SailPoint（F0V）株式概要セイルポイント社は、アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域、そして世界各国において、企業のアイデンティティ・セキュリティを実現するソリューションを提供しています。 詳細F0V ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長1/6過去の実績0/6財務の健全性6/6配当金0/6報酬収益は年間16.26%増加すると予測されています リスク分析German市場と比較した過去 3 か月間の株価の変動現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見るF0V Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW463,909 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA463,909 investors already sharing narrativesYour Fair Value€Current Price€16.05159.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b2b2016201920222025202620282031Revenue US$2.4bEarnings US$282.8mAdvancedSet Fair ValueView all narrativesSailPoint, Inc. 競合他社NemetschekSymbol: XTRA:NEMMarket cap: €7.5bCint GroupSymbol: DB:8QXMarket cap: €2.1bATOSS SoftwareSymbol: XTRA:AOFMarket cap: €1.5bTeamViewerSymbol: XTRA:TMVMarket cap: €1.1b価格と性能株価の高値、安値、推移の概要SailPoint過去の株価現在の株価US$16.0552週高値US$18.3052週安値US$9.78ベータ01ヶ月の変化26.38%3ヶ月変化25.88%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化56.59%最新ニュースお知らせ • Aug 13SailPoint, Inc. to Report Q2, 2027 Results on Sep 09, 2026SailPoint, Inc. announced that they will report Q2, 2027 results Pre-Market on Sep 09, 2026お知らせ • Jul 29SailPoint, Inc. Releases SailPoint Cursor Enterprise ConnectorSailPoint, Inc. announced the release of the SailPoint Cursor Enterprise connector. Designed to integrate with Cursor, a leading coding agent platform, this new connector enables organizations to securely govern both human software engineers and autonomous AI background agents from a single, unified control plane. The SailPoint Cursor Enterprise connector gives security teams the power to see and govern every human and AI agent interacting with their codebase. By integrating AI-native development workspaces directly into SailPoint Atlas, organizations can more confidently unleash the productivity of AI-driven software development without compromising the security of their software supply chain, extending the governance model used for other business-critical systems to the AI-native developer environments. This connector will help SailPoint customers to ensure that as AI agents increasingly write, inspect, and modify code, they are bound by the same strict, least-privilege governance policies as human developers, eliminating critical security blind spots in the software supply chain. The SailPoint Cursor Enterprise connector is available now.Buy Or Sell Opportunity • Jul 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €11.70. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.お知らせ • Jun 30SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027. SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd. on June 15, 2026. Entro’s co-founders Itzik Alvas and Adam Cheriki join SailPoint's technology organization.Buy Or Sell Opportunity • Jun 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.85. The fair value is estimated to be €13.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.New Risk • Jun 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$177m net loss in 2 years).最新情報をもっと見るRecent updatesお知らせ • Aug 13SailPoint, Inc. to Report Q2, 2027 Results on Sep 09, 2026SailPoint, Inc. announced that they will report Q2, 2027 results Pre-Market on Sep 09, 2026お知らせ • Jul 29SailPoint, Inc. Releases SailPoint Cursor Enterprise ConnectorSailPoint, Inc. announced the release of the SailPoint Cursor Enterprise connector. Designed to integrate with Cursor, a leading coding agent platform, this new connector enables organizations to securely govern both human software engineers and autonomous AI background agents from a single, unified control plane. The SailPoint Cursor Enterprise connector gives security teams the power to see and govern every human and AI agent interacting with their codebase. By integrating AI-native development workspaces directly into SailPoint Atlas, organizations can more confidently unleash the productivity of AI-driven software development without compromising the security of their software supply chain, extending the governance model used for other business-critical systems to the AI-native developer environments. This connector will help SailPoint customers to ensure that as AI agents increasingly write, inspect, and modify code, they are bound by the same strict, least-privilege governance policies as human developers, eliminating critical security blind spots in the software supply chain. The SailPoint Cursor Enterprise connector is available now.Buy Or Sell Opportunity • Jul 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €11.70. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.お知らせ • Jun 30SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027. SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd. on June 15, 2026. Entro’s co-founders Itzik Alvas and Adam Cheriki join SailPoint's technology organization.Buy Or Sell Opportunity • Jun 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.85. The fair value is estimated to be €13.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.New Risk • Jun 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$177m net loss in 2 years).お知らせ • Jun 16+ 1 more updateSailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027.Board Change • Jun 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Director Collin Gallagher was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 14SailPoint, Inc. Announces Board Changes, Effective June 12, 2026SailPoint, Inc. was notified of Nabil Hamade's decision to resign from the board of directors of the Company effective as of June 12, 2026. Mr. Hamade's decision to resign from the Board was not due to any disagreement with the Company, including with respect to any matters relating to the Company's operations, policies, or practices. Pursuant to its rights under the Director Designation Agreement, dated February 12, 2025, between the Company and certain funds affiliated with Thoma Bravo, L.P. named therein, Thoma Bravo notified the Company that it designated Collin Gallagher to fill the vacancy on the Board to be created by Mr. Hamade's resignation, and on June 12, 2026, the Board appointed Mr. Gallagher to join the Board as a Class III director effective on June 12, 2026. Mr. Gallagher is not currently expected to be appointed to any committees of the Board. In connection with Mr. Gallagher's appointment to the Board, he has entered into an indemnification agreement with the Company in the same form that the Company has entered into with its other directors, which provides the directors with contractual rights to indemnification, expense advancement, and reimbursement to the fullest extent permitted under the Delaware General Corporation Law. Mr. Gallagher is not expected to receive any compensation for service on the Board. There are no current or proposed transactions in which Mr. Gallagher has or will have a direct or indirect material interest and in which the Company is or will be a participant that require disclosure pursuant to Item 404(a) of Regulation S-K. Further, there are no arrangements or understandings between Mr. Gallagher and any other person pursuant to which he was appointed as a director, other than the Director Designation Agreement. For a description of the Director Designation Agreement, please see Related Party Transactions Director Designation Agreement in the Company's definitive proxy statement filed with the Securities and Exchange Commission on April 24, 2026.Reported Earnings • Jun 09First quarter 2027 earnings released: US$0.13 loss per share (vs US$0.42 loss in 1Q 2026)First quarter 2027 results: US$0.13 loss per share (improved from US$0.42 loss in 1Q 2026). Revenue: US$280.1m (up 22% from 1Q 2026). Net loss: US$74.7m (loss narrowed 65% from 1Q 2026). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.Buy Or Sell Opportunity • Jun 01Now 35% overvaluedThe stock has been flat over the last 90 days, currently trading at €16.85. The fair value is estimated to be €12.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Nabil Hamade was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 13+ 1 more updateSailPoint, Inc. to Report Q1, 2027 Results on Jun 09, 2026SailPoint, Inc. announced that they will report Q1, 2027 results at 9:30 AM, US Eastern Standard Time on Jun 09, 2026株主還元F0VDE SoftwareDE 市場7D-9.8%6.0%-0.8%1Yn/a-21.1%2.4%株主還元を見る業界別リターン: F0VがGerman Software業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: F0V German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is F0V's price volatile compared to industry and market?F0V volatilityF0V Average Weekly Movement12.4%Software Industry Average Movement6.7%Market Average Movement5.2%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.6%安定した株価: F0Vの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のF0Vのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト20053,229Mark McClainwww.sailpoint.comSailPoint, Inc.は、米州、欧州、中東、アフリカ、アジア太平洋地域、および海外で、企業のアイデンティティ・セキュリティを実現するソリューションを提供しています。