SailPoint, Inc. (SAIL)

US — Technology Sector
Peers:

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Key Metrics & Ratings

  • symbol SAIL
  • Rev/Share 1.7218
  • Book/Share 13.5548
  • PB 1.7898
  • Debt/Equity 0.0032
  • CurrentRatio 1.1718
  • ROIC -0.0687

 

  • MktCap 13502630024.0
  • FreeCF/Share -0.4046
  • PFCF -66.7449
  • PE -20.1252
  • Debt/Assets 0.0029
  • DivYield 0
  • ROE -0.3001

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 1
  • DCF Score 5
  • P/B Score 4
  • D/E Score 4

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated SAIL BMO Capital Markets -- Outperform $26 $27 June 12, 2025
Initiation SAIL Wells Fargo -- Equal Weight -- $16 April 14, 2025
Initiation SAIL RBC Capital Mkts -- Outperform -- $27 March 10, 2025
Initiation SAIL JP Morgan -- Neutral -- $25 March 10, 2025
Initiation SAIL Piper Sandler -- Overweight -- $30 March 10, 2025
Initiation SAIL Morgan Stanley -- Equal Weight -- $26 March 10, 2025
Initiation SAIL Jefferies -- Buy -- $26 March 10, 2025
Initiation SAIL Mizuho -- Neutral -- $25 March 10, 2025
Initiation SAIL Barclays -- Overweight -- $27 March 10, 2025
Initiation SAIL TD Cowen -- Buy -- $30 March 10, 2025

News

SailPoint: Strength Is Now Priced In (Rating Downgrade)
SAIL
Published: June 13, 2025 by: Seeking Alpha
Sentiment: Positive

I'm downgrading SailPoint to neutral after a sharp post-earnings rally has pushed valuation risk too high for comfort. SailPoint boasts strong growth at scale, solid profitability, and a unique identity management product with limited direct competition. Risks include seat-based pricing vulnerability in a recession and limited progress on operating margin expansion despite scale.

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image for news SailPoint: Strength Is Now Priced In (Rating Downgrade)
SailPoint, Inc. (SAIL) Q1 2026 Earnings Call Transcript
SAIL
Published: June 13, 2025 by: Seeking Alpha
Sentiment: Neutral

SailPoint, Inc. (NASDAQ:SAIL ) Q1 2026 Earnings Conference Call June 11, 2025 8:30 AM ET Company Participants Brian Carolan - Chief Financial Officer Mark D. McClain - Founder, CEO & Director Matthew Mills - President Scott Schmitz - Senior Vice President of Investor Relations Conference Call Participants Andrew James Nowinski - Wells Fargo Securities, LLC, Research Division Brian Lee Essex - JPMorgan Chase & Co, Research Division Gabriela Borges - Goldman Sachs Group, Inc., Research Division Gray Wilson Powell - BTIG, LLC, Research Division Joel P.

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image for news SailPoint, Inc. (SAIL) Q1 2026 Earnings Call Transcript
SailPoint (SAIL) CEO on Navigating A.I. Security & the "20-Year Overnight Success"
SAIL
Published: June 12, 2025 by: Schwab Network
Sentiment: Neutral

SailPoint (SAIL) CEO Mark McClain poses the question to investors, "is A.I. good for you or bad for you?

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image for news SailPoint (SAIL) CEO on Navigating A.I. Security & the "20-Year Overnight Success"
SailPoint, Inc. (SAIL) Upgraded to Buy: Here's Why
SAIL
Published: June 12, 2025 by: Zacks Investment Research
Sentiment: Positive

SailPoint, Inc. (SAIL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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image for news SailPoint, Inc. (SAIL) Upgraded to Buy: Here's Why
SailPoint Analysts Increase Their Forecasts After Better-Than-Expected Q1 Earnings
SAIL
Published: June 12, 2025 by: Benzinga
Sentiment: Positive

SailPoint, Inc. SAIL reported better-than-expected first-quarter adjusted EPS results and raised its FY26 guidance above estimates on Wednesday.

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image for news SailPoint Analysts Increase Their Forecasts After Better-Than-Expected Q1 Earnings
SailPoint: Large Deals Driving ARR Growth - Initiate With Buy Rating
SAIL
Published: June 11, 2025 by: Seeking Alpha
Sentiment: Positive

I initiate SailPoint, Inc. with a Buy rating and a $28 fair value, driven by its unique AI-powered, modular identity security platform. SailPoint's strong Q1 FY26 results, ARR growth, and large enterprise deals highlight its ability to upsell and expand within its $55B addressable market. AI integration and scalable cloud architecture position SailPoint for 20% annual revenue growth through FY28, with conservative long-term forecasts.

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image for news SailPoint: Large Deals Driving ARR Growth - Initiate With Buy Rating
SailPoint Stock Surges as Identity Security Firm Tops Estimates, Raises Outlook
SAIL
Published: June 11, 2025 by: Investopedia
Sentiment: Positive

SailPoint (SAIL) shares jumped 12% in premarket trading Wednesday after the enterprise identity security firm reported a surprise adjusted profit for its fiscal 2026 first quarter and lifted its full-year projections.

