Okta Aktie News

SAN FRANCISCO & SANTA CLARA, Calif.--(BUSINESS WIRE)--As attacks grow more sophisticated and demand real-time response, verifying who accesses data and from what device has become essential to protecting it. Okta (NASDAQ: OKTA) and Palo Alto Networks (NASDAQ: PANW) today announced an expanded partnership with new integrations to deliver a unified security architecture, enabling customers to aut...

The S&P 500 (^GSPC -0.07%) added 20.5% during the two-month period that ended on June 9, 2025. The index has only achieved a two-month return above 20% on five other occasions since 1950, and that momentum led to an average gain of 31% during the next 12 months.

Roughly 30 years ago, the advent of the internet ushered in a new era of corporate growth. Although it took many years for the internet to mature a technology and for businesses to figure out how to optimize this innovation to boost their sales and profits, it was a genuine game-changer.

I am upgrading Okta to a 'buy' with a $126 price target, as the recent sell-off offers an attractive risk-reward for long-term investors. Okta exceeded Q1 revenue and earnings guidance, with strong enterprise momentum, especially in Okta Identity Governance and Auth0 adoption. Despite cRPO growth outpacing expectations, management kept FY26 guidance unchanged, reflecting caution amid macro unce...

While most tech investors are focused on artificial intelligence (AI), cybersecurity remains an important and growing market. These companies are using AI to help boost protection, while also trying to prevent the added risk that comes with AI.

I warned about chasing OKTA's upside in my previous update. Its recent snag shows why the caution is apt. Okta is facing a period of slow topline growth. Yet, Okta's profitability and strong free cash flow margins validate its value proposition and pricing power. The company is investing in identity solutions for the AI era, but these initiatives require patience before becoming significant gro...

With stretched large-cap valuations, I see Okta as a compelling 'growth at a reasonable price' opportunity amid improving sales execution and margin expansion. Okta remains a leader in identity management with a massive $80 billion TAM and low market penetration, supporting a strong long-term growth thesis. RPO growth outpaces revenue, signaling potential for near-term acceleration, while Okta ...

The agentic AI boom has been a boon for OKTA indeed, since it drives renewed interests in customer identity solutions, as observed in its growing customer base. Its improving upsell/ cross-selling trends are observed in the bottoming retention rate and the growing multi-year RPOs as well, as more adopt its new offerings. Combined with the expanding subscription adj gross margins, we can underst...