SAIL SailPoint, Inc.
Price Chart
Executive Summary
SailPoint reported strong fiscal Q1 2027 results, with total revenue of $280M (+22% YoY) and adjusted EPS of $0.05, beating the $0.04 consensus. Total ARR grew 26% YoY to $1.163B, and SaaS ARR accelerated 36% YoY to $781M. The company raised its full-year FY27 revenue guidance to $1.265-$1.275B (from $1.26-$1.27B) and adjusted operating income guidance to $239-$244M (from $231.5-$236.5M), signaling accelerating profitability alongside durable top-line growth.
Key Financial Metrics
Actionable Insight
The beat-and-raise quarter with accelerating SaaS ARR (36% YoY) and expanding adjusted operating margins (14% vs 10%) confirms SailPoint's thesis as a high-growth identity security platform benefiting from AI-driven demand. The raised FY27 guidance implies continued momentum. Monitor Q2 guidance for any deceleration in ARR growth rates, but the current trajectory supports the premium valuation.
Key Facts
- Total revenue $280M, +22% YoY, above $276.1M consensus
- Adjusted EPS $0.05 vs consensus $0.04 (beat)
- Total ARR $1.163B, +26% YoY; SaaS ARR $781M, +36% YoY
- Adjusted income from operations $38M (14% margin) vs $24M (10% margin) in Q1 last year
- FY27 revenue guidance raised to $1.265-$1.275B (18-19% YoY growth)
- FY27 adjusted operating income guidance raised to $239-$244M (18.7-19.3% margin)
- Operating cash flow $38M; free cash flow $33M, vs -$101M in prior-year quarter
- GAAP operating loss improved to $(80)M (28% of revenue) from $(185)M (80% of revenue) a year ago
Financial Impact
Revenue beat of ~$4M vs consensus; EPS beat of ~$0.01; guidance raised by ~$5M at midpoint for FY27 revenue and ~$7.5M for adjusted operating income
Risk Factors
- GAAP operating loss remains large at $(80)M, driven by stock-based compensation
- Maintenance revenue declined 8% YoY, indicating legacy on-premise attrition
- FY27 revenue guidance implies deceleration to 18-19% YoY growth from 22% in Q1
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0002030781-26-000008 |
| Document: sail-20260609.htm | 0002030781-26-000008 |
| Document: 0002030781-26-000008-index-headers.html | 0002030781-26-000008 |
| Document: 0002030781-26-000008-index.html | 0002030781-26-000008 |
| Document: 0002030781-26-000008.txt | 0002030781-26-000008 |
| 8-K Data (Synthetic) | 0002030781-26-000008 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 12, 2026
2d ago
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ANALYST-DOWNGRADE
| $14.40 awaiting T+5 | awaiting T+5 | — | $14.62 (−1.56%) |
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Jun 11, 2026
3d ago
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Institutional Cluster
| $14.71 awaiting T+5 | awaiting T+5 | — | $14.62 (−0.61%) |
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Jun 9, 2026
5d ago
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8-K
| $15.21 awaiting T+5 | awaiting T+5 | — | $14.62 (−3.88%) |
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Jun 9, 2026
5d ago
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Press Release
| $17.69 awaiting T+5 | awaiting T+5 | — | $14.62 (−17.33%) |
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May 29, 2026
17d ago
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ANALYST-UPGRADE
| $20.98 $20.66 | ▼ −1.53% | ▼ −3.09% | $14.62 (−30.31%) |
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May 25, 2026
20d ago
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ANALYST-UPGRADE
| $15.01 $16.55 | ▲ +10.26% | ▲ +8.66% | $14.62 (−2.60%) |
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May 8, 2026
5w ago
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8-K
| $11.77 $14.59 | ▲ +23.96% | ▲ +24.04% | $14.62 (+24.21%) |
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Apr 28, 2026
6w ago
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ANALYST-UPGRADE
| $11.57 $12.15 | ▲ +5.01% | ▲ +1.90% | $14.62 (+26.36%) |
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Apr 24, 2026
7w ago
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DEFA14A
| $11.87 $12.15 | ▲ +2.36% | ▲ +1.96% | $14.62 (+23.17%) |
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Apr 8, 2026
9w ago
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144
| $12.41 $11.76 | ▼ −5.24% | ▼ −8.75% | $14.62 (+17.81%) |
US Market Status
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