{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"SAIL Stock: ARR Up 26% but Stock Drops 12% Q1 FY2027","slug":"sail-stock-arr-up-26-but-stock-drops-12-q1-fy2027","published_at":"2026-06-10T14:09:19+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/sail-stock-arr-up-26-but-stock-drops-12-q1-fy2027","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/sail-stock-arr-up-26-but-stock-drops-12-q1-fy2027/","audio_url":"https://mcdn.podbean.com/mf/web/gz1etpfq8svejhpx/SAIL-Q1-FY2026-PipelineX-SailPoint_FULL.mp3","summary":"SAIL (SailPoint) reported Q1 FY2027 earnings on 2026-06-09. Stock fell 12.4% on the print. Here's the breakdown: Is SAIL a buy, hold, or sell after this quarter? In this SailPoint (SAIL) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Technology stocks or SAIL earnings, this is the Q1 FY2027 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $15.49 - HOLD - BUY below $13.00 with $10.50 stop - AVOID above $21.00 TRIGGER: Two consecutive quarters of narrowing GAAP loss with SBC falling below free cash flow, OR ARR growth sustained above 25% WINDOW: Through Q3 FY2026 earnings (December 2026) TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 6 Strong Buy / 11 Buy / 5 Hold / 1 Sell / 0 Strong Sell - BUY - Median 12-month price target: $22.00 (range $16 - $30) - Charged Alpha vs consensus: MORE CAUTIOUS THESIS SailPoint is the pure-play leader in identity security - a structurally growing category - compounding ARR at 26% with 115% net revenue retention as enterprises consolidate identity governance onto its cloud platform. Bull lever: SaaS ARR up 36% taking 92% of net-new ARR, free cash flow turning positive for the first time, a raised guide, and a 7.7x EV/sales multiple at a clear discount to CrowdStrike and CyberArk - a re-rating opportunity if GAAP profitability arrives. Key risk: Stock-based compensation o…","meta_description":"SAIL (SailPoint) reported Q1 FY2027 earnings on 2026-06-09. Stock fell 12.4% on the print. Here's the breakdown: Is SAIL a buy, hold, or sell after this q…","key_points":[],"chapters":[],"topics":[],"duration_seconds":684,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/sail-stock-arr-up-26-but-stock-drops-12-q1-fy2027/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/sail-stock-arr-up-26-but-stock-drops-12-q1-fy2027.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}