Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Okta (OKTA) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Okta currently has an average brokerage recomm ...

Group 1 - The analysis focuses on the growth prospects of companies and utilizes the Discounted Cash Flow (DCF) model for valuation purposes [1] - Insights are provided on cash flow generation under different business models, indicating a thorough review process [1] Group 2 - There is no indication of any stock, option, or derivative positions held by the analyst in the companies mentioned, ensuring an unbiased perspective [2] - The article expresses the author's own opinions and does not involve compensation from the companies discussed [2] - The analysis does not provide recommendations or advice regarding investment suitability for specific investors [3]

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Core Insights - Okta reported strong fiscal Q4 2025 results, exceeding analyst expectations and providing positive guidance for future growth [1][2] - The company has recovered from a significant cybersecurity incident in 2023, which had negatively impacted its stock price [1] Financial Performance - Fiscal Q4 revenue increased by 13% year over year to $682 million, surpassing guidance and analyst consensus [2] - Subscription revenue also rose by 13% to $670 million, with adjusted EPS jumping 24% to $0.78 [2] Customer Metrics - Okta's net dollar retention rate was 107%, with expectations to maintain this level in fiscal 2026 [3] - The company added approximately 200 customers in the quarter, totaling 19,650, with a 4% year-over-year increase [4] - Customers with annual contract values (ACVs) above $100,000 rose by 7% to 4,800, while those with ACVs over $1 million increased by 22% to 470 [4] Product Development - The Okta Identity Governance solution has gained traction, now serving 1,300 customers with a total ACV exceeding $100 million [5] - A new product, Auth for GenAI, is set to launch, aimed at helping customers build and scale generative AI applications [5] Future Guidance - Management projects fiscal 2026 revenue between $2.85 billion and $2.86 billion, indicating growth of 9% to 10% [7] - For fiscal Q1 2026, revenue is expected to grow by about 10% to between $678 million and $680 million [8] Valuation - Okta's forward price-to-sales (P/S) ratio is approximately 6 times fiscal 2026 analyst estimates, suggesting reasonable valuation compared to other cybersecurity stocks [9]

Okta (OKTA) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.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 correlation between ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Okta (OKTA) .Okta currently has an average brokerage recommendation (ABR) of 2.00, on a scale o ...

Have you been paying attention to shares of Okta (OKTA) ? Shares have been on the move with the stock up 19.4% over the past month. The stock hit a new 52-week high of $116.75 in the previous session. Okta has gained 47.6% since the start of the year compared to the -4.1% move for the Zacks Computer and Technology sector and the 7.9% return for the Zacks Security industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 For the transition period from to Commission File Number: 001-38044 Okta, Inc. (Exact name of Registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

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.One of the three major moving averages, the 50-day simple moving average is commonly used by traders and analysts to determine support or resistance levels for different types of securities. However, the 50-day is considered to be more important since it's the first marker of an up or down trend ...