SailPoint, Inc. (SAIL) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investo ...

SailPoint Inc. (NASDAQ:SAIL) is one of the best IPO tech stocks to buy now. On September 4, SailPoint and HCLTech announced a partnership to provide advanced identity security solutions for large-scale, AI-enabled enterprise environments. The collaboration combines SailPoint Identity Security Cloud, delivered through its AI-driven platform SailPoint Atlas, with HCLTech’s expertise in managing identity at scale. The alliance accelerates identity transformation for companies, provides continuous risk-aware ...

PresentationAll right. Well, good morning. I'm Rob Owens with Piper Sandler. I co-head our tech research, and I manage our security and infrastructure software practice. Really pleased to be speaking with SailPoint this morning, both Brian and Matt, who are in a finance and sales roles, leadership roles at the company. So as we were just discussing before we walked on stage, a nice early morning yesterday with earnings and early by Nashville standard. So maybe just, Brian, a quick recap of highlights of wha ...

Question-and-Answer SessionGabriela BorgesGoldman Sachs Group, Inc., Research Division All right. Great to see you [indiscernible]. Mark, it's a real pleasure to have you with us at Communacopia again. My colleague, [ Kelly Blenty ], is to my right. Thank you for joining us. Thanks [indiscernible], Goldman Sachs Communacopia and Technology. So Mark, we're in the middle of this incredibly high pace of innovation in identity. And so my question for you is, as a founder of the company, what would you articulat ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________ FORM 10-Q ________________________________________________________________ (Mark One) Commission File Number 001-42522 ________________________________________________________________ SailPoint, Inc. (Exact name of registrant as specified in its charter) ________________________________________________________________ Delaware (State or other jurisdiction ...

SailPoint (NasdaqGS:SAIL) 2025 Conference September 10, 2025 12:30 PM ET Company ParticipantsMark McClain - CEO, Founder & DirectorGabriela Borges - MD - Software Equity ResearchMark McClainWe'll just talk at 1.2. Everybody does podcasts, right? We'll just talk at 1.2. Is everybody good with that? 1.5 is a little hard. 1.5 is a little too mouth sounding.Gabriela BorgesGabriela, I have the question.Mark McClainYeah, hey there.Gabriela BorgesHi.Mark McClainHi, Gabriela. Nice to see you.Gabriela BorgesHi, good ...

SailPoint (NasdaqGS:SAIL) FY Conference September 10, 2025 11:00 AM ET Company ParticipantsBrian Carolan - CFOMatt Mills - President - Worldwide Field OperationsConference Call ParticipantsRob Owens - MD & Senior Research AnalystRob OwensGood morning. I'm Robbie Owens with Piper Sandler. I co-head our tech research and I manage our security and infrastructure software practice. Really pleased to be speaking with SailPoint this morning, both Brian and Matt, who are in finance and sales roles, leadership role ...

公司概况 - SailPoint Technologies Holdings是身份管理领域的重要企业 专注于为组织提供安全的数字身份管理解决方案[1] - 公司在网络安全和身份管理领域与多家科技企业竞争 致力于为客户提供创新解决方案[1] 股价表现与目标 - 当前股价20.66美元 日内下跌7.73% 跌幅达1.73美元[4] - 日内交易区间为19.60美元至21.41美元 过去52周最高价26.35美元 最低价15.05美元 显示较大波动性[4] - BMO Capital分析师Keith Bachman给予25美元目标价 较当前股价存在约21%上涨空间[2][6] 市值与交易情况 - 公司市值约115亿美元 体现其市场重要地位[5][6] - 当日成交量达8,724,659股 显示投资者对该股保持高度关注[5] 投资者关系活动 - 公司近期举行2026年第二季度财报电话会议 高管团队包括Scott Schmitz、Mark McClain和Brian Carolan[3] - 摩根大通、摩根士丹利和高盛等主要金融机构分析师参与会议 反映金融界对公司的重视程度[3][6]

评级与市场表现 - BMO Capital将公司评级上调至"跑赢大盘" 当前股价为20.66美元[1] - 股价单日下跌7.73%（1.73美元） 交易区间为19.60美元至21.41美元[3] - 过去一年股价波动区间为15.05美元至26.35美元 显示较大波动性[3] 财务业绩表现 - 第二季度营收实现33%的同比增长[2] - 财报发布后股价下跌10% 主要因投资者担忧第三季度业绩指引[2] - 公司持续多个季度超预期完成业绩指引[4] 业务与战略定位 - 公司为数字身份管理领域领先企业 提供安全身份管理解决方案[1] - 坚持"40法则"平衡增长与效率[4] - 市值约115亿美元 当日交易量达8,724,659股[5] 机构关注度 - 摩根大通和摩根士丹利等顶级机构参与业绩电话会议[5] - 近期股价回调可能提供行业投资机会[4][6]

A lot of the stock market's gains in 2025 have been driven by momentum trades, particularly investors shoring up their positions in what they believe are AI winners. I, however, prefer to buy growth stocks when they're trading atWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor o ...