SailPoint introduces Navigators: A flexible pricing model designed to help customers adopt and scale identity security

Rhea-AI Summary

SailPoint (NASDAQ: SAIL) on December 8, 2025 introduced SailPoint Navigators, a flexible pricing model that complements its Identity Security Cloud suite (Standard, Business, Business Plus). Navigators offers three pathways—Digital identity Flex (machine and agent identity security with allocation shifts), Premier Flex (modular access to platform capabilities), and Modernization Flex (migration support for IdentityIQ customers)—designed to let customers adopt advanced capabilities, exchange identity types, and scale without repeated procurement steps. Navigators is available immediately for Business and Business Plus customers and aims to reduce procurement friction, accelerate time to value, and enable capability adjustments as identity needs evolve.

Market Reality Check

$20.24 Last Close

Volume Volume 2,578,649 vs 20-day average 1,558,292 (relative volume 1.65x) shows elevated interest ahead of this news. high

Technical Price at $20.24 sits slightly below the 200-day MA of $20.33 and 68.98% below the 52-week high of $65.24, indicating a still-depressed longer-term backdrop despite the recent uptick.

Peers on Argus

SAIL was up 1.89% pre-news while close peers were mixed: AKAM -3.59%, RBRK -0.88%, versus modest gains in FFIV +1.98%, TWLO +1.75%, and OKTA +0.21%. This pattern points to stock-specific dynamics rather than a broad sector rotation.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 12	Earnings call timing	Neutral	+0.3%	Set date and webcast details for upcoming Q3 2026 results call.
Sep 30	Platform expansion	Positive	-1.0%	Introduced enhanced SailPoint Platform with AI-driven identity-first security.
Sep 30	Product enhancements	Positive	-1.0%	Announced upgrades in non-employee risk, machine identity, and connectivity.
Sep 22	Conference announcement	Positive	+1.6%	Detailed Navigate 2025 conference series and innovation-focused agenda.
Sep 09	Earnings results	Positive	-7.7%	Reported strong Q2 2026 growth and raised full-year 2026 guidance.

Pattern Detected

Recent history shows a tendency for shares to sell off on strong fundamental or product announcements (e.g., earnings beat and platform innovations) while responding more positively to event-focused or conference-related news.

Recent Company History

Over the past six months, SailPoint has combined strong fundamentals with ongoing platform expansion. Fiscal Q2 2026 results on Sep 9, 2025 showed 28% ARR growth and raised full-year guidance, yet the stock fell 7.73%. Two product-focused releases on Sep 30, 2025 around platform enhancements and identity security advances also saw mild negative reactions. By contrast, the Navigate 2025 conference announcement on Sep 22, 2025 coincided with a 1.63% gain. The current pricing-model news extends this theme of product and go-to-market evolution.

Market Pulse Summary

This announcement introduces SailPoint Navigators, a flexible pricing model layered onto the Identity Security Cloud suites, aimed at easing adoption across human, machine, and AI identities. It follows earlier 2025 platform and identity-security enhancements, and strong Q2 2026 metrics including 28% ARR growth. Investors may watch upcoming results and customer uptake for signs that this packaging change supports ARR growth and reinforces the cloud transition for IdentityIQ customers.

Key Terms

machine identity security technical

"Flex includes SailPoint Machine Identity Security and SailPoint Agent Identity Security"

Machine identity security is the practice of managing and protecting digital 'IDs' used by computers, servers, sensors, software and cloud services—think of certificates, keys and credentials that let machines prove who they are, like ID badges for devices. It matters to investors because compromised machine identities can allow hackers to steal data, disrupt operations or trigger costly outages and regulatory fines, so strong protection reduces risk to a company’s revenue, reputation and valuation.

agent identity security technical

"includes SailPoint Machine Identity Security and SailPoint Agent Identity Security"

Agent identity security is the set of practices and technologies used to verify and protect the identity of agents—whether human representatives or automated systems—that act on behalf of an organization. It matters to investors because strong identity controls reduce the risk of fraud, unauthorized trades or data breaches, regulatory penalties, and reputational damage; think of it as locks, ID badges, and visitor logs that keep impostors out of a company’s most sensitive processes.

digital identities technical

"shift spend across agents and machines as they discover and onboard digital identities"

A digital identity is the collection of electronic credentials, profiles and activity tied to a person or organization that prove who they are online—like a passport, driver's license and transaction history rolled into software. Investors care because these identities enable services (logins, payments, credit, compliance) and carry value from data-driven revenue, while also creating risks from theft, fraud and privacy rules that can affect user trust, costs and regulatory exposure.

ai agents technical

"from managing human and non-human identities to securing AI agents"

AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.

identity security cloud technical

"complements the SailPoint Identity Security Cloud suite offerings—Standard, Business"

A identity security cloud is a cloud-based service that protects and manages who can access a company’s digital systems, like an always-on security guard checking IDs and keys at every door. It matters to investors because strong identity controls reduce the risk of costly breaches and regulatory fines, and providers often generate predictable subscription revenue as businesses increasingly move security to the cloud.

