Okta Gestione
Criteri Gestione verificati 2/4
Okta Il CEO è Todd McKinnon, nominato in Jan2009, e ha un mandato di 17.42 anni. la retribuzione annua totale è $ 36.84M, composta da 1.6% di stipendio e 98.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 3.8% delle azioni della società, per un valore di $ 788.22M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.8 anni e 4.5 anni.
Informazioni chiave
Todd McKinnon
Amministratore delegato
US$36.8m
Compenso totale
| Percentuale dello stipendio del CEO | 1.62% |
| Mandato del CEO | 17.4yrs |
| Proprietà del CEO | 3.8% |
| Durata media del management | 3.8yrs |
| Durata media del Consiglio di amministrazione | 4.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Jun 25
Okta Is Vindicated As Agentic AI Winner, But It's Time To Say Goodbye
Summary Okta is emerging as a key agentic AI beneficiary, with recent results validating its relevance in identity security for AI-driven enterprises. OKTA delivered 11% YoY revenue growth, expanding net retention to 107% and maintaining a robust $2.6 billion net cash position. Management signaled a significant AI-driven pipeline and larger deal sizes, though current guidance remains conservative relative to business momentum. Despite strong fundamentals, OKTA's valuation premium to peers prompts a downgrade to "Neutral," given risks of multiple contractions amid shifting sentiment. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 23
OKTA: AI Agent Identity Security And Governance Will Drive Future Upside
Analysts have lifted the Okta fair value estimate from $133.38 to $148.28, reflecting higher Street price targets clustered around $120 to $140 after strong Q1 execution, improving profit margin expectations, and early traction in agentic AI products, even though some view the stock as fully valued in the near term. Analyst Commentary Street research around Okta remains active, with most recent notes pointing to solid Q1 execution, higher price targets, and growing attention on agentic AI products, even as some firms flag valuation as tight after the stock's sharp move.Articolo di analisi • Jun 20
Okta (OKTA) Stock Could Be 22% Undervalued After Google Cloud AI Expansion
Okta (OKTA) has drawn fresh attention after announcing deeper integrations with Google Cloud that extend its identity governance tools across AI agents and the Chrome Enterprise environment. This product expansion is shaping how investors view the stock. See our latest analysis for Okta. The strong 30 day share price return of 32.31% and 90 day share price return of 50.25% suggest momentum has been building around Okta. However, the 1 year total shareholder return of 18.50% contrasts with a 5...
Aggiornamento della narrazione • Jun 08
OKTA: AI Identity Security Strength And Full Pricing Shape Balanced Outlook
Okta's fair value estimate is updated to $118.53 from $101.00, as analysts lift price targets into a $103 to $140 range on solid Q1 execution, early traction in agentic identity products and identity security positioning. Some analysts also flag that recent share price strength leaves the valuation looking full.
Aggiornamento della narrazione • Jun 07
Todd McKinnon delivered, but still needs to find a better payment-solution
Update from 07.06.2026 For a long time, the market criticized Todd McKinnon because Okta, despite having an excellent technical solution, failed to become profitable. With the Q1 FY2027 results, that discussion appears to be over.Aggiornamento della narrazione • May 24
OKTA: AI Agent Security And Solid Q4 Execution Will Support Repricing
Narrative Update Okta's updated analyst price target edges higher by about $1 to roughly $101, as analysts factor in steady security demand, improving buying activity and early signs that new AI agent and identity offerings could support stronger profitability and a lower assumed future P/E multiple. Analyst Commentary Recent research shows a wide range of views on Okta, with several firms adjusting price targets and ratings after the latest Q4 results, fiscal 2027 outlook and product updates around AI agents and identity governance.Aggiornamento della narrazione • May 09
OKTA: AI Agent Identity And Q4 Execution Will Drive Repricing
Narrative Update The analyst price target for Okta is now slightly lower at about $100. Many analysts cite mixed signals between strong Q4 execution, growing interest in Okta's role in securing AI agents, and sector wide multiple compression as the key drivers behind their revised assumptions.Aggiornamento della narrazione • Apr 21
OKTA: AI Agent Identity Leadership And Q4 Execution Will Drive Repricing
The analyst price target for Okta has been adjusted slightly lower to reflect a new fair value of about $100.28 per share, as analysts balance modestly higher discount rate assumptions with supportive research that highlights solid Q4 execution, improving go-to-market progress, and growing interest in Okta's role in securing AI agents. Analyst Commentary Recent research on Okta offers a mix of optimism and caution, with many firms adjusting price targets while reaffirming their broader views on the company.Aggiornamento della narrazione • Apr 07
