On Oct 18, major Wall Street analysts update their ratings for $Okta (OKTA.US)$, with price targets ranging from $80 to $110.
Morgan Stanley analyst Hamza Fodderwala maintains with a hold rating, and maintains the target price at $100.
J.P. Morgan analyst Brian Essex maintains with a hold rating, and maintains the target price at $105.
Wells Fargo analyst Andrew Nowinski maintains with a hold rating, and adjusts the target price from $100 to $80.
Jefferies analyst Brent Thill initiates coverage with a hold rating, and sets the target price at $85.
TD Cowen analyst Shaul Eyal maintains with a hold rating, and maintains the target price at $110.
Furthermore, according to the comprehensive report, the opinions of $Okta (OKTA.US)$'s main analysts recently are as follows:
Concerns have been raised regarding Okta's delayed product rollouts historically, and the lack of full maturity and complexity, particularly with its Privileged Access Management, following observations from a recent conference.
After attending the company's user event, it was observed that management presented a balanced viewpoint to investors. It's anticipated that challenges affecting the number of workforce identity seats and monthly active users within customer identity will continue until the first half of 2026. It is suggested that Okta's efforts to gain better engagement with large enterprise clients, along with the introduction of new offerings and market growth initiatives, are expected to require additional time.
Okta continues to stand out as a prominent entity in the vital identity management sector, and its stock's valuation appears to be reasonably modest. Nevertheless, the company is encountering growing competitive challenges, particularly from major players like Microsoft. Additionally, there have been irregularities in execution over recent years, leading to a hesitance in predicting a steadfast fundamental recovery at present.
Following the Oktane 2024 event and interactions with customers, partners, and employees, there's a focus on the company's expansion with new products, growth initiatives, and challenges related to seat count. Management anticipates that these seat count challenges may continue through the first half of the next fiscal year but expects normalization in the latter half of FY26. The company's valuation is also seen as appealing.
Okta is recognized for having a comprehensive platform, however, challenges such as pricing and competition persist. Despite management pinpointing significant growth drivers, there is a sentiment that FY26 projections may be overly optimistic.
Here are the latest investment ratings and price targets for $Okta (OKTA.US)$ from 15 analysts:
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美东时间10月18日,多家华尔街大行更新了$Okta (OKTA.US)$的评级,目标价介于80美元至110美元。
摩根士丹利分析师Hamza Fodderwala维持持有评级,维持目标价100美元。
摩根大通分析师Brian Essex维持持有评级,维持目标价105美元。
富国集团分析师Andrew Nowinski维持持有评级,并将目标价从100美元下调至80美元。
富瑞集团分析师Brent Thill首予持有评级,目标价85美元。
TD Cowen分析师Shaul Eyal维持持有评级,维持目标价110美元。
此外,综合报道,$Okta (OKTA.US)$近期主要分析师观点如下:
对于okta的产品推出历史上的延迟和特别是在其特权访问管理方面的完全成熟和复杂性的缺乏,最近一次会议观察引发了关注。
参加公司的用户活动后,发现管理层向投资者提出了一个平衡的观点。预计影响员工身份席位数量和客户身份的月活跃用户数的挑战将持续到2026年上半年。建议okta努力与大型企业客户更好地互动,同时推出新产品和市场增长倡议,预计将需要额外的时间。
okta继续在重要的身份管理板块中脱颖而出,其股价估值似乎相当适中。然而,该公司面临着来自微软等主要竞争对手愈发激烈的竞争挑战。此外,近年来执行方面存在不规律的情况,导致目前在预测坚定的基本复苏方面存在犹豫。
经过Oktane 2024活动以及与客户、合作伙伴和员工的互动后,公司专注于新产品、增长倡议和与席位数量相关的挑战的扩张。管理层预计这些席位数量的挑战可能持续到下一个财年上半年,但预计将在FY26的后半年恢复正常。公司的估值也被视为吸引人。
okta因其全面的平台而闻名,然而,价格和竞争等挑战仍然存在。尽管管理层强调重要的增长驱动因素,但有一种观点认为FY26的预测可能过于乐观。
以下为今日15位分析师对$Okta (OKTA.US)$的最新投资评级及目标价:
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