SailPoint (NASDAQ: SAIL) reported a solid performance in its fourth quarter of 2026, with revenue exceeding expectations. The company’s earnings per share met analyst projections, while its annual recurring revenue showed significant year-over-year growth.
The company reported adjusted earnings of $0.08 per share for the fourth quarter of 2026, which matched analysts’ expectations.
SailPoint’s revenue for the fourth quarter of 2026 reached $294.65 million, surpassing the analyst estimate of $292.61 million.
The company’s total annual recurring revenue for the fourth quarter was $1.125 billion, marking a 28% increase year-over-year. SaaS ARR was $746 million, up 38% year-over-year. Adjusted income from operations was $61 million, or 21% of revenue, compared to $46 million, or 19% of revenue, in fiscal Q4 2025.
For the full year, total ARR was $1.125 billion, a 28% increase year-over-year. SaaS ARR was $746 million, up 38% year-over-year. Adjusted income from operations was $194 million, or 18% of revenue, compared to $133 million, or 15% of revenue, in fiscal FY 2025.
Looking ahead to the first quarter of 2027, SailPoint anticipates earnings to be between $0.04 and $0.05 per share, which is below the analyst forecast of $0.06 per share. The revenue outlook for Q1 2027 is projected to be between $273.00 million and $277.00 million, under the expected $284.03 million.
For the full year of 2027, SailPoint expects earnings to range from $0.30 to $0.34 per share, closely surrounding the consensus estimate of $0.32 per share. The revenue forecast for FY 2027 is set between $1.26 billion and $1.27 billion, slightly below the anticipated $1.28 billion.
Mark McClain, SailPoint CEO and Founder. “This performance is fueled by a market that understands a fundamental truth of the AI era: the more automated and agentic the enterprise becomes, the more essential a foundational identity control plane becomes.”
In pre-market trading, SailPoint, Inc. (NASDAQ: SAIL) shares are down 13.05% to $12.79. This represents a decline of $1.92 from the previous close of $15.08. The stock’s 52-week trading range stands between $12.81 and $24.95.
