Okta's Breakout Is Here - Double Digit Upside Potential Ahead
OKTA continues to outperform expectations, thanks to the stock's previously discounted valuations compared to its historical means and its cybersecurity peers. This is significantly aided by the cybersecurity company's robust performance metrics in FQ4'25, excellent FY2026 guidance, and richer balance sheet. This is on top of the successful (and highly efficient) R&D efforts at 24.5% of its FY2025 revenues (-5.2 points YoY) and ongoing restructuring, contributing to its richer profit margins.
Okta CEO on Q4 earnings, what customers want
Cybersecurity player Okta (OKTA) is ending its reporting year on a high note. Fourth-quarter sales rose 13% from the prior year amid healthy demand for cybersecurity services.
Okta (OKTA) Just Flashed Golden Cross Signal: Do You Buy?
Okta (OKTA) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, OKTA crossed above the 20-day moving average, suggesting a short-term bullish trend.
Okta (OKTA) Just Overtook the 50-Day Moving Average
Okta (OKTA) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, OKTA broke through the 50-day moving average, which suggests a short-term bullish trend.
Okta: Don't Be Blindsided By The Market (Rating Downgrade)
Okta investors have much to cheer about in a downcast market, as the surge finished almost +25% yesterday. Okta's strategic shift towards higher-value enterprise customers has validated its business model. Its platform-agnostic identity solutions and the growing demand for advanced identity security driven by AI adoption support its growth outlook.
Okta's Stock Reversal Gains Momentum—20% Upside Ahead
It has been years in the making, but the market for Okta's NASDAQ: OKTA stock is turning a corner, and a 20% upside is possible. The critical details for 2025 are that the 2023 security breach is behind it, growth is solid, the outlook is improving, and the analysts are raising their price targets.
Okta pops more than 20% on strong earnings and guidance beat
Okta shares soared after the company reported strong fourth-quarter earnings and beat on guidance. The move put the stock on pace for its best day in over a year.
Why Okta Stock Rocketed Higher Tuesday Morning
Shares of Okta (OKTA 17.86%) barreled out of the gate Tuesday, gaining as much as 19.9%. As of 11:54 a.m.
2 Stocks Making Major Post-Earnings Moves Higher
While earnings season is beginning to wind down, two big-name companies took to the confessional last night and this morning, sending their respective shares abuzz.
Okta: Strong RPO Growth Signals A Healthy 2025 Ahead
Shares of Okta jumped more than 10% after reporting Q4 results, especially after its FY26 outlook called for 9-10% y/y growth, well above Street expectations. The company addresses an $80 billion TAM with only ~3% market penetration, indicating significant expansion potential with a very sticky recurring revenue base. The company's RPO growth also accelerated to 25% y/y, well above typical Q4 seasonality and signaling healthy multi-year deals that will continue to feed further revenue growth.
Okta Q4: Enterprise Business Is Booming, Even Management Is Surprised
Okta's Q4 FY25 earnings saw its revenue and earnings grow 13% and 30% earnings YoY respectively, surpassing analyst estimates and driving the stock up 16%. During the quarter, Okta saw its cRPO grow at an even higher pace compared to Q3, driven by the accelerating momentum in its $100K+ and $1M+ ACV customers. For FY26, the management remains committed to investing in ongoing product innovation, where its portfolio of new products has seen growing adoption along with the help from a targeted GTM strategy.
Okta, Inc. (OKTA) Q4 2025 Earnings Call Transcript
Okta, Inc. (NASDAQ:OKTA ) Q4 2025 Earnings Conference Call March 3, 2025 5:00 PM ET Company Participants Dave Gennarelli - SVP, IR Todd McKinnon - CEO & Co-Founder Brett Tighe - CFO Conference Call Participants John DiFucci - Guggenheim Eric Heath - KeyBanc Brad Zelnick - Deutsche Bank Joe Gallo - Jefferies Gabriela Borges - Goldman Adam Borg - Stifel Jonathan Ho - William Blair Ittai Kidron - Oppenheimer Shrenik Kothari - Baird Gray Powell - BTIG Saket Kalia - Barclays Shaul Eyal - TD Cowen Josh Tilton - Wolfe Research Keith Bachman - BMO Roger Boyd - UBS Rudy Kessinger - D.A. Davidson Peter Levine - Evercore Matt Hedberg - RBC Patrick Colville - Scotiabank Michael Cikos - Needham Fatima Boolani - Citi Brian Essex - JPMorgan Peter Weed - Bernstein Andy Nowinksi - Wells Fargo Dave Gennarelli Hi, everyone.
