Will Okta's (OKTA) Profit Beat and Higher 2026 Outlook Shift Its Security-First Narrative?

Simply Wall St.12-15

In the past quarter, Okta reported third-quarter revenue of US$742 million and net income of US$43 million, with earnings rising versus a year earlier and full-year fiscal 2026 revenue now guided to ...

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Despite concurrent headlines about sophisticated phishing campaigns targeting Okta users, investors appear focused on the company’s improving profitability and cash-generation profile as it matures operationally. We’ll now examine how Okta’s stronger profitability and updated revenue outlook influence its existing investment narrative around identity, compliance and AI security. AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.Okta Investment Narrative RecapTo own Okta, you need to believe identity will remain central to security as companies juggle cloud, compliance and emerging AI threats. The key short term catalyst is management’s push toward sustained profitability, which the latest results support. The biggest risk is that rising attack sophistication and powerful platform rivals test Okta’s reputation and pricing power; this quarter’s phishing headlines appear more reputational than financial so far, but they keep that risk firmly in view. The most relevant update is Okta’s new fiscal 2026 revenue guidance of about US$2.91 billion, implying low double digit growth while turning profitable. That supports the thesis that identity remains a recurring spend category, but also underlines how much room competitors have to pressure growth if customers pivot to broader security suites or cheaper identity options over time. Yet even with better earnings, the growing threat of sophisticated attacks that target Okta’s role in authentication is something investors should be aware of... Read the full narrative on Okta (it's free!)Okta's narrative projects $3.6 billion revenue and $414.2 million earnings by 2028.Uncover how Okta's forecasts yield a $111.62 fair value, a 24% upside to its current price.Exploring Other PerspectivesOKTA 1-Year Stock Price Chart Seven members of the Simply Wall St Community value Okta between US$105.65 and US$147.87 per share, showing a wide spread of expectations. You can weigh those views against Okta’s improving profitability catalyst and decide how much that matters for long term performance.Explore 7 other fair value estimates on Okta - why the stock might be worth as much as 64% more than the current price!Build Your Own Okta NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Okta research is our analysis highlighting 3 key rewards that could impact your investment decision.Our free Okta research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Okta's overall financial health at a glance.Searching For A Fresh Perspective?Our top stock finds are flying under the radar-for now. Get in early:Find companies with promising cash flow potential yet trading below their fair value.Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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