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
Okta (OKTA) Q3 Earnings and Revenues Beat Estimates
Okta (OKTA) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.67 per share a year ago.
Okta projects strong quarterly revenue on rising demand for cybersecurity tools
Cybersecurity company Okta forecast fourth-quarter revenue above Wall Street estimates on Tuesday, betting on growing demand for its identity and access management solutions.
Okta beats third-quarter earnings expectations
Okta on Tuesday topped Wall Street third-quarter estimates and issued an upbeat outlook as customers adopt identity management solutions. For the current quarter, the cybersecurity company expects revenues between $748 million and $750 million and adjusted earnings of 84 cents to 85 cents per share, both ahead of analyst expectations.