AI-generated analysis. Not financial advice.

New approach empowers organizations to purchase advanced capabilities as they grow, making enterprise identity security more accessible

AUSTIN, Texas, Dec. 08, 2025 (GLOBE NEWSWIRE) -- SailPoint (NASDAQ: SAIL), a leader in enterprise security, today announced SailPoint Navigators, an innovative flexible pricing model that complements the SailPoint Identity Security Cloud suite offerings—Standard, Business, and Business Plus. Together, these options give customers a complete choice in how they purchase and consume identity security, combining the comprehensive value of the suites with a new level of flexibility through Navigators.

As organizations face increasingly complex identity security challenges—from managing human and non-human identities to securing AI agents—they need solutions that can evolve with their environments. Navigators directly addresses this need by giving customers flexible access to SailPoint’s advanced capabilities, enabling them to begin their identity security journey and scale on their terms.

SailPoint Navigators provides access to core capabilities through flexible purchasing pathways. Each option offers targeted access to specific solution areas while remaining fully integrated with SailPoint Identity Security Cloud:

• SailPoint Navigator – Digital identity Flex includes SailPoint Machine Identity Security and SailPoint Agent Identity Security with delivery support for successful onboarding. Customers will be able to shift their allocation between machine identities and agent identities as their needs change.
• SailPoint Navigator – Premier Flex provides flexibility for organizations to access different SailPoint Platform capabilities with ease and control. Customers can not only adopt advanced capabilities as their programs mature, but also exchange identity types as their business needs evolve.
• SailPoint Navigator - Modernization Flex is purpose-built for IdentityIQ customers transitioning to SailPoint identity Security Cloud. It combines suite licensing with flexible capabilities needed to support migration and to progressively enable adoption of cloud capabilities, all while maintaining governance continuity.
  

SailPoint Navigators is available immediately for Business and Business Plus customers.

“Identity security is not ‘one-size-fits-all', and neither should that be true of how identity security is priced,” said Matt Mills, President at SailPoint. “With SailPoint Navigators, we’re fundamentally changing how organizations can access and deploy enterprise identity security. Customers get maximum flexibility, greater economic value, and the ability to adapt quickly to emerging threats, all while reducing procurement friction and accelerating time to value. This is about empowering our customers to make security decisions on their terms.”

How SailPoint Navigators works:

With Navigators, organizations make a pre-negotiated commitment to SailPoint that can be used to access our advanced identity security capabilities and manage different identity types as they need, when they need them:

• Deploy new capabilities without additional procurement approvals
• Access new released capabilities and innovations as they become available while minimizing friction
• Adjust capability mix to align with shifting business priorities
• Expand coverage as the organization scales and identity needs grow

Navigators also helps organizations get started even when their environment isn’t fully mapped out. Many companies don’t have a clear picture of how many identities, machines, or agents they actually have; Navigators removes that barrier by giving them the flexibility to shift spend across agents and machines as they discover and onboard digital identities over time. The result is a reduction in friction during the procurement exchange experience that enables identity and security teams to move at the speed of business, not at the speed of procurement.

Learn more about SailPoint Navigators.

About SailPoint 
At SailPoint (NASDAQ: SAIL), we believe enterprise security must start with identity at the foundation. Today’s enterprise runs on a diverse workforce of not just human but also digital identities—and securing them all is critical. Through the lens of identity, SailPoint empowers organizations to seamlessly manage and secure access to applications and data at speed and scale. Our unified, intelligent, and extensible platform delivers identity-first security, helping enterprises defend against dynamic threats while driving productivity and transformation. Trusted by many of the world’s most complex organizations, SailPoint secures the modern enterprise. 

Media Relations for SailPoint
Samantha Person
Senior Manager, PR & Corporate Communications
512-923-4053
Samantha.Person@SailPoint.com

FAQ

What is SailPoint Navigators and when was it announced for SAIL?

SailPoint Navigators is a flexible pricing model announced on December 8, 2025 to complement SailPoint Identity Security Cloud.

Which SailPoint Identity Security Cloud tiers support Navigators for SAIL shareholders?

Navigators is available immediately for customers on the Business and Business Plus tiers.

What are the three SailPoint Navigator options described by SAIL?

The three options are Digital identity Flex, Premier Flex, and Modernization Flex, each targeting different adoption needs.

How does SailPoint Navigators handle machine identities and agent identities for SAIL customers?

Digital identity Flex lets customers allocate and shift capacity between machine identities and agent identities as needs change.

How does SailPoint (SAIL) say Navigators reduces procurement friction?

Navigators uses pre-negotiated commitments to deploy capabilities without repeated procurement approvals and to access new releases as available.

Is SailPoint Navigators intended to help IdentityIQ customers migrating to the cloud for SAIL?

Yes, Modernization Flex is designed to support IdentityIQ customers transitioning to Identity Security Cloud while maintaining governance continuity.