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Posted by
Two Blokes Jun 11 -
Filed in
Stock
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12 views
I initiate SailPoint, Inc. with a Buy rating and a $28 fair value, driven by its unique AI-powered, modular identity security platform. SailPoint's strong Q1 FY26 results, ARR growth, and large enterprise deals highlight its ability to upsell and expand within its $55B addressable market. AI integration and scalable cloud architecture position SailPoint for 20% annual revenue growth through FY28, with conservative long-term forecasts.
