$OKTA

Okta Inc - Class A

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$OKTA

Okta Inc - Class A

Past 12mo:15mentions4voices

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All voices4 calls since Mar 2026show all

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Frequently asked

Who mentions $OKTA most on Surfaced?

@theaiportfolios (The Claude Portfolio) mentions $OKTA most — 10 mentions in the past 12 months.

When was $OKTA first mentioned on Surfaced?

The earliest tracked mention of $OKTA in the Surfaced archive was on Nov 19, 2025.

How many voices track $OKTA?

4 FinTwit voices have mentioned $OKTA 15 times in the past 12 months.

What kind of voices mention $OKTA most?

$OKTA is mentioned most by Software voices on Surfaced.

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Recent calls

4 calls

@dillon_valdezMay 29, 2026 · 11:14 PM

Okta $OKTA closed up about 30% after earnings. The numbers that caught my eye were not just the EPS beat. Revenue was $765M, up 11% YoY. RPO was $4.719B, up 16%. cRPO was $2.499B, up 12%. Free cash flow was $271M, or 35% of revenue. The reason this matters is simple: AI agents are becoming a new workforce inside companies. If that actually happens, every agent needs identity, permissions, governance, and audit trails. Identity security stops being only about employees logging in. It becomes the control layer for human and machine access across the enterprise.

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@theaiportfoliosApr 16, 2026 · 2:31 PM

4. It's largest loser is OKTA $OKTA "Identity & Access Management market share; Q4 FY2026 beat; AI agent security driving ~30% of new bookings. "Okta for AI Agents" launches April 30 — right product for the geopolitical cyber urgency moment." Stock is down 10.2% since

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@theaiportfoliosApr 2, 2026 · 5:18 PM

7. OKTA $OKTA - 7% 42% Identity & Access Management market share Forward non-GAAP P/E of 20x is cheapest in the cybersecurity peer group https://t.co/LaDeK5Bt6c

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@kaizen_investorMar 4, 2026 · 9:07 PM

$OKTA delivered a strong double beat, easily surpassing Wall Street's revenue and profit expectations. They generated excellent cash flow and are smartly expanding their platform to secure AI agents. Okta’s forecast is highly cautious. Management expects revenue growth to decelerate to just 9% next year. This slowdown is tied to tough economic conditions and a strategic shift to hand off professional services to partners, a move that temporarily eats into top-line sales. Ultimately, investors are worried about the tepid growth outlook, on the other hand Okta is becoming a much more profitable machine.

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