SailPoint (SAIL) Aktievy
SailPoint, Inc. levererar lösningar för att möjliggöra identitetssäkerhet för företag i Nord- och Sydamerika, Europa, Mellanöstern, Afrika, Asien och Stillahavsområdet samt internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
SAIL Community Fair Values
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Analyst Price Targets
SailPoint, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$17.58 |
| 52 veckors högsta | US$24.00 |
| 52 veckors lägsta | US$10.30 |
| Beta | 0 |
| 1 månads förändring | -9.43% |
| 3 månaders förändring | 21.91% |
| 1 års förändring | -11.26% |
| 3 års förändring | n/a |
| 5 års förändring | n/a |
| Förändring sedan börsintroduktionen | -20.09% |
Senaste nyheter och uppdateringar
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
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.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
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 AlphaSAIL: 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.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.
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.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.
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.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...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?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?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...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 AlphaSailPoint: 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 AlphaAktieägarnas avkastning
| SAIL | US Software | US Marknad | |
|---|---|---|---|
| 7D | -4.0% | -0.7% | -0.2% |
| 1Y | -11.3% | -9.0% | 14.8% |
Avkastning vs industri: SAIL presterade sämre än US Software branschen som gav -9 % under det senaste året.
Avkastning vs Marknaden: SAIL presterade sämre än US marknaden som gav 14.8 % under det senaste året.
Prisvolatilitet
| SAIL volatility | |
|---|---|
| SAIL Average Weekly Movement | 9.1% |
| 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% |
Stabil aktiekurs: SAIL har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: SAIL s veckovolatilitet ( 9% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2005 | 3,229 | Mark McClain | www.sailpoint.com |
SailPoint, Inc. levererar lösningar för att möjliggöra identitetssäkerhet för företag i Nord- och Sydamerika, Europa, Mellanöstern, Afrika, Asien och Stillahavsområdet samt internationellt. Lösningarna gör det möjligt för organisationer att upprätta, kontrollera och automatisera policyer som hjälper till att definiera och upprätthålla en robust säkerhetsställning och uppnå regelefterlevnad; och hantera olika typer av system och identiteter, inklusive data och applikationer, anställdas identiteter, icke-anställdas identiteter och maskinidentiteter, samt möjliggöra smartare åtkomstbeslut, förbättra affärsprocesser och ge djupare förståelse för identitet och åtkomst. Företaget erbjuder Identity Security Cloud, en molnbaserad identitetssäkerhetslösning för att upptäcka, hantera och säkra alla typer av företagsidentiteter, samt data- och molninfrastruktur; och IdentityIQ, en kundhostad identitetssäkerhetslösning.
SailPoint, Inc. Sammanfattning av grunderna
| SAIL grundläggande statistik | |
|---|---|
| Börsvärde | US$10.09b |
| Vinst(TTM) | -US$244.80m |
| Intäkter(TTM) | US$1.17b |
Är SAIL övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| SAIL resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.17b |
| Kostnad för intäkter | US$393.72m |
| Bruttovinst | US$771.83m |
| Övriga kostnader | US$1.02b |
| Intäkter | -US$244.80m |
Senast redovisade vinst
Jul 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -0.43 |
| Bruttomarginal | 66.22% |
| Nettovinstmarginal | -21.00% |
| Skuld/egenkapitalförhållande | 0% |
Hur har SAIL utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/09 13:22 |
| Aktiekurs vid dagens slut | 2026/09/09 00:00 |
| Intäkter | 2026/07/31 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
SailPoint, Inc. bevakas av 31 analytiker. 23 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |