SailPoint Q2 ARR Grows 25% to $1.23B; Guides FY27 ARR to $1.375–$1.385B
SAIL sits 74% above its 52-week low of $10.3.
Summary
SailPoint reported Q2 FY2027 results with 25% ARR growth to $1.231B and positive free cash flow of $37M. Guidance for FY27 calls for ARR of $1.375–$1.385B and adjusted EPS of $0.30–$0.34.
Key Events · Earnings and Guidance · SAIL
-
ARR Grows 25% to $1.231B
Total ARR reached $1.231B, up 25% YoY, with SaaS ARR up 36% to $847M. Net new SaaS ARR rose 34% YoY and accounted for 97% of net new ARR.
-
AI-Driven ARR Exceeds $70M
AI-driven ARR surpassed $70M and represented more than 30% of net new ARR in the quarter. Customers adopting AI solutions increased annual spend by over 60%.
-
Positive Free Cash Flow of $37M
Q2 operating cash flow was $45M and free cash flow was $37M, a significant improvement from the prior-year period. GAAP net loss was $(50.4)M, while adjusted income from operations was $62.8M.
-
FY27 Guidance Raised
SailPoint guided Q3 ARR to $1.288–$1.292B and FY27 ARR to $1.375–$1.385B (22–23% growth). Adjusted EPS is expected at $0.07–$0.08 for Q3 and $0.30–$0.34 for the full year.
Analysis · SAIL · Technology
SailPoint delivered a strong quarter with 25% ARR growth and 36% SaaS ARR growth, while AI-driven solutions now account for over 30% of net new ARR. The company reiterated its FY2029 targets of at least $2.1B ARR and $800M AI-driven ARR, signaling confidence in the AI identity security thesis. GAAP losses persist, but adjusted operating margin held at 20% and free cash flow turned positive at $37M for the quarter.
How filings like this one have moved
In the 30 days to Sep 13, 2026, 29.5% of the 1753 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.20%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, SAIL was trading at $17.95 on NASDAQ in the Technology sector, with a market capitalization of approximately $10.1B. The 52-week trading range was $10.30 to $24.00. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.