
SailPoint Inc (SAIL) Stock Forecast & Price Target
SailPoint Inc (SAIL) Analyst Ratings
Bulls say
SailPoint Inc has demonstrated strong growth potential, evidenced by an increase in its Dollar-Based Net Retention (DBNR) rate from 110% in FY23 to 114% in FY24, indicating improved customer retention and expansion. The company's software-as-a-service (SaaS) contracts now represent approximately 75% of incremental Annual Recurring Revenue (ARR), up from 68% two years prior, showcasing a shift towards more stable revenue streams. Furthermore, projections suggest that SailPoint's SaaS ARR could grow by over 30% year-over-year for the next eight quarters, positioning the company favorably within the expanding identity security market.
Bears say
SailPoint Inc's forecasted free cash flow (FCF) margins are projected at approximately 14% for FY27, which indicates lower profitability compared to both high-growth and security peer groups. The company's anticipated decline in maintenance revenue by $26 million over the next two years, coupled with minimal new logo growth for its Security Verify solutions, suggests challenges to sustaining revenue growth. Additionally, the reliance on third parties for professional services is expected to reduce their contributions to total revenue, highlighting potential operational weaknesses that could further impact financial stability.
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
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