Added to YB: 2026-03-09
Pitch date: 2026-03-05
OKTA [neutral]
Okta, Inc.
-1.31%
current return
Author Info
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Company Info
Okta, Inc. operates as an identity partner in the United States and internationally. It offers Single Sign-on to secure access to cloud and on-premises applications from any device; Adaptive MFA for a risk-based layer of security for an organization’s cloud, mobile, and web applications; API Access Management, which enables organizations to secure APIs as systems; Access Gateway, which extends the Okta platform to hybrid IT environments; Okta Device Access, which extends Okta platform’s secure access management to the device login experience; Universal Directory for a cloud-based system of record.
Market Cap
$14.1B
Pitch Price
$80.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
43.25
P/E
60.70
EV/Sales
4.10
Sector
IT Services
Category
growth
Okta Q4 2025 Snapshot
OKTA (earnings): Q4 rev $761M (+11.6% YoY) beat $749.5M est; adj EPS $0.90 vs $0.85 est. Op margin expanded to 6% (+3.3pp), FCF margin 34%. Customers >$100K ACV grew 6.3% to 5,100; RPO +14.5% to $4.8B. AI security products ~30% of Q4 bookings w/ ~40% contract uplift. NRR slipped to 106% (-1pp). FY27 guide: $3.17-3.19B rev (~9% growth), $3.74-3.82 EPS. 4.4x EV/Sales, 20.7x fwd P/E.
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