Coverage
— → Added to coverage
Investment conviction●●●○○3 of 5
Research target$107.62Stock price target
Investment thesis statusINTACTLast reviewed 7/22/26
Market cap$24.85BSnapshot value
Research history
See all OKTA changes ↗What changed
Every enterprise transaction starts with identity. Okta is the identity standard with the broadest integration network (7K+ pre-built connectors). As zero-trust mandates require every user and device to authenticate, Okta's Identity Governance and Privileged Access products expand the TAM.
Federal zero-trust mandates driving government IAM adoption Okta AI identity threat detection adding security layer to existing identity workflows Q2 FY27 earnings — customer count and net retention metrics
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
research_only - seeded from company_layer_membership
Snapshot · 7/22/26🟢 Lean-Bull · ins-$10.9M · 13F 19+/5- · short↓0.15
Snapshot · 7/22/26