Truist Securities reiterates Buy rating on SailPoint stock, maintains $29 price target

Published 01/10/2025, 13:24
Truist Securities reiterates Buy rating on SailPoint stock, maintains $29 price target

Investing.com - Truist Securities has reiterated its Buy rating on SailPoint Technologies Holdings (NASDAQ:SAIL) with a price target of $29.00 following the company’s Navigate user conference. The target represents a 31% upside from the current price of $22.08, with analyst targets ranging from $23 to $30. According to InvestingPro data, the stock appears overvalued at current levels.

The firm noted that SailPoint unveiled several new products during the conference, including Agent Identity Security, an enhanced Atlas Enterprise platform, and Privilege Security Posture Management.

SailPoint also introduced a new flex subscription license and provided details about its suites and relative pricing during an investor session at the conference.

Truist Securities expressed an incrementally positive outlook on SailPoint, stating the company is well-positioned to continue gaining market share in traditional Identity Governance and Administration (IGA) while also benefiting from growth in machine identity and agents.

Following the conference, Truist Securities raised its fiscal year 2027 Annual Recurring Revenue (ARR) estimates and fiscal year 2028 Free Cash Flow (FCF) projections for SailPoint Technologies.

In other recent news, SailPoint Technologies has been the focus of several analyst assessments and product enhancements. Mizuho has maintained its Neutral rating on the company, raising the price target to $25 after attending SailPoint’s analyst session, where management underscored the strengths of its identity platform. Meanwhile, TD Cowen reiterated a Buy rating with a $30 price target, highlighting SailPoint’s growth opportunities in the identity and access management market, as discussed during the Navigate 25 event. Piper Sandler also reaffirmed an Overweight rating with a $30 price target, expressing a positive outlook after the company’s investor day.

Additionally, SailPoint announced enhancements to its Identity Security Cloud platform, introducing new capabilities for non-employee risk management and machine identity security. The integration with Microsoft Entra Verified ID aims to streamline the onboarding of contractors and other non-employees using third-party verifiable credentials. These developments reflect SailPoint’s strategic focus on expanding its core offerings and leveraging advances in artificial intelligence.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.