また、データやアプリケーション、従業員ID、非従業員ID、マシンIDなど、さまざまなタイプのシステムやIDに対応し、よりスマートなアクセス判断、ビジネスプロセスの改善、IDやアクセスに関するより深い理解を可能にします。同社は、クラウドベースのアイデンティティ・セキュリティ・ソリューションであるIdentity Security Cloudを提供し、企業のあらゆる種類のアイデンティティ、データ、クラウドインフラストラクチャを発見、管理、保護する。また、ID、データ、セキュリティ・インテリジェンスをリアルタイムで統合するセキュリティ・プラットフォームであるSailPointプラットフォームも提供している。金融サービス、メディア、エネルギー・公益事業、テクノロジー、ライフサイエンス、ヘルスケアのほか、政府機関や公立大学にもサービスを提供している。同社は2005年に設立され、テキサス州オースティンに本社を置いている。もっと見るSailPoint, Inc. 基礎のまとめSailPoint の収益と売上を時価総額と比較するとどうか。F0V 基礎統計学時価総額€8.99b収益（TTM）-€134.80m売上高(TTM)€959.99m9.4xP/Sレシオ-67.2xPER（株価収益率F0V は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計F0V 損益計算書（TTM）収益US$1.12b売上原価US$377.23m売上総利益US$743.86mその他の費用US$901.27m収益-US$157.42m直近の収益報告Apr 30, 2026次回決算日Sep 09, 2026一株当たり利益（EPS）-0.28グロス・マージン66.35%純利益率-14.04%有利子負債／自己資本比率0%F0V の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/21 00:11終値2026/08/21 00:00収益2026/04/30年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SailPoint, Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Ellie BagshawArete Research Services LLPShrenik KothariBairdSaket KaliaBarclays28 その他のアナリストを表示
お知らせ • Aug 13SailPoint, Inc. to Report Q2, 2027 Results on Sep 09, 2026SailPoint, Inc. announced that they will report Q2, 2027 results Pre-Market on Sep 09, 2026
お知らせ • Jul 29SailPoint, Inc. Releases SailPoint Cursor Enterprise ConnectorSailPoint, Inc. announced the release of the SailPoint Cursor Enterprise connector. Designed to integrate with Cursor, a leading coding agent platform, this new connector enables organizations to securely govern both human software engineers and autonomous AI background agents from a single, unified control plane. The SailPoint Cursor Enterprise connector gives security teams the power to see and govern every human and AI agent interacting with their codebase. By integrating AI-native development workspaces directly into SailPoint Atlas, organizations can more confidently unleash the productivity of AI-driven software development without compromising the security of their software supply chain, extending the governance model used for other business-critical systems to the AI-native developer environments. This connector will help SailPoint customers to ensure that as AI agents increasingly write, inspect, and modify code, they are bound by the same strict, least-privilege governance policies as human developers, eliminating critical security blind spots in the software supply chain. The SailPoint Cursor Enterprise connector is available now.
Buy Or Sell Opportunity • Jul 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €11.70. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.
お知らせ • Jun 30SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027. SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd. on June 15, 2026. Entro’s co-founders Itzik Alvas and Adam Cheriki join SailPoint's technology organization.
Buy Or Sell Opportunity • Jun 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.85. The fair value is estimated to be €13.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.
New Risk • Jun 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$177m net loss in 2 years).
お知らせ • Aug 13SailPoint, Inc. to Report Q2, 2027 Results on Sep 09, 2026SailPoint, Inc. announced that they will report Q2, 2027 results Pre-Market on Sep 09, 2026
お知らせ • Jul 29SailPoint, Inc. Releases SailPoint Cursor Enterprise ConnectorSailPoint, Inc. announced the release of the SailPoint Cursor Enterprise connector. Designed to integrate with Cursor, a leading coding agent platform, this new connector enables organizations to securely govern both human software engineers and autonomous AI background agents from a single, unified control plane. The SailPoint Cursor Enterprise connector gives security teams the power to see and govern every human and AI agent interacting with their codebase. By integrating AI-native development workspaces directly into SailPoint Atlas, organizations can more confidently unleash the productivity of AI-driven software development without compromising the security of their software supply chain, extending the governance model used for other business-critical systems to the AI-native developer environments. This connector will help SailPoint customers to ensure that as AI agents increasingly write, inspect, and modify code, they are bound by the same strict, least-privilege governance policies as human developers, eliminating critical security blind spots in the software supply chain. The SailPoint Cursor Enterprise connector is available now.
