In its upcoming report, Okta (OKTA) is predicted by Wall Street analysts to post quarterly earnings of $0.85 per share, reflecting an increase of 9% compared to the same period last year. Revenues are forecasted to be $749.1 million, representing a year-over-year increase of 9.8%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Ahead of a company's earn ...

Okta (OKTA) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a ...

Key insight: While Anthropic's new AI tool excels at finding bugs in source code, it lacks the real-time monitoring required to defend live enterprise networks.What's at stake: Replacing dedicated security platforms with general-purpose AI models could create systemic vulnerabilities and widespread disruptions across the financial system.Expert quote: "Claude Code Security finds bugs in your source code before they're exploited ... CrowdStrike detects and responds to threats at runtime." —CrowdStrike CEO Ge ...

Okta (OKTA) has been on a downward spiral lately with significant selling pressure. After declining 22.2% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator ...

导语 1月下旬以来，全球软件行业迎来了"末日抛售"。 2月24日周二，A股马年首个交易日，软件股延续年前跌势；20日港股马年首个交易日，软件股在农历 新年的第一声锣响中也一样延续年前跌势。几大软件巨头股价均从1月中旬的最高点跌去40%至50%。 隔夜美股（当地时间23日周一）出现惊悚一幕，国际商业机器公司（IBM）收盘下跌13.2%，收报 223.35美元，单日市值蒸发约310亿美元，创下2000年10月以来最大单日跌幅，今年以来累计下跌超过 了24%。原因是Anthropic周一宣布Claude Code新增功能，自动化完成COBOL现代化改造中最复杂的代 码探索与分析工作。 这又是一起"AI恐慌交易"。1月下旬以来，全球软件行业就迎来了"末日抛售"。标普500软件与服务指数 （包含微软、Adobe等约140家公司）跌幅最大超过18%，较2025年9月高点跌去约30%。 两大导火索 对全球软件业上市公司的这场抛售，有两个导火索。 你可能觉得这太逆天了，其实也没有那么逆天。比如你是外卖跑腿小哥，在APP上接单，和你直接打交 道的是这个APP，你并不认识下单的客户，只知道是个人。TA也许是另一个人的助理，帮TA ...

近一个多月以来，Anthropic正在全球软件行业引发一场堪比"雪崩"的连锁反应。 美东时间2月23日，IBM股价收盘暴跌超13%，创下其逾25年来最惨烈的单日跌幅。导火索就是 Anthropic，当日，该公司宣布其旗下工具Claude Code能够对COBOL这一古老的编程语言进行现代化改 造，这种语言要在IBM的大型机上运行。 开年以来，笼罩在AI阴影下的传统软件巨头远不止IBM。从网络安全领域的CrowdStrike、Zscaler，到 SaaS领域的Salesforce、ServiceNow，这些股票均遭遇了不同程度地抛售。行业认为AI正摧毁传统软件 赖以生存的商业模式。 天使投资人、资深人工智能专家郭涛对第一财经记者表示，此前软件股的暴跌，是恐慌情绪与现实竞争 压力的共同结果。"虽然AI工具确实替代了部分传统软件功能，压缩了特定企业的市场空间，但传统软 件仍有不可替代的护城河，只是需主动转型。" 软件股震荡 这一轮软件股震荡始于今年1月，彼时Anthropic推出了Claude大模型的工具Cowork及其行业特定插件， 涵盖法律、金融、销售等领域，该工具将智能体能力扩展至非编程领域，能够处理类似"从 ...

Core Viewpoint - Okta, Inc. is a significant player in the identity and access management industry, facing competition from major firms like Microsoft and IBM in the cybersecurity sector [1] Group 1: Stock Performance and Analyst Ratings - Cowen & Co. maintains a "Hold" rating for Okta, adjusting the price target from $115 to $105, with the stock currently priced at $69.51 [1][6] - Stifel Nicolaus lowered their price target from $130 to $121 but kept a "buy" rating, while Morgan Stanley reduced their target from $123 to $110 with an "overweight" rating [3] - Canaccord Genuity Group reaffirmed a "buy" rating with a price objective of $120 [3] - Okta's stock price has decreased by 6.43% or $4.78, fluctuating between a low of $68.77 and a high of $73.55 on the day [4] Group 2: Market Activity - There has been a significant increase in options trading, with 16,957 put options purchased, marking a 52% rise from the average daily volume of 11,146 [2][6] - Okta's market capitalization is approximately $11.78 billion, with a trading volume of 4,768,533 shares on the NASDAQ exchange [5]