OKTA: AI Agent Identity Demand And 90 Day Catalyst Watch Will Drive Repricing
Narrative Update On Okta The analyst price target has been reset from about $112.55 to roughly $100.93, as analysts factor in mixed target revisions across the Street alongside expectations for steadier revenue growth, slightly higher margins, and a lower future P/E multiple following Okta's recent Q4 results and its AI identity positioning. Analyst Commentary Street research on Okta clusters around two themes: how fast growth can improve from here, and what investors should pay for that growth as market multiples reset.Aggiornamento della narrazione • Mar 24
OKTA: Identity Securing AI Agents Will Drive Future Upside
Okta's analyst price target edges slightly lower to $133.38 from $133.87, as analysts weigh stronger identity and AI agent tailwinds and improving go to market execution against lower sector multiples and more tempered valuation assumptions. Analyst Commentary Bullish analysts are highlighting a mix of execution, product traction, and identity led AI themes as key supports for their positive stance on Okta, even as several firms trim targets to reflect lower sector multiples.Aggiornamento della narrazione • Mar 09
OKTA: Identity For AI Agents And Strong Q4 Execution Will Drive Upside
The analyst fair value estimate for Okta has moved from $145.00 to about $133.87, reflecting a mix of slightly softer modeled revenue growth, a higher discount rate, and lower assumed future P/E multiples, even as analysts highlight solid Q4 execution, growing traction in AI agent use cases, and ongoing confidence in identity as a core part of AI adoption. Analyst Commentary Street research around Okta after the Q4 print has been broadly constructive, even with several target cuts, as many firms point to solid execution, improving sales productivity, and growing demand tied to AI agents and newer products such as Governance.Aggiornamento della narrazione • Feb 23
OKTA: Cybersecurity Demand And 90 Day Catalyst Watch Will Drive Repricing
Analysts have slightly reduced their Okta fair value estimate by about $1 to $112.55, as lower sector valuation multiples and AI related sentiment have led to lower price targets, even though checks on Okta's business and profitability assumptions remain generally intact. Analyst Commentary Recent research on Okta reflects a mix of optimism about the company’s execution and caution around sector wide repricing and AI related sentiment.Aggiornamento della narrazione • Feb 08
OKTA: Cybersecurity Demand And 90 Day Bookings Catalyst Will Drive Upside
Analysts have lifted their fair value estimate for Okta from $142 to $145, citing expectations for durable cybersecurity growth, a potential 90 day bookings catalyst, and scenario analysis around remaining performance obligation trends that affects revenue and P/E assumptions. Analyst Commentary Recent Street research on Okta highlights a mix of optimism and caution, with several bullish analysts pointing to potential upside tied to cybersecurity demand, bookings performance, and remaining performance obligation trends that flow through to revenue and P/E assumptions.Aggiornamento della narrazione • Jan 25
OKTA: Cybersecurity Demand And 90 Day Catalyst Watch Will Support Premium Performance
Narrative Update on Okta Our analyst price target for Okta edges higher by about US$1, supported by slightly lower discount rate assumptions and steady growth and profitability expectations that align with recent research pointing to durable cybersecurity demand and potential near term bookings strength. Analyst Commentary Recent Street research on Okta reflects a mix of optimism about growth and execution along with caution around near term expectations and valuation sensitivity ahead of key earnings events.Aggiornamento della narrazione • Jan 11
OKTA: Future Identity Demand And RPO Resilience Will Support Premium Performance
Our analyst price target for Okta has been adjusted slightly higher from US$112.62 to US$113.02, as analysts factor in more measured expectations around remaining performance obligation growth following Barclays' recent reduction of its target to US$95 ahead of the December 2 earnings report. Analyst Commentary Recent adjustments to Okta’s price targets reflect a more cautious stance around growth expectations, especially heading into the December 2 earnings report.Aggiornamento della narrazione • Dec 25
OKTA: Future Identity Demand And Data Compliance Will Drive Premium Performance
Narrative Update on Okta The analyst price target for Okta has been reduced by $1 to approximately $112.62 as analysts factor in slightly higher discount rates and more conservative assumptions around remaining performance obligation growth ahead of upcoming earnings. Analyst Commentary Recent commentary reflects a more balanced stance on Okta, with modestly reduced expectations for near term growth but a continued focus on execution into the upcoming earnings report.Aggiornamento della narrazione • Dec 11
