Okta（OKTA）株式概要
Okta, Inc.は、米国内外でアイデンティティ・パートナーとして事業を展開している。 詳細
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Okta
13.3% 割高 内在価値ディスカウント
Good foundation, but now it's all about the next steps
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Updated 7 Jun
Okta, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$171.11 |
| 52週高値 | US$179.44 |
| 52週安値 | US$62.66 |
| ベータ | 0.79 |
| 1ヶ月の変化 | 13.82% |
| 3ヶ月変化 | 47.14% |
| 1年変化 | 86.07% |
| 3年間の変化 | 98.90% |
| 5年間の変化 | -33.10% |
| IPOからの変化 | 627.82% |
最新ニュース
ナラティブ更新 • Sep 03
OKTA: Elevated AI Identity Hopes Will Likely Outpace Real Demand
Okta's fair value estimate in this framework has moved from $88.17 to $147.54 as analysts lift price targets across the board, citing stronger identity security demand, early traction in AI agent workloads, and broadly supportive cybersecurity spending checks. Analyst Commentary Recent research on Okta points to a clear shift toward more optimistic targets, with a long list of firms lifting their price objectives and turning more constructive on identity security and AI agent use cases.Seeking Alpha • Aug 31
Okta: Buy The AI Identity Breakout, But Do Not Chase Blindly
Summary Okta, Inc. delivered a strong Q2 with 11% revenue growth, robust backlog, improved cash flow, and raised guidance, supporting my 'Buy' rating. OKTA's positioning in AI-agent security and identity governance is gaining traction, with early enterprise adoption suggesting durable demand beyond generic software trends. Free cash flow margin expanded from 22% to 28%, and the balance sheet strengthened, enhancing flexibility without heavy CapEx requirements. OKTA stock valuation is less compelling post-rally, so I maintain a Buy rather than Strong Buy as further revenue acceleration from AI-agent security is needed. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Sep 03
OKTA: Elevated AI Identity Hopes Will Likely Outpace Real Demand
Okta's fair value estimate in this framework has moved from $88.17 to $147.54 as analysts lift price targets across the board, citing stronger identity security demand, early traction in AI agent workloads, and broadly supportive cybersecurity spending checks. Analyst Commentary Recent research on Okta points to a clear shift toward more optimistic targets, with a long list of firms lifting their price objectives and turning more constructive on identity security and AI agent use cases.Seeking Alpha • Aug 31
Okta: Buy The AI Identity Breakout, But Do Not Chase Blindly
Summary Okta, Inc. delivered a strong Q2 with 11% revenue growth, robust backlog, improved cash flow, and raised guidance, supporting my 'Buy' rating. OKTA's positioning in AI-agent security and identity governance is gaining traction, with early enterprise adoption suggesting durable demand beyond generic software trends. Free cash flow margin expanded from 22% to 28%, and the balance sheet strengthened, enhancing flexibility without heavy CapEx requirements. OKTA stock valuation is less compelling post-rally, so I maintain a Buy rather than Strong Buy as further revenue acceleration from AI-agent security is needed. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 18
OKTA: AI Identity Security And Permiso Deal Will Drive Future Upside
Okta's analyst fair value estimate has been raised from $165.87 to $180.00, reflecting higher modeled revenue growth, margins, and future P/E as analysts point to stronger identity security demand and growing interest in the company's AI-focused offerings. Analyst Commentary Recent Street research around Okta has turned more constructive, with a series of upgrades and higher price targets pointing to growing confidence in the company’s execution on identity security and AI oriented products.ナラティブ更新 • Aug 04
OKTA: AI Agent Identity Hype Will Likely Outrun Real Adoption
The analyst price target for Okta in this update moves higher toward the Street, supported by checks that point to improving identity security demand linked to AI agent pipelines, broader agentic AI governance use cases, and steady Q1 execution across large enterprise customers. Analyst Commentary Recent research on Okta points to a generally constructive tone on identity security demand tied to AI agents, while still flagging some important risks.ナラティブ更新 • Jul 21
OKTA: Agentic AI Identity Security Will Drive Future Upside
Okta's analyst price target is updated higher, with the fair value estimate moving from about $148 to roughly $166 as analysts factor in stronger AI driven identity demand, higher future P/E assumptions, and slightly firmer revenue growth and profitability expectations. Analyst Commentary Recent research on Okta points to a generally constructive tone, with many bullish analysts highlighting a healthier demand backdrop for identity security and AI driven use cases.
ナラティブ更新 • Jul 07
OKTA: Agentic AI Identity Hype Will Eventually Confront Full Pricing
Okta's analyst fair value estimate has been nudged higher to $121.88 from $118.53, with analysts pointing to a broad series of price target increases tied to stronger Q1 execution and growing interest in the company's agentic AI identity and security offerings. Analyst Commentary Street research on Okta clusters around two main themes: how much credit to give the stock for its agentic AI opportunity, and how sustainable the current execution looks after a strong Q1.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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 Alpha株主還元
| OKTA | US IT | US 市場 | |
|---|---|---|---|
| 7D | 0.4% | -3.5% | -2.2% |
| 1Y | 86.1% | 0.3% | 13.1% |
業界別リターン: OKTA過去 1 年間で0.3 % の収益を上げたUS IT業界を上回りました。
リターン対市場: OKTA過去 1 年間で13.1 % の収益を上げたUS市場を上回りました。
価格変動
| OKTA volatility | |
|---|---|
| OKTA Average Weekly Movement | 10.6% |
| IT Industry Average Movement | 10.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: OKTAの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: OKTAの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2009 | 6,366 | Todd McKinnon | www.okta.com |
Okta, Inc.は、米国内外でアイデンティティ・パートナーとして事業を展開している。あらゆるデバイスからクラウドおよびオンプレミス・アプリケーションへのセキュアなアクセスを実現するシングルサインオン、組織のクラウド、モバイル、Webアプリケーションのリスクベースのセキュリティレイヤーを実現するアダプティブMFA、APIをシステムとしてセキュアに管理するAPIアクセス管理、OktaプラットフォームをハイブリッドIT環境に拡張するAccess Gateway、Oktaプラットフォームのセキュアなアクセス管理をデバイスのログインエクスペリエンスに拡張するOkta Device Access、クラウドベースの記録システムを実現するUniversal Directoryを提供している。また、Identity Threat Protection、セキュリティ対策とデジタル資産の保護を実現するIdentity Security Posture Management、AIエージェントの発見、登録、認証、ガバナンス、管理を実現するOkta for AI Agents、ライフサイクル管理、Okta Workflows、Okta Identity Governance、Cross App Accessを含むIdentity Governance and Administration製品、セキュアなクラウドインフラへの継続的かつコンテキストに基づいたアクセス管理を実現するAdvanced Server Access、統合アクセスとガバナンス管理でリスクを低減するOkta Privileged Accessも提供している。さらに、標準ベースのログイン基盤であるUniversal Login、IDを標的とした攻撃に関連するリスクを最小化するAttack Protection Suite、Adaptive MFA、パスワードなしでログインできるPasswordless、NHIによる認証・認可のためのMachine-to-Machine Tokens、導入オプションであるPrivate Cloud、多数のパートナーや顧客をサポートするOrganizations、顧客がカスタマイズしたIDフローを構築できるExtensibility、複雑な認可シナリオを管理するFine Grained Authorization、エージェント型アプリケーションの安全性と拡張性を実現するAuth0 for AI Agentsを提供している。同社は以前はSaasure, Inc.として知られていた。は2009年に法人化され、カリフォルニア州サンフランシスコに本社を置いている。
Okta, Inc. 基礎のまとめ
| OKTA 基礎統計学 | |
|---|---|
| 時価総額 | US$30.20b |
| 収益（TTM） | US$296.00m |
| 売上高(TTM) | US$3.07b |
101.1x
PER（株価収益率9.7x
P/SレシオOKTA は割高か？
公正価値と評価分析を参照収益と収入
| OKTA 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.07b |
| 売上原価 | US$672.00m |
| 売上総利益 | US$2.40b |
| その他の費用 | US$2.11b |
| 収益 | US$296.00m |
直近の収益報告
Jul 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.69 |
| グロス・マージン | 78.13% |
| 純利益率 | 9.63% |
| 有利子負債／自己資本比率 | 0% |
OKTA の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 07:58 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/07/31 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Okta, Inc. 42 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。62
| アナリスト | 機関 |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |