以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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SAIL
24 atoms · 跨 7 天 · 首见 2026-05-19 · 最近 2026-06-17
三色: 🟦 fact 17 · 🟥 take 7 · stance ▲7/▼3/◆4
来源: X 10 · 卖 13
时态: fresh:20 · stale:2 · aging:2
标签: 好数字:14 · 好观点:8 · 好信源:2 · 好思考:1
叙事 (narrative) (3)
- 2026-06-17 · AI机会
Identity Platform Expansion and AI Opportunity; Reit Neutral (Tal Liani)
tags: 好思考 · → daily
- 2026-06-15 · AI业务进展
BofA notes AI at SAIL is building though small
tags: 好观点 · → daily
value: context=building though small
- 2026-06-15 · 基本面担忧
BofA cites fundamental concerns as reason for downgrade on SAIL
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-06-09 ⭐ · 下季度总营收展望
下季度总营收展望: 308M至312M美元
tags: 好数字·好信源 · → daily
value: qty=308M至312M美元 · date=下季度
立场 (position) (4)
- 2026-06-17
[老化中] · 评级
Identity Platform Expansion and AI Opportunity; Reit Neutral (Tal Liani)
tags: 好观点 · → daily
value: rating=Neutral
- 2026-06-15
[老化中] · 评级下调
BofA downgrades SAIL to Neutral due to fundamental concerns
tags: 好观点 · → daily
value: rating=Neutral (from prior higher rating)
展开 2 条老旧 / 已过期
- 2026-06-11
[老旧] · 评级启动
Baptista initiated SAIL at Buy
tags: 好观点 · → daily
value: rating=Buy
- 2026-06-04
[老旧] · 行业偏好
Jefferies continues to favor SAIL within identity
tags: 好观点 · → daily
value: narrative=preferred name in identity; AI adoption driving multi-year tailwind
事实 (fact) (16)
- 2026-06-09 · Q1-2027 实际每股收益
实际每股收益 (EPS): 0.05美元
tags: 好数字 · → daily
value: qty=0.05美元 · date=Q1-2027
- 2026-06-09 · Q1-2027 实际营收
实际营收: 280.14M美元
tags: 好数字 · → daily
value: qty=280.14M美元 · date=Q1-2027
- 2026-06-09 · Q1-2027 EPS超出预期幅度
EPS超出预期: +25.00%
tags: 好数字 · → daily
value: qty=+25.00% · date=Q1-2027
- 2026-06-09 · Q1-2027 营收超出预期幅度
营收超出预期: +1.47%
tags: 好数字 · → daily
value: qty=+1.47% · date=Q1-2027
- 2026-06-09 · quarterly results and outlook not enough to extend recent stock strength
SailPoint (SAIL) falls 13% after the software company's quarterly results and outlook isn't enough to extend recent strength in the stock, which is up nearly 70% off an April low as of last close.
tags: 好数字 · → daily
- 2026-06-17 · 身份管理定位为安全控制层
SAIL: INVESTOR DAY, IDENTITY POSITIONED AS SECURITY CONTROL LAYER.
tags: 好观点 · → daily
- 2026-06-17 · AI驱动增量需求
AI is increasingly driving incremental demand.
tags: 好观点 · → daily
- 2026-06-17 · TAM预测
TAM of $90B in 2026 highlights category expansion vs $55B in 2025.
tags: 好数字 · → daily
value: qty=$90B in 2026 vs $55B in 2025
- 2026-06-17 · 长期ARR目标
Management gave a long term framework, including ARR target of >$2.1B with improving margins to 22% by FY29.
tags: 好数字 · → daily
value: qty=>$2.1B by FY29
- 2026-06-17 · 长期利润率目标
Management gave a long term framework, including ARR target of >$2.1B with improving margins to 22% by FY29.
tags: 好数字 · → daily
value: qty=22% by FY29
- 2026-06-16 · 投资者日
SAIL 将于6月16日举行投资者日 (Investor Day).
tags: 好信源 · → daily
- 2026-06-09 · 财报日期
SAIL earnings on 6/9 AM
tags: 好数字 · → daily
value: event=Earnings AM · date=2026-06-09
- 2026-05-19 · 当前股价
Currently @ $14
tags: 好数字 · → daily
value: qty=$14
- 2026-05-19 · 发布财报日期
earnings june 9th
tags: 好数字 · → daily
value: date=June 9th (2026)
- 2026-05-19 · 分析师日日期
investor day june 16th
tags: 好数字 · → daily
value: date=June 16th (2026)
- 2026-05-19 · 空头占比
23% short float
tags: 好数字 · → daily
value: qty=23%
时间轴 (近 20)
- 2026-06-17 ·
fact · 身份管理定位为安全控制层 · → daily
- 2026-06-17 ·
fact · AI驱动增量需求 · → daily
- 2026-06-17 ·
fact · TAM预测 · → daily
- 2026-06-17 ·
fact · 长期ARR目标 · → daily
- 2026-06-17 ·
fact · 长期利润率目标 · → daily
- 2026-06-17 ·
position · 评级 · → daily
- 2026-06-17 ·
narrative · AI机会 · → daily
- 2026-06-16 ·
fact · 投资者日 · → daily
- 2026-06-15 ·
position · 评级下调 · → daily
- 2026-06-15 ·
narrative · AI业务进展 · → daily
- 2026-06-15 ·
narrative · 基本面担忧 · → daily
- 2026-06-11 ·
position · 评级启动 · → daily
- 2026-06-09 ·
fact · 财报日期 · → daily
- 2026-06-09 ·
fact · Q1-2027 实际每股收益 · → daily
- 2026-06-09 ·
fact · Q1-2027 实际营收 · → daily
- 2026-06-09 ·
fact · Q1-2027 EPS超出预期幅度 · → daily
- 2026-06-09 ·
fact · Q1-2027 营收超出预期幅度 · → daily
- 2026-06-09 ·
forecast · 下季度总营收展望 · → daily
- 2026-06-09 ·
fact · quarterly results and outlook not enough to extend recent st · → daily
- 2026-06-04 ·
position · 行业偏好 · → daily
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