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image for news SailPoint Stock Surges as Identity Security Firm Tops Estimates, Raises Outlook
SailPoint Research Highlights Rapid AI Agent Adoption, Driving Urgent Need for Evolved Security
SAIL
Published: May 28, 2025 by: Business Wire
Sentiment: Neutral

AUSTIN, Texas--(BUSINESS WIRE)-- #IdentitySecurity--SailPoint, Inc. (Nasdaq: SAIL), a leader in unified identity security for enterprises, today released a new research report titled ‘AI agents: The new attack surface. A global survey of security, IT professionals and executives.' The report highlights an urgent need for improved identity security as AI agents gain widespread adoption. According to the report, 82% of organizations already use AI agents, but only 44% of organizations report having policies in place.

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image for news SailPoint Research Highlights Rapid AI Agent Adoption, Driving Urgent Need for Evolved Security
SailPoint's IdentityTV and Developer Days Return
SAIL
Published: May 08, 2025 by: Business Wire
Sentiment: Neutral

AUSTIN, Texas--(BUSINESS WIRE)--SailPoint, Inc. (Nasdaq: SAIL), a leader in unified identity security for enterprises, is bringing back IdentityTV and Developer Days for a series of immersive learning opportunities from two distinct altitudes. IdentityTV brings together the foremost voices in identity security to share insights, unveil innovations, and help organizations strengthen their identity posture amid a rapidly evolving digital threat landscape. Developer Days is tailored for global ide.

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image for news SailPoint's IdentityTV and Developer Days Return
SailPoint: A Great Buy In Its Second Act On The Stock Market
SAIL
Published: April 30, 2025 by: Seeking Alpha
Sentiment: Positive

SailPoint is a good "growth at a reasonable price" opportunity after the stock slid ~25% from its IPO prices at $23. SailPoint's value has climbed post-Thoma Bravo deal, with steady revenue growth in the low/mid-20s and improved net revenue retention due to AI demand. SAIL specializes in identity access management within cybersecurity, addressing the complex needs of various identities, including new AI agents, in a $55 billion market.

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image for news SailPoint: A Great Buy In Its Second Act On The Stock Market
SailPoint software supports enterprise identity management: CEO Mark McClain
SAIL
Published: March 26, 2025 by: CNBC Television
Sentiment: Positive

SailPoint Technologies founder and CEO Mark McClain joins CNBC's “The Exchange” to discuss the cybersecurity industry, the identity management market, the biggest trends and risks in security and more.

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image for news SailPoint software supports enterprise identity management: CEO Mark McClain
SailPoint Stock Falls On Earnings Report Following IPO
SAIL
Published: March 26, 2025 by: Investors Business Daily
Sentiment: Negative

SailPoint stock fell after the cybersecurity firm reported fourth quarter earnings, continuing its slide post initial public offering. The post SailPoint Stock Falls On Earnings Report Following IPO appeared first on Investor's Business Daily.

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image for news SailPoint Stock Falls On Earnings Report Following IPO
SailPoint Announces Strong Fiscal Fourth Quarter and Full Year 2025 Financial Results
SAIL
Published: March 26, 2025 by: GlobeNewsWire
Sentiment: Neutral

Grew ARR 29% year-over-year to $877 million Expanded SaaS ARR 39% year-over-year to $540 million Finished the year with an ~80% year-over-year increase in the number of customers with more than $1 million of ARR AUSTIN, Texas, March 26, 2025 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced financial results for its fiscal fourth quarter and full year, ended January 31, 2025. “We are very pleased to report our strong fourth quarter and full year 2025 results where our continued pursuit of efficient growth at scale drove a year of greater than ‘rule …

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image for news SailPoint Announces Strong Fiscal Fourth Quarter and Full Year 2025 Financial Results
Wall St brokerages start SailPoint coverage with broadly bullish view, but see competition risk
SAIL
Published: March 10, 2025 by: Reuters
Sentiment: Positive

Wall Street brokerages on Monday started coverage on SailPoint Technologies with broadly bullish views, but some analysts warned that the identity security provider could face increased competition.

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image for news Wall St brokerages start SailPoint coverage with broadly bullish view, but see competition risk

About SailPoint, Inc. (SAIL)

  • IPO Date 2025-02-13
  • Website https://www.sailpoint.com
  • Industry Software - Infrastructure
  • CEO Mr. Mark D. McClain TTEE
  • Employees 2738

SailPoint, Inc. provides solutions to enable various identity security for the enterprise in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its solutions address various types of systems and identities, including data and applications, employee identities, non-employee identities, and machine identities, as well as enable smarter access decisions, improve business processes, and provide deeper understanding of identity and access. The company offers Identity Security Cloud, a SaaS-based cloud solution to manage and secure access to critical data and applications for enterprise identities; and IdentityIQ, a customer-hosted identity security solution. The company was founded in 2005 and is based in Austin, Texas.