SailPoint Inc (SAIL)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-14
$19.88+15.31%
Close 2026-09-14 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-14
Research Workspace
Put SAIL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Systems Software: fringe margins under pressure (2q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 58% growth a year, above the roughly 20% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 56% in its worst 12-month stretch.
View RiskSAIL's growth depends on its ability to increase Annual Recurring Revenue (ARR) amid a strong push for agentic AI. Revenue grew 17% year over year, and the last quarter's earnings were inline with expectations. It trades at 57× P/E versus a peer median of 41×, indicating the market prices in more growth than we forecast. If SAIL cuts guidance on the next call, that could negatively impact the stock. Peer multiples imply a price about 39% below where it trades (it looks expensive on this basis). This read is provisional; the thesis is on watch due to management running behind on a stated commitment.
Trailing returns as of 2026-09-14. SAIL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering SAIL (as of Sep 2026).
Based on 14 Wall Street analysts offering 12-month price targets for SAIL in the last 4 months.
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Compare SAIL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SAIL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Systems Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SAIL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Grow Annual Recurring Revenue (ARR) and SaaS ARR
Analyst target increase reflects confidence in ARR growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $19.88
The last 12 months of price, then the range of analyst 12-month targets from today’s $19.88.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue to $1,265-$1,275 million for FY 2027
New targets align with long-term growth strategy.
Advances: Increase revenue to $1,265-$1,275 million for FY 2027
Revenue guidance aligns with management's objectives.
Earnings miss raises concerns about growth.
AI integration could enhance product offering.