SailPoint Integrates with CrowdStrike to Enhance Identity Security
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Source: Yahoo Finance
- Security Integration: SailPoint's integration with the CrowdStrike Falcon platform connects identity management with advanced threat detection tools, enabling organizations to more effectively identify and respond to identity-related risks, thereby enhancing overall security.
- Financial Performance: SailPoint reported revenue of $281.94 million for Q3 2026, reflecting a year-over-year growth of 19.84% and exceeding estimates by $11.41 million, indicating strong market demand and business growth potential.
- Subscription Revenue Growth: The company's subscription revenue reached $266 million, up 22% year-over-year, which not only drove overall revenue growth but also allowed annual recurring revenue (ARR) to surpass $1 billion for the first time, reaching $1.040 billion, reflecting a 28% year-over-year increase.
- Analyst Rating: Keith Bachman from BMO Capital maintained a Buy rating on SailPoint with a price target of $25, based on the company's strong product pipeline and anticipated performance in the upcoming quarter, which is expected to further support the stock price.
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Analyst Views on SAIL
Wall Street analysts forecast SAIL stock price to rise
16 Analyst Rating
15 Buy
1 Hold
0 Sell
Strong Buy
Current: 15.220
Low
23.00
Averages
27.26
High
31.70
Current: 15.220
Low
23.00
Averages
27.26
High
31.70
About SAIL
SailPoint Inc, formerly SailPoint Parent, LP, delivers solutions to enable comprehensive identity security for the enterprise. The Company does this by unifying identity data across systems and identity types, including employee identities, non-employee identities (which include contractors, consultants, and partners), machine identities (autonomous non-human users such as application-level accounts, infrastructure accounts, Internet of Things (IoT) devices, application programming interface (API) accounts, and bots), and artificial intelligence (AI) agents. It offers a range of solutions to meet the varied needs of its customers across a broad set of deployment options including Identity Security Cloud, its SaaS-based cloud solution built on its unified platform, Atlas, and IdentityIQ, its customer-hosted identity security solution. Its identity security capabilities include access modeling, lifecycle management, compliance management, analytics password management, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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