In the latest trading session, Okta (OKTA) closed at $93.25, marking a +0.5% move from the previous day. The stock exceeded the S&P 500, which registered a loss of 0.88% for the day. Meanwhile, the Dow experienced a rise of 0.08%, and the technology-dominated Nasdaq saw a decrease of 1.95%.The the stock of cloud identity management company has risen by 3.92% in the past month, lagging the Computer and Technology sector's gain of 9.48% and the S&P 500's gain of 5.11%.Market participants will be closely follo ...

da-kuk/E+ via Getty Images Introduction & Investment Thesis Okta (NASDAQ:OKTA) is a cloud-based identity and access management company that has underperformed the S&P 500 and Nasdaq 100 YTD. I had last written about the company on April 23 and had rated the stock a “buy”. My thesis was predicated on my belief that the company should be able to reignite growth back into the business as it realigns its sales team and leverages its partner ecosystem to drive customer acquisition and expansion efforts, along wi ...

alengo/E+ via Getty Images I am finally warming up again to Okta (NASDAQ:OKTA) after a brief period on the sidelines. The cybersecurity company is showing real signs of accelerating growth rates, yet the fundamental momentum is not being reflected in the stock price or valuation. The company has a net cash balance sheet, is generating positive cash flow, and appears within striking distance of GAAP profitability. There is still some uncertainty regarding competitive threats given the perceived commoditized ...

Okta (OKTA) is benefiting from an expanding clientele driven by the strong adoption of its Identity Threat Protection solution. It exited the first quarter of fiscal 2025 with the total customer count increasing 6% year over year to 19,100. Customers with more than $100K in Annual Contract Value (ACV) increased 12% year over year to 4,550. OKTA added 400 new customers in the reported quarter, out of which 160 customers were in the $100K-plus ACV category. Okta’s expanding user base has been a key catalyst. ...

会议主要讨论的核心内容 - Okta 是一家提供身份管理和安全解决方案的公司,主要业务包括员工身份管理和客户身份管理 [3] - 公司今年预计收入超过 25 亿美元,增长约 12%,但这只是公司 800 亿美元总地址市场的初期阶段 [4] - 公司产品主要通过云端交付,同时也提供单租户和混合部署选项 [5] - 公司今年预计非 GAAP 经营利润率约 19%-20%,自由现金流率约 22% [5] 问答环节重要的提问和回答 问题1 **宏观环境和预算** - 宏观环境对公司构成一定压力,主要体现在新客户获取更加困难,大部分业务增长来自现有客户的扩展和交叉销售 [7][8][9] - 企业客户相比中小企业更能承受当前环境,公共部门客户也表现较好 [9] - 人工智能对安全预算并未产生明显影响,安全仍是高优先级 [10] 问题2 **增长动力** - 公司正在通过新产品、合作伙伴拓展、销售模式优化等三大举措来重新点燃增长 [12][13][14][15][16] - 其中AWS云服务合作是一个亮点,过去一年ACV增长130%达1.75亿美元 [13] - 公司正在加强与云服务商和系统集成商的合作关系,以拓展新客户和提升交叉销售 [13][14] 问题3 **客户身份管理业务** - 客户身份管理是一个新兴市场,公司需要教育市场客户应该购买而非自建 [33][34][36][37] - 开发者是一个重要目标客户群,公司通过免费或低价的自助服务产品获取他们 [34][35] - 公司正在加强与合作伙伴的关系,帮助他们开发基于身份的应用服务 [38][39][40][41] 问题4 **新产品进展** - 公司新推出的治理(IGA)和特权访问管理(PAM)产品进展良好,正在成为公司身份管理平台的三大支柱之一 [43][44][45] - 这些新产品有助于提升客户的投资回报,长期有望推动公司的净留存率 [46][47] 问题5 **安全事件影响** - 公司去年经历了一起安全事件,但尚未在财务数据中看到明显的负面影响 [55][56] - 公司正在采取多项措施提升自身和产品的安全性,并在公共部门业务中获得一些进展 [57][58]

Okta (OKTA) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Individual invest ...

Okta stock is down 30% in the past five years. In this video, I will go over Okta's (OKTA 1.07%) recent earnings report and explain why some analysts believe the stock is cheap. *Stock prices used were from the trading day of June 3, 2024. The video was published on June 4, 2024. ...

Here's why the stock fell despite strong results and raised guidance. Share prices of Okta (OKTA -0.15%) slid following its fiscal 2025 first-quarter earnings report (for the quarter ending April 30) despite the cybersecurity company reporting strong revenue growth and increasing guidance. Let's dive into the company's most recent results to see why the stock fell and whether or not this is a great time to buy. A beat-and-raise quarter Okta's overall revenue climbed 19% year over year in Q1 to $617 million, ...

Key Points Okta had a solid quarter and raised guidance, but growth is slowing and provides no catalyst. The valuation for this stock is high and provides a headwind for the market. Analysts are trimming targets and capping upside potential. 5 stocks we like better than Okta Okta, Inc. NASDAQ: OKTA shares are down more than 5% following its Q1 results and have the market at a critical turning point aligning with prior resistance and current support targets. A move below this level could send the market back ...

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical wri ...