
SailPoint Inc (SAIL) Stock Forecast & Price Target
SailPoint Inc (SAIL) Analyst Ratings
Bulls say
SailPoint Inc. is positioned for strong revenue growth, with an anticipated annual recurring revenue (ARR) increase of over 30% year-over-year for its SaaS offerings, highlighting the company's robust market demand and effective execution since its privatization. The enterprise's ability to achieve a significant rise in dollar-based net retention (DBNR) from 110% in FY23 to 114% in FY24, alongside a substantial increase in the proportion of SaaS contracts contributing to incremental ARR (from 68% to approximately 75%), underscores its competitive advantage in the identity security market. Furthermore, the overall market for identity security is expected to grow in the low- to mid-teens annually, suggesting that SailPoint can expand its market share at a rate surpassing this growth, bolstered by strong user satisfaction regarding its advanced automation capabilities.
Bears say
SailPoint Inc. is projected to have Free Cash Flow (FCF) margins of approximately 14% by FY27, which are considerably lower than its high-growth and security sector peers, indicating potential financial struggles. The company's reliance on third-party professional services is expected to grow, negatively impacting its revenue mix and overall profitability, while a projected decline in on-premises Identity Governance and Administration (IGA) deployments suggests dwindling market demand in that segment. Additionally, the forecasted $26 million drop in maintenance revenue and minimal growth for new logos in their Security Verify product highlight significant challenges that could threaten revenue growth and hinder the company's competitive positioning.
This aggregate rating is based on analysts' research of SailPoint Inc and is not a guaranteed prediction by Public.com or investment advice.
SailPoint Inc (SAIL) Analyst Forecast & Price Prediction
Start investing in SailPoint Inc (SAIL)
Order type
Buy in
Order amount
Est. shares
0 shares