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Okta Community
NasdaqGS:OKTA Community
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Okta
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Tokyo
Community Contributor
Good foundation, but now it's all about the next steps
<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.
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US$147.87
FV
36.9% undervalued
intrinsic discount
18.45%
Revenue growth p.a.
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11
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7
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76
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5 months ago
author updated this narrative
Okta
AN
AnalystHighTarget
Consensus Narrative from 40 Analysts
Digital Transformation And Regulatory Shifts Will Expand Identity Adoption
Key Takeaways Okta's innovation and ecosystem strength position it as a foundational identity control point in the evolving AI and cloud-driven security market. Growing enterprise adoption, regulatory demand, and efficient sales execution fuel sustained revenue and market leadership, outpacing slower legacy competitors.
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US$142
FV
34.2% undervalued
intrinsic discount
13.38%
Revenue growth p.a.
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0
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0
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0
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12 days ago
author updated this narrative
Okta
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Cloud Migration And AI Security Will Reshape Identity Markets
Key Takeaways Okta benefits from growing demand for unified cloud identity platforms and rising security needs amid complex digital transformations, driving durable revenue and larger contracts. Expansion into AI-driven security and broadening platform offerings increases cross-sell opportunities, supporting margin improvement and long-term profitability.
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US$120.92
FV
22.8% undervalued
intrinsic discount
9.48%
Revenue growth p.a.
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0
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0
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94
users have followed this narrative
18 days ago
author updated this narrative