
SailPoint Inc (SAIL) Stock Forecast & Price Target
SailPoint Inc (SAIL) Analyst Ratings
Bulls say
SailPoint Inc. is poised for significant revenue growth driven by its differentiated SaaS solutions, which account for an increasing proportion of its annual recurring revenue (ARR), with SaaS contracts rising from 68% to approximately 75% of incremental ARR over a two-year period. The company's strong performance is underscored by a notable increase in its dollar-based net retention (DBNR) from 110% in FY23 to 114% in FY24, indicating growing customer satisfaction and loyalty. Additionally, user feedback highlights SailPoint’s superior automation capabilities, reinforcing its competitive edge and projecting over 30% year-over-year growth in SaaS ARR for the next eight quarters.
Bears say
SailPoint Inc. is projected to have free cash flow (FCF) margins of approximately 14% by FY27, indicating performance that lags behind both high-growth and security industry benchmarks. The forecast also shows a concerning trend in revenue, with proposed declines in maintenance revenue of $26 million over the next two years and minimal growth anticipated in new logo acquisitions for its Security Verify solution. Furthermore, there are implications that professional services revenue will decrease as the company increasingly depends on third-party providers, which could hinder overall revenue growth and sustainability.
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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