SailPoint, Inc. (NASDAQ:SAIL) Receives Average Recommendation of "Moderate Buy" from Analysts

Key Points

• Analysts hold a “Moderate Buy” consensus on SailPoint, with 20 buy ratings, six holds and one sell among 27 brokerages. The average 12-month price target is $21.99, while Oppenheimer initiated coverage with an Outperform rating and a $30 target.
• SailPoint reported quarterly EPS of $0.09, beating the $0.08 consensus estimate, while revenue rose 17% year over year to $308.81 million. The company continues to post a negative net margin, though analysts forecast full-year EPS of approximately $0.33.
• The company is targeting demand for identity security as enterprise AI-agent adoption expands, unveiling tools for AI-agent discovery, autonomous identity security, temporary access controls and compliance automation.

Shares of SailPoint, Inc. (NASDAQ:SAIL - Get Free Report) have been assigned an average recommendation of "Moderate Buy" from the twenty-seven brokerages that are currently covering the stock, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, six have assigned a hold rating and twenty have given a buy rating to the company. The average twelve-month price target among brokers that have updated their coverage on the stock in the last year is $21.99.

Several research firms have recently weighed in on SAIL. Cantor Fitzgerald raised their price objective on shares of SailPoint from $23.00 to $25.00 and gave the company an "overweight" rating in a research report on Tuesday, September 1st. KeyCorp assumed coverage on shares of SailPoint in a research report on Friday, October 2nd. They issued a "sector weight" rating for the company. Mizuho set a $19.00 target price on shares of SailPoint in a research report on Wednesday, September 9th. Oppenheimer initiated coverage on SailPoint in a research note on Wednesday. They issued an "outperform" rating and a $30.00 target price on the stock. Finally, Stephens restated an "overweight" rating and set a $20.00 price target on shares of SailPoint in a research report on Wednesday, June 17th.

SailPoint Trading Down 1.7%

SAIL stock opened at $19.58 on Thursday. The company's 50 day moving average is $19.22 and its 200 day moving average is $15.78. The stock has a market cap of $11.18 billion, a price-to-earnings ratio of -57.59, a price-to-earnings-growth ratio of 2.19 and a beta of 2.15. SailPoint has a 1-year low of $10.30 and a 1-year high of $23.89.

SailPoint (NASDAQ:SAIL - Get Free Report) last announced its earnings results on Wednesday, September 9th. The company reported $0.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.08 by $0.01. SailPoint had a negative net margin of 16.92% and a positive return on equity of 2.44%. The business had revenue of $308.81 million during the quarter. During the same quarter in the previous year, the firm earned ($0.02) earnings per share. The company's revenue for the quarter was up 17.0% compared to the same quarter last year. SailPoint has set its FY 2027 guidance at 0.300-0.340 EPS and its Q3 2027 guidance at 0.070-0.080 EPS. As a group, sell-side analysts forecast that SailPoint will post 0.33 EPS for the current fiscal year.

Key Stories Impacting SailPoint

Here are the key news stories impacting SailPoint this week:

• Positive Sentiment: Oppenheimer initiated coverage with an Outperform rating and a $30 price target, implying substantial upside from the recent trading level. The rating adds a new bullish institutional view and helped drive interest in the stock. Oppenheimer initiates coverage of SailPoint with outperform rating
• Positive Sentiment: SailPoint is positioning itself as a key beneficiary of enterprise AI-agent adoption. The company reported that 79% of organizations run AI agents in production, while only 2% use purpose-built identity security tools—a 40-to-1 gap that could create significant demand for SailPoint’s products. SailPoint AI security report
• Positive Sentiment: The company unveiled Autonomous Agents, autonomous identity security posture management, AI-agent discovery, temporary access controls and compliance automation. These capabilities are designed to reduce excessive privileges and secure increasingly autonomous enterprise workflows. SailPoint autonomous identity security announcement
• Neutral Sentiment: SailPoint also announced modernization upgrades for its cloud and on-premises platforms, including Human Fabric capabilities and IdentityIQ 9.0. The releases may support customer retention and expansion, but their near-term financial impact remains uncertain. SailPoint platform modernization announcement
• Neutral Sentiment: KeyCorp maintained a Sector Weight view while modeling fiscal 2027 EPS of $0.33, rising to $0.41 in fiscal 2028 and $0.52 in fiscal 2029. The estimates indicate expected earnings growth but do not represent a rating upgrade. KeyCorp SailPoint earnings estimates

Hedge Funds Weigh In On SailPoint

Several institutional investors have recently modified their holdings of the company. Gables Capital Management Inc. bought a new stake in SailPoint in the 2nd quarter worth approximately $29,000. Northwestern Mutual Wealth Management Co. purchased a new stake in SailPoint in the second quarter worth approximately $50,000. State of Wyoming bought a new position in SailPoint during the second quarter valued at approximately $56,000. Legal & General Group Plc bought a new position in SailPoint during the second quarter valued at approximately $94,000. Finally, FNY Investment Advisers LLC raised its stake in shares of SailPoint by 12.0% during the second quarter. FNY Investment Advisers LLC now owns 8,400 shares of the company's stock worth $122,000 after acquiring an additional 900 shares in the last quarter.

About SailPoint

SailPoint, Inc NASDAQ: SAIL is an identity security company that helps organizations manage and protect digital identities and access to applications, data, and other technology resources. Its software is designed to help enterprises determine who should have access to specific resources, enforce access policies, and identify and address inappropriate or excessive access.

The company's offerings include its cloud-based identity security platform, which supports identity governance, access management, lifecycle automation, compliance, and analytics.

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