Okta Framtida tillväxt
Future kriterier kontrolleras 3/6
Okta förväntas öka intäkter och intäkter med 21.4% respektive 9.1% per år. EPS förväntas tillväxt med 22.7% per år. Avkastningen på eget kapital förväntas bli 10.5% om 3 år.
Viktig information
21.4%
Tillväxttakt i vinsten
22.74%
Tillväxttakt för EPS
| IT vinsttillväxt | 22.2% |
| Intäkternas tillväxttakt | 9.1% |
| Framtida avkastning på eget kapital | 10.47% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 17 Sep 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Seeking Alpha • Sep 17
Okta: Just Another Overpriced Story Stock Within Cybersecurity
Summary Okta has over 20,000 customers, which I see as a significant upsell opportunity for its Okta for AI agents solution. The company closed dozens of AI-agent deals in Q2 FY2027, including several worth more than $1 million. That said, management still describes AI’s current contribution as “immaterial” and “very small”. I think the stock has run way ahead of fundamentals, and I see Okta as a high beta on the cybersecurity theme. Beyond that, I don't see a compelling story. I'm neutral on OKTA. I may change my rating if I see meaningful analyst revisions driven by agentic identity security upsells. Read the full article on Seeking Alpha
Uppdatering av berättelse • Sep 17
OKTA: AI Identity Security For Agentic Workloads Will Drive Future Upside
Okta's analyst fair value estimate has been raised from $180.00 to about $220.95, as analysts attribute this change to increasing confidence in identity security demand and initial AI agent use cases, which are viewed as key supports for higher revenue growth, stronger margins, and a slightly richer future P/E assumption. Analyst Commentary Recent Street research on Okta points to a broadly constructive view as multiple bullish analysts lift price targets and, in several cases, ratings.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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 AlphaPrognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 1/31/2029 | 3,918 | 583 | 1,216 | 1,201 | 20 |
| 1/31/2028 | 3,547 | 410 | 1,041 | 1,081 | 42 |
| 1/31/2027 | 3,224 | 352 | 914 | 949 | 41 |
| 7/31/2026 | 3,073 | 296 | 959 | 987 | N/A |
| 4/30/2026 | 2,996 | 247 | 896 | 920 | N/A |
| 1/31/2026 | 2,919 | 235 | 863 | 884 | N/A |
| 10/31/2025 | 2,840 | 195 | 895 | 912 | N/A |
| 7/31/2025 | 2,763 | 168 | 838 | 853 | N/A |
| 4/30/2025 | 2,681 | 130 | 754 | 772 | N/A |
| 1/31/2025 | 2,610 | 28 | 730 | 750 | N/A |
| 10/31/2024 | 2,533 | -39 | 612 | 638 | N/A |
| 7/31/2024 | 2,452 | -136 | 607 | 635 | N/A |
| 4/30/2024 | 2,362 | -276 | 578 | 602 | N/A |
| 1/31/2024 | 2,263 | -355 | 488 | 512 | N/A |
| 10/31/2023 | 2,168 | -464 | 394 | 414 | N/A |
| 7/31/2023 | 2,065 | -592 | 251 | 268 | N/A |
| 4/30/2023 | 1,961 | -691 | 177 | 196 | N/A |
| 1/31/2023 | 1,858 | -815 | 63 | 86 | N/A |
| 10/31/2022 | 1,731 | -903 | -4 | 23 | N/A |
| 7/31/2022 | 1,600 | -915 | 23 | 51 | N/A |
| 4/30/2022 | 1,464 | -982 | 44 | 67 | N/A |
| 1/31/2022 | 1,300 | -848 | 87 | 104 | N/A |
| 10/31/2021 | 1,152 | -683 | 115 | 125 | N/A |
| 7/31/2021 | 1,019 | -534 | 123 | 132 | N/A |
| 4/30/2021 | 904 | -318 | 134 | 145 | N/A |
| 1/31/2021 | 835 | -266 | 111 | 128 | N/A |
| 10/31/2020 | 768 | -241 | 96 | 118 | N/A |
| 7/31/2020 | 704 | -232 | 64 | 85 | N/A |
| 4/30/2020 | 644 | -215 | N/A | 73 | N/A |
| 1/31/2020 | 586 | -209 | N/A | 56 | N/A |
| 10/31/2019 | 534 | -189 | N/A | 41 | N/A |
| 7/31/2019 | 487 | -155 | N/A | 37 | N/A |
| 4/30/2019 | 441 | -152 | N/A | 32 | N/A |
| 1/31/2019 | 399 | -125 | N/A | 15 | N/A |
| 10/31/2018 | 361 | -118 | N/A | 5 | N/A |
| 7/31/2018 | 322 | -121 | N/A | -11 | N/A |
| 4/30/2018 | 288 | -108 | N/A | -12 | N/A |
| 1/31/2018 | 257 | -110 | N/A | -25 | N/A |
| 10/31/2017 | 228 | -105 | N/A | -32 | N/A |
| 7/31/2017 | 204 | -94 | N/A | -31 | N/A |
| 4/30/2017 | 181 | -88 | N/A | -37 | N/A |
| 1/31/2017 | 161 | -75 | N/A | -42 | N/A |
| 10/31/2016 | 139 | -87 | N/A | -44 | N/A |
| 1/31/2016 | 86 | -76 | N/A | -42 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: OKTA s prognostiserade vinsttillväxt ( 21.4% per år) är över sparkvoten ( 3.7% ).
Resultat vs marknad: OKTA s intäkter ( 21.4% per år) förväntas växa snabbare än marknaden för US ( 17.2% per år).
Höga tillväxtresultat: OKTA s intäkter förväntas växa avsevärt under de kommande 3 åren.
Intäkt vs marknad: OKTA s intäkter ( 9.1% per år) förväntas växa långsammare än marknaden för US ( 13.4% per år).
Hög tillväxtintäkter: OKTA s intäkter ( 9.1% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: OKTA s avkastning på eget kapital förväntas bli låg om 3 år ( 10.5 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/17 19:33 |
| Aktiekurs vid dagens slut | 2026/09/17 00:00 |
| Intäkter | 2026/07/31 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Okta, Inc. bevakas av 63 analytiker. 42 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |