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SailPoint, Inc. Stock Price

NasdaqGS:SAIL Community·US$8.8b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

SAIL Share Price Performance

US$14.19
-9.37 (-39.77%)
US$26.77
Fair Value
US$14.19
-9.37 (-39.77%)
47.0% undervalued intrinsic discount
US$26.77
Fair Value
Price US$14.19
AnalystConsensusTarget US$26.77
AnalystLowTarget US$20.00

SAIL Community Narratives

AnalystConsensusTarget·
Fair Value US$26.77 47.0% undervalued intrinsic discount

Identity Security Platform Will Benefit From Rising Non Human Identities And Cloud Migration

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AnalystLowTarget·
Fair Value US$20 29.0% undervalued intrinsic discount

Heavy Identity Security Investment Will Pressure Margins Before Longer Term Platform Strength Emerges

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US$20
29.0% undervalued intrinsic discount
Revenue
19.96% p.a.
Profit Margin
11.73%
Future PE
71.44x
Price in 2029
US$25.49
US$26.77
47.0% undervalued intrinsic discount
Revenue
19.17% p.a.
Profit Margin
12.41%
Future PE
92.23x
Price in 2028
US$34.14

Trending Discussion

Updated Narratives

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Heavy Identity Security Investment Will Pressure Margins Before Longer Term Platform Strength Emerges

Fair Value: US$20 29.0% undervalued intrinsic discount
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SAIL logo

Identity Security Platform Will Benefit From Rising Non Human Identities And Cloud Migration

Fair Value: US$26.77 47.0% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet and slightly overvalued.

1 Risk
2 Rewards

SailPoint, Inc. Key Details

US$1.0b

Revenue

US$364.1m

Cost of Revenue

US$652.8m

Gross Profit

US$1.3b

Other Expenses

-US$629.8m

Earnings

Last Reported Earnings
Oct 31, 2025
Next Reporting Earnings
Mar 18, 2026
-1.12
64.20%
-61.94%
0%
View Full Analysis

About SAIL

Founded
2005
Employees
2738
CEO
Mark McClain
WebsiteView website
www.sailpoint.com

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its solutions enable organizations to establish, control, and automate policies that help define and maintain a robust security posture and achieve regulatory compliance; and address various types of systems and identities, including data and applications, employee identities, non-employee identities, and machine identities, as well as enable smarter access decisions, improve business processes, and provide deeper understanding of identity and access. The company offers Identity Security Cloud, a cloud-based identity security solution to discover, manage, and secure all enterprise identity types, as well as the data and cloud infrastructure; and IdentityIQ, a customer-hosted identity security solution. It also provides Atlas platform that allow customers to manage various types of identities and their access needs across all environments. The company was founded in 2005 and is based in Austin, Texas.