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SailPoint, Inc. Stock Price

NasdaqGS:SAIL Community·US$8.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author

SAIL Share Price Performance

US$15.34
-5.17 (-25.21%)
US$18.90
Fair Value
US$15.34
-5.17 (-25.21%)
18.8% undervalued intrinsic discount
US$18.90
Fair Value
Price US$15.34
AnalystConsensusTarget US$18.90
AnalystLowTarget US$13.12
AnalystHighTarget US$24.80

SAIL Community Narratives

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Fair Value US$18.9 18.8% undervalued intrinsic discount

Identity Security Platform Will Benefit From Rising Non Human Identities And Cloud Migration

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Fair Value US$13.12 16.9% overvalued intrinsic discount

Heavy Identity Security Investment Will Pressure Margins Before Longer Term Platform Strength Emerges

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·
Fair Value US$24.8 38.2% undervalued intrinsic discount

Identity Security Will Become A Central Control Point Driving Long Term Upside

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Trending Discussion

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Updated Narratives

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SAIL: AI Identity Expansion And Recurring Revenue Goals Will Drive Future Upside

Fair Value: US$18.9 18.8% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SAIL: AI Identity Push And Guidance Strength Will Not Justify Current Optimism

Fair Value: US$13.12 16.9% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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SAIL: AI Identity Security Demand Will Drive Future ARR Upside Potential

Fair Value: US$24.8 38.2% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet and slightly overvalued.

1 Risk
2 Rewards

SailPoint, Inc. Key Details

US$1.1b

Revenue

US$377.2m

Cost of Revenue

US$743.9m

Gross Profit

US$901.3m

Other Expenses

-US$157.4m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
-0.28
66.35%
-14.04%
0%
View Full Analysis

About SAIL

Founded
2005
Employees
3229
CEO
Mark McClain
WebsiteView website
www.sailpoint.com

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally. Its solutions enable organizations to establish, control, and automate policies that help define and maintain a robust security posture and achieve regulatory compliance; and 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 cloud-based identity security solution to discover, manage, and secure all enterprise identity types, as well as the data and cloud infrastructure; and IdentityIQ, a customer-hosted identity security solution. It also provides SailPoint platform, a security platform engineered to unify identity, data, and security intelligence in real time. It serves financial services, media, energy and utilities, technology, life sciences, and healthcare, as well as government agencies and public universities. The company was founded in 2005 and is headquartered in Austin, Texas.

Recent SAIL News & Updates

Narrative Update Jul 24

SAIL: AI Identity Expansion And Recurring Revenue Goals Will Drive Future Upside

Analysts have reduced their fair value estimate for SailPoint from $26.77 to $18.90, citing slightly more conservative assumptions on revenue growth, profit margins, and future P/E multiples in their updated models. What’s in the News for SailPoint SailPoint completed its acquisition of Tel Aviv based Entro Security, adding non human identity and credential security products that are available both as standalone offerings and as part of deeper integration into the SailPoint Agentic Fabric platform.
Seeking Alpha Jul 13

SailPoint: The Agentic Fabric Catalyst Is Real, But The Market Isn't Wrong To Wait

Summary SailPoint is re-rated to Buy, with a 14% FY 2027 upside target, capitalizing on discounted valuation and secular AI-driven NHI IAM demand. Q1 2027 saw 22% YoY revenue growth and SaaS up 35%, with GAAP gross margin expanding to 65% and operating losses narrowing significantly. SAIL's Agentic Fabric and NHI market entry offer TAM expansion, but market confidence hinges on accelerating Agentic Fabric ARR and stronger DBNRR. Risks include intensifying competition from larger players like Palo Alto and Microsoft, making Agentic Fabric adoption and monetization critical for SAIL’s re-rating. Read the full article on Seeking Alpha
Narrative Update Jul 10

SAIL: AI Identity Push And Guidance Strength Will Not Justify Current Optimism

Analysts have adjusted their price target on SailPoint to $13.12 from $20.00, reflecting updated assumptions for revenue growth, profit margins, and SailPoint's future P/E multiple. What’s in the News for SailPoint SailPoint completed the acquisition of Tel Aviv based Entro Security, adding non human identity and credentials security capabilities that are being integrated into SailPoint’s platform alongside the recently launched Agentic Fabric.

Recent updates

No updates