OKTA: Future Identity Data Compliance And AI Security Will Drive Performance
Analysts have modestly reduced their price target on Okta, trimming fair value estimates by about $7 to reflect slightly slower projected revenue growth and a lower future earnings multiple, even as profit margin expectations edge higher. Analyst Commentary Bullish Takeaways Bullish analysts note that management's guidance still implies solid mid-teens top-line expansion over the medium term, which supports a premium to slower-growing security peers despite the lower price target.Articolo di analisi • Dec 10
Solid Earnings Reflect Okta's (NASDAQ:OKTA) Strength As A Business
Okta, Inc.'s ( NASDAQ:OKTA ) strong earnings report was rewarded with a positive stock price move. We have done some...Aggiornamento della narrazione • Nov 27
OKTA: Future Performance Will Benefit From Growing Identity Data Compliance Demand
Narrative Update on Okta Analysts have slightly reduced Okta's fair value estimate from $120.37 to $118.80, citing moderated expectations for the company's near-term growth and updated revenue forecasts. Analyst Commentary Bullish Takeaways Bullish analysts see the potential for upside in Okta’s remaining performance obligations, suggesting that third quarter growth could reach 13 percent year-over-year if demand outperforms baseline assumptions.Aggiornamento della narrazione • Sep 27
Cloud Migration And AI Security Will Reshape Identity Markets
Despite strong Q2 results and improved guidance driven by robust demand and enterprise traction, mixed analyst sentiment—balancing enhanced profitability with caution around long-term growth and valuation—led to a slight reduction in Okta’s consensus price target from $120.92 to $120.37. Analyst Commentary Strong Q2 results with cRPO growth exceeding guidance and upward revisions to full-year revenue outlook, suggesting robust underlying demand and improved execution.Nuova narrazione • May 26
Digital Transformation And AI Will Advance Identity Security
Rising demand for secure, unified identity management fueled by AI, remote work, and growing cybersecurity threats is driving Okta's growth and competitive differentiation.Seeking Alpha • Apr 16
Okta: Market Doesn't Believe Management, But You Should (Rating Downgrade)
Summary Okta has crushed guidance by large magnitudes over recent quarters. I am concerned that investor sentiment may be overly optimistic, expecting large beats against management guidance despite management warning otherwise. With a PEG ratio over 2 times and peers experiencing downward re-ratings, I do not see Okta delivering market-beating returns and thus downgrade it to neutral. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Okta: Death And Resurrection
Summary Today, I'll provide a unique take on Okta, Inc.'s current business performance and prospects with the help of Palo Alto Networks. In 2017-2018, Palo Alto Networks was seen in a similar light to the way investors have come to view Okta. However, after evolving its platform and accelerating growth, investors shifted their perspective on Palo Alto Networks. I argue that Okta has taken and continues to take the necessary steps to reenter the good graces of investors and the market. And, through this process, it could experience a Palo Alto Networks-like resurrection in the years ahead. In short, I like Okta at $104/share. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Okta: A Cash-Rich SaaS Stock With Underrated Growth Potential
Summary I love that Okta holds over $2.1 billion in cash—giving it flexibility and stability. At 18x forward free cash flow, Okta’s valuation looks compelling for a SaaS leader. I see room for revenue growth to reaccelerate beyond management’s conservative guidance. Okta’s improving margins could drive nearly $1 billion in free cash flow, making this a strong setup. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Okta Q4: Enterprise Business Is Booming, Even Management Is Surprised
Summary 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. Although NRR declined for the 3rd consecutive quarter, while FY26 revenue estimates came lower than my expectations, I believe directionally, OKTA is on the right track, reiterating my “buy” rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
Okta: Cybersecurity Leader In IAM Submarket
Summary Okta's market share in cybersecurity increased from 0.3% to 1.2% (2017-2024) due to its strong R&D investment and focus on IAM. Okta's competitive pricing and extensive feature set, second only to Microsoft, enhance its market position and customer adoption. Strategic partnerships and high customer ratings drive Okta's popularity, with a focus on acquiring larger, high-value customers. We rate Okta as a Strong Buy based on its competitive edge and growth prospects in IAM. Read the full article on Seeking AlphaNuova narrazione • Jan 20
Good foundation, but now it's all about the next steps
Okta was founded in 2009 by Todd McKinnon (CEO) and Frederic Kerrest with a vision to fundamentally improve the world of identity and access management (IAM). The company has established itself in a hSeeking Alpha • Jan 15
