Okta Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 5/6
Okta yıllık ortalama 51% oranında kazançlarını artırırken, IT sektöründe kazançlar growing at 10.3% annual. Gelirler growing yılda ortalama 20% oranında artmaktadır. Okta'in özkaynak karlılığı 3.6% ve net marjı 8.2%'dir.
Anahtar bilgiler
50.98%
Kazanç büyüme oranı
52.28%
EPS büyüme oranı
| IT Sektör Büyümesi | 22.43% |
| Gelir büyüme oranı | 20.02% |
| Özkaynak getirisi | 3.58% |
| Net Marj | 8.24% |
| Son Kazanç Güncellemesi | 30 Apr 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaGelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Okta nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Apr 26 | 2,996 | 247 | 1,502 | 648 |
| 31 Jan 26 | 2,919 | 235 | 1,466 | 639 |
| 31 Oct 25 | 2,840 | 195 | 1,436 | 631 |
| 31 Jul 25 | 2,763 | 168 | 1,413 | 629 |
| 30 Apr 25 | 2,681 | 130 | 1,407 | 633 |
| 31 Jan 25 | 2,610 | 28 | 1,413 | 642 |
| 31 Oct 24 | 2,533 | -39 | 1,424 | 641 |
| 31 Jul 24 | 2,452 | -136 | 1,439 | 648 |
| 30 Apr 24 | 2,362 | -276 | 1,466 | 656 |
| 31 Jan 24 | 2,263 | -355 | 1,486 | 656 |
| 31 Oct 23 | 2,168 | -464 | 1,486 | 654 |
| 31 Jul 23 | 2,065 | -592 | 1,493 | 637 |
| 30 Apr 23 | 1,961 | -691 | 1,479 | 621 |
| 31 Jan 23 | 1,858 | -815 | 1,475 | 620 |
| 31 Oct 22 | 1,731 | -903 | 1,439 | 613 |
| 31 Jul 22 | 1,600 | -915 | 1,315 | 596 |
| 30 Apr 22 | 1,464 | -982 | 1,311 | 562 |
| 31 Jan 22 | 1,300 | -848 | 1,203 | 469 |
| 31 Oct 21 | 1,152 | -683 | 992 | 384 |
| 31 Jul 21 | 1,019 | -534 | 882 | 312 |
| 30 Apr 21 | 904 | -318 | 661 | 243 |
| 31 Jan 21 | 835 | -266 | 598 | 223 |
| 31 Oct 20 | 768 | -241 | 557 | 204 |
| 31 Jul 20 | 704 | -232 | 519 | 188 |
| 30 Apr 20 | 644 | -215 | 483 | 174 |
| 31 Jan 20 | 586 | -209 | 450 | 159 |
| 31 Oct 19 | 534 | -189 | 407 | 146 |
| 31 Jul 19 | 487 | -155 | 368 | 132 |
| 30 Apr 19 | 441 | -152 | 342 | 116 |
| 31 Jan 19 | 399 | -125 | 303 | 102 |
| 31 Oct 18 | 361 | -118 | 280 | 91 |
| 31 Jul 18 | 322 | -121 | 263 | 82 |
| 30 Apr 18 | 288 | -108 | 234 | 74 |
| 31 Jan 18 | 257 | -110 | 217 | 70 |
| 31 Oct 17 | 228 | -105 | 198 | 62 |
| 31 Jul 17 | 204 | -94 | 178 | 53 |
| 30 Apr 17 | 181 | -88 | 162 | 45 |
| 31 Jan 17 | 161 | -75 | 141 | 39 |
| 31 Oct 16 | 139 | -87 | 138 | 37 |
| 31 Jan 16 | 86 | -76 | 97 | 29 |
Kaliteli Kazançlar: OKTA yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: OKTA 'nin mevcut net kar marjları (8.2%) geçen yılın (4.8%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: OKTA son 5 yılda karlı hale geldi ve kazançlarını yıllık 51% oranında artırdı.
Büyüme Hızlandırma: OKTA 'un son bir yıldaki kazanç büyümesi ( 90% ) 5 yıllık ortalamasını (yıllık 51% ) aşıyor.
Kazançlar vs. Sektör: OKTA geçen yılki kazanç büyümesi ( 90% ) IT sektörünün 2% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: OKTA 'nin Özsermaye Getirisi ( 3.6% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/10 11:22 |
| Gün Sonu Hisse Fiyatı | 2026/07/10 00:00 |
| Kazançlar | 2026/04/30 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Okta, Inc. 62 Bu analistlerden 43, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |