Okta (OKTA)
Secures workforce access and customer logins through the Okta and Auth0 cloud platforms.
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Sells cloud subscriptions for workforce access, identity governance, privileged access, and customer authentication through the Okta and Auth0 platforms. An independent integration model connects public clouds, on-premises systems, and thousands of applications, while service reliability and security underpin the product promise.
Provides workforce identity through the Okta Platform and customer identity through the developer-centric Auth0 Platform. Access management, lifecycle automation, governance, privileged access, threat protection, and posture management extend the portfolio beyond single sign-on.
Generates revenue primarily from multi-year cloud subscriptions, with professional services supporting deployment. A neutral integration model connects public clouds, on-premises systems, hybrid environments, and thousands of applications. Employees are divided roughly evenly between the United States and international locations.
Availability and security across Okta-controlled systems, third-party support channels, and integrations underpin the service. The two-platform model also depends on serving workforce administrators and application developers through distinct architectures and sales motions. Microsoft is the principal competitor named in the company’s filing.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 22, 2026 | Robert W. Baird | Target | Target: $185 | Target: $200 |
| Sep 17, 2026 | BTIG | Reiterate | Rating: —Target: $187 | Target: $219 |
| Sep 17, 2026 | Bernstein | Downgrade | Target: $143 | Target: $174 |
| Sep 14, 2026 | Wells Fargo | Reiterate | Rating: —Target: $180 | Target: $200 |
| Aug 28, 2026 | Susquehanna | Reiterate | Rating: —Target: $80 | Target: $185 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $2.30B · Total debt $53.0M · Total assets $9.14B · Shareholders' equity $6.97B
- Revenue
- $805.0M
- Operating income
- $107.0M
- Net income
- $116.0M
No dividends on record.
| Institutions | 91.59% | 160.12M shares | |
|---|---|---|---|
| 890 holders · as of Jun 30, 2026 | |||
| Insiders | 4.60% | 8.04M shares | |
| 16 holders · as of Sep 17, 2026 | |||
| Other | 3.81% | 6.66M shares | |
| remainder | |||
174.82M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.69% | 18.70M A | as of Jun 30, 2026 |
FMR LLCInstitution | 9.31% | 16.27M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.12% | 8.95M A | as of Jun 30, 2026 |
Todd McKinnon1,2Insiderdirector, officer: Chief Executive Officer | 4.41% | 48,822 A | filed Feb 14, 2022 |
Vanguard Capital Management LLCInstitution | 4.34% | 7.59M A | as of Jun 30, 2026 |
- Todd McKinnon reports a block also reported by State Street Corp; it is counted once, under State Street Corp.
- The filed share classes (A, B, COMMON) could not be matched to the company's, so no percentage.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Eric Robert Kelleher | officer: See Remarks | −2,549 | $168.55 |
| Sep 2, 2026 | Brett Tighe | officer: Chief Financial Officer | −80,000 | $160.97 |
| Jul 8, 2026 | Todd McKinnon | director, officer: Chief Executive Officer | −68,936 | $146.62 |
| Jun 22, 2026 | Larissa Schwartz | officer: See Remarks | −2,463 | $120.00 |
| Jun 18, 2026 | Eric Robert Kelleher | officer: See Remarks | −3,977 | $114.10 |
- Microsoft
Broad suite rival across workforce, governance, CIAM, and AI identity
- Palo Alto Networks
Security-platform rival centered on privilege and identity threats
- SailPoint
Identity-governance specialist expanding into privilege and AI identities
- Amazon
AWS-native alternative for customer, workforce, and workload identity
- Oracle
Hybrid IAM and governance rival embedded in Oracle cloud and apps
- IBM
Enterprise IAM rival spanning adaptive access and identity governance
- Alphabet Class A
Google-native workforce directory and application authentication rival
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Okta | $195.97 | +2.42% | $31.78B | 115.3 | 48.0 | 10.3 | +10.6% |
| Microsoft | $496.51 | −1.02% | $3.72T | 27.9 | 25.3 | 11.2 | +17.8% |
| Palo Alto Networks | $371.23 | −0.14% | $302.98B | 844.9 | 88.7 | 26.4 | +34.5% |
| SailPoint | $20.64 | +1.55% | $11.53B | — | — | 9.9 | +16.8% |
| Amazon | $254.65 | −1.47% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Oracle | $148.95 | +0.26% | $427.95B | 23.3 | 17.5 | 6.0 | +29.6% |
| IBM | $230.70 | −0.53% | $218.51B | 20.5 | 18.1 | 3.2 | +1.1% |
| Alphabet Class A | $350.96 | −1.13% | $4.30T | 17.8 | 26.1 | 9.6 | +24.2% |
| Median | 22.0 | 25.7 | 9.6 | +19.6% |