Analyst Upgrades

Analysts reacted positively to the results. Barclays lifted its price target from $16 to $22 and maintained an Overweight rating, citing a $30 million net new ARR forecast for fiscal 2027 and a potential upside of $37 million. Roth Capital introduced coverage with a Buy rating and a $19 price target, emphasizing SailPoint’s $55 billion addressable market versus a current $1 billion ARR run‑rate. RBC also upgraded its view, raising the target to $19 from $17 and keeping an Outperform rating. FactSet‑pollled analysts reported a mean price target of $19.08.