Analyst Consensus ?
ConsensusBuy52 ratings
Bullish3975.0%
Neutral1223.1%
Bearish11.9%
Okta, Inc. · OKTA · FY2026 Q2 · Calendar Q3 2025
Okta raises FY2026 outlook as AI security and Acxiom expand its growth agenda
Okta's raised FY2026 outlook and pipeline commentary support a constructive near-term growth case, but sustaining NRR and converting newer AI and cross-app access products into durable revenue remain key tests.
Reported After market closeNASDAQTechnology
$38.56B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.91
Consensus $0.85
EPS surprise
+7.4%
Reported versus consensus
Reported revenue
$728.0M
Consensus $712.3M
Revenue surprise
+2.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+1.6%
Event window
SPY move
+0.2%
Same window
Abnormal move
+1.4%
Stock minus SPY
Volume
4.4×
Versus trailing sessions
Subsequent drift
-2.0%
Up to 20 sessions
OKTASPY benchmark
Ask FN2 about OKTA FY2026 Q2
Transcript, numbers and history already loaded
Why did OKTA rise 1.6% after beating EPS estimates in FY2026 Q2?What changed in OKTA's guidance and outlook in FY2026 Q2?Give me the bull and bear case for OKTA after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The quarter added Acxiom Security to the privileged-access portfolio, introduced an open-standard cross-app access initiative, and raised the FY2026 revenue outlook while removing macro-related conservatism.
Guidance delta
Management raised FY2026 revenue guidance to 10–11% growth and removed macro-related conservatism from the outlook.
Key takeaways
- Management highlighted 9–10% year-over-year Q2 revenue growth and raised the FY2026 revenue outlook to 10–11% growth.
- AI-focused identity products, cross-app access and enterprise consolidation were presented as growth opportunities.
- The Acxiom acquisition adds privileged-access capabilities, while specialized go-to-market teams and public-sector wins support pipeline momentum.
Management priorities
- Integrate Acxiom technology into Okta Privilege Access
- Expand and commercialize the cross-app access open standard
- Invest in priority international markets and roll out new AI-focused identity products
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Analyst 52W Price Targets
$232.13Current
$45Low
$168.46Average
$283High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 11, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| BMO Capital | Outperform | Outperform | Maintain | Oct 9, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Sep 29, 2026 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Sep 28, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Sep 28, 2026 |
| Truist Securities | Buy | Buy | Maintain | Sep 25, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | Sep 25, 2026 |
| Macquarie | Outperform | Outperform | Maintain | Sep 25, 2026 |
| Baird | Outperform | Outperform | Maintain | Sep 25, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Sep 24, 2026 |
| TD Cowen | Hold | Hold | Maintain | Sep 24, 2026 |
| Stifel | Buy | Buy | Maintain | Sep 24, 2026 |
| Roth Capital | Buy | Buy | Maintain | Sep 24, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 24, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Sep 24, 2026 |
| Needham | Buy | Buy | Maintain | Sep 24, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Sep 24, 2026 |
| Jefferies | Buy | Buy | Maintain | Sep 24, 2026 |
| Guggenheim | Buy | Buy | Maintain | Sep 24, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Sep 24, 2026 |
| DA Davidson | Buy | Buy | Maintain | Sep 24, 2026 |
| BTIG | Buy | Buy | Maintain | Sep 24, 2026 |
| Barclays | Overweight | Overweight | Maintain | Sep 24, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Sep 24, 2026 |
| Bernstein | Market Perform | Outperform | Downgrade | Sep 17, 2026 |
| Susquehanna | Neutral | Neutral | Maintain | Aug 28, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Aug 28, 2026 |
| UBS | Buy | Buy | Maintain | Aug 27, 2026 |
| Raymond James | Outperform | Outperform | Maintain | Aug 27, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Aug 27, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Aug 27, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Aug 27, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Aug 27, 2026 |
| WestPark Capital | Buy | Buy | Maintain | Aug 27, 2025 |
| JMP Securities | Market Perform | Market Perform | Maintain | Aug 27, 2025 |
| Deutsche Bank | Hold | Buy | Downgrade | Nov 12, 2024 |
| Wedbush | Outperform | Outperform | Maintain | May 29, 2024 |
| Daiwa Capital | Buy | Outperform | Maintain | Oct 26, 2023 |
| OTR Global | Mixed | Negative | Upgrade | May 2, 2023 |
| MoffettNathanson | Underperform | Underperform | Maintain | Mar 2, 2023 |
| SMBC Nikko | Outperform | Outperform | Maintain | Jan 4, 2023 |
| Cowen & Co. | Perform | Market Perform | Maintain | Dec 13, 2022 |
| Wolfe Research | Outperform | Outperform | Maintain | Nov 11, 2022 |
| Cleveland Research | Neutral | Buy | Downgrade | Sep 23, 2022 |
| PiperJaffray | Overweight | Overweight | Maintain | Nov 8, 2019 |
| SunTrust Robinson Humphrey | Buy | Hold | Upgrade | Oct 3, 2019 |
| Piper Jaffray | Overweight | Overweight | Maintain | Aug 29, 2019 |
| Berenberg | Buy | Buy | Maintain | Nov 29, 2018 |
| FBN Securities | Outperform | Outperform | Maintain | Jan 22, 2018 |
| William Blair | Outperform | Outperform | Maintain | Oct 5, 2017 |
| Pacific Crest | Overweight | Overweight | Maintain | May 2, 2017 |
Named analyst price targets
Upside is calculated against the persisted current price $232.13. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| BMO Capital | Analyst unavailable | $245 | $224.79 | +5.5% | Oct 9, 2026 |
| Scotiabank | Patrick Colville | $245 | $197.4 | +5.5% | Sep 28, 2026 |
| Stephens | Todd Weller | $240 | $206.64 | +3.4% | Sep 25, 2026 |
| BMO Capital | Analyst unavailable | $230 | $206.64 | -0.9% | Sep 25, 2026 |
| Robert W. Baird | Analyst unavailable | $235 | $206.64 | +1.2% | Sep 25, 2026 |
| KeyBanc | Analyst unavailable | $240 | $206.64 | +3.4% | Sep 24, 2026 |
| Truist Financial | Analyst unavailable | $235 | $211.34 | +1.2% | Sep 24, 2026 |
| Roth Capital | Analyst unavailable | $235 | $211.2 | +1.2% | Sep 24, 2026 |
| New Street | Analyst unavailable | $235 | $203.52 | +1.2% | Sep 24, 2026 |
| RBC Capital | Matthew Hedberg | $230 | $204.44 | -0.9% | Sep 24, 2026 |
| Evercore ISI | Analyst unavailable | $240 | $205.4 | +3.4% | Sep 24, 2026 |
| Oppenheimer | Ittai Kidron | $227 | $205.36 | -2.2% | Sep 24, 2026 |
| Wells Fargo | Analyst unavailable | $230 | $205.36 | -0.9% | Sep 24, 2026 |
| Guggenheim | John DiFucci | $227 | $205.36 | -2.2% | Sep 24, 2026 |
| Oppenheimer | Analyst unavailable | $220 | $205.36 | -5.2% | Sep 24, 2026 |
| Stifel Nicolaus | Adam Borg | $215 | $205.36 | -7.4% | Sep 24, 2026 |
| Barclays | Analyst unavailable | $215 | $205.36 | -7.4% | Sep 24, 2026 |
| Mizuho Securities | Gregg Moskowitz | $200 | $205.36 | -13.8% | Sep 24, 2026 |
| Jefferies | Analyst unavailable | $240 | $205.36 | +3.4% | Sep 24, 2026 |
| Robert W. Baird | Analyst unavailable | $200 | $191.33 | -13.8% | Sep 22, 2026 |
| BTIG | Analyst unavailable | $219 | $188.12 | -5.7% | Sep 17, 2026 |
| Bernstein | Peter Weed | $174 | $188.12 | -25.0% | Sep 17, 2026 |
| Wells Fargo | Richard Poland | $200 | $166.5 | -13.8% | Sep 14, 2026 |
| Susquehanna | Shyam Patil | $185 | $169.45 | -20.3% | Aug 28, 2026 |
| Goldman Sachs | Gabriela Borges | $203 | $172.91 | -12.5% | Aug 28, 2026 |
| Truist Financial | Junaid Siddiqui | $200 | $166.08 | -13.8% | Aug 27, 2026 |
| RBC Capital | Analyst unavailable | $195 | $164.5 | -16.0% | Aug 27, 2026 |
| New Street | Analyst unavailable | $200 | $164.87 | -13.8% | Aug 27, 2026 |
| Oppenheimer | Ittai Kidron | $190 | $166.65 | -18.1% | Aug 27, 2026 |
| D.A. Davidson | Rudy Kessinger | $190 | $134.42 | -18.1% | Aug 27, 2026 |
| Evercore ISI | Analyst unavailable | $185 | $134.42 | -20.3% | Aug 27, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $200 | $134.42 | -13.8% | Aug 27, 2026 |
| Bernstein | Peter Weed | $143 | $134.42 | -38.4% | Aug 27, 2026 |
| UBS | Analyst unavailable | $155 | $134.42 | -33.2% | Aug 27, 2026 |
| Raymond James | Analyst unavailable | $185 | $134.42 | -20.3% | Aug 27, 2026 |
| Morgan Stanley | Meta Marshall | $200 | $134.42 | -13.8% | Aug 27, 2026 |
| BTIG | Gray Powell | $187 | $134.42 | -19.4% | Aug 27, 2026 |
| Needham | Mike Cikos | $200 | $134.42 | -13.8% | Aug 27, 2026 |
| UBS | Analyst unavailable | $200 | $134.42 | -13.8% | Aug 27, 2026 |
| Canaccord Genuity | Kingsley Crane | $175 | $134.42 | -24.6% | Aug 27, 2026 |
| Guggenheim | Analyst unavailable | $188 | $134.42 | -19.0% | Aug 27, 2026 |
| Robert W. Baird | Analyst unavailable | $185 | $134.42 | -20.3% | Aug 27, 2026 |
| Piper Sandler | Analyst unavailable | $160 | $134.42 | -31.1% | Aug 27, 2026 |
