SailPoint Inc

SAIL

Market cap $10.3B

Cybersecurity stock SailPoint Inc. NASDAQ: SAIL entered this week nursing bruises after a sudden and uncomfortable pullback. By the time Friday, Jan. 2's session closed, the stock was down roughly 10% in just a few sessions, making it one of the weakest large-cap performers over the past week's worth of trading.

Cybersecurity firms with AI capabilities are positioned for long-term growth as cyberattacks continue to intensify.

The consensus price target hints at a 25.6% upside potential for SailPoint, Inc. (SAIL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

AUSTIN, Texas, Dec. 18, 2025 (GLOBE NEWSWIRE) -- SailPoint (Nasdaq: SAIL), a leader in enterprise security, today announced new integrations between the SailPoint Identity Security Cloud and the CrowdStrike Falcon® platform . The integrations enable shared data and automated workflows across identity and security systems to help organizations improve visibility and response to identity-based threats.

SailPoint has demonstrated strong revenue growth and is well positioned as enterprise security demand accelerates amid AI adoption. SAIL's SaaS transition drives recurring revenue, with subscription revenue up 22% and SaaS ARR up 38% year-over-year. Net retention remains robust at 114-115%, signaling consistent upsell and customer satisfaction, supporting visibility into future growth.

SailPoint earns a reiterated buy rating as the SaaS transition is largely complete and cross-sell momentum accelerates. Q3 2026 saw 20% y/y revenue growth, 22% subscription growth, and a 19.8% adj. EBIT margin, beating consensus expectations. Emerging product ARR more than doubled; over 50% of migrations attach new modules, materially enhancing cloud economics and growth visibility.

Okta (NASDAQ: OKTA) and SailPoint Technologies (NYSE: SAIL) both beat Q3 2026 earnings expectations, but their financial trajectories diverge sharply.

Mark McClain, CEO of SailPoint (SAIL), talks about the company's latest earnings and recent successes. Cybersecurity's growing needs is a prime driver Mark points to accelerating business growth through identity security.

SailPoint founder and CEO Mark McClain explains how companies are scrambling to protect sensitive data as artificial intelligence rapidly expands on ‘The Claman Countdown.'

SailPoint, Inc. (SAIL) Q3 2026 Earnings Call Transcript