OKTA Okta Inc

$OKTA is only up because of yesterday’s AI hype — not because the core business suddenly got stronger. Once that headline momentum fades, I expect this move to unwind fast take profits and get out this company ain’t all that. 🐻

Cybersecurity has been the best-performing sector of software this year, and can sustain this move higher with AI safety concerns emerging. YTD: $OKTA +116% FTNT +113% $PANW +104% $CRWD +99% $DDOG +69% $NET +67% FFIV +61% S +50% Every name on this list: - beat on both revenue and eps last quarter - trading above major technical supports

$OKTA retarded valuation. Shorting here. It was already absurd 30% ago, now its simply stupid. 150 on its absolute best day. Agentic security lol, no one will pay extra for that shit I can tell you that.

$OKTA no way this doesnt hit 230 today. This is how you know the market is retarded. 238% run in the last 6 months one if the best performaning stocks in cyber with what 11% growth lmao. Adbe has higher growth and thr cherry on top. They have very little ai revenue even the people has said this. What a world we live in, but you cant short it. I mean maybe a long term short but who knows where it will go.

$OKTA $TWLO while AI infra has been in protracted range since June. These two AI agents-enabled softwares are doing well during time.

$OKTA $CRWD I don’t hate either name (and even own some crwd outright), but both of these have created some pretty scary gaps on the weekly. Obvious extenuating circumstances with all the macro stuff will dictate direct, but if we get a red day, bears will find meat on the bones No puts yet, but on watch.

$OKTA Pipe dreams at this point, some agentic AI security will for sure start coming in, but let's face it, it wont grow into this absurd valuation. Short position built up with additional naked calls sold for 200-ish. Forward PE is around 80 now (GAAP, no adjusted garbage number cooking) for a 10% a year growth company in a busy space. $100-$120 would be already well reasonnable.

$OKTA Okta price target raised to $240 from $190 at Stephens Stephens analyst Todd Weller raised the firm's price target on Okta to $240 from $190 and keeps an Overweight rating on the shares. The firm came away from Oktane 2026 with continued conviction in the growth opportunity for identity security and Okta's growth acceleration potential, the analyst tells investors.

$OKTA Okta price target raised to $230 from $187 at BMO Capital BMO Capital raised the firm's price target on Okta to $230 from $187 and keeps an Outperform rating on the shares. After the company's Oktane 2026 event, the firm is remaining positive on identity's likely expanding total addressable market and Okta's position within the market segment, the analyst tells investors in a research note. Okta's AI portfolio can lead to meaningful additive growth as well as more share for existing Okta solutions and new logos wins, the firm added.

$OKTA C² is my little train that could! Welcome OKTA to the 200 club exactly as projected.....

$OKTA Incredible stock chart that looks like staircase. Nice pop today, with the AI scare. This stock is supposedly the leader in Identity management and ultimately a takeover target based on the grapevine. Hold your longs tight, you cannot be wrong.

$OKTA I think the market is overestimating the growth capabilities and overvaluing the company. 40 times foward PE (LTM a 101 PE!!) and only expected to grow around 10% next year and the following. Companies will use their own agentic guardrails rather than using Oktas solution (also newer LLMs are out of the box better at it), Microsoft and co. is already working on a competitor e.g. Entra ID; Auth0's base concept is open source and can essentially be hosted by everyone (Oauth2); The core product Okta will face seat losing revenue headwinds. This will come down crushing as soon as sanity comes back.

$OKTA Okta price target raised to $235 from $200 at Baird Baird raised the firm's price target on Okta to $235 from $200 and keeps an Outperform rating on the shares.

$OKTA give me a f-ing break this thing up here is as crazy as the bubble ai pump in ai names like chips/semis/memory.. th is thing does identity and even then its not a major player there are other options .. aws and most cloud providers roll out their own flavor .. ie the edge in this name is not there for it to be justifying these insane share prices. but when pumping i guess pump is all that matters.. should correct once the hype wears out from earnings etc.

$OKTA $PATH $TWLO Unfortunately their Agentic platform has not shown that growth You can see okta and twlo did but path fail to deliver

$OKTA look at that volume. Oh wait dont do that haha. Not sure why this randomly jumped so high sfter it sold off a bit. Definitely a short soon but might have some more room to run.

$OKTA just ripped with the cybersecurity/AI trade, but the fundamentals still show only ~11% revenue growth and ~14% cRPO growth. If investors stop paying an AI premium for low-double-digit growth, this recent move can unwind fast. (Barron’s⁠)

$OKTA let's see what they do to this tomorrow, those swings are vicious in either direction. GLTA.

THE ENTIRE INVESTING WORLD IS GOING ALL-IN ON 'CYBERSECURITY' TODAY. THE NECESSITY HAS BECOME UNDENIABLE. $OKTA $CRWD $HACK $PANW $FTNT $CRWD IS THE NEW "SNDK/MU/SKHY"

$OKTA $200 target was hit. Easy money is over on OKTA, but there are plenty of other setups in the market that we have our eyes on. 👀