The Identity Security Profit Machine Pulls Ahead While Its Faster Growing Rival Burns Cash

Okta (NASDAQ: OKTA) and SailPoint Technologies (NYSE: SAIL) both beat Q3 2026 earnings expectations, but their financial trajectories diverge sharply.

24/7 Wall Street • 19 hours ago

Okta, Inc. (OKTA) is Attracting Investor Attention: Here is What You Should Know

Okta (OKTA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • Dec 10, 2025

Is Okta Stock a Buying Opportunity for 2026?

The cybersecurity company has put investors on a roller-coaster ride in 2025.

The Motley Fool • Dec 9, 2025

What's Next With Okta Stock After A 21% Drop?

20% — This figure closely reflects the decrease in Okta's (NASDAQ:OKTA) market capitalization over the past six months. Below is a succinct overview of the factors that led to this decline — along with what could happen next.

Forbes • Dec 8, 2025

Cybersecurity Stocks And The Growing Demand For Secure Identity Infrastructure

The core foundation of enterprise protection may be based on identity security. It is becoming more and more of a critical component within businesses as organizations are increasingly distributing bigger workloads on cloud environments, and have a need to support bigger remote teams.

Benzinga • Dec 8, 2025

OKTA Shares Jump on Solid Q3 Earnings Beat, Revenues Increase Y/Y

OKTA shares jump after Q3 earnings and revenue beat, with upbeat guidance and expanding operating margins driving momentum.

Zacks Investment Research • Dec 4, 2025

Okta: Richer Rule Of 40 - Deep-Value Buy Opportunity

OKTA is an even better Buy after the correction post-FQ3'26 earnings call, with it offering a deep-value Buy opportunity into agentic cybersecurity growth opportunities. Despite the decelerating revenue growth and the stagnant net retention rates, the expanding Rule of 40 performance and the growing multi-year backlog support its recovery investment thesis. This is significantly aided by OKTA's discounted P/E of 23.95x, along with the increasingly healthier balance sheet - enhancing its margin of safety against the pricier cybersecurity peers at ~64x.

Seeking Alpha • Dec 4, 2025

Okta reports Q3 revenues and earnings above expectations, raises full-year guidance

Okta Inc (NASDAQ:OKTA) reported third quarter fiscal 2026 results that exceeded Wall Street expectations across key metrics, including revenue, earnings per share, and forward guidance. The cloud-based identity management service reported revenue of $742 million, up roughly 12% year-over-year and above analyst estimates of around $730 million.

Proactive Investors • Dec 3, 2025

Okta CEO Sees Big Opportunity in AI

Okta CEO Todd McKinnon discusses what's driving the software maker's boosted forecast. He speaks with Caroline Hyde on "Bloomberg Tech.

Bloomberg Technology • Dec 3, 2025

Okta: Excuses to Sell Vs. Reasons to Buy

Why? Because the company “failed” to provide a fiscal 2027 update. But what business typically provides its subsequent fiscal year guidance with its Q3 release?

MarketBeat • Dec 3, 2025