Okta, Inc.

NasdaqGS:OKTA 株式レポート

時価総額：US$25.9b

Okta 過去の業績

過去 基準チェック /56

Oktaは、平均年間51%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間10.3% 20%収益成長率で 成長しています。 Oktaの自己資本利益率は3.6%であり、純利益率は8.2%です。

主要情報

50.98%

収益成長率

52.28%

EPS成長率

IT 業界の成長22.43%
収益成長率20.02%
株主資本利益率3.58%
ネット・マージン8.24%
前回の決算情報30 Apr 2026

最近の業績更新

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...

Recent updates

ナラティブの更新 • 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.
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
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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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
Seeking 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 Alpha
Seeking 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 Alpha

収支内訳

Okta の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:OKTA 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Apr 262,9962471,502648
31 Jan 262,9192351,466639
31 Oct 252,8401951,436631
31 Jul 252,7631681,413629
30 Apr 252,6811301,407633
31 Jan 252,610281,413642
31 Oct 242,533-391,424641
31 Jul 242,452-1361,439648
30 Apr 242,362-2761,466656
31 Jan 242,263-3551,486656
31 Oct 232,168-4641,486654
31 Jul 232,065-5921,493637
30 Apr 231,961-6911,479621
31 Jan 231,858-8151,475620
31 Oct 221,731-9031,439613
31 Jul 221,600-9151,315596
30 Apr 221,464-9821,311562
31 Jan 221,300-8481,203469
31 Oct 211,152-683992384
31 Jul 211,019-534882312
30 Apr 21904-318661243
31 Jan 21835-266598223
31 Oct 20768-241557204
31 Jul 20704-232519188
30 Apr 20644-215483174
31 Jan 20586-209450159
31 Oct 19534-189407146
31 Jul 19487-155368132
30 Apr 19441-152342116
31 Jan 19399-125303102
31 Oct 18361-11828091
31 Jul 18322-12126382
30 Apr 18288-10823474
31 Jan 18257-11021770
31 Oct 17228-10519862
31 Jul 17204-9417853
30 Apr 17181-8816245
31 Jan 17161-7514139
31 Oct 16139-8713837
31 Jan 1686-769729

質の高い収益: OKTAは 高品質の収益 を持っています。

利益率の向上: OKTAの現在の純利益率 (8.2%)は、昨年(4.8%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: OKTA過去 5 年間で収益を上げており、収益は年間51%増加しています。

成長の加速: OKTAの過去 1 年間の収益成長率 ( 90% ) は、5 年間の平均 ( 年間51%を上回っています。

収益対業界: OKTAの過去 1 年間の収益成長率 ( 90% ) はIT業界2%を上回りました。

株主資本利益率

高いROE: OKTAの 自己資本利益率 ( 3.6% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

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2026/07/10 06:53
終値2026/07/10 00:00
収益2026/04/30
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

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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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. 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。62

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