Okta, Inc.

NasdaqGS:OKTA 株式レポート

時価総額:US$13.5b

Okta マネジメント

マネジメント 基準チェック /34

Oktaの CEO はTodd McKinnonで、 Jan2009年に任命され、 の在任期間は 17.25年です。 の年間総報酬は$ 23.32Mで、 1.3%給与と98.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の3.74%を直接所有しており、その価値は$ 503.62M 。経営陣と取締役会の平均在任期間はそれぞれ3.7年と4.3年です。

主要情報

Todd McKinnon

最高経営責任者

US$23.3m

報酬総額

CEO給与比率1.31%
CEO在任期間17.3yrs
CEOの所有権3.7%
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間4.3yrs

経営陣の近況

Recent updates

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.

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.

Okta: How Agentic AI May Drive The Next Age Of Growth And Profits

Apr 06

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.

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.

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.

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.

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.

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.

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.

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.

Solid Earnings Reflect Okta's (NASDAQ:OKTA) Strength As A Business

Dec 10
Solid Earnings Reflect Okta's (NASDAQ:OKTA) Strength As A Business

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.

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.

Is Okta, Inc. (NASDAQ:OKTA) Trading At A 31% Discount?

Jun 16
Is Okta, Inc. (NASDAQ:OKTA) Trading At A 31% Discount?
User avatar

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.

Okta, Inc.'s (NASDAQ:OKTA) 32% Price Boost Is Out Of Tune With Revenues

May 09
Okta, Inc.'s (NASDAQ:OKTA) 32% Price Boost Is Out Of Tune With Revenues

Okta: Market Doesn't Believe Management, But You Should (Rating Downgrade)

Apr 16

Okta: Death And Resurrection

Mar 31

Okta: A Cash-Rich SaaS Stock With Underrated Growth Potential

Mar 12

Okta Q4: Enterprise Business Is Booming, Even Management Is Surprised

Mar 04

Okta: Cybersecurity Leader In IAM Submarket

Jan 31
User avatar

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 h

Okta: Mind The GAAP

Jan 15

Okta's Breakout Imminent - Wait Out The Near-Term Customer Retention Issues

Dec 30

Okta: You Should Be Thankful It's Still So Cheap

Dec 16

Okta: Growth Outlook Has Gotten Better

Dec 10

Okta Earnings: Conservative Guidance Leaves Room For Upside

Dec 04

Okta: The Underdog's Advantage

Nov 07

CEO報酬分析

Okta の収益と比較して、Todd McKinnon の報酬はどのように変化したか?
日付総報酬給与会社業績
Jan 31 2026n/an/a

US$235m

Oct 31 2025n/an/a

US$195m

Jul 31 2025n/an/a

US$168m

Apr 30 2025n/an/a

US$130m

Jan 31 2025US$23mUS$306k

US$28m

Oct 31 2024n/an/a

-US$39m

Jul 31 2024n/an/a

-US$136m

Apr 30 2024n/an/a

-US$276m

Jan 31 2024US$30mUS$306k

-US$355m

Oct 31 2023n/an/a

-US$464m

Jul 31 2023n/an/a

-US$592m

Apr 30 2023n/an/a

-US$691m

Jan 31 2023US$412kUS$306k

-US$815m

Oct 31 2022n/an/a

-US$903m

Jul 31 2022n/an/a

-US$915m

Apr 30 2022n/an/a

-US$982m

Jan 31 2022US$32mUS$306k

-US$848m

Oct 31 2021n/an/a

-US$683m

Jul 31 2021n/an/a

-US$534m

Apr 30 2021n/an/a

-US$318m

Jan 31 2021US$12mUS$306k

-US$266m

Oct 31 2020n/an/a

-US$241m

Jul 31 2020n/an/a

-US$232m

Apr 30 2020n/an/a

-US$215m

Jan 31 2020US$9mUS$306k

-US$209m

報酬と市場: Toddの 総報酬 ($USD 23.32M ) は、 US市場 ($USD 14.50M ) の同規模の企業の平均を上回っています。

報酬と収益: Toddの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Todd McKinnon (53 yo)

17.3yrs
在職期間
US$23,319,458
報酬

Mr. Todd McKinnon serves as Chief Executive Officer of Okta at Auth0, Inc. since 2021. He co-founded Okta, Inc. in 2009 and has been its Chief Executive Officer since January 2009. From October 2003 to Feb...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Todd McKinnon
Co-Founder17.3yrsUS$23.32m3.74%
$ 503.6m
Jacques Kerrest
Co-Founder & Executive Vice Chairman16.8yrsUS$266.52k0.53%
$ 71.4m
Brett Tighe
Chief Financial Officer4.8yrsUS$14.11m0.14%
$ 19.4m
Shibu Ninan
Chief Accounting Officer3.7yrsUS$2.25m0.013%
$ 1.8m
Larissa Schwartz
Chief Legal Officer & Corporate Secretary3.1yrsUS$7.34m0.031%
$ 4.2m
Jon Addison
Chief Revenue Officer3.2yrsUS$5.91m0.0025%
$ 332.9k
Eric Kelleher
President & COO1.2yrsデータなし0.0088%
$ 1.2m
Dave Gennarelli
Senior Vice President of Investor Relationsno dataデータなしデータなし
Monty Gray
Executive Vice President of Corporate Development8.2yrsデータなしデータなし
Shannon Sullivan Duffy
Chief Marketing Officerless than a yearデータなしデータなし
Rebecca Port
Chief People Officerless than a yearデータなしデータなし
David Bradbury
Chief Security Officer6yrsデータなしデータなし
3.7yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: OKTAの経営陣は 経験豊富 であると考えられます ( 3.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Todd McKinnon
Co-Founder17.3yrsUS$23.32m3.74%
$ 503.6m
Jacques Kerrest
Co-Founder & Executive Vice Chairman16.8yrsUS$266.52k0.53%
$ 71.4m
Jeffrey Epstein
Lead Independent Director4.9yrsUS$319.29k0.0058%
$ 787.2k
Paul Sagan
Independent Directorless than a yearデータなしデータなし
Shellye Archambeau
Independent Director7.3yrsUS$295.47k0.0066%
$ 891.0k
David Schellhase
Independent Directorless than a yearデータなし0.0021%
$ 283.1k
Anthony Bates
Independent Director1.8yrsUS$552.56k0.0011%
$ 155.0k
Robert Bernshteyn
Independent Directorless than a yearデータなしデータなし
Robert Dixon
Independent Director6.8yrsUS$298.19k0.0065%
$ 873.4k
Emilie Choi
Independent Director3.7yrsUS$294.37k0.0053%
$ 707.6k
4.3yrs
平均在職期間
59.5yo
平均年齢

経験豊富なボード: OKTAの 取締役会経験豊富 であると考えられます ( 4.3年の平均在任期間)。


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2026/04/30 18:47
終値2026/04/29 00:00
収益2026/01/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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アナリスト筋

Okta, Inc. 43 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。61

アナリスト機関
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird
Saket KaliaBarclays