| Scotiabank | Patrick Colville | $190 | $134.42 | -18.1% | Aug 27, 2026 |
| KeyBanc | Analyst unavailable | $190 | $134.42 | -18.1% | Aug 27, 2026 |
| UBS | Analyst unavailable | $175 | $134.42 | -24.6% | Aug 27, 2026 |
| Scotiabank | Analyst unavailable | $170 | $134.42 | -26.8% | Aug 27, 2026 |
| Guggenheim | Analyst unavailable | $170 | $134.42 | -26.8% | Aug 27, 2026 |
| UBS | Analyst unavailable | $180 | $134.42 | -22.5% | Aug 27, 2026 |
| BMO Capital | Keith Bachman | $187 | $134.42 | -19.4% | Aug 27, 2026 |
| Stifel Nicolaus | Adam Borg | $180 | $134.42 | -22.5% | Aug 27, 2026 |
| Jefferies | Brent Thill | $200 | $134.42 | -13.8% | Aug 27, 2026 |
| KeyBanc | Eric Heath | $180 | $134.16 | -22.5% | Aug 21, 2026 |
| BMO Capital | Analyst unavailable | $168 | $137.08 | -27.6% | Aug 20, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $170 | $141.21 | -26.8% | Aug 20, 2026 |
| Morgan Stanley | Analyst unavailable | $180 | $141.21 | -22.5% | Aug 20, 2026 |
| Guggenheim | John DiFucci | $162 | $141.21 | -30.2% | Aug 20, 2026 |
| Mizuho Securities | Gregg Moskowitz | $145 | $143.92 | -37.5% | Aug 19, 2026 |
| Stifel Nicolaus | Adam Borg | $160 | $143.92 | -31.1% | Aug 19, 2026 |
| Truist Financial | Junaid Siddiqui | $165 | $143.92 | -28.9% | Aug 19, 2026 |
| Jefferies | Analyst unavailable | $170 | $143.24 | -26.8% | Aug 18, 2026 |
| Barclays | Analyst unavailable | $170 | $147.43 | -26.8% | Aug 17, 2026 |
| Wells Fargo | Analyst unavailable | $180 | $147.43 | -22.5% | Aug 17, 2026 |
| RBC Capital | Matthew Hedberg | $166 | $154.95 | -28.5% | Aug 14, 2026 |
| Wells Fargo | Analyst unavailable | $150 | $149.35 | -35.4% | Jul 20, 2026 |
| Capital One Financial | Analyst unavailable | $171 | $150.86 | -26.3% | Jul 16, 2026 |
| KeyBanc | Analyst unavailable | $175 | $145.65 | -24.6% | Jul 10, 2026 |
| Scotiabank | Patrick Colville | $165 | $141.42 | -28.9% | Jul 6, 2026 |
| Scotiabank | Patrick Colville | $135 | $124.28 | -41.8% | Jun 29, 2026 |
| BTIG | Gray Powell | $136 | $118.58 | -41.4% | Jun 25, 2026 |
| KeyBanc | Analyst unavailable | $130 | $118.58 | -44.0% | Jun 25, 2026 |
| Needham | Analyst unavailable | $140 | $118.4 | -39.7% | Jun 24, 2026 |
| UBS | Analyst unavailable | $150 | $116.85 | -35.4% | Jun 9, 2026 |
| Mizuho Securities | Analyst unavailable | $125 | $139.79 | -46.2% | Jun 2, 2026 |
| Goldman Sachs | Analyst unavailable | $126 | $123.27 | -45.7% | May 29, 2026 |
| Macquarie | Analyst unavailable | $120 | $122.8 | -48.3% | May 29, 2026 |
| Truist Financial | Analyst unavailable | $120 | $120.25 | -48.3% | May 29, 2026 |
| Scotiabank | Patrick Colville | $105 | $117.84 | -54.8% | May 29, 2026 |
| D.A. Davidson | Rudy Kessinger | $130 | $117.8 | -44.0% | May 29, 2026 |
| BMO Capital | Keith Bachman | $120 | $117.3 | -48.3% | May 29, 2026 |
| Cantor Fitzgerald | Jonathan Ruykhaver | $125 | $94.72 | -46.2% | May 29, 2026 |
| Wedbush | Dan Ives | $60 | $94.72 | -74.2% | May 29, 2026 |
| Jefferies | Brent Thill | $120 | $94.72 | -48.3% | May 29, 2026 |
| Cantor Fitzgerald | Jonathan Ruykhaver | $110 | $93.81 | -52.6% | May 27, 2026 |
| Arete Research | Ellie Kearney | $127 | $92.24 | -45.3% | May 26, 2026 |
| BTIG | Analyst unavailable | $105 | $89.04 | -54.8% | May 21, 2026 |
| KeyBanc | Eric Heath | $103 | $82.77 | -55.6% | May 18, 2026 |
| Barclays | Analyst unavailable | $93 | $78.2 | -59.9% | May 14, 2026 |
| Barclays | Analyst unavailable | $90 | $72.25 | -61.2% | Apr 20, 2026 |
| Raymond James | Analyst unavailable | $60 | $67.35 | -74.2% | Apr 16, 2026 |
| KeyBanc | Eric Heath | $95 | $64.09 | -59.1% | Apr 15, 2026 |
| Bernstein | Peter Weed | $134 | $81.16 | -42.3% | Mar 6, 2026 |
| BMO Capital | Keith Bachman | $97 | $80.85 | -58.2% | Mar 6, 2026 |
| D.A. Davidson | Rudy Kessinger | $110 | $74.06 | -52.6% | Feb 26, 2026 |
| Barclays | Analyst unavailable | $85 | $69.51 | -63.4% | Feb 24, 2026 |
| Truist Financial | Junaid Siddiqui | $115 | $82.19 | -50.5% | Feb 17, 2026 |
| Mizuho Securities | Analyst unavailable | $100 | $87.26 | -56.9% | Feb 17, 2026 |
| KeyBanc | Analyst unavailable | $115 | $87.26 | -50.5% | Feb 17, 2026 |
| Stephens | Analyst unavailable | $120 | $94.07 | -48.3% | Jan 14, 2026 |
| RBC Capital | Matthew Hedberg | $108 | $83.64 | -53.5% | Jan 5, 2026 |
| Jefferies | Joseph Gallo | $125 | $88.19 | -46.2% | Dec 16, 2025 |
| UBS | Roger Boyd | $130 | $85.52 | -44.0% | Dec 4, 2025 |
| UBS | Analyst unavailable | $95 | $81.87 | -59.1% | Dec 3, 2025 |
| Morgan Stanley | Analyst unavailable | $110 | $81.87 | -52.6% | Dec 3, 2025 |
| BMO Capital | Analyst unavailable | $90 | $81.87 | -61.2% | Dec 3, 2025 |
| Susquehanna | Shyam Patil | $80 | $81.87 | -65.5% | Dec 3, 2025 |
| BTIG | Gray Powell | $116 | $81.87 | -50.0% | Dec 3, 2025 |
| Scotiabank | Patrick Colville | $85 | $81.87 | -63.4% | Dec 3, 2025 |
| Stifel Nicolaus | Analyst unavailable | $121 | $81.87 | -47.9% | Dec 3, 2025 |
| Goldman Sachs | Analyst unavailable | $117 | $81.87 | -49.6% | Dec 3, 2025 |
| Piper Sandler | Rob Owens | $95 | $81.87 | -59.1% | Dec 3, 2025 |
| KeyBanc | Eric Heath | $140 | $80.33 | -39.7% | Dec 1, 2025 |
| Jefferies | Joseph Gallo | $90 | $79.15 | -61.2% | Nov 25, 2025 |
| Cantor Fitzgerald | Jonathan Ruykhaver | $115 | $79.1 | -50.5% | Nov 24, 2025 |
| Guggenheim | John DiFucci | $60 | $83.76 | -74.2% | Nov 14, 2025 |
| Robert W. Baird | Shrenik Kothari | $135 | $91.16 | -41.8% | Sep 29, 2025 |
| RBC Capital | Matthew Hedberg | $115 | $94.39 | -50.5% | Aug 27, 2025 |
| Cantor Fitzgerald | Jonathan Ruykhaver | $130 | $91.56 | -44.0% | Aug 27, 2025 |
| Canaccord Genuity | Analyst unavailable | $120 | $92.54 | -48.3% | Aug 26, 2025 |
| Truist Financial | Junaid Siddiqui | $125 | $91.35 | -46.2% | Aug 25, 2025 |
| Stephens | Todd Weller | $127 | $105.24 | -45.3% | May 28, 2025 |
| BMO Capital | Keith Bachman | $132 | $105.23 | -43.1% | May 28, 2025 |
| Morgan Stanley | Analyst unavailable | $125 | $112.56 | -46.2% | Mar 18, 2025 |
| Truist Financial | Analyst unavailable | $100 | $108.31 | -56.9% | Mar 4, 2025 |
| RBC Capital | Analyst unavailable | $120 | $108.31 | -48.3% | Mar 4, 2025 |
| Susquehanna | Analyst unavailable | $105 | $108.31 | -54.8% | Mar 4, 2025 |
| BTIG | Analyst unavailable | $123 | $108.31 | -47.0% | Mar 4, 2025 |
| Robert W. Baird | Analyst unavailable | $130 | $108.31 | -44.0% | Mar 4, 2025 |
| Stifel Nicolaus | Analyst unavailable | $120 | $108.31 | -48.3% | Mar 4, 2025 |
| UBS | Analyst unavailable | $135 | $108.31 | -41.8% | Mar 4, 2025 |
| Canaccord Genuity | Analyst unavailable | $100 | $108.31 | -56.9% | Mar 4, 2025 |
| Wells Fargo | Analyst unavailable | $100 | $108.31 | -56.9% | Mar 4, 2025 |
| Piper Sandler | Rob Owens | $90 | $85.57 | -61.2% | Dec 4, 2024 |
| Robert W. Baird | Shrenik Kothari | $95 | $74.45 | -59.1% | Oct 18, 2024 |
| Canaccord Genuity | Richard Davis | $82 | $74.45 | -64.7% | Oct 18, 2024 |
| Piper Sandler | Rob Owens | $85 | $74.82 | -63.4% | Oct 17, 2024 |
| RBC Capital | Matthew Hedberg | $101 | $75.72 | -56.5% | Oct 17, 2024 |
| Mizuho Securities | Gregg Moskowitz | $92 | $75.72 | -60.4% | Oct 17, 2024 |
| Jefferies | Brent Thill | $85 | $75.72 | -63.4% | Oct 17, 2024 |
| D.A. Davidson | Rudy Kessinger | $75 | $75.72 | -67.7% | Oct 17, 2024 |
| BTIG | Gray Powerll | $98 | $75.72 | -57.8% | Oct 17, 2024 |
| Loop Capital Markets | Keith Bachman | $103 | $81 | -55.6% | Aug 29, 2024 |
| BMO Capital | Keith Bachman | $103 | $79.22 | -55.6% | Aug 29, 2024 |
| Robert W. Baird | Shrenik Kothari | $105 | $81.08 | -54.8% | Aug 29, 2024 |
| Jefferies | Joseph Gallo | $100 | $78.69 | -56.9% | Aug 29, 2024 |
| D.A. Davidson | Rudy Kessinger | $85 | $96.54 | -63.4% | Aug 29, 2024 |
| Canaccord Genuity | Kingsley Crane | $90 | $96.54 | -61.2% | Aug 29, 2024 |
| Piper Sandler | Rob Owens | $100 | $96.54 | -56.9% | Aug 29, 2024 |
| UBS | Roger Boyd | $108 | $96.54 | -53.5% | Aug 29, 2024 |
| Wells Fargo | Andrew Nowinski | $90 | $96.54 | -61.2% | Aug 29, 2024 |
| BTIG | Gray Powerll | $128 | $96.89 | -44.9% | Aug 27, 2024 |
| Jefferies | Brent Thill | $110 | $99.01 | -52.6% | Aug 26, 2024 |
| BMO Capital | Keith Bachman | $100 | $88.83 | -56.9% | Jun 3, 2024 |
| Piper Sandler | Rob Owens | $110 | $90.73 | -52.6% | May 30, 2024 |
| Scotiabank | Patrick Colville | $104 | $91.17 | -55.2% | May 30, 2024 |
| Susquehanna | Shyam Patil | $110 | $96.36 | -52.6% | May 30, 2024 |
| RBC Capital | Matthew Hedberg | $125 | $96.36 | -46.2% | May 30, 2024 |
| Goldman Sachs | Gabriela Borges | $130 | $96.36 | -44.0% | May 30, 2024 |
| D.A. Davidson | Rudy Kessinger | $100 | $96.36 | -56.9% | May 30, 2024 |
| Evercore ISI | Kirk Materne | $122 | $96.36 | -47.4% | May 30, 2024 |
| Mizuho Securities | Gregg Moskowitz | $110 | $100.74 | -52.6% | May 17, 2024 |
| Guggenheim | John DiFucci | $130 | $104.76 | -44.0% | Mar 21, 2024 |
| Mizuho Securities | Gregg Moskowitz | $105 | $103.72 | -54.8% | Feb 29, 2024 |
