OKTA Earnings
Thursday, May 28 2026
EPS Estimate
$0.85
$0.84 – $0.88
Revenue Estimate
$752M
Current Price
$81.69
Our Position
bearish · highOkta profits surge 739% but growth outlook stays capped at 11%
structured data
est. revisions rising
(+2.3pp / 30d)
Okta has crossed into consistent profitability, validating cost discipline—but structural revenue deceleration to 11% at a $3B-scale SaaS company confirms the growth ceiling BMO flagged on February 26. Analyst target cuts despite buy ratings expose skepticism on multiple expansion: the stock's 11% post-earnings pop will not sustain without a near-term revenue acceleration catalyst.
Watch: Q1 April results will prove whether $749–$753M guidance is conservative positioning or locked-in demand reality; an upbeat pipeline commentary is now required to reverse the bearish thesis.
Data Signal Summary
1 bullish
1 bearish
Insider selling cluster
Analysts: bullish
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
mixed
1-Month Return
+29.8%
From 52w High
-2.6%
P/E Ratio
60.4
Est. Revisions (30d)
+0.2% 7up/24dn
Analyst Target (mean)
$100 $75–$140 +22%
Options P/C Ratio
0.79
Est. Dispersion
5% 42 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Bridgewater, Soros, D.E. Shaw, Two Sigma
Recent Activity
insider trades
2 transactions
Buy
·
SCHELLHASE DAVID R (Director)
·3,712 shares
·$267,408
Sell
·
SCHWARTZ LARISSA NICOLE (Officer)
·6,377 shares
·$494,527
analyst ratings
3 ratings
Barclays
·up
→Overweight
23d ago
Raymond James
·up
→Outperform
27d ago
Keybanc
→Overweight
28d ago
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