June 7, 2026
OpenAi is Going Public
Featured: Identity Is Now the Perimeter
From the Desk of InvestorPlace: I don’t forward many outside notes to my readers. But this one from my colleague Luke Lango stopped me cold. If you’ve been following the OpenAI IPO story – and most of our readers have – what Luke is about to share could completely change how you approach it. Please read this carefully before IPO day arrives.
Dear Reader,
It’s no longer theoretical. It’s officially in motion.
CNBC just announced that OpenAI – the inventors of ChatGPT – are about to file the confidential paperwork to go public.
And it could be the largest IPO in American history.
We all knew it was coming. But here’s what almost everyone is about to get wrong.
They’ll rush to buy OpenAI the moment it hits the market.
And if history is any guide, most of them will regret it.
In nearly every blockbuster tech IPO of the last 15 years, the people who bought on day one underperformed.
While a small group of other folks made as much as 3,900% on a little known investment connected to the IPO.
I call it the Pre-IPO Backdoor.
In my view, it’s one of the best moneymaking opportunities out there.
It rarely comes around. You only see it when a huge tech company goes public.
And it’s about to open again, thanks to the OpenAI IPO.
There’s only one catch. You need to get in before OpenAI actually goes public.
And that could happen very, very soon.
For the full story – and a free ticker you can invest in TODAY – click here.
Sincerely,
Luke Lango
Senior Technology Analyst, InvestorPlace
P.S. There’s every chance the OpenAI IPO will be the biggest in American history. And that means the Pre-IPO Backdoor opportunities could be the biggest ever too. You may never see another opportunity like this in your lifetime. For your free ticker, click here now.
Identity Is Now the Perimeter
There is a quiet but significant reallocation happening inside corporate security budgets right now. Not a dramatic overhaul. More like a slow, deliberate shift in where the dollars actually land. And the category absorbing the most attention is identity.
According to a 2025 KPMG survey of over 300 C-suite security leaders, 42% are making identity and access management a top budget priority over the next two to three years. That is not a fringe view. It reflects a growing consensus that as enterprises scale across cloud environments, the traditional network perimeter is gone. Identities are what you defend now.
That context matters heading into Tuesday.
SailPoint Technologies (SAIL) Reports June 9
SailPoint (Nasdaq: SAIL) reports fiscal Q1 2027 results before U.S. markets open on Tuesday, June 9, 2026. The company has built a track record of beating expectations. In Q1 FY2026, total ARR grew 30% year-over-year to $925 million, while SaaS ARR climbed 39% to $574 million. Revenue came in at $230 million, up 23% from the prior year period, beating analyst estimates by roughly 2.4%. The number of customers with more than $1 million in ARR expanded 62% year-over-year. That last number is worth sitting with.
Slight tangent, but it matters: SailPoint went private under Thoma Bravo in 2022, used that window to aggressively rebuild into a multi-tenant SaaS architecture, then re-listed on Nasdaq in February 2025. The product coming out the other side of that transformation is a fundamentally different business than what went in. The Atlas platform now provides a unified view across human and non-human identities, including AI agents and machine identities, which is exactly where the enterprise threat surface is expanding fastest.
The Tech Making 1.5M+ Professionals More Productive
Immersed saw the future of work before Big Tech did. Now Google, Microsoft, and Meta have all partnered with the platform 1.5M professionals rely on daily. And where others struggled to crack the hardware, Immersed built Visor, a headset 70% lighter and 70% less expensive than Apple’s Vision Pro, with 2 million more pixels. Shares at $0.79 through a Reg A+ offering.
Lock in the $0.79 share price before the round closes
Disclosure: This is a paid advertisement for Immersed Regulation A+ offering. Please read the offering circular at invest.immersed.com
Wall Street seems to agree. A consensus of 23 analysts currently rates SAIL a Strong Buy, with 19 Buy ratings and just one Sell. The addressable market is expanding as identity threat detection and response moves from optional to mandatory in enterprise security stacks. Gartner projects global cybersecurity spending will reach $240 billion in 2026, a 12.5% acceleration, and identity governance sits squarely within the fastest-growing segment.
What analysts are watching Tuesday is whether ARR progression toward and beyond the $1 billion threshold holds, and whether adjusted operating margins continue tightening. The company also has an Investor Day scheduled for June 16 in New York, which suggests management is prepared to make a broader case for the long-term growth runway.
The question is not whether identity security spending is growing. That much is clear. The question is whether SailPoint continues to capture an outsized share of it.
