SailPoint Stock Falls After Strong Earnings Report. What We Know. -- Barrons.com

Dow Jones12-09 21:00

By Nate Wolf

Shares of SailPoint dropped Tuesday after the cybersecurity company reported better-than-expected quarterly earnings and boosted its fiscal-year outlook.

The company posted adjusted earnings of 8 cents a share for its fiscal third quarter, surpassing analysts' consensus estimate of 6 cents. Annual recurring revenue, or ARR, rose 28% from the prior year to $1.04 billion, just ahead of Wall Street's call for $1.03 billion.

But SailPoint stock fell 5% to $19.24 in premarket trading Tuesday, marking the second consecutive quarter when shares tumbled after an earnings beat.

Guidance wasn't the culprit this time around. SailPoint boosted its fiscal 2026 forecast for ARR growth to 28% from a previous range of 26% to 27%. Adjusted per-share earnings are expected to be 22 cents to 23 cents, up from 20 cents to 22 cents.

The cybersecurity company has had a strange trading year since its initial public offering in February. The stock was down 12% from its IPO price of $23 a share as of Monday's close, but has seen big swings in either direction after beating earnings estimates each quarter.

Write to Nate Wolf at nate.wolf@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

December 09, 2025 08:00 ET (13:00 GMT)

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The stock was down 12% from its IPO price of $23 a share as of Monday's close, but has seen big swings in either direction after beating earnings estimates each quarter. \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. 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Annual recurring revenue, or ARR, rose 28% from the prior year to $1.04 billion, just ahead of Wall Street's call for $1.03 billion. \n\n\n  But SailPoint stock fell 5% to $19.24 in premarket trading Tuesday, marking the second consecutive quarter when shares tumbled after an earnings beat. \n\n\n  Guidance wasn't the culprit this time around. SailPoint boosted its fiscal 2026 forecast for ARR growth to 28% from a previous range of 26% to 27%. Adjusted per-share earnings are expected to be 22 cents to 23 cents, up from 20 cents to 22 cents. \n\n\n  The cybersecurity company has had a strange trading year since its initial public offering in February. The stock was down 12% from its IPO price of $23 a share as of Monday's close, but has seen big swings in either direction after beating earnings estimates each quarter. \n\n\n  Write to Nate Wolf at nate.wolf@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. 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