SailPoint (SAIL) Aperçu de l'action
SailPoint, Inc. fournit des solutions permettant d'assurer la sécurité de l'identité pour les entreprises en Amérique, en Europe, au Moyen-Orient, en Afrique, dans la région Asie-Pacifique et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 1/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
SAIL Community Fair Values
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Analyst Price Targets
SailPoint, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$14.77 |
| Plus haut sur 52 semaines | US$24.00 |
| Plus bas sur 52 semaines | US$10.30 |
| Bêta | 0 |
| Variation sur 1 mois | 10.80% |
| Variation sur 3 mois | 20.28% |
| Variation sur 1 an | -28.58% |
| Variation sur 3 ans | n/a |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -32.86% |
Nouvelles et mises à jour récentes
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
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...Recent updates
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 AlphaSAIL: 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...We Think SailPoint (NASDAQ:SAIL) Can Easily Afford To Drive Business Growth
NasdaqGS:SAIL 1 Year Share Price vs Fair Value Explore SailPoint's Fair Values from the Community and select yours...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 AlphaRendement pour les actionnaires
| SAIL | US Software | US Marché | |
|---|---|---|---|
| 7D | -2.8% | 0.6% | -0.7% |
| 1Y | -28.6% | -21.6% | 17.3% |
Rendement vs Industrie: SAIL a sous-performé le secteur US Software qui a rapporté -21.6 % au cours de l'année écoulée.
Rendement vs marché: SAIL a sous-performé le marché US qui a rapporté 17.3 % au cours de l'année écoulée.
Volatilité des prix
| SAIL volatility | |
|---|---|
| SAIL Average Weekly Movement | 10.3% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: SAIL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de SAIL ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2005 | 3,229 | Mark McClain | www.sailpoint.com |
SailPoint, Inc. fournit des solutions permettant d'assurer la sécurité des identités pour les entreprises dans les Amériques, en Europe, au Moyen-Orient, en Afrique, dans la région Asie-Pacifique et au niveau international. Ses solutions permettent aux organisations d'établir, de contrôler et d'automatiser les politiques qui aident à définir et à maintenir une posture de sécurité solide et à atteindre la conformité réglementaire ; et de traiter divers types de systèmes et d'identités, y compris les données et les applications, les identités des employés, les identités des non-employés et les identités des machines, ainsi que de permettre des décisions d'accès plus intelligentes, d'améliorer les processus commerciaux et de fournir une compréhension plus approfondie de l'identité et de l'accès. L'entreprise propose Identity Security Cloud, une solution de sécurité des identités basée sur le cloud pour découvrir, gérer et sécuriser tous les types d'identités d'entreprise, ainsi que les données et l'infrastructure cloud ; et IdentityIQ, une solution de sécurité des identités hébergée par le client.
SailPoint, Inc. Résumé des fondamentaux
| SAIL statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$8.63b |
| Bénéfices(TTM) | -US$157.42m |
| Recettes(TTM) | US$1.12b |
Le site SAIL est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SAIL compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.12b |
| Coût des recettes | US$377.23m |
| Marge brute | US$743.86m |
| Autres dépenses | US$901.27m |
| Les revenus | -US$157.42m |
Derniers bénéfices déclarés
Apr 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.28 |
| Marge brute | 66.35% |
| Marge bénéficiaire nette | -14.04% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de SAIL?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/21 05:38 |
| Cours de l'action en fin de journée | 2026/07/21 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
SailPoint, Inc. est couverte par 30 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |