SailPoint Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de SailPoint de 31.4% y 16.9% por año respectivamente. Se prevé que el BPA crezca en un 26.5% al año. Se espera que la rentabilidad financiera sea de 3.8% en 3 años.
Información clave
31.4%
Tasa de crecimiento de los beneficios
26.53%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 20.7% |
| Tasa de crecimiento de los ingresos | 16.9% |
| Rentabilidad financiera futura | 3.77% |
| Cobertura de analistas | Good |
| Última actualización | 18 Sep 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
SAIL: AI Pipeline And ARR Strength Will Ultimately Fail To Justify Optimism
Analysts have raised their SailPoint price target from $13.98 to $14.97, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the main factors behind the revised view. What’s in the News for SailPoint SailPoint reported mixed fiscal Q2 2027 results.SailPoint: Noticeable Deceleration Amid Steep Multiples (Downgrade)
Summary SailPoint, Inc. is downgraded to a Sell due to decelerating growth and margin stagnation despite a recent share price rebound. SAIL's Q2 revenue growth slowed to 17% y/y, missing expectations, while pro forma operating margins slipped and Rule of 40 status was lost. Competitive pressures from peers like Palo Alto Networks and high stock-based compensation (22% of revenue) raise further concerns. SAIL trades at a premium 7.7x EV/FY27 revenue, making cheaper, higher-quality cybersecurity alternatives like OKTA and ZS more attractive. Read the full article on Seeking AlphaSAIL: AI Identity Security Partnerships Will Ultimately Fail To Justify Optimism
Analysts have raised their SailPoint price target from $13.48 to $13.98, citing updated assumptions around revenue growth, profit margin, and future P/E that modestly increase their estimate of the stock's fair value under a slightly lower discount rate. What’s in the News for SailPoint SailPoint expanded its partnership with CrowdStrike by bringing SecOps Identity Intelligence into the CrowdStrike Falcon Next Gen SIEM.SAIL: AI Identity Security Push Will Ultimately Fail To Justify Optimism
Analysts have nudged their price target on SailPoint higher to $13.48 from $13.12, citing updated assumptions on revenue growth, discount rate, profit margin and future P/E that together support a modestly higher valuation framework. What’s in the News for SailPoint SailPoint launched its Identity Security solution that unifies protection across human, non-human, and AI agent identities.
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.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.
SAIL: AI Identity Security Demand Will Drive Future ARR Upside Potential
Analysts have adjusted their SailPoint price target to $24.80 from $31.70, citing updated assumptions around slightly lower revenue growth, a modestly higher discount rate, a marginally stronger profit margin outlook, and a revised future P/E of 80.6x versus 109.3x. What’s in the News for SailPoint SailPoint reported fiscal Q1 2027 results with revenue of about US$280 million, 22% year over year growth, and a 26% increase in ARR to support demand for identity security and SaaS.SailPoint (SAIL) Stock Could Be 33.4% Undervalued As Identity Security Spending Weighs
SailPoint (SAIL) stock has seen mixed recent returns, with a gain over the past 3 months alongside declines over the week, month, year to date, and past year. This has prompted investors to reassess its identity security business. See our latest analysis for SailPoint. At a share price of $13.33, SailPoint’s short term momentum looks weak, with the 7 day share price return down 8.82% and the 30 day share price return down 11.01%, while the 1 year total shareholder return is down 41.02%. This...Identity Security Will Become A Central Control Point Driving Long Term Upside
Catalysts About SailPoint SailPoint provides identity security software that helps organizations govern and secure access for human and machine identities across applications and data. What are the underlying business or industry changes driving this perspective?Heavy Identity Security Investment Will Pressure Margins Before Longer Term Platform Strength Emerges
Catalysts About SailPoint SailPoint provides identity security software that helps enterprises govern access for human and non-human users across applications and data. What are the underlying business or industry changes driving this perspective?Revenues Not Telling The Story For SailPoint, Inc. (NASDAQ:SAIL)
SailPoint, Inc.'s ( NASDAQ:SAIL ) price-to-sales (or "P/S") ratio of 8.9x might make it look like a strong sell right...SailPoint: A Great Buy In Its Second Act On The Stock Market
Summary 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. Despite competition from Okta and CyberArk, SailPoint's excellent growth and near-Rule of 40 positioning make it a strong long-term investment. Read the full article on Seeking AlphaSailPoint: I Am Letting This Identity Security Play Sail By
Summary SailPoint, founded in 2005, specializes in managing and securing enterprise identity access to critical applications and data. The company, which pioneered SaaS models, went public in 2017 and was acquired by Thoma Bravo in 2022. Thoma Bravo is now bringing the business public again, in an attempt to recycle its money in a relatively short period of time. Despite the promise and actual growth reported, I am barking at valuations amidst a lack of real profits. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 1/31/2029 | 1,784 | -65 | 413 | 439 | 9 |
| 1/31/2028 | 1,510 | -152 | 289 | 315 | 24 |
| 1/31/2027 | 1,270 | -198 | 202 | 229 | 24 |
| 7/31/2026 | 1,166 | -197 | 160 | 201 | N/A |
| 4/30/2026 | 1,121 | -157 | 168 | 206 | N/A |
| 1/31/2026 | 1,071 | -294 | 35 | 71 | N/A |
| 10/31/2025 | 1,017 | -630 | -10 | 21 | N/A |
| 7/31/2025 | 970 | -815 | -60 | -45 | N/A |
| 4/30/2025 | 904 | -1,051 | -162 | -148 | N/A |
| 1/31/2025 | 862 | -1,080 | -120 | -106 | N/A |
| 10/31/2024 | 824 | -948 | -187 | -173 | N/A |
| 1/31/2024 | 700 | -979 | -255 | -250 | N/A |
| 1/31/2023 | 553 | -434 | -328 | -321 | N/A |
| 1/31/2022 | 450 | -63 | -13 | -9 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que SAIL siga sin ser rentable en los próximos 3 años.
Beneficios vs. Mercado: Se prevé que SAIL siga sin ser rentable en los próximos 3 años.
Beneficios de alto crecimiento: Se prevé que SAIL siga sin ser rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (16.9% al año) de SAIL crezcan más rápidamente que los del mercado US (13.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 16.9% al año) de SAIL crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de SAIL sea baja dentro de 3 años (3.8%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/21 15:06 |
| Precio de las acciones al final del día | 2026/09/18 00:00 |
| Beneficios | 2026/07/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
SailPoint, Inc. está cubierta por 32 analistas. 24 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |