The Identity Security Profit Machine Pulls Ahead While Its Faster Growing Rival Burns Cash
Okta (NASDAQ: OKTA) and SailPoint Technologies (NYSE: SAIL) both beat Q3 2026 earnings expectations, but their financial trajectories diverge sharply.
Okta, Inc. (OKTA) is Attracting Investor Attention: Here is What You Should Know
Okta (OKTA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
What's Next With Okta Stock After A 21% Drop?
20% — This figure closely reflects the decrease in Okta's (NASDAQ:OKTA) market capitalization over the past six months. Below is a succinct overview of the factors that led to this decline — along with what could happen next.
OKTA Shares Jump on Solid Q3 Earnings Beat, Revenues Increase Y/Y
OKTA shares jump after Q3 earnings and revenue beat, with upbeat guidance and expanding operating margins driving momentum.
Okta: Richer Rule Of 40 - Deep-Value Buy Opportunity
OKTA is an even better Buy after the correction post-FQ3'26 earnings call, with it offering a deep-value Buy opportunity into agentic cybersecurity growth opportunities. Despite the decelerating revenue growth and the stagnant net retention rates, the expanding Rule of 40 performance and the growing multi-year backlog support its recovery investment thesis. This is significantly aided by OKTA's discounted P/E of 23.95x, along with the increasingly healthier balance sheet - enhancing its margin of safety against the pricier cybersecurity peers at ~64x.
Okta CEO Sees Big Opportunity in AI
Okta CEO Todd McKinnon discusses what's driving the software maker's boosted forecast. He speaks with Caroline Hyde on "Bloomberg Tech.
Okta: Excuses to Sell Vs. Reasons to Buy
Why? Because the company “failed” to provide a fiscal 2027 update. But what business typically provides its subsequent fiscal year guidance with its Q3 release?
Okta Q3: I'm Giving Up On This Company (Rating Downgrade)
I am downgrading Okta to a 'hold' after its Q3 FY26 earnings, despite beating revenue and earnings estimates. Unimpressive forward guidance and slowing cRPO growth undermine confidence in a near-term revenue reacceleration, despite management's optimism in their product innovation. Okta's growth lags CyberArk, with consensus forecasting high single-digit revenue growth versus CYBR's superior trajectory.
Okta reports Q3 revenues and earnings above expectations, raises full-year guidance
Okta Inc (NASDAQ:OKTA) reported third quarter fiscal 2026 results that exceeded Wall Street expectations across key metrics, including revenue, earnings per share, and forward guidance. The cloud-based identity management service reported revenue of $742 million, up roughly 12% year-over-year and above analyst estimates of around $730 million.
Okta (OKTA) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Okta (OKTA) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Okta Deserves The Post-Earnings Slump (Rating Upgrade)
Okta's Q3 beat on revenue, margins, and FCF, but the stock slipped as rich pre-earnings valuation left no room for merely "good" results. Despite AI product launches and strong partner channel growth, OKTA's business remains low-double-digit growth, with Q4 cRPO guidance decelerating to 9% YoY. My FY2027 sales estimate of $3.17 billion is only ~0.3% above consensus, suggesting limited upside for estimates and continued pressure on Okta's premium sales multiple.
Okta, Inc. (OKTA) Q3 2026 Earnings Call Transcript
Okta, Inc. (OKTA) Q3 2026 Earnings Call Transcript
