An updated edition of the Sept. 11, 2025 article.Cyber threats are no longer occasional disruptions. Rather, they’ve become a constant business risk. From ransomware attacks to massive data breaches, companies today face relentless attempts to infiltrate their systems. The damage goes beyond financial losses. A single breach can erode customer trust and tarnish a brand’s reputation for years.That’s why cybersecurity has become one of the fastest-growing global industries. Fortune Business Insights expects t ...

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their rally in the third quarter, which began in the previous quarter. The strategy returned +4.09% (a net return of -3.93%) for the quarter, compared to +7.60% for the Morningstar Global Target Market Exposure (NR) index over the same period. YTD, the fund returned +20.18% (net return of +19.60%) compared to t ...

AI has Wall Street buzzing — but not everyone is sure whether it's a bubble or the start of an industry transformation. "I think what everybody's wrestling with here is the speed of this thing," SailPoint (SAIL) CEO Mark McClain told Yahoo Finance's Opening Bid. McClain added that while AI is "coming at a much faster pace" than the Industrial Revolution and the initial computing revolution, it represents a "systemic shift in the technology landscape." "We may be overestimating the short-term impact and ...

​SailPoint, Inc. (NASDAQ:SAIL) is one of the Best Growth Stocks Under $25 to Buy Right Now. On October 17, Peter Levine from Evercore ISI reiterated a Buy rating on SailPoint, Inc. (NASDAQ:SAIL) with a price target of $29. ​Earlier on October 2, Keith Bachman from BMO Capital also reiterated a Buy rating on the stock with a price target of $25. SailPoint, Inc. (NASDAQ:SAIL) is set to benefit from the expanding role of AI, said the analyst in a research note. He referred to the company’s latest product ann ...

SailPoint Inc. (NASDAQ:SAIL) is one of the best performing new tech stocks to invest in. On September 30, SailPoint announced a series of new enhancements to its SailPoint Identity Security Cloud platform, which is designed to extend visibility, control, and scale across all enterprise identities. The new capabilities focus on cloud identity security, non-employee risk management, machine identity security, and connectivity updates. A core focus of the enhancement is to govern not just human identities (b ...

行业观点与市场比较 - 机构对科技和通信板块维持超配立场，并指出当前科技板块估值约为30倍，低于90年代末的50倍 [1] - 当前科技板块年同比增长约28%，远低于2000年3月峰值前市场超100%的涨幅，且盈利动能更强 [1] - 市场被认为是人工智能主导的牛市，趋势将持续，但建议将科技股与一些周期性贝塔配对以对冲风险 [2] 新股发行市场动态 - 潜在的政府停摆可能导致公司暂停IPO计划，停摆结束后或将出现集中上市，目前约有十几家公司已提交上市申请 [3] 个股分析：SailPoint Inc (SAIL) - 该股6个月表现达33.25%，获得27家对冲基金持有 [7][8] - 公司于9月30日宣布对其身份安全云平台进行系列增强，新功能聚焦于云身份安全、非员工风险管理和机器身份安全 [8][9][10] - 平台旨在覆盖所有身份类型，通过智能自动化提供自适应安全，业务范围覆盖美洲、欧洲、中东、非洲及亚太地区 [9][11] 个股分析：Oddity Tech Ltd (ODD) - 该股6个月表现达52.23%，获得36家对冲基金持有 [12] - 第二季度净收入2.41亿美元，同比增长25%，毛利润1.74亿美元，毛利率72.3%，净收入4900万美元 [13] - 公司上调2025财年业绩指引，预计净收入介于7.99亿至8.04亿美元，意味着23%至24%的年增长，增长由核心品牌双位数在线收入增长及国际扩张加速驱动 [14] - Oddity Tech是一家为美容健康行业打造数字优先品牌的消费者科技公司 [15]

I had a buy rating for SailPoint, Inc. (NASDAQ: SAIL ) previously, as I saw a 39% upside to the share price, driven by multiple catalysts such as the transition to the SaaS model and expansion intoI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, an ...

公司评级与目标价 - 摩根士丹利分析师Meta Marshall维持对公司“买入”评级 目标价为25美元 [1] 财务表现 - 公司第二季度总年度经常性收入达到9.82亿美元 反映出28%的同比增长 [1] - 公司实现了20%的强劲营业利润率 [1] 业务前景与产品 - 尽管第三季度业绩指引保守 但年度经常性收入有再次增长的潜力 [2] - 公司的代理身份安全和实时授权功能预计将吸引投资者兴趣 [2] 公司业务描述 - 公司为企业提供身份安全解决方案 统一管理员工、承包商、机器和AI代理的身份数据 [2]

September 22, 2025 04:01 AM GMT Software | North America Going to Need a Bigger Boat: AI and Security We see a $45bn+ opportunity for AI security in coming years, as organizations grapple with how to secure a larger surface area against more intelligent threat vectors. As threat environment grows, see AI for Security seeing adoption before Security for AI. PANW, CRWD, MSFT, SAIL best exposed. Key Takeaways This note explores the second mega theme in our assumption series of security software coverage. Pleas ...

文章核心观点 - 摩根大通认为Zscaler、Varonis和SailPoint是年底前值得拥有的顶级网络安全股票 [2] 网络安全行业趋势 - 在网络安全的细分领域中，安全访问服务边缘和下一代安全信息和事件管理系统的需求持续高涨 [2]