SailPoint（SAIL）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
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Analyst Price Targets
SailPoint, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$17.64 |
| 52週高値 | US$24.00 |
| 52週安値 | US$10.30 |
| ベータ | 0 |
| 1ヶ月の変化 | -7.45% |
| 3ヶ月変化 | 20.66% |
| 1年変化 | -15.36% |
| 3年間の変化 | n/a |
| 5年間の変化 | n/a |
| IPOからの変化 | -19.82% |
最新ニュース
Seeking Alpha • Sep 09
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 Alpha
ナラティブ更新 • Sep 03
SAIL: 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.ナラティブ更新 • Aug 18
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.Recent updates
Seeking Alpha • Sep 09
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 Alphaナラティブ更新 • Sep 03
SAIL: 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.ナラティブ更新 • Aug 18
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.
ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • Jun 26
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.分析記事 • Jun 19
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...新しいナラティブ • Feb 27
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?新しいナラティブ • Feb 12
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?分析記事 • Jan 30
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...Seeking Alpha • Apr 30
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 AlphaSeeking Alpha • Feb 14
SailPoint: 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 Alpha株主還元
| SAIL | US Software | US 市場 | |
|---|---|---|---|
| 7D | -9.0% | -0.7% | -0.2% |
| 1Y | -15.4% | -9.0% | 14.8% |
業界別リターン: SAIL過去 1 年間で-9 % の収益を上げたUS Software業界を下回りました。
リターン対市場: SAILは、過去 1 年間で14.8 % のリターンを上げたUS市場を下回りました。
価格変動
| SAIL volatility | |
|---|---|
| SAIL Average Weekly Movement | 8.9% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: SAIL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SAILの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2005 | 3,229 | Mark McClain | www.sailpoint.com |
SailPoint, 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。
SailPoint, Inc. 基礎のまとめ
| SAIL 基礎統計学 | |
|---|---|
| 時価総額 | US$9.97b |
| 収益（TTM） | -US$197.22m |
| 売上高(TTM) | US$1.17b |
8.6x
P/Sレシオ-50.7x
PER（株価収益率SAIL は割高か？
公正価値と評価分析を参照収益と収入
| SAIL 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.17b |
| 売上原価 | US$393.12m |
| 売上総利益 | US$772.43m |
| その他の費用 | US$969.65m |
| 収益 | -US$197.22m |
直近の収益報告
Jul 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.35 |
| グロス・マージン | 66.27% |
| 純利益率 | -16.92% |
| 有利子負債／自己資本比率 | 0% |
SAIL の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/09/10 01:43 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/07/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 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 Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |