SailPoint (NASDAQ:SAIL) CAO Mitra Rezvan Sells 4,491 Shares of Stock

SailPoint, Inc. (NASDAQ:SAIL) CAO Mitra Rezvan sold 4,491 shares of SailPoint stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $19.23, for a total transaction of $86,361.93. Following the sale, the chief accounting officer owned 126,712 shares of the company’s stock, valued at $2,436,671.76. The trade was a 3.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Mitra Rezvan also recently made the following trade(s):

• On Thursday, January 8th, Mitra Rezvan sold 3,782 shares of SailPoint stock. The stock was sold at an average price of $19.57, for a total transaction of $74,013.74.
• On Wednesday, January 7th, Mitra Rezvan sold 3,821 shares of SailPoint stock. The shares were sold at an average price of $19.90, for a total transaction of $76,037.90.

SailPoint Stock Down 2.9%

Shares of NASDAQ:SAIL opened at $19.54 on Friday. The firm has a 50 day moving average of $19.95 and a 200 day moving average of $20.93. The company has a market capitalization of $10.97 billion and a price-to-earnings ratio of -4.08. SailPoint, Inc. has a 52 week low of $15.05 and a 52 week high of $26.35.

SailPoint (NASDAQ:SAIL) last announced its quarterly earnings results on Tuesday, December 9th. The company reported $0.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.06 by $0.02. The business had revenue of $281.94 million for the quarter, compared to the consensus estimate of $270.35 million. SailPoint had a positive return on equity of 0.16% and a negative net margin of 30.87%.SailPoint’s quarterly revenue was up 19.8% compared to the same quarter last year. SailPoint has set its FY 2026 guidance at 0.220-0.230 EPS and its Q4 2026 guidance at 0.080-0.09 EPS.

SailPoint News Summary

Here are the key news stories impacting SailPoint this week:

• Positive Sentiment: BTIG reiterated a “buy” and set a $29 price target, highlighting multiple near-term catalysts and implying substantial upside versus current levels. BTIG Reaffirmation
• Positive Sentiment: MarketBeat / Market commentary argues the recent pullback lacked company-specific catalysts (no earnings miss or guidance cut) and frames the decline as market-driven — presenting a potential buying window given strong revenue growth and >$1B ARR. MarketBeat Buying-Window
• Neutral Sentiment: Other analyst commentary is mixed but not uniformly negative — Mizuho remains neutral with a $23 target and some firms keep Buy/Outperform stances; consensus still implies upside from current prices. Wall Street Coverage
• Negative Sentiment: Significant insider selling was reported Jan. 6–8: CEO, CFO, president and several senior executives sold shares across multiple days (CEO sales total ~165,891 shares across the three days; other senior execs also reduced holdings). Large, clustered insider sales are weighing on sentiment and likely contributing to the share-price decline, even though filings show insiders retain large positions. Representative SEC filing: CEO Form 4

Analysts Set New Price Targets

A number of research analysts have recently weighed in on SAIL shares. Berenberg Bank assumed coverage on SailPoint in a report on Tuesday, November 18th. They issued a “buy” rating and a $31.70 price objective on the stock. Wells Fargo & Company increased their target price on SailPoint from $20.00 to $23.00 and gave the company an “equal weight” rating in a research report on Tuesday, September 30th. Barclays reduced their target price on SailPoint from $25.00 to $23.00 and set an “overweight” rating for the company in a report on Thursday, December 4th. BTIG Research reiterated a “buy” rating and issued a $29.00 price objective on shares of SailPoint in a report on Thursday. Finally, Baird R W raised shares of SailPoint to a “strong-buy” rating in a report on Monday, October 27th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $26.01.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Maridea Wealth Management LLC purchased a new stake in SailPoint in the fourth quarter valued at $1,816,000. JPMorgan Chase & Co. boosted its stake in shares of SailPoint by 215.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 95,616 shares of the company’s stock worth $2,111,000 after acquiring an additional 65,329 shares in the last quarter. FNY Investment Advisers LLC acquired a new stake in SailPoint in the 3rd quarter valued at about $133,000. Sender Co & Partners Inc. acquired a new position in shares of SailPoint in the third quarter worth $860,000. Finally, XTX Topco Ltd acquired a new stake in SailPoint during the third quarter worth approximately $1,577,000.

About SailPoint

SailPoint Technologies Holdings, Inc (NASDAQ: SAIL) is a leading provider of enterprise identity governance solutions that enable organizations to manage and secure user access across on-premises, cloud and hybrid IT environments. Its software automates identity lifecycle management, access certifications, policy enforcement and privileged account governance, helping enterprises reduce security risks, maintain regulatory compliance and streamline IT operations. The company’s flagship offerings include IdentityIQ, a comprehensive on-premises platform, and IdentityNow, a cloud-native identity governance-as-a-service solution.

Founded in 2005 by industry veterans Mark McClain and Kevin Cunningham, SailPoint is headquartered in Austin, Texas.