Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$25.8B
174M shares
52-week range
$62.66 – $157.00
91% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Okta is a cloud-native security company specializing in identity and access management. The San Francisco-based firm went public in 2017 and serves two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees, contractors, and partners to securely access its cloud-based and on-premises resources. The firm's customer offering, delivered via its Auth0 platform, allow clients to provide secure access experiences to their own end users.
www.okta.comNo one on the platform currently holds OKTA.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 129,300 | $11.9M |
| Bridgewater Associatesas of 2026-03-31 | 43,649 | $3.4M |
No one on the platform has traded OKTA yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $3.2B | +10.0% | $3.85 | $3.78–$3.88 | 38.6× | 24 |
| 2028 | $3.5B | +9.5% | $4.26 | $4.02–$4.93 | 34.8× | 24 |
| 2029 | $3.9B | +10.6% | $4.83 | $4.14–$5.94 | 30.7× | 4 |
| 2030 | $4.1B | +5.9% | $4.90 | $4.80–$5.11 | 30.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-28 | $0.85 | $0.91 | +6.7% |
| 2026-03-04 | $0.85 | $0.90 | +6.4% |
| 2025-12-02 | $0.76 | $0.82 | +8.2% |
| 2025-08-26 | $0.85 | $0.91 | +7.4% |
| 2025-05-27 | $0.77 | $0.86 | +11.7% |
| 2025-03-03 | $0.74 | $0.78 | +6.0% |
| 2024-12-03 | $0.58 | $0.67 | +15.5% |
| 2024-08-28 | $0.61 |
| $0.72 |
| +18.0% |
| $22.6B |
| — |
| GDDYGoDaddy Inc. | $91.07 | +0.80% | $12.1B | — |
| GENGen Digital Inc. | $29.17 | +3.81% | $17.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$OKTA if you are not in...perhaps waiting for ER I am in
View on StockTwits ↗$MSFT $PATH $OKTA $TWLO $IGV Don't abandon AI monetizers
View on StockTwits ↗I've been pounding the table on software for a reason. The biggest winners rarely move alone-they rotate as a sector. That's where smart money leaves its fingerprints. Lately, my RS scans keep lighting up with software leaders at the same time. That's not random... that's capital rotation. Build the watchlist, stay patient, and let the setup come to you. Watching: $OKTA $CRWD $PANW $DDOG The next alert is almost here. Without notifications on, you’ll likely miss the move until it’s already underway.
View on StockTwits ↗$OKTA $200 soon. Baird Maintains Okta With Buy Rating, Raises Target Price to $170
View on StockTwits ↗$IGV Gapping back above the 200-day SMA, with $MSFT leading the move. That's exactly the type of price action bulls want to see. Now the key is follow-through. If this gap holds and buyers continue defending it, software leaders could regain momentum. Watching closely: $SNOW $DDOG $OKTA If today's gap turns into support instead of another failed breakout, the group could have room for a stronger recovery. Patience. Let the market confirm the trend.
View on StockTwits ↗Open models are making AI cheaper. What's getting less attention is everything built around the model. As enterprises adopt multi-model strategies (frontier + open source), switching between models becomes easier. Replacing years of security policies, identity management, audit logs, proprietary data pipelines, compliance frameworks, and internal workflows doesn't. Hardware will remain critical. But the next durable AI opportunity may be the enterprise software layer protecting and managing AI deployments. Companies worth watching: $PANW $CRWD FTNT $OKTA $DDOG NTAP $SNOW The AI stack is expanding beyond chips. Infrastructure, cybersecurity, observability, and data governance could become just as essential as compute over the next decade. Where do you see the biggest long-term opportunity in enterprise AI? Follow me and visit my profile for AI infrastructure research, enterprise software insights, and high-conviction long-term investment ideas.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.