Due to the strength of its portfolio, Okta OKTA shares have increased by 48.2 % year-to-date (YTD ). More than 20 % of orders for the fourth quarter of the year’s financial year were made with fresh products, including Okta AI, Wealthy Access, Device Access, Great Rice License, Identity Security Posture Management, and Identity Threat Protection.
The company is winning clients thanks to OKTA’s impressive portfolio, which is boosting top-line growth. With 19, 650 users and$ 4.215 billion in performance obligations, it left fourth-quarter governmental 2025, giving positive results for subscription revenue growth prospects. Customers with annual contract values (ACV ) greater than$ 100 thousand increased 7 % year over year to 4,800.  ,
The top 25 offers’ total lease value (TCV ) exceeded$ 320 million in the fourth quarter of the fiscal year 2025. In the reported quarter, Okta added 25 customers with$ 1 million or more in ACV.
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In addition to Okta’s products, Okta AI is a collection of AI-enabled capabilities that are present in a number of products, which enables businesses to use AI to improve customer experiences and guard against cyberattacks. Public sky, on-premises structures, and hybrid clouds are compatible with the Okta Platform and Auth0 Platform.  ,
Users manage and secure their workers, companies, and partners using Okta Workforce Identity. Users of Okta can use the Customer Identity solution to handle, protect, and verify the personalities of their customers. Another significant solutions included in the Okta AI software include personality management, wealthy access, device access, identity security posture management, and identity threat protection. Good Rice License, Highly Regulated Identity, and Self Service are all included in the Auth0 system.
With more than 1300 clients and$ 100 million in ACV, Okta Identity Governance is gaining popularity.  ,
In contrast to Microsoft MSFT, International Business Machines IBM, and CyberArk CYBR, Okta’s powerful resume is helping it get marketplace share in the security space. Additionally, it is achieving success.
In all use circumstances, Gartner has rated OKTA higher than Microsoft and CyberArk on the Gartner Critical Capabilities for Access Management. Only six times in a column has OKTA been named a Gartner Peer Insights Customers ‘ Alternative for Access Management.
The likes of Amazon Web Services ( AWS), CrowdStrike, Google, LexisNexis Risk Solutions, Microsoft, Netskope, Palo Alto Networks, Plaid, Proofpoint, Salesforce, ServiceNow, VMware, Workday, Yubico, and Zscaler are just a few examples of Okta’s rich partner base. As of January 31, 2025, the company had over 7, 000 integrations with IT infrastructure providers, including cloud, smart, and web.
Through its partnership with AWS, OKTA oversaw a total TCV of over$ 1 billion in the fourth quarter of fiscal 2025. Income from the AWS industry increased by more than 80 % in fiscal 2025.
For the first-quarter of the fiscal year 2026, Okta anticipates revenues of between$ 678 million and$ 680 million, which would indicate a 10 % increase in revenue. Non-GAAP operating margin is anticipated to be 25 %. It anticipates non-GAAP profits between 76 cents and 77 cents per share.
In contrast to the figures for governmental 2025, OKTA anticipates revenues of between$ 2.85 billion and$ 2.86 billion, which would indicate a 9 to 10 % increase. Non-GAAP operating margin is anticipated to be 25 %. Okta expects fiscal 2026 non-GAAP earnings between$ 3.15 and$ 3.20 per share.  ,
For fiscal 2026, the expected free cash flow margin is 26 %.
Over the past 30 days, the Zacks Consensus Estimate for Okta’s revenue has increased by 8.6 % to$ 3.16 per share, or$ 3.16 per share. The revenue number indicates a 12.4 % increase over the 2025-year period’s forecasted growth rate.
Over the past 30 days, the Zacks Consensus Estimate for OKTA’s revenue has increased 10.1 % to 76 cents per share. For the first-quarter of governmental 2026. The income number indicates a 16.92 % increase year over year.
In all the trailing four quarters, Okta’s income outperformed the Zacks Consensus Estimate, with an average shock of 15.7 %.
Price-consensus-chart | Okta, Inc.
On Zacks Income Calendar, you can find the most recent EPS projections and surprises.
Given its strong growth prospects and big accessible market, which both support a superior assessment, as suggested by the Value Score of F.  , Okta is an interesting bet in the near future.
In terms of forth Price/Sales, OKTA is trading 7X as opposed to the broader firm’s 5.88X, which suggests a premium valuation.
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The investment is currently trading above the 50- and 200-day moving statistics, which suggests a bearish pattern.
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According to the Zacks Proprietary methodology, Okta currently has a Growth Score of A and a Zacks Rank# 2 ( Buy ). This is a favorable combination that presents a promising investment opportunity. Here is a list of the current Zacks# 1 Rank ( Strong Buy ) stocks in its entirety.
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