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Okta, Inc.

NasdaqGS:OKTA 株式レポート

時価総額:US$30.2b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Okta 配当と自社株買い

配当金 基準チェック /06

Okta配当金を支払った記録がありません。

主要情報

n/a

配当利回り

1.9%

バイバック利回り

総株主利回り1.9%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

User avatar
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
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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...
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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...
User avatar
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.
User avatar
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.
User avatar
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 Alpha
Seeking 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

決済の安定と成長

配当データの取得

安定した配当: OKTAの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: OKTAの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Okta 配当利回り対市場
OKTA 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (OKTA)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.1%
業界平均 (IT)3.1%
アナリスト予想 (OKTA) (最長3年)0%

注目すべき配当: OKTAは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: OKTAは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: OKTAの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: OKTAが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 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 BagshawArete Research Services LLP
Shrenik KothariBaird
Saket KaliaBarclays

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