Core Viewpoint - The launch of Anthropic's AI tool, Claude Code Security, has led to a significant decline in shares of various cybersecurity companies, as investors assess its potential impact on the industry [1]. Group 1: Market Reaction - Shares of CrowdStrike, Datadog, and Zscaler fell approximately 11%, while Fortinet and Okta experienced declines of around 6%. Palo Alto Networks dropped by 3%, and SentinelOne was down by 5% [1]. - The selloff is characterized as a "panic-driven, narrative-led" reaction, according to an analyst from Robert W. Baird [1]. Group 2: Product Features and Limitations - Claude Code Security is designed to detect high-severity vulnerabilities in open-source software repositories and provide patches, but it does not perform real-time security tasks such as detecting live intrusions or stopping ongoing attacks [1]. - Some analysts believe the market's reaction is an overreaction, driven by a simplistic narrative suggesting that AI could replace existing cybersecurity solutions [1]. Group 3: Industry Developments - Nvidia announced a partnership with Akamai, Forescout, Palo Alto Networks, Xage Security, and Siemens to enhance real-time cybersecurity for industrial control systems [1].

Core Viewpoint - The recent launch of Anthropic PBC's AI tool, Claude Code Security, has triggered a significant sell-off in cybersecurity stocks, raising concerns about AI's potential to disrupt traditional threat detection markets [1][5]. Group 1: Market Reaction - On February 20, major U.S. stock indices rose, but cybersecurity stocks experienced a sharp decline, with SailPoint down 9.44%, Okta down 9.18%, Cloudflare down 8.05%, and Crowdstrike down 7.95% [3]. - The Global X Cybersecurity ETF fell nearly 5%, marking its lowest closing record since November 2023 [3]. - The sell-off erased billions in market value for the cybersecurity sector in a single trading day [5]. Group 2: AI Tool Impact - Anthropic PBC's Claude Code Security can identify vulnerabilities in code that have gone unnoticed for decades, which may undermine the long-term value of existing enterprise security suites [5]. - The tool's ability to shift the focus from passive monitoring to proactive automated remediation has raised concerns among market participants [5]. - The emergence of AI-native tools is expected to fundamentally change the competitive landscape, as they may reduce demand for traditional products and impact growth, margins, and pricing power of related companies [5]. Group 3: Industry Analysis - Analysts note that the current AI wave is causing skepticism in the software sector, similar to past technological shifts, but the narrative of "AI eliminating software" lacks logical support [6]. - Despite macroeconomic challenges and slow AI adoption, there is potential for a gradual shift in market sentiment towards the software sector as AI revenue contributions increase [6]. - Investors are advised to focus on leading application software companies with strong balance sheets and foundational software and information security firms with positive fundamentals [6].

【导读】一天干掉一个行业，这次是网络安全 中国基金报记者 泰勒 大家好，关注一下AI再次带来的恐慌，Anthropic推出Claude安全工具，网络安全类股全线暴跌。 隔夜美股，网络安全软件公司的股价集体跳水，Crowdstrike Holdings是跌幅最大的公司之一，下跌了约8%，而Cloudflare大跌约8.1%。与此同时， Zscaler下跌约5.5%，SailPoint下跌约9.4%，Okta下跌约9.2%。Global X网络安全ETF下跌约4.9%，收于2023年11月以来的最低水平。 | 制 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 | | 区间统计 | | 全屏显示 | | --- | --- | --- | --- | --- | | 均价:400.80 最新:388.60 -33.54 -7.95% | | | | | | 457.17 | 8.30% | | 成交明细 | | | 448.41 | 6.22% | 15:59 | 388.65 | 100 | | | | TR:28 | 388.66 | 76 | | 439.65 | 4.15 ...