SailPoint (SAIL) Stock Overview
SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 1/6 |
| Past Performance | 0/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
SAIL Community Fair Values
Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
SailPoint, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$11.77 |
| 52 Week High | US$24.95 |
| 52 Week Low | US$10.30 |
| Beta | 0 |
| 1 Month Change | 12.20% |
| 3 Month Change | -22.62% |
| 1 Year Change | -40.65% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | -46.50% |
Recent News & Updates
Recent updates
SailPoint: Downgrade To Hold As Near-Term Growth Visibility Weakens
Summary SailPoint is downgraded to hold as near-term growth visibility weakens despite strong long-term platform prospects. Emerging products now contribute ~17% of Q4 net new ARR and are on track to exceed 50% by 2027. Non-human identity adoption is accelerating, with ~25% of Q4 SaaS identity growth and 11% of SaaS identities governed. FY 2027 guidance signals revenue deceleration and a mix shift to SaaS clouds in the near-term outlook, limiting multiple expansion. Read the full article on Seeking Alpha
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...We Think SailPoint (NASDAQ:SAIL) Can Easily Afford To Drive Business Growth
NasdaqGS:SAIL 1 Year Share Price vs Fair Value Explore SailPoint's Fair Values from the Community and select yours...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 AlphaShareholder Returns
| SAIL | US Software | US Market | |
|---|---|---|---|
| 7D | -3.1% | 1.5% | 2.6% |
| 1Y | -40.6% | -9.2% | 26.2% |
Return vs Industry: SAIL underperformed the US Software industry which returned -6% over the past year.
Return vs Market: SAIL underperformed the US Market which returned 31.1% over the past year.
Price Volatility
| SAIL volatility | |
|---|---|
| SAIL Average Weekly Movement | 9.9% |
| Software Industry Average Movement | 9.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: SAIL has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SAIL's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2005 | 3,229 | Mark McClain | 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.
SailPoint, Inc. Fundamentals Summary
| SAIL fundamental statistics | |
|---|---|
| Market cap | US$6.94b |
| Earnings (TTM) | -US$293.84m |
| Revenue (TTM) | US$1.07b |
Is SAIL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SAIL income statement (TTM) | |
|---|---|
| Revenue | US$1.07b |
| Cost of Revenue | US$380.63m |
| Gross Profit | US$690.79m |
| Other Expenses | US$984.63m |
| Earnings | -US$293.84m |
Last Reported Earnings
Jan 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.52 |
| Gross Margin | 64.47% |
| Net Profit Margin | -27.43% |
| Debt/Equity Ratio | 0% |
How did SAIL perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/11 05:58 |
| End of Day Share Price | 2026/05/11 00:00 |
| Earnings | 2026/01/31 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
SailPoint, Inc. is covered by 31 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |