공고 • Aug 13
SailPoint, Inc. to Report Q2, 2027 Results on Sep 09, 2026 SailPoint, Inc. announced that they will report Q2, 2027 results Pre-Market on Sep 09, 2026 공고 • Jul 29
SailPoint, Inc. Releases SailPoint Cursor Enterprise Connector SailPoint, 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 13
Now 20% undervalued The 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. 공고 • Jun 30
SailPoint, 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 26
Now 22% undervalued The 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 17
New major risk - Revenue and earnings growth Earnings 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). Board Change • Jun 15
Insufficient new directors There 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. 공고 • Jun 14
SailPoint, Inc. Announces Board Changes, Effective June 12, 2026 SailPoint, 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 09
First 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 01
Now 35% overvalued The 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 20
Insufficient new directors There 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.