SAILTechnology · Software - InfrastructureThe 27 Wall Street analysts covering SailPoint, Inc. hold a median 12-month price target of $22 — +6.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 43 of 100 as at 12 Nov 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores SailPoint, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (77): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (20): The share price moves around a lot.
Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on SAIL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +6.9% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | $25 → $27 |
| 8 Oct 2026 | Amerx | Initiates | Hold | — |
| 8 Oct 2026 | Baird | Maintains | Outperform | $22 → $25 |
| 7 Oct 2026 | Oppenheimer | Initiates | Outperform | $30 |
| 5 Oct 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 5 Oct 2026 | Scotiabank | Maintains | Sector Outperform | $22 → $24 |
| 2 Oct 2026 | Keybanc | Initiates | Sector Weight | — |
| 2 Oct 2026 | Keybanc | Initiates | Sector Weight | — |
| 24 Sept 2026 | Truist Securities | Maintains | Buy | $23 → $27 |
| 24 Sept 2026 | Truist Securities | Maintains | Buy | — |
| 18 Sept 2026 | B of A Securities | Maintains | Neutral | — |
| 18 Sept 2026 | B of A Securities | Maintains | Neutral | $19 → $22 |
| 10 Sept 2026 | Barclays | Maintains | Overweight | — |
| 10 Sept 2026 | Barclays | Maintains | Overweight | $21 → $22 |
| 10 Sept 2026 | DA Davidson | Maintains | Neutral | $17 |
| 10 Sept 2026 | DA Davidson | Maintains | Neutral | — |
| 10 Sept 2026 | Evercore ISI Group | Maintains | Outperform | $18 → $22 |
| 10 Sept 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 10 Sept 2026 | Rosenblatt | Maintains | Neutral | $17 |
| 10 Sept 2026 | Rosenblatt | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
SAIL appears in the Radar on the weeks it earns a place.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and servers
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 12 Nov 2026, SailPoint, Inc. returned +1.6% against +12.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 98% of US stocks
Cheaper than 13% of US stocks
Cheaper than 47% of US stocks
Cheaper than 99% of US stocks
Higher than 65% of US stocks
Higher than 56% of US stocks
Higher than 80% of US stocks
Higher than 21% of US stocks
Higher than 16% of US stocks
Higher than 41% of US stocks
Higher than 37% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
SailPoint, Inc. has a market value of $11.4B and an enterprise value of $11.1B.
Revenue in the twelve months to 31 July 2026: $1.2B. The latest quarter grew 16.8% year on year.
Net income over the same four quarters: −$197.2M, a −16.9% net margin.
Diluted earnings per share, trailing twelve months: −$0.34.
Free cash flow in the twelve months to 31 July 2026: $176.4M, after $18.5M of capital spending.
Trailing P/E: −38.7×; forward P/E: 51.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
SailPoint, Inc. employs 3,229 people — $361K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own SailPoint, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
SailPoint said it will report fiscal third-quarter 2027 financial results and outlook before U.S. markets open on December 8, 2026, and hold a conference call at 8:30 a.m. that day.
Why it matters — Investors following SAIL can note the scheduled date and time for the company’s upcoming results and outlook.
SailPoint, Inc. was upgraded to Zacks Rank #2 (Buy), reflecting increased optimism about its earnings prospects. The excerpt says this could support near-term stock movement.
Why it matters — SAIL watchers may note the improved assessment of the company’s earnings prospects.
Seeking Alpha rates SailPoint a Buy, citing identity governance for AI agents as an underappreciated cybersecurity risk and growth driver. The article notes 25% year-over-year ARR growth and says the 2029 target of $2.1 billion ARR, including $800 million from AI, requires a major pivot and faster net new ARR growth.
Why it matters — SAIL watchers may focus on whether AI adoption accelerates enough to support the company’s ambitious 2029 ARR plan.
Seeking Alpha published a transcript of a shareholder/analyst call for SailPoint, Inc. (SAIL).
Why it matters — The transcript provides a record of the company's shareholder and analyst call for investors following SAIL.
At its Navigate conference briefing, SailPoint outlined product updates focused on securing human and AI identities, including autonomous agents, runtime authorization controls, expanded cloud infrastructure support, and a redesigned user interface.
Why it matters — The updates show how SailPoint is developing its identity-security offerings to address AI agents and broader cloud infrastructure.
The 27 Wall Street analysts covering SailPoint, Inc. have a median 12-month price target of $22, with estimates ranging from $10 to $30. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 27 analysts covering SailPoint, Inc., 20 rate it a Buy, 6 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks SailPoint, Inc. 43 out of 100 across roughly 4,600 US stocks as at 12 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Nov 2026, SailPoint, Inc. ranks 43 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (77 of 100).
No one can know that. What the data says: the median 12-month target from 27 analysts implies +6.9% from the last close, and Ticker Nerd's factor model ranks SailPoint, Inc. 43 out of 100 as at 12 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering SailPoint, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SAIL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $10 to $30 over the next 12 months.
SailPoint, Inc. returned +1.6% over the 12 months to 12 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
SailPoint, Inc. is an identity security software company that provides enterprise solutions for managing and governing digital access across applications, data, systems, and cloud environments.
The most recent item we track (PRNewsWire, 12 Nov 2026): "SailPoint Announces Date of Fiscal Third Quarter 2027 Earnings Conference Call and Participation in Upcoming Investor Conference". SailPoint said it will report fiscal third-quarter 2027 financial results and outlook before U.S. markets open on December 8, 2026, and hold a conference call at 8:30 a.m. that day.
SailPoint, Inc. is an identity security software company that provides enterprise solutions for managing and governing digital access across applications, data, systems, and cloud environments. Its platform unifies identity data and helps organizations control user permissions, automate access requests and provisioning, and maintain visibility into how identities are used. SailPoint serves a broad range of enterprises that need to manage human, machine, non-employee, and AI-driven identities within complex IT environments. The company offers cloud-based and customer-hosted products designed to support identity governance, access management, compliance, and risk oversight. Headquartered in Austin, Texas, SailPoint focuses on helping organizations secure critical resources while streamlining identity operations across modern, hybrid technology stacks.
CEO Mr. Mark D. McClain TTEE · 3,229 employees · United States · https://www.sailpoint.com
