Okta Analysts Slash Their Forecasts After Q4 Results

Okta Inc (NASDAQ: OKTA) on Wednesday reported upbeat fourth-quarter financial results, but issued weak forecast for the first quarter.

Benzinga • 19 hours ago

Why Okta Stock Popped Today

Okta saw strong sales and profit growth in its most recent quarter. The identity platform could serve an important role in an AI-powered world.

The Motley Fool • 8 hours ago

Okta shares rally on strong earnings as Jefferies analysts see room for revenue upside

Okta Inc (NASDAQ:OKTA)'s latest quarterly results showed solid growth in key metrics, with analysts at Jefferies highlighting that the company appears to be prioritizing accelerating revenue growth even if it comes at the expense of near-term margins. In a note following the results, Jefferies maintained a ‘Buy' rating on the identity management company and a $105 price target.

Proactive Investors • 13 hours ago

Okta Earnings Beat, But Growth Questions Remain

Okta Inc. NASDAQ: OKTA stock shot up more than 10% the day after the cybersecurity company delivered a double beat in its Q4 earnings report for its 2026 fiscal year. For shareholders who have been holding the stock, the rally feels overdue.

MarketBeat • 10 hours ago

Okta's Agentic AI Strategy Drives Future Upside (Earnings Review)

Okta is upgraded to 'buy' following its Q4 2026 results, reflecting strong fundamentals and new product momentum. Q4 revenue grew 11% YoY to $761M, with robust free cash flow of $863M for FY2026 and $2.5B in cash/short-term investments. New AI-driven identity security offerings are generating unprecedented customer interest, potentially driving upside beyond conservative FY2027 guidance.

Seeking Alpha • 21 hours ago

OKTA Shares Jump on Solid Q4 Earnings Beat, Revenues Increase Y/Y

Okta stock rises after Q4 FY26 earnings beat estimates, with revenue up 11.6% year over year on strong subscription growth.

Zacks Investment Research • 15 hours ago

Cloud stocks jump, head for best day in nearly a year despite broad market declines

The WisdomTree Cloud Computing Fund (WCLD) gained 4.5%, putting the exchange-traded fund on track for its best day since April 24, when it jumped 4.7%. The rally in Okta comes after the identity security provider reported fourth-quarter results Wednesday evening that exceeded Wall Street's estimates.

CNBC • 17 hours ago

Okta: Tremendous Value With Secure Path To Growth

Okta remains a compelling 'Buy' as market fears over AI disruption are not reflected in its robust fundamentals. OKTA's recurring revenue model, broad horizontal platform, and less than 5% TAM penetration support long-term growth potential. Backlog growth outpaces revenue, net retention rates remain strong, and FCF margins approach 30%, highlighting operational strength.

Seeking Alpha • 18 hours ago

Okta beats fourth-quarter estimates, but issues weak guidance

Okta topped Wall Street's fourth-quarter estimates but issued disappointing first-quarter guidance The identity security provider said it is benefiting from the rise of agentic AI and the accompanying security needs.

CNBC • Mar 4, 2026

Okta forecasts slowest revenue growth since IPO amid economic uncertainty

Okta forecast first-quarter revenue below Wall Street expectations on Wednesday, projecting single-digit growth for the first ​time since its 2017 IPO as economic uncertainty ‌weighs on enterprise technology spending.

Reuters • Mar 4, 2026