Okta: Mind The GAAP
Summary Many tech stocks have reached lofty valuations, but Okta has been left out. Investors may be disappointed with management's preliminary guidance for the upcoming year. Investors may be underestimating the company's entry into GAAP profitability. Okta looks like a solid opportunity in a frothy market. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Okta's Breakout Imminent - Wait Out The Near-Term Customer Retention Issues
Summary OKTA has continued to report robust performance metrics across growing multi-year RPO and adj subscription gross margin, with it implying the growing customer demand and its excellent pricing power. If anything, the cybersecurity company has reported an impressive 3Y CAGR of +70.9% in the $1M+ Annual Contract Value customers, from $200M in FQ4'22 to $1B in FQ3'25. Combined with the "hundreds of millions of dollars of pipeline" from the Octane event, we believe that OKTA's sell off has been overly done. Despite the near-term customer retention issues, the new upsell/ cross sell activities are likely to drive new growth opportunities and a potential bottoming soon. With OKTA still painfully discounted compared to historical trends and its peers, we are looking at a rich double digits capital appreciation opportunity ahead. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$247m |
| Jan 31 2026 | US$37m | US$595k | US$235m |
| Oct 31 2025 | n/a | n/a | US$195m |
| Jul 31 2025 | n/a | n/a | US$168m |
| Apr 30 2025 | n/a | n/a | US$130m |
| Jan 31 2025 | US$23m | US$306k | US$28m |
| Oct 31 2024 | n/a | n/a | -US$39m |
| Jul 31 2024 | n/a | n/a | -US$136m |
| Apr 30 2024 | n/a | n/a | -US$276m |
| Jan 31 2024 | US$30m | US$306k | -US$355m |
| Oct 31 2023 | n/a | n/a | -US$464m |
| Jul 31 2023 | n/a | n/a | -US$592m |
| Apr 30 2023 | n/a | n/a | -US$691m |
| Jan 31 2023 | US$412k | US$306k | -US$815m |
| Oct 31 2022 | n/a | n/a | -US$903m |
| Jul 31 2022 | n/a | n/a | -US$915m |
| Apr 30 2022 | n/a | n/a | -US$982m |
| Jan 31 2022 | US$32m | US$306k | -US$848m |
| Oct 31 2021 | n/a | n/a | -US$683m |
| Jul 31 2021 | n/a | n/a | -US$534m |
| Apr 30 2021 | n/a | n/a | -US$318m |
| Jan 31 2021 | US$12m | US$306k | -US$266m |
| Oct 31 2020 | n/a | n/a | -US$241m |
| Jul 31 2020 | n/a | n/a | -US$232m |
| Apr 30 2020 | n/a | n/a | -US$215m |
| Jan 31 2020 | US$9m | US$306k | -US$209m |
Compensazione vs Mercato: La retribuzione totale di Todd ($USD 36.84M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.41M ).
Compensazione vs guadagni: La retribuzione di Todd è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Todd McKinnon (54 yo)
17.4yrs
Mandato
US$36,843,718
Compensazione
Mr. Todd McKinnon serves as Chief Executive Officer, Chairperson of the Board and Co-Founder of Okta Ventures, LLC. He serves as Chief Executive Officer of Okta at Auth0, Inc. since 2021. He co-founded Okt...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 17.4yrs | US$36.84m | 3.8% $ 788.2m | |
| Co-Founder & Executive Vice Chairman | 16.9yrs | US$284.25k | 0.54% $ 111.8m | |
| President & COO | 1.3yrs | US$20.10m | 0.013% $ 2.8m | |
| Chief Financial Officer | 5yrs | US$13.71m | 0.11% $ 22.7m | |
| Chief Legal Officer & Corporate Secretary | 3.3yrs | US$12.04m | 0.016% $ 3.3m | |
| Chief Revenue Officer | 3.3yrs | US$12.85m | 0.0060% $ 1.2m | |
| Chief Accounting Officer | 3.8yrs | US$2.25m | 0.013% $ 2.8m | |
| Senior Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Corporate Development | 8.3yrs | Nessun dato | Nessun dato | |
| Chief Marketing Officer | less than a year | Nessun dato | Nessun dato | |
| Chief People Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Security Officer | 6.2yrs | Nessun dato | Nessun dato |
3.8yrs
Durata media
51yo
Età media
Gestione esperta: Il team dirigenziale di OKTA è considerato esperto (durata media dell'incarico 3.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 17.4yrs | US$36.84m | 3.8% $ 788.2m | |
| Co-Founder & Executive Vice Chairman | 16.9yrs | US$284.25k | 0.54% $ 111.8m | |
| Independent Director | 5.1yrs | US$332.04k | 0.0059% $ 1.2m | |
| Independent Director | less than a year | US$536.17k | Nessun dato | |
| Independent Director | 7.5yrs | US$303.52k | 0.0053% $ 1.1m | |
| Lead Independent Director | less than a year | US$553.89k | 0.0021% $ 443.6k | |
| Independent Director | 2yrs | US$293.04k | 0.0012% $ 242.5k | |
| Independent Director | less than a year | US$536.89k | Nessun dato | |
| Independent Director | 7yrs | US$308.04k | 0.0066% $ 1.4m | |
| Independent Director | 3.8yrs | US$289.04k | 0.0053% $ 1.1m |
4.5yrs
Durata media
60.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di OKTA sono considerati esperti (durata media dell'incarico 4.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/26 14:53 |
| Prezzo dell'azione a fine giornata | 2026/06/26 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Okta, Inc. è coperta da 63 analisti. 43 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |