SailPoint: SailPoint: A Great Buy In Its Second Act On The Stock Market

Summary SailPoint is a good "growth at a reasonable price" opportunity after the stock slid ~25% from its IPO prices at $23. SailPoint's value has climbed post-Thoma Bravo deal, with steady revenue growth in the low/mid-20s and improved net revenue retention due to AI demand. SAIL specializes in identity access management within cybersecurity, addressing the complex needs of various identities, including new AI agents, in a $55 billion market. Despite competition from Okta and CyberArk, SailPoint's excellent growth and near-Rule of 40 positioning make it a strong long-term investment. gahsoon Amid unprecedented stock market volatility, a number of companies have put their planned IPOs on pause, and so far in 2025 we've had a dearth of new issuances. SailPoint ( NASDAQ: SAIL ), an identity management and cybersecurity company, was one of gahsoon Amid unprecedented stock market volatility, a number of companies have put their planned IPOs on pause, and so far in 2025 we've had a dearth of new issuances. SailPoint ( NASDAQ: SAIL ), an identity management and cybersecurity company, was one of