Weak macro signals, rising AI competition, and analyst downgrades triggered a broad sell-off across software and cloud names.

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The Okta Inc logo is displayed on a smartphone screen in this photo illustration. (Photo by Jonathan Raa/NurPhoto via Getty Images) Okta (OKTA) stock has dropped by 11.6% in under a month, from $87.26 ...

AI agents and superagents are posing real risks by working autonomously across sensitive environments Only one in five organizations treat agents as identity-bearing entities – a bad move for security ...

Okta topped Wall Street's fourth-quarter estimates but issued disappointing first-quarter guidance The identity security provider said it is benefiting from the rise of agentic AI and the accompanying ...

QIANJIANG, CHINA - FEBRUARY 23: In this photo illustration, a smartphone displays the logo of Okta, Inc. (NASDAQ: OKTA), a U.S.-based identity and access management company providing cloud-based ...

I reiterate Okta as a Buy due to a valuation reset and accelerating growth catalysts, notably its emerging AI-focused identity platform. Q3 2026 revenue grew 12% y/y to $742M, with large $1M+ deals up ...

In today's SaaS-first organizations, identity providers like Okta hold the digital keys to the kingdom. As organizations continue to consolidate their authentication through SSO platforms like Okta, ...

Okta (OKTA) suffered two security breaches in 2023 while selling identity security. Shares have fallen 66% over five years. Okta swung to profitability after chronic losses and announced a $1B share ...