- SailPoint Technologies is not a particularly well followed stock, but we think its potential is very strong.
- The company is a leader in the growing Identity Access Management subset of security software.
- As the security risks to enterprise and government IT systems diversify and intensify, we believe this category will increase in importance.
- In addition, careful analysis of the underlying growth in the company suggests that revenue growth can accelerate meaningfully, to the benefit of the stock.
- We're at Buy on SAIL and own the stock in staff personal accounts.
For further details see:
We Believe SailPoint Technologies To Be A Compelling Buy