| Truist Financial | Fishbein Jr | $70 | $67.05 | -69.8% | Nov 30, 2023 |
| RBC Capital | Matthew Hedberg | $112 | $83.1 | -51.8% | Aug 31, 2023 |
| Goldman Sachs | Gabriela Borges | $91 | $72.97 | -60.8% | Aug 14, 2023 |
| Stephens | Brian Colley | $84 | $77.55 | -63.8% | Mar 2, 2023 |
| Bernstein | Peter Weed | $83 | $71.44 | -64.2% | Mar 2, 2023 |
| RBC Capital | Analyst unavailable | $95 | $79.7 | -59.1% | Feb 3, 2023 |
| Needham | Alex Henderson | $90 | $81.38 | -61.2% | Feb 2, 2023 |
| SMBC Nikko | Analyst unavailable | $90 | $69.55 | -61.2% | Jan 4, 2023 |
| Wedbush | Analyst unavailable | $86 | $70.91 | -63.0% | Dec 15, 2022 |
| Cowen & Co. | Analyst unavailable | $70 | $71.68 | -69.8% | Dec 13, 2022 |
| Needham | Alex Henderson | $28 | $60.66 | -87.9% | Dec 5, 2022 |
| Stephens | Analyst unavailable | $70 | $66.05 | -69.8% | Dec 2, 2022 |
| Mizuho Securities | Gregg Moskowitz | $90 | $66.6 | -61.2% | Dec 1, 2022 |
| RBC Capital | Analyst unavailable | $80 | $53.32 | -65.5% | Dec 1, 2022 |
| Oppenheimer | Analyst unavailable | $85 | $53.32 | -63.4% | Dec 1, 2022 |
| Jefferies | Analyst unavailable | $80 | $50.2 | -65.5% | Nov 29, 2022 |
| Canaccord Genuity | Analyst unavailable | $70 | $51.41 | -69.8% | Nov 14, 2022 |
| JMP Securities | Analyst unavailable | $105 | $54.35 | -54.8% | Nov 14, 2022 |
| Stephens | Analyst unavailable | $60 | $54.35 | -74.2% | Nov 11, 2022 |
| RBC Capital | Analyst unavailable | $70 | $49.25 | -69.8% | Nov 10, 2022 |
| Guggenheim | John Difucci | $65 | $47.24 | -72.0% | Nov 7, 2022 |
| Evercore ISI | Peter Levine | $45 | $59.49 | -80.6% | Oct 6, 2022 |
| Morgan Stanley | Hamza Fodderwala | $93 | $91.4 | -59.9% | Sep 1, 2022 |
| D.A. Davidson | Rudy Kessinger | $80 | $91.4 | -65.5% | Sep 1, 2022 |
| BMO Capital | Keith Bachman | $94 | $91.4 | -59.5% | Sep 1, 2022 |
| Stifel Nicolaus | Adam Borg | $85 | $91.4 | -63.4% | Sep 1, 2022 |
| JMP Securities | Trevor J. Walsh | $145 | $91.4 | -37.5% | Sep 1, 2022 |
| Stephens | Brian Colley | $80 | $91.4 | -65.5% | Sep 1, 2022 |
| Morgan Stanley | Hamza Fodderwala | $93 | $91.4 | -59.9% | Sep 1, 2022 |
| Summit Redstone Partners | Srini Nandury | $125 | $91.4 | -46.2% | Sep 1, 2022 |
| Oppenheimer | Ittai Kidron | $170 | $82.67 | -26.8% | Jun 18, 2022 |
| Mizuho Securities | Gregg Moskowitz | $165 | $99.65 | -28.9% | Jun 3, 2022 |
| JMP Securities | Trevor Walsh | $165 | $105.8 | -28.9% | Jun 3, 2022 |
| Morgan Stanley | Hamza Fodderwala | $150 | $98.38 | -35.4% | Jun 3, 2022 |
| JMP Securities | Trevor J. Walsh | $165 | $98.38 | -28.9% | Jun 3, 2022 |
| D.A. Davidson | Rudy Kessinger | $140 | $98.38 | -39.7% | Jun 3, 2022 |
| Stifel Nicolaus | Adam Borg | $115 | $98.38 | -50.5% | Jun 3, 2022 |
| BMO Capital | Keith Bachman | $125 | $98.38 | -46.2% | Jun 3, 2022 |
| Stephens | Brian Colley | $145 | $98.38 | -37.5% | Jun 3, 2022 |
| BTIG | Gray Powell | $152 | $93.68 | -34.5% | Jun 2, 2022 |
| RBC Capital | Matthew Hedberg | $145 | $83.05 | -37.5% | May 31, 2022 |
