Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Okta Inc(OKTA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OKTA
11/10/2026: OKTA (1-star) is currently NOT-A-BUY. Pass it for now.
Okta Inc is a prominent provider of cloud-based identity and access management software, helping organizations secure user access across various applications. Its main strengths lie in a neutral, highly integrated platform that is widely adopted by large enterprises. The company's primary growth opportunity is expanding its customer identity tools for developers, though it faces stiff competition from major technology firms like Microsoft. Key risks include potential brand damage from security incidents, execution hurdles in maintaining profitable growth, and a high valuation relative to earnings. Okta is generally suited for growth-oriented investors, though they should monitor its progress toward sustainable profitability and cybersecurity resilience.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Okta serves a critical function in the cloud-first economy and has historically demonstrated strong top-line revenue expansion. |
| Momentum investor | Mixed fit | The stock's performance often hinges on market sentiment toward high-growth tech, requiring a positive upturn signal to confirm momentum. |
| Value investor | Weak fit | Okta typically trades at a premium valuation relative to earnings due to its growth profile and lack of consistent GAAP profit. |
| Dividend investor | Weak fit | Okta does not pay a dividend and has no current plans to initiate one. |
| Low-risk investor | Weak fit | The company's historical price volatility and lack of steady profitability make it unsuitable for conservative, risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | High-growth software stocks are sensitive to interest rate changes and market sentiment shifts. |
| Valuation risk | Medium / high | Investors pay a high multiple for growth, which can lead to sharp corrections if growth targets are missed. |
| Competition risk (Cloud Identity) | High | Deep-pocketed competitors like Microsoft can bundle identity products with other essential software, undercutting independent players. |
| Business quality | Medium | While the platform is mission-critical for clients, security incidents have occasionally challenged the perception of product robustness. |
| Dividend income | Low / none | There is no income component to the investment thesis. |
| Execution risk | Medium | Successfully integrating large acquisitions like Auth0 and maintaining growth momentum is crucial for long-term viability. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -23.01% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/10/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.04B USD | Price to earnings Ratio 106.97 | 1Y Target Price 214.72 |
Price to earnings Ratio 106.97 | 1Y Target Price 214.72 | ||
Volume (30-day avg) 4.5M shares | Beta 0.72 | 52 Weeks Range 62.66 - 235.00 | Updated Date 11/10/2026 |
52 Weeks Range 62.66 - 235.00 | Updated Date 11/10/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.66 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Revenue | Recurring fees from the Workforce Identity and Customer Identity cloud platforms. | Most revenue comes from recurring contracts, providing predictable and visible income. |
| Professional Services | Training and support services related to implementing Okta products. | This is a smaller, lower-margin portion of business meant to facilitate platform adoption. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 106.97 | Forward PE 40.65 | Enterprise Value 28.80B | Price to Sales(TTM) 10.1 |
Enterprise Value 28.80B | Price to Sales(TTM) 10.1 | ||
Enterprise Value to Revenue 9.37 | Enterprise Value to EBITDA 69.9 | Shares Outstanding 167.14M | Shares Floating 166.74M |
Shares Outstanding 167.14M | Shares Floating 166.74M | ||
Percent Insiders 0.51 | Percent Institutions 99.25 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.