Professional
Added to YB: 2025-10-23
Pitch date: 2025-10-22
SAIL [neutral]
SailPoint, Inc.
-28.28%
current return
Author Info
No bio for this author
Company Info
SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally.
Market Cap
N/A
Pitch Price
$22.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
430.36
P/E
N/A
EV/Sales
N/A
Sector
Software
Category
growth
NZS Capital Portfolio Holding: SailPoint, Inc.
SAIL (holding update): Identity governance pioneer benefiting from AI era expansion of TAM as machine identities can outnumber humans 10-20x in AI-adopting companies. Non-human entities equally vulnerable to zero-click attacks. Strong optionality play w/ new monetization framework for non-human IDs driving top-line growth + margin expansion from ~17% to 30%+ operating margins potential.
Read full article (3 min)