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SailPoint, Inc. Stock Price

NasdaqGS:SAIL Community·US$7.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

SAIL Share Price Performance

US$13.71
-6.92 (-33.54%)
US$26.77
Fair Value
US$13.71
-6.92 (-33.54%)
48.8% undervalued intrinsic discount
US$26.77
Fair Value
Price US$13.71
AnalystConsensusTarget US$26.77
AnalystLowTarget US$13.12
AnalystHighTarget US$24.80

SAIL Community Narratives

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Fair Value US$26.77 48.8% undervalued intrinsic discount

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

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4users have followed this narrative
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Fair Value US$13.12 4.5% overvalued intrinsic discount

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

0users have liked this narrative
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1users have followed this narrative
·
Fair Value US$24.8 44.7% undervalued intrinsic discount

Identity Security Will Become A Central Control Point Driving Long Term Upside

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US$26.77
48.8% undervalued intrinsic discount
Profit Margin
12.41%
Future PE
92.23x
Price in 2028
US$34.14

Trending Discussion

Updated Narratives

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SAIL: AI Identity Push And Guidance Strength Will Not Justify Current Optimism

Fair Value: US$13.12 4.5% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SAIL: AI Identity Security Demand Will Drive Future ARR Upside Potential

Fair Value: US$24.8 44.7% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Identity Security Platform Will Benefit From Rising Non Human Identities And Cloud Migration

Fair Value: US$26.77 48.8% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and slightly overvalued.

1 Risk
2 Rewards

SailPoint, Inc. Key Details

US$1.1b

Revenue

US$377.2m

Cost of Revenue

US$743.9m

Gross Profit

US$901.3m

Other Expenses

-US$157.4m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
-0.28
66.35%
-14.04%
0%
View Full Analysis

About SAIL

Founded
2005
Employees
3229
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, the Asia-Pacific, and internationally. 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 SailPoint platform, a security platform engineered to unify identity, data, and security intelligence in real time. It serves financial services, media, energy and utilities, technology, life sciences, and healthcare, as well as government agencies and public universities. The company was founded in 2005 and is headquartered in Austin, Texas.

Recent SAIL News & Updates

Narrative Update 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.

Recent updates

No updates