3.4%YesToo little history (no open-market trades in 2023 or 2024)
2026-08-13Rezvan MitraChief Accounting Officer1,214$24K0.7%YesToo little history (no open-market trades in 2023–2025)
2026-07-07…2026-07-08McClain Mark D.Chief Executive Officer211,454$3.4M2.5%YesToo little history (no open-market trades in 2023 or 2024)
2026-07-07…2026-07-08Carolan BrianChief Financial Officer78,470$1.2M4.4%YesToo little history (no open-market trades in 2023 or 2024)
2026-07-07…2026-07-08Rezvan MitraChief Accounting Officer6,835$108K3.6%YesToo little history (no open-market trades in 2023–2025)
2026-07-07…2026-07-08Payne AbbyChief People Officer38,541$613K3.1%YesToo little history (no open-market trades in 2023 or 2024)
2026-07-07…2026-07-08Gnanasambandam ChandrasekarEVP Product & CTO34,418$544K3.6%YesToo little history (no open-market trades in 2023 or 2024)
2026-07-07…2026-07-08Mills MattPresident77,797$1.2M3.2%YesToo little history (no open-market trades in 2023 or 2024)
2026-07-07…2026-07-08Schmitt ChristopherGeneral Counsel and Secretary42,830$681K3.2%YesToo little history (no open-market trades in 2023 or 2024)
2026-06-01Rezvan MitraChief Accounting Officer7,487$150K3.8%Yes (adopted December 26, 2025)Too little history (no open-market trades in 2023–2025)
2026-04-07…2026-04-09Rezvan MitraChief Accounting Officer6,836$83K3.4%YesToo little history (no open-market trades in 2023–2025)
2026-04-07…2026-04-09Carolan BrianChief Financial Officer84,416$1.0M4.5%YesToo little history (no open-market trades in 2023 or 2024)
2026-04-07…2026-04-09Mills MattPresident83,688$1.0M3.3%YesToo little history (no open-market trades in 2023 or 2024)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (SAIL)

Consensus Buy (mean 2.07 on a 1–5 scale), 27 analysts; mean target USD 21.88 (low 10, high 30).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-09Cantor FitzgeraldTarget raisedOverweight$25 → $27
2026-10-08AmerxInitiatedHold
2026-10-08BairdTarget raisedOutperform$22 → $25
2026-10-07OppenheimerInitiatedOutperform$30
2026-10-05ScotiabankTarget raisedSector Outperform$22 → $24
2026-10-02KeybancInitiatedSector Weight
2026-09-24Truist SecuritiesTarget raisedBuy$23 → $27
2026-09-18B of A SecuritiesTarget raisedNeutral$19 → $22
2026-09-10ScotiabankTarget raisedSector Outperform$19 → $22
2026-09-10Roth CapitalTarget raisedBuy$19 → $21
2026-09-10Evercore ISI GroupTarget raisedOutperform$18 → $22
2026-09-10DA DavidsonMaintainedNeutral$17

Total return (dividends reinvested) (SAIL)

1Y (from 2025-10-23)5Y (from 2025-02-10)
Total return-9.8%-18.3%
S&P 500 (SPY)+14.9%+80.3%
Per year-9.8%-11.2%
Volatility (annualized)63.9%62.5%
Max drawdown-54.0% (Oct 2025→Apr 2026)-57.3% (Feb 2025→Apr 2026)

SAIL revenue by product line (quarter ended Jul 31, 2026)

LineRevenueShare of totalYoY
Subscription$295.2M95.6%+19.1%
— SaaS (part of Subscription)$193.9M62.8%+33.9%
— Term subscriptions (part of Subscription)$56.2M18.2%-3.3%
— Maintenance and support (part of Subscription)$35.5M11.5%-7.8%
— Other subscription services (part of Subscription)$9.7M3.1%+46.8%
Services and other$13.6M4.4%-17.1%
Total revenue$308.8M100%—

SAIL revenue by region (quarter ended Jul 31, 2026)

LineRevenueShare of totalYoY
United States$205.1M66.4%+20.4%
EMEA $62.5M20.2%+6.6%
Rest of the World$41.2M13.3%+16.4%
Total revenue$308.8M100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

SAIL suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
CustomerAmazon (AMZN)“Solutions from companies such as AWS, Palo Alto Networks (CyberArk), Proofpoint, SAP, and ServiceNow that are plugged into our open identity platform through APIs provide our customers value-added capabilities to build an identity-aware enterprise.”
CustomerSAP (SAP)“Solutions from companies such as AWS, Palo Alto Networks (CyberArk), Proofpoint, SAP, and ServiceNow that are plugged into our open identity platform through APIs provide our customers value-added capabilities to build an identity-aware enterprise.”
CustomerServiceNow (NOW)“Solutions from companies such as AWS, Palo Alto Networks (CyberArk), Proofpoint, SAP, and ServiceNow that are plugged into our open identity platform through APIs provide our customers value-added capabilities to build an identity-aware enterprise.”
PartnerAccenture (ACN)“We partner with many large and global system integrators including Accenture, Capgemini, Deloitte, KPMG, and PwC, as well as many regional system integrators.”
CompetitorIBM (IBM)“Our competitors include large public companies, such as IBM, Microsoft, and Oracle that offer identity solutions within their product portfolios, and identity centric solution providers, including Palo Alto Networks (CyberArk), Okta, and One Identity.”
CompetitorMicrosoft (MSFT)“Our competitors include large public companies, such as IBM, Microsoft, and Oracle that offer identity solutions within their product portfolios, and identity centric solution providers, including Palo Alto Networks (CyberArk), Okta, and One Identity.”
CompetitorOracle (ORCL)“Our competitors include large public companies, such as IBM, Microsoft, and Oracle that offer identity solutions within their product portfolios, and identity centric solution providers, including Palo Alto Networks (CyberArk), Okta, and One Identity.”

