Buy, Sell or Hold This Blue Chip US Stock- SAIL

Acrobull UK Advisory Services Ltd.

September 10			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Sailpoint Inc.	SAIL-NASDAQ	Technology		$11.50 Billion	Medium

SailPoint, Inc. provides identity security solutions to enterprises across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific regions. These solutions empower organizations to establish, manage, and automate policies that strengthen security frameworks, ensure regulatory compliance, and address diverse systems and identity management needs.

Recent Highlights

Recent Highlights-Delivered exceptional growth in Annual Recurring Revenue (ARR), achieving a remarkable 28% year-over-year increase, bringing total ARR to $982 million, underscoring the company’s strong market position and continued expansion.

Drove outstanding performance in SaaS ARR, with a robust 37% year-over-year growth, reaching $623 million, reflecting the growing adoption of cloud-based identity security solutions and the successful execution of strategic initiatives.

Second Quarter 2026 Financial Highlights

Annual Recurring Revenue (ARR): Total ARR reached $982 million, reflecting a strong 28% year-over-year growth. SaaS ARR amounted to $623 million, marking a robust 37% year-over-year increase.

Revenue: Total revenue for the period was $264 million, representing a 33% year-over-year increase. Subscription revenue reached $248 million, a 36% increase compared to the prior year.

Operating Income (Loss): GAAP operating loss stood at $(41) million, or 15% of total revenue, an improvement from $(66) million, or 33% of revenue, in fiscal Q2 2025. Adjusted operating income amounted to $54 million, or 20% of revenue, a notable increase from $21 million, or 11% of revenue, in fiscal Q2 2025, demonstrating strong operational efficiency and profitability improvement.

Delivered exceptional financial performance, driving a 28% year-over-year growth in Annual Recurring Revenue (ARR), reaching a robust $982 million, highlighting continued market expansion and customer adoption.

Achieved an impressive 37% year-over-year increase in SaaS ARR, advancing to $623 million, underscoring the successful execution of strategic initiatives and the growing demand for cloud-based identity security solutions.

Generated substantial operational cash flow of $50 million, coupled with a strong free cash flow of $46 million, reflecting exceptional financial discipline, robust business execution, and the ability to generate significant returns from operations, positioning the company for sustainable long-term growth and value creation.

Stock Observation- Looking ahead, they are poised to continue their strong growth trajectory, building on the 33% year-over-year increase in total revenue and the 36% rise in subscription revenue. As they expand their customer base and further capitalize on the growing demand for their solutions, they remain confident in their ability to drive sustained revenue growth and deepen their market leadership in the years to come.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK maintains Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull UK only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull UK would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull UK is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull UK does not guarantee returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$20.66 USD
Acrobull Recommendation	Buy
Target Price	Target $23.66 USD
RSI Level	14 Day RSI 55
Total Shares Outstanding	556.59 Million
Shares Held by Insiders Shares Held by Institutions Risk Factor Stop Loss	1.46% 99.52% Medium 5%