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NTSK vs SAIL
Netskope (NTSK) vs SailPoint (SAIL) Earnings Recap: Recent Results Highlight Security Sector Momentum
Key Takeaways
- Both NTSK and SAIL reported Q4 FY2026 earnings, with fiscal years ending January 31, 2026.
- NTSK posted Q4 revenue of $196.3 million (up 32% YoY) and full-year revenue of $709 million (up 32% YoY), with ARR at $811 million (up 31% YoY).
- SAIL delivered Q4 revenue of $294.6 million (up 23% YoY) and full-year revenue of $1.071 billion (up 24% YoY), with ARR reaching $1.125 billion (up 28% YoY).
- NTSK achieved its first full year of positive free cash flow at $12.4 million; SAIL reported Q4 adjusted EPS of $0.08, meeting estimates.
- Both companies issued FY2027 guidance signaling continued growth: NTSK revenue $870-876 million; SAIL ARR $1.356-1.366 billion.
- Cloud security and identity management remain key growth drivers amid rising AI and cyber threats.
Earnings Context and Why This Comparison Matters
Recent quarterly earnings from NTSK and SAIL underscore robust demand in cybersecurity, particularly cloud-native security and identity governance. Both firms ended their fiscal years on January 31, 2026, providing a timely basis for comparison. NTSK, a leader in secure access service edge (SASE), competes with SAIL's identity security platform in protecting enterprise data amid cloud migration and AI adoption. Investors watch these reports for insights into revenue acceleration, ARR expansion, and profitability paths in a high-growth sector.
SailPoint Focus
SailPoint released Q4 FY2026 results on March 18, 2026, reporting revenue of $294.6 million, up 23% year-over-year, driven by subscription revenue of $280.8 million. Full-year revenue reached $1.071 billion, a 24% increase. ARR hit a milestone at $1.125 billion (28% YoY growth), with SaaS ARR surging 38% to $746 million, comprising 90% of net new ARR. Adjusted operating margin expanded to 20.6% in Q4 and 18.1% for the year. The company met EPS estimates at $0.08 (adjusted). Guidance for FY2027 projects ARR of $1.356-1.366 billion (21% growth) and revenue of $1.260-1.270 billion.
Netskope Context
Netskope reported Q4 FY2026 earnings on March 11, 2026, with revenue of $196.3 million (32% YoY growth) and full-year revenue of $709 million (also 32% YoY). ARR grew 31% to $811 million, supported by record net new ARR of $57 million and a 116% net retention rate. Non-GAAP EPS was -$0.04, beating estimates. Q4 operating cash flow was $18.1 million, and the company achieved its first full-year positive free cash flow of $12.4 million, ending with $1.2 billion in cash. FY2027 guidance includes revenue of $870-876 million and non-GAAP operating margin around -10%.
Head-to-Head Earnings and Market Comparison
SAIL leads in scale with $1.125 billion ARR versus NTSK's $811 million, but NTSK shows faster revenue growth at 32% versus 24%. Both exhibit strong SaaS momentum, with SAIL's 38% SaaS ARR growth and NTSK's cloud-native focus. Profitability edges to SAIL with positive adjusted EPS and 18.1% margins, while NTSK advances toward breakeven with positive FCF. Risks include competition in identity and SASE markets, but AI security tailwinds bolster both. Market caps reflect SAIL at ~$7B and NTSK at ~$3.8B.
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Tickeron AI Verdict
Tickeron AI favors SAIL with 65% probability over the next quarter, citing superior ARR scale, faster SaaS growth, positive EPS trajectory, and higher margins amid steady identity security demand. NTSK trails due to ongoing losses but gains from FCF positivity and SASE positioning.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NTSK is a Hold and SAIL is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
NTSK’s FA Score shows that 0 FA rating(s) are green whileSAIL’s FA Score has 1 green FA rating(s).
- NTSK’s FA Score: 0 green, 5 red.
- SAIL’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
NTSK’s TA Score shows that 4 TA indicator(s) are bullish while SAIL’s TA Score has 5 bullish TA indicator(s).
- NTSK’s TA Score: 4 bullish, 2 bearish.
- SAIL’s TA Score: 5 bullish, 3 bearish.
Price Growth
NTSK (@Computer Communications) experienced а +13.73% price change this week, while SAIL (@Computer Communications) price change was +10.30% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +22.06%. For the same industry, the average monthly price growth was +9.95%, and the average quarterly price growth was +11.82%.
Reported Earning Dates
NTSK is expected to report earnings on Jul 01, 2026.
SAIL is expected to report earnings on Jun 17, 2026.
Industries' Descriptions
@Computer Communications (+22.06% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| NTSK | SAIL | NTSK / SAIL | |
| Capitalization | 3.95B | 6.52B | 61% |
| EBITDA | -606.68M | -90.59M | 670% |
| Gain YTD | -43.786 | -42.808 | 102% |
| P/E Ratio | N/A | N/A | - |
| Revenue | 709M | 1.07B | 66% |
| Total Cash | 1.16B | 358M | 323% |
| Total Debt | 755M | 18.1M | 4,171% |
SAIL | ||
|---|---|---|
OUTLOOK RATING 1..100 | 52 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 97 | |
PRICE GROWTH RATING 1..100 | 91 | |
P/E GROWTH RATING 1..100 | 24 | |
SEASONALITY SCORE 1..100 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| NTSK | SAIL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 67% |
| Stochastic ODDS (%) | 2 days ago 90% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 80% |
| MACD ODDS (%) | 2 days ago 90% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 81% | 2 days ago 50% |
| TrendMonth ODDS (%) | 2 days ago 41% | 2 days ago 77% |
| Advances ODDS (%) | 4 days ago 67% | 18 days ago 59% |
| Declines ODDS (%) | 10 days ago 90% | 2 days ago 75% |
| BollingerBands ODDS (%) | N/A | 2 days ago 75% |
| Aroon ODDS (%) | N/A | 2 days ago 82% |
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SAIL and
Correlation & Price change
A.I.dvisor indicates that over the last year, SAIL has been loosely correlated with TTD. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if SAIL jumps, then TTD could also see price increases.
| Ticker / NAME | Correlation To SAIL | 1D Price Change % | ||
|---|---|---|---|---|
| SAIL | 100% | -1.03% | ||
| TTD - SAIL | 61% Loosely correlated | -1.27% | ||
| TENB - SAIL | 58% Loosely correlated | +1.68% | ||
| OKTA - SAIL | 57% Loosely correlated | +0.33% | ||
| CRWD - SAIL | 56% Loosely correlated | +1.37% | ||
| ZS - SAIL | 52% Loosely correlated | +0.26% | ||
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