Quoted from the company's 10-K filed Mar 19, 2026.

SAIL analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Oct 2026)$0.08$0.08-4.1%$328.4M26
Next quarter (ends Jan 2027)$0.11$0.11+0.1%$353.4M25
Current fiscal year (ends Jan 2027)$0.33$0.32+0.6%$1.27B27
Next fiscal year (ends Jan 2028)$0.40$0.40+0.8%$1.51B27

SAIL options: expected move

ExpirationDaysATM implied volatilityExpected move
Nov 20, 20262861.8%±13.7%
Dec 18, 20265660.9%±18.9%
Mar 19, 202714766.4%±33.0%
Jun 17, 202723775.4%±46.4%
Sep 17, 202732967.7%±48.5%

30-day implied volatility 61.9% vs 59.8% realized over the last 30 trading days. Put/call ratio (volume) 0.37. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:48 UTC)

PriceUSD 20.06
Change▲ 1.93% (up)
Previous CloseUSD 19.68
OpenUSD 19.72
Day RangeUSD 19.47 – 20.15
52-Week RangeUSD 10.3 – 23.05
Volume3,790,662 shares
Market Cap$11.45B
ExchangeNMS

Technical Analysis (SAIL)

Nexqual's technical model rates SAIL "BUY" based on 4 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:48 UTC.

Overall SignalBUY
RSI (14)54.3 (neutral)
vs SMA50Above (USD 19.57)
MACD-0.04 (negative)

Analyst Ratings (SAIL)

Wall Street analysts rate SAIL "Buy" based on 27 analysts, with a mean price target of USD 21.88 (range USD 10–30), per Nexqual as of October 23, 2026 at 09:48 UTC.

Consensus RatingBuy
Analyst Count27
Mean TargetUSD 21.88
High TargetUSD 30
Low TargetUSD 10
Buy / Hold / Sell20 / 6 / 1

Earnings (SAIL)

Next Earnings Date2026-09-09
EPS EstimateUSD 0.08
Revenue Estimate$328.42M

Recent Earnings History

QuarterActual vs Estimate
2026-07-31USD 0.09 vs est 0.08 ▲ beat
2026-04-30USD 0.05 vs est 0.04 ▲ beat
2026-01-31USD 0.08 vs est 0.08 ▲ beat
2025-10-31USD 0.08 vs est 0.06 ▲ beat

Source: Nexqual, October 23, 2026 at 09:48 UTC.

Financials & Fundamentals (SAIL)

Total Revenue$1.17B
Revenue Growth (latest quarter, YoY)+16.80%
Gross Margin+66.27%
Operating Margin-18.85%
Profit Margin-16.92%
ROE-2.88%
Debt / Equity0
Current Ratio1.23
Total Cash$309.85M
Total Debt$31.36M
Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K)$194.92M (16.7% of revenue)

Source: Nexqual, October 23, 2026 at 09:48 UTC.

Financial Health Score (SAIL)

Nexqual rates SailPoint, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:48 UTC.

GrowthStrong — Revenue +24% YoY (annual)
ProfitabilitySolid — Gross margin 66%, operating -19% (last 12 months)
Balance SheetStrong — $358M cash and investments, no debt (Jan 2026, SEC)
Cash FlowStrong — FCF $195M (last 4 quarters to Jul 2026, SEC), 17% margin
EfficiencyCritical — ROE -3%, ROA -1.8%

Ownership (SAIL)

Insider Ownership+1.73%
Institutional Ownership+102.17%
Shares Outstanding570.91M
Float75.22M
Short % of Float+32.18%

Source: Nexqual, October 23, 2026 at 09:48 UTC.

Leadership (SAIL)

SailPoint, Inc. is led by Mark D. McClain TTEE, Founder, CEO & Director, per Nexqual as of October 23, 2026 at 09:48 UTC.

Founder, CEO & DirectorMark D. McClain TTEE
PresidentMatthew Mills
Chief Financial OfficerBrian Carolan
Executive VP of Product and CTOChandrasekar Gnanasambandam
Senior Vice President of Investor RelationsScott Schmitz

Major Backers & Investors (SAIL)

Notable institutional backers of SailPoint, Inc. include NORGES BANK, GLOBAL X FUNDS-Global X Cybersecurity ETF, UBS Group AG, according to Nexqual as of October 23, 2026 at 09:48 UTC.

Active Investors

InvestorStake
NORGES BANK2.29%
GLOBAL X FUNDS-Global X Cybersecurity ETF0.84%
UBS Group AG0.8%
Stephens Investment Management Group LLC0.73%
GW&K Investment Management, LLC0.7%
Mirae Asset Global ETFs Holdings Ltd.0.63%
Driehaus Capital Management, LLC0.63%
Point72 Asset Management, L.P.0.59%

Index Funds (Passive)

FundStake
Vanguard Group0.84%
BlackRock0.78%

Source: Nexqual, October 23, 2026 at 09:48 UTC.

From SailPoint, Inc.'s Latest SEC 10-K Filing (filed 2026-03-19)

Key Strengths & Strategy (as disclosed to the SEC)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

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AKAMAkamai Technologies, Inc.USD 91.13▲ 0.95%
GTLBGitLab Inc.USD 54.53▼ 1.66%
GDDYGoDaddy Inc.USD 114.73▲ 6.02%
NTSKNetskope, Inc.USD 22.2▲ 1.79%

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:48 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt