Okta公司财报表现 - Okta上个月股价上涨29.9%，受益于出色的季度财报[1] - Okta的季度财报显示公司在成本控制方面表现出色，引发了市场对公司现金流能力的乐观情绪[1] - Okta上季度营收增长19%，运营现金流增长130%，显示公司具备盈利能力且不需要每年极高的增长[4] - Okta再次报告出色的净美元保留率，表明公司在保留客户和扩大关系方面表现出色[5] Okta公司未来展望 - Okta预测明年营收增长将放缓至10%至11%，可能无法激发增长投资者的热情[6] Okta公司估值分析 - Okta的前置市盈率超过50，市销率约为7.9，这些估值比率对于成长股来说是合理的，但与10%甚至20%的营收增长率相比显得有些激进[8]

公司表现 - Okta (OKTA) 是近期 Zacks.com 上搜索量最高的股票之一[1] - 过去一个月，Okta 的股价上涨了 +30.3%，而同期 Zacks S&P 500 综合指数的变化为 +3.2%[2] - Zacks Internet - Software and Services 行业在这段时间内上涨了 0.1%[2] 盈利预期 - Okta 预计本季度每股盈利为 $0.54，同比增长 +145.5%[5] - 本财年的共识盈利预期为 $2.28，同比增长 +42.5%[6] - 下一财年的共识盈利预期为 $2.62，同比增长 +15%[7] 股票评级 - Okta 的 Zacks Rank 为 2 (买入)，显示股票的短期价格表现可能较好[8] 盈利超预期 - 公司在过去四个季度中均超过共识盈利预期，每次也超过共识营收预期[12] 估值评级 - Okta 在估值方面被评为 F，表明其相对同行公司交易溢价[17]

Okta财报表现 - Okta的股价在第四季度财报发布后上涨超过20%[1] - Okta的订阅增长和现金流均呈现强劲增长[2][3] - Okta朝着可持续盈利性迈出了重要一步，非GAAP利润率和现金流均创下记录[4]

Key Points Okta is a leading cybersecurity firm specializing in indent and access management (IAM) solutions that suffered security breaches in the latter part of 2023. The negative publicity caused shares to fall to a swing low of $65.04 in October 2023, causing investors to worry about its fiscal Q4 2024 earnings. Okta knocks it out of the park with its fiscal Q4 2024 performance and raises fiscal 2025 top and bottom line guidance. 5 stocks we like better than Okta Okta Inc. NASDAQ: OKTA is a cybersecurit ...

公司业绩 - Okta在第四季度表现出色，特别是在自由现金流、营运利润和顶线方面[14] - Okta的大客户平均年合同价值和超过100,000美元的ACV客户群体都创下历史新高[14] 产品发展 - Okta的产品组合中的IGA产品套件取得了成功，特别是在没有IGA的客户和使用高级功能的客户方面[20] - Okta的PAM产品在提供特权访问方面取得了成功，尤其是对Okta管理员仪表板的特权访问[31] 并购与市场扩张 - Okta收购了Uno和Spera，Uno是为了支持小创新，而Spera则是为了提供更多关于客户环境的可见性和安全性[36][38] - 公司与SoftBank合作开拓MSP市场，看到了在日本市场的机会[56][62] 销售策略 - 公司在销售启动会上介绍了如何销售客户身份产品，激发了销售人员的热情[47] - 公司对销售人员进行了激励，以确保他们抓住正确的机会[48] 市场合作 - 公司看到渠道对业务的影响越来越大，特别是全球SI和AWS的合作[54][55] - 公司通过高触点与客户沟通，学到了如何更好地处理安全事件[65]

Investors might want to bet on Okta (OKTA) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook. The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this cloud identity management company, should get reflected in its stock price. After all, empirical research shows a strong correlat ...

业绩总结 - Okta在Q4的总RPO增长加速，当前RPO增长，季度内的大单交易，使最大客户规模进一步扩大[1] - 大客户签订的长期合同导致平均合同期限达到两年高点，显示客户愿意长期承诺与Okta合作[2] - Okta在全球2000强企业中的渗透率约为三分之一，但合同平均规模约为整体客户群的7倍，显示在这一领域还有很大的增长空间[2] - Okta的财年2025财务指导预计收入增长率为10%至11%，考虑到宏观经济稳定、安全事件的谨慎处理以及未来可能的变化[4] - Okta在Q4的新业务表现强劲，尽管有安全事件，但续约可能需要更长时间来确定对定价或续约率的影响[4] 市场扩张和并购 - 公司的策略是针对中等市场，不会与市场顶级提供商竞争，但随着时间的推移，他们相信可以继续改进[6] - 公司一直在努力吸引大客户，如全球2000强，这是一个长期的工作，而不是近期的努力[7] - 公司在公共部门，特别是联邦部门，看到了巨大的增长机会，并将继续投资时间和资金[8] 新产品和新技术研发 - 公司通过提供更多功能和特性来抵消客户身份领域的增长放缓[8] - 公司一直在使用机器学习和人工智能技术，认为在GenAI世界中，身份验证变得更加重要[8] 未来展望 - 公司通过降低成本、提高效率等措施，实现了盈利能力的显著提升[10] - 公司现金净额超过10亿美元，为未来投资提供了机会[10]

It's been a tough couple of years for Okta (OKTA 1.11%) investors. After enduring the worst downturn in more than a decade, the cybersecurity specialist suffered a high-profile security breach in mid-2023. Growth slowed to a crawl, and confidence waned. However, Okta's quarterly results have vaulted the company back into Wall Street's good graces, and at least one analyst believes there's much more to come. A rare double upgrade In the wake of the company's impressive financial results, Bank of America upgr ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Okta (OKTA) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out. Okta is one of 622 companies in the Computer and Technology group. The Computer and Technology group currently sits at #9 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...