Buy Or Sell Opportunity • Jul 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €11.70. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.
お知らせ • Jun 30SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027. SailPoint, Inc. (NasdaqGS:SAIL) completed the acquisition of Entro Security Ltd. on June 15, 2026. Entro’s co-founders Itzik Alvas and Adam Cheriki join SailPoint's technology organization.
Buy Or Sell Opportunity • Jun 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.85. The fair value is estimated to be €13.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last year. Earnings per share has grown by 95%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 10% in the next 2 years.
New Risk • Jun 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$177m net loss in 2 years).
お知らせ • Jun 16+ 1 more updateSailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd.SailPoint, Inc. (NasdaqGS:SAIL) signed a letter of intent to acquire Entro Security Ltd. on June 15, 2026. Upon closing, Entro will provide additive and highly complementary technology features that SailPoint plans to integrate with Agentic Fabric. With the addition of Entro, SailPoint will continue to distance itself from legacy approaches by offering true end-to-end adaptive identity security. The transaction is subject to customary closing conditions and is expected to close in the third quarter of fiscal year 2027.
Board Change • Jun 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Director Collin Gallagher was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 14SailPoint, Inc. Announces Board Changes, Effective June 12, 2026SailPoint, Inc. was notified of Nabil Hamade's decision to resign from the board of directors of the Company effective as of June 12, 2026. Mr. Hamade's decision to resign from the Board was not due to any disagreement with the Company, including with respect to any matters relating to the Company's operations, policies, or practices. Pursuant to its rights under the Director Designation Agreement, dated February 12, 2025, between the Company and certain funds affiliated with Thoma Bravo, L.P. named therein, Thoma Bravo notified the Company that it designated Collin Gallagher to fill the vacancy on the Board to be created by Mr. Hamade's resignation, and on June 12, 2026, the Board appointed Mr. Gallagher to join the Board as a Class III director effective on June 12, 2026. Mr. Gallagher is not currently expected to be appointed to any committees of the Board. In connection with Mr. Gallagher's appointment to the Board, he has entered into an indemnification agreement with the Company in the same form that the Company has entered into with its other directors, which provides the directors with contractual rights to indemnification, expense advancement, and reimbursement to the fullest extent permitted under the Delaware General Corporation Law. Mr. Gallagher is not expected to receive any compensation for service on the Board. There are no current or proposed transactions in which Mr. Gallagher has or will have a direct or indirect material interest and in which the Company is or will be a participant that require disclosure pursuant to Item 404(a) of Regulation S-K. Further, there are no arrangements or understandings between Mr. Gallagher and any other person pursuant to which he was appointed as a director, other than the Director Designation Agreement. For a description of the Director Designation Agreement, please see Related Party Transactions Director Designation Agreement in the Company's definitive proxy statement filed with the Securities and Exchange Commission on April 24, 2026.
Reported Earnings • Jun 09First quarter 2027 earnings released: US$0.13 loss per share (vs US$0.42 loss in 1Q 2026)First quarter 2027 results: US$0.13 loss per share (improved from US$0.42 loss in 1Q 2026). Revenue: US$280.1m (up 22% from 1Q 2026). Net loss: US$74.7m (loss narrowed 65% from 1Q 2026). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.
Buy Or Sell Opportunity • Jun 01Now 35% overvaluedThe stock has been flat over the last 90 days, currently trading at €16.85. The fair value is estimated to be €12.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Nabil Hamade was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 13+ 1 more updateSailPoint, Inc. to Report Q1, 2027 Results on Jun 09, 2026SailPoint, Inc. announced that they will report Q1, 2027 results at 9:30 AM, US Eastern Standard Time on Jun 09, 2026
