Okta (OKTA) to Release Earnings on Wednesday

Okta (NASDAQ:OKTA) is anticipated to post its Q4 2026 results after the market closes on Wednesday, March 4th. Analysts expect Okta to post earnings of $0.85 per share and revenue of $749.8650 million for the quarter. Interested persons may review the information on the company’s upcoming Q4 2026 earning report for the latest details on the call scheduled for Wednesday, March 4, 2026 at 5:00 PM ET.

Okta (NASDAQ:OKTA) last posted its earnings results on Tuesday, December 2nd. The company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.76 by $0.06. Okta had a return on equity of 3.77% and a net margin of 6.87%.The business had revenue of $742.00 million during the quarter, compared to analyst estimates of $730.23 million. During the same quarter last year, the company earned $0.67 EPS. The company’s quarterly revenue was up 11.6% compared to the same quarter last year. On average, analysts expect Okta to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Okta Stock Performance

NASDAQ OKTA opened at $73.97 on Tuesday. Okta has a one year low of $68.77 and a one year high of $127.57. The stock has a 50-day moving average of $86.06 and a 200 day moving average of $87.76. The company has a market capitalization of $13.11 billion, a price-to-earnings ratio of 67.86, a PEG ratio of 2.81 and a beta of 0.79.

Okta announced that its Board of Directors has initiated a share repurchase plan on Monday, January 5th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the company to reacquire up to 6.8% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. UBS Group reissued a “buy” rating on shares of Okta in a report on Thursday, December 4th. Guggenheim reaffirmed a “buy” rating and issued a $138.00 target price on shares of Okta in a research report on Wednesday, December 3rd. Sanford C. Bernstein reissued an “outperform” rating on shares of Okta in a report on Monday, December 1st. Canaccord Genuity Group restated a “buy” rating and issued a $120.00 price target on shares of Okta in a research note on Wednesday, December 3rd. Finally, Truist Financial reduced their price objective on Okta from $125.00 to $115.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $109.26.

Key Stories Impacting Okta

Here are the key news stories impacting Okta this week:

• Positive Sentiment: Analysts and previews flag potential upside from Q4 trends — Zacks and other previews expect steady revenue growth, rising RPO and continued AI/security momentum that could support the stock around the upcoming report. Okta Set to Report Q4 Earnings
• Positive Sentiment: Robert W. Baird (reported via TipRanks) maintained a Buy rating and a $125 price target, signaling continued conviction from at least one buy‑side analyst. Baird Buy Rating
• Positive Sentiment: Okta announced management will present at an upcoming investor conference — a visibility event that can help reinforce guidance and sell‑side dialogue ahead of earnings. Okta to Present at Upcoming Investor Conference
• Neutral Sentiment: Market commentary is asking whether the recent share slide leaves Okta undervalued; that narrative can attract value investors but also highlights ongoing caution. Is It Time To Reconsider Okta
• Neutral Sentiment: Profile pieces on Okta executives and engineering/security leadership add context but are unlikely to move the stock materially near term. Executive Profile
• Negative Sentiment: BMO Capital trimmed its price target to $83 and kept a Market Perform rating — a notable downgrade that signals more cautious near‑term expectations from that shop. BMO Capital Expects Solid Q1
• Negative Sentiment: Several sell‑side shops have reduced targets recently (Jefferies: $125 → $105; BTIG: $116 → $90; Cantor Fitzgerald: lowered to $100), which increases headline risk and could cap near‑term upside even where ratings remain Buy. Jefferies/BTIG Price Target Cuts Cantor Fitzgerald Cuts PT

Insider Buying and Selling

In other news, CFO Brett Tighe sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $95.07, for a total value of $950,700.00. Following the transaction, the chief financial officer owned 134,385 shares of the company’s stock, valued at $12,775,981.95. This trade represents a 6.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Eric Robert Kelleher sold 2,409 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $84.40, for a total value of $203,319.60. Following the transaction, the insider owned 11,266 shares of the company’s stock, valued at approximately $950,850.40. This trade represents a 17.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 37,245 shares of company stock worth $3,385,624. Corporate insiders own 5.68% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Integrated Wealth Concepts LLC purchased a new stake in Okta in the 1st quarter worth $225,000. NewEdge Advisors LLC grew its position in shares of Okta by 853.4% during the first quarter. NewEdge Advisors LLC now owns 5,530 shares of the company’s stock worth $582,000 after purchasing an additional 4,950 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Okta during the second quarter worth about $244,000. Invesco Ltd. raised its stake in Okta by 34.1% during the 2nd quarter. Invesco Ltd. now owns 430,844 shares of the company’s stock valued at $43,071,000 after purchasing an additional 109,614 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its holdings in Okta by 122.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,621 shares of the company’s stock worth $162,000 after purchasing an additional 893 shares in the last quarter. Hedge funds and other institutional investors own 86.64% of the company’s stock.

Okta Company Profile

Okta, Inc is a publicly traded provider of identity and access management solutions, headquartered in San Francisco, California. Founded in 2009 by Todd McKinnon and Frederic Kerrest, the company completed its initial public offering in April 2017. Under the leadership of McKinnon as chief executive officer and Kerrest as chief operating officer, Okta has grown into a leading vendor in the cybersecurity space, focusing on secure user authentication, single sign-on and lifecycle management for digital identities.

At the core of Okta’s offering is the Okta Identity Cloud, a suite of cloud-native services that enable organizations to manage user access across web and mobile applications, on-premises systems and APIs.