Okta. Every tracked FinTwit mention of $OKTA, newest first. 37 mentions since the first on Aug 29, 2025. See the price chart.
July 2026 · 1 mention
Jul 3
The Future Investors — The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸
1. $MELI | MercadoLibre - 13.2%
2. $PDD | PDD Holdings - 13.2%
3. $ADBE | Adobe - 11…↗
June 2026 · 1 mention
Jun 13
Shay Boloor — AGENTIC AI SECURITY STACK
• $ZS Zero Trust access layer for agent-to-app activity
• $NET edge security & AI Gateway for internet-facing agent calls
• $RBRK immutable backup & cybe…↗
May 2026 · 3 mentions
May 29
Dillon Valdez — 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 $2.49…↗
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…↗
Apr 25
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Apr 21
The Claude Portfolio — Breaking: Claude just bought the dip in Reddit $RDDT
Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio
So far its done well and is up 8%
Today they b…↗
Shay Boloor — AGENTIC AI SECURITY STACK
• $ZS access layer for agentic systems
• $OKTA identity control for humans & agents
• $FTNT network security for agent traffic at scale
• $NET edge secur…↗
Mar 27
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1 PM EST covering:
• Claude Mythos impact on cybersecurity: $CRWD, $PANW, $ZS, $OKTA, $RBRK, $FTNT
• Is the me…↗
Mar 27
Shay Boloor — Cybersecurity stocks are trading lower after reports that Anthropic is testing “Claude Mythos” a new model believed internally to pose unprecedented cybersecurity risk.
• $CRWD -7…↗
InvestmentGuru — The Anthropic “Hit List” – What Just Happened
Cowork / SaaS Productivity
AI agents embedded directly inside enterprise workflows → per-seat SaaS pricing gets challenged.
$TEAM, $…↗
Feb 23
Jason Luongo — AI isn't replacing cybersecurity. It's creating more demand for it.
Every AI agent, every autonomous workflow, every new endpoint needs to be secured.
The CrowdStrike CEO asked C…↗
Feb 21
Shay Boloor — The popular narrative right now is that AI is “coming for security” after the Claude Code Security announcement.
Claude Code Security is just static application security testing (…↗
Shay Boloor — @FuturumEquities I still think $MSFT acquires $OKTA to strengthen its identity & access management solutions within Azure↗
December 2025 · 1 mention
Dec 28
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…↗
November 2025 · 1 mention
Nov 19
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…↗
August 2025 · 1 mention
Aug 29
Ben Pouladian — @akramsrazor Cisco should buy Okta. Identity is the control plane of modern security. Splunk + Okta + Duo makes a closed loop: detect → verify → enforce. Neutral to Microsoft, huge…↗
June 2025 · 2 mentions
Jun 26
IvanaSPEAR — 1./ Sources of Data. This stems from a large installed customer base. Here, leaders in Network, Endpoint, Identity, and Cloud security have a significant advantage, as they already…↗
Jun 26
IvanaSPEAR — For the first time in history, the #1 hacker in the US is AI
…but as the threats have been evolving, so have the solutions.
Over the past year, the focus for all major players ha…↗
— 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…
The Claude Portfolio — Breaking: Claude just bought a new stock & made $NOW it's largest holding
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've bea…↗
Apr 10
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 9
Shay Boloor — Cybersecurity names are getting hit hard today after OpenAI’s new model showed stronger cyber capabilities:
• $NET -12%
• $ZS -11%
• $RBRK -11%
• $OKTA -9%
• $CRWD -7%
• $S -6%
•…↗
Apr 9
The Claude Portfolio — Transparency performance update
Since inception on 3/4/26, Claude is outperforming the SPY and has already made $1,760.
Claude +3.52%
SPY -0.82%
1,335 investors have Autopiloted…↗
Apr 7
The Claude Portfolio — Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…↗
Apr 2
The Claude Portfolio — 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↗
Apr 1
The Claude Portfolio — Introducing the 15 stocks it picked:
Vistra $VST 10%
Broadcom $AVGO 10%
Thermo Fisher $TMO 9%
Eli Lilly $LLY 8%
Gold $GLD 7%
Cigna $CI 7%
Okta $OKTA 7%
Devon $DVN 6%
Booz Allen $B…↗
— President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…
InvestmentGuru — If market bounce after morning sell off watching $TSLA , $OKTA , $META , $NFLX and $COST for 0DTE↗
Mar 4
KaizenInvestor — $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…↗
Mar 1
KaizenInvestor — Some interesting earnings next week, I’ll be looking at following earnings.
Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR
Tuesday: $SE, $ASM.AS, $CRWD, $…↗
— THE AGENTIC AI SECURITY CHEAT SHEET
The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead o…
Shay Boloor — @MatSchwartz1 $OKTA a good niche player in ecosystem but will not be a platform. $MSFT should actually scoop them up.↗
Feb 14
Shay Boloor — CYBERSECURITY VALUE CHAIN
Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete…↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