文章核心观点 - 投资者可能想押注Okta(OKTA),因为该公司的盈利预测最近显示出了稳健的改善趋势 [1] - 该公司作为云身份管理公司,其盈利前景正在受到分析师的乐观情绪推动,这种趋势可能会继续反映在其股价上 [1] - Okta目前被评为Zacks Rank 1(强烈买入),这是一个经过外部审计的可靠评级工具,历史上Zacks Rank 1的股票平均年收益率为25% [1][5] 当前季度业绩预测 - 公司预计本季度每股收益为0.57美元,同比增长29.55% [3] - 过去30天内,Okta的共识预测已上调14.09%,因为有一家分析师上调了预测,没有下调 [3] 全年业绩预测 - 公司全年每股收益预测为2.59美元,同比增长61.88% [4] - 过去一个月内,有一家分析师上调了全年预测,没有下调,共识预测上升57.49% [4]

Okta (OKTA) closed the last trading session at $71.81, gaining 0.8% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $106.97 indicates a 49% upside potential. The mean estimate comprises 34 short-term price targets with a standard deviation of $15.56. While the lowest estimate of $75 indicates a 4.4% increase from the current price level, the most optimistic analyst expects the stoc ...

My name is Jake Blumenthal, I serve as a Wealth Management Advisor & Portfolio Analyst at Meridian Wealth Management, a registered investment advisory. I use a combination of financial, technical, and macroeconomic analysis to best support my clients, form my opinions, and develop investment theses. My research and data analysis shared allow me to clearly review the growth and value of companies along with a vast selection of funds and themes. It also enables me to identify both short-term trends and long-t ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles. Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

This identity security leader is down, but not out. Okta (OKTA -0.41%) stock has been disappointing investors in recent years as the company's growth has slowed from the pace it reached during its pandemic-era boom. Shares of the identity and access management technology leader are down by about 75% from the all-time high they touched in 2021, and down about 19% year to date. Those results may look discouraging, but the underlying trends for Okta's business offer several reasons to remain optimistic that a ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios. I last wrote about Okta (NASDAQ: OKTA ) in July, where I reiterated my "buy" rating as I believed that Okta should continue to gain market share as it moved upmarket by leveraging its Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objecti ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, October 1: CarGurus, Inc. (CARG) : This online automotive marketplace a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 11.7% over the last 60 days. CarGurus has a PEG ratio of 1.05 compared with 1.09 for the industry. The company possesses a Growth Score of A. Okta, Inc. (OKTA) : This identity solutions company carries a Zacks Rank #1, and has witnes ...

Amid sky-high stock markets rallying to new all-time highs, it remains tremendously surprising how much the force of momentum is behind certain names - and has left others completely. In my view, investors racing toward the best AI-fueled tech momentum plays this year With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry to ...

Okta (OKTA) has been on a downward spiral lately with significant selling pressure. After declining 22.5% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier. Guide to Identifying Oversold Stocks We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is ov ...

文章核心观点 - Okta是一家价值130亿美元的身份安全解决方案提供商其股票在8月下旬财报发布后股价下跌但EPS预估本月回升Zacks排名上升然而华尔街仍对其业务前景担忧但作者认为相对于同行其股票便宜且看好其未来发展 [1][3] 根据相关目录分别进行总结 Okta公司基本情况 - Okta是一家价值130亿美元的身份安全解决方案提供商 [1] 股价表现与市场反应 - 8月下旬财报发布当日股价下跌超17%至9月10日累计下跌超25%目前股价为76美元尽管EPS预估本月回升Zacks排名上升但股价仍处于低位 [1] - 34位分析师中平均目标价高于105美元最低目标价为75美元第二季度大型机构是Okta股票的大净买家但目前股票似乎在等待更多坏消息 [2] 作者投资决策与观点 - 作者在74 - 76美元之间买入Okta股票认为相对于所有网络安全同行其股票便宜且看不到130亿美元市值5倍以下销售额的担忧 [3] - 本财年2025年(1月结束)Zacks共识EPS预估从2.40美元上升7%至2.57美元在市盈率为90倍的行业中其市盈率为29倍 [4] 公司业务发展 - 公司专注于身份安全确保被授权进行IT功能的人员得到认证和监控并且积极探索新的AI威胁向量 [4] - 9月24日公司宣布扩展Auth0服务以吸引更多企业客户随着威胁形势的演变传统身份威胁在AI推动下变得更危险 [5] - 公司通过Auth0免费计划为开发者提供更多功能包括将月活跃用户提升至25000名无密码登录等 [7] - 公司总裁表示开发者需要应对快速部署应用的需求以及日益复杂的AI驱动的机器人攻击通过提供更多免费功能可帮助开发者构建安全应用 [8] 行业整体形势 - 网络安全行业中黑客如今由国家企业资助和装备变得更加复杂作者曾撰写相关报告 [9] - 预计2023 - 2030年勒索软件成本将以30%的复合年增长率从350亿美元飙升至2200亿美元企业通常会雇佣5家以上网络安全公司来进行全面保护 [10]