| Citigroup | Fatima Boolani | $105 | $83.05 | -54.8% | May 31, 2022 |
| Citigroup | Fatima Boolani | $105 | $83.05 | -54.8% | May 31, 2022 |
| Morgan Stanley | Keith Weiss | $150 | $84.22 | -35.4% | May 20, 2022 |
| Wells Fargo | Andrew Nowinski | $130 | $91.51 | -44.0% | May 16, 2022 |
| D.A. Davidson | Rudy Kessinger | $125 | $87.69 | -46.2% | May 13, 2022 |
| Mizuho Securities | Gregg Moskowitz | $225 | $160.42 | -3.1% | Apr 4, 2022 |
| Stifel Nicolaus | Adam Borg | $195 | $169.41 | -16.0% | Mar 21, 2022 |
| Guggenheim | Imtiaz Koujalgi | $240 | $158.41 | +3.4% | Mar 4, 2022 |
| Deutsche Bank | Patrick Colville | $195 | $167.98 | -16.0% | Mar 3, 2022 |
| BMO Capital | Keith Bachman | $215 | $167.98 | -7.4% | Mar 3, 2022 |
| Citigroup | Fatima Boolani | $205 | $167.98 | -11.7% | Mar 3, 2022 |
| Oppenheimer | Ittai Kidron | $250 | $167.98 | +7.7% | Mar 3, 2022 |
| FBN Securities | Shebly Seyrafi | $225 | $167.98 | -3.1% | Mar 3, 2022 |
| J.P. Morgan | Sterling Auty | $197 | $167.98 | -15.1% | Mar 3, 2022 |
| D.A. Davidson | Rudy Kessinger | $225 | $167.98 | -3.1% | Mar 3, 2022 |
| RBC Capital | Matthew Hedberg | $260 | $167.98 | +12.0% | Mar 3, 2022 |
| Needham | Alex Henderson | $235 | $167.98 | +1.2% | Mar 3, 2022 |
| Robert W. Baird | Jonathan Ruykhaver | $195 | $167.98 | -16.0% | Mar 3, 2022 |
| Canaccord Genuity | Michael Walkley | $215 | $168.93 | -7.4% | Feb 22, 2022 |
| BTIG | Gray Powell | $273 | $189.41 | +17.6% | Feb 14, 2022 |
| Morgan Stanley | Hamza Fodderwala | $270 | $197.2 | +16.3% | Jan 18, 2022 |
| Berenberg Bank | Kingsley Crane | $283 | $221.18 | +21.9% | Dec 2, 2021 |
| Summit Redstone Partners | Srini Nandury | $300 | $271.75 | +29.2% | Sep 2, 2021 |
| Daiwa | Stephen Bersey | $282 | $242.49 | +21.5% | Jun 23, 2021 |
Track every rating change on OKTA the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationOkta, Inc. delivers comprehensive identity management solutions tailored for a diverse clientele, including large corporations, small and medium-sized businesses, educational institutions, charitable organizations, and governmental bodies, operating both within the United States and globally. The company's flagship offering is the Okta Identity Cloud, a robust platform featuring a suite of integrated products and services. These include a Universal Directory, a cloud-based system designed to securely store and manage user, application, and device profiles; Single Sign-On (SSO), enabling seamless access to cloud-based or on-premises applications from multiple devices; and Adaptive Multi-Factor Authentication, which adds an extra layer of security for various applications and data.…
Historical context
All OKTA earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-11T06:40:42.963989+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-11T06:40:42.961193+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-11. For educational purposes only; not investment advice.