SailPoint Second Quarter 2026 Earnings: Beats Expectations

September 11, 2025

SailPoint (NASDAQ:SAIL) Second Quarter 2026 Results

Key Financial Results

Net loss: US$10.6m (flat on 2Q 2025).
US$0.019 loss per share.

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earnings-and-revenue-growth — NasdaqGS:SAIL Earnings and Revenue Growth September 11th 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

SailPoint Revenues and Earnings Beat Expectations

Revenue exceeded analyst estimates by 8.6%. Earnings per share (EPS) also surpassed analyst estimates by 84%.

Looking ahead, revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in the US.

Performance of the American Software industry.

The company's shares are down 5.8% from a week ago.

Risk Analysis

Be aware that SailPoint is showing 1 warning sign in our investment analysis that you should know about...

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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A landmark settlement is meant to punish Meta (META). If the 1998 tobacco deal is any guide, it might protect it.

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Any moat with an opt-out clause for your competitors is just a fence around your own garden.

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Worth looking at what previous legal action actually did to Meta rather than reaching for tobacco. The FTC's record five billion dollar privacy fine in 2019 was met with the stock rising, because it came in below fears and removed an open question. GDPR was designed to constrain large platforms and increased their share of the European ad market, because compliance cost fell hardest on small intermediaries. The FTC's antitrust case, the one that could genuinely have broken the company up, was decided in Meta's favour last November. The only thing that ever meaningfully hurt the business was Apple changing a tracking default, and Meta out-spent that too, while the ad-tech firms that could not afford to rebuild disappeared. The pattern is not that Meta survives regulation. It is that regulation keeps costing its smaller competitors more.

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About NasdaqGS:SAIL

SailPoint

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally.

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