Core Insights - SailPoint, Inc. reported revenue of $294.65 million for the quarter ended January 2026, marking a year-over-year increase of 22.7% and exceeding the Zacks Consensus Estimate by 0.72% [1] - The company achieved an EPS of $0.08, a significant improvement from -$4.29 a year ago, aligning with the consensus EPS estimate [1] Financial Performance Metrics - SaaS Annual Recurring Revenue reached $746 million, slightly above the average estimate of $743.91 million [4] - Total Annual Recurring Revenue was reported at $1.13 billion, compared to the estimated $1.12 billion [4] - Subscription Revenue was $280.78 million, exceeding the average estimate of $277.75 million [4] - Subscription Revenue from SaaS was $169.62 million, slightly below the average estimate of $171.71 million [4] - Revenue from Services and other was $13.87 million, lower than the average estimate of $15.4 million [4] - Revenue from Subscription Term subscriptions was $66.03 million, surpassing the average estimate of $61.11 million [4] - Revenue from Other subscription services was $8.08 million, above the average estimate of $7.27 million [4] - Revenue from Subscription Maintenance and support was $37.06 million, slightly below the average estimate of $37.66 million [4] - Gross profit from Subscription was $201.13 million, marginally below the average estimate of $202.08 million [4] - Gross profit from Services and other was reported at -$2.84 million, compared to the average estimate of -$2.22 million [4] Stock Performance - Shares of SailPoint, Inc. have returned -6% over the past month, while the Zacks S&P 500 composite has changed by -1.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]