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As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at cybersecurity stocks, starting with Okta (NASDAQ:OKTA).
IT security company Okta, Inc. (OKTA) up 94% YTD on AI demand, strong inflows.
Okta stock has more than doubled year to date, while current valuation checks suggest it is not a clear bargain and appears fairly valued on an intrinsic value estimate but richer on market multiples. Okta is up about 104% year to date, which means anyone looking at the stock now is assessing it after a strong run. Recent focus on AI driven identity security and new products like Agent SSO can support growth expectations, while any disappointment in how that demand translates into sustained...
The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).
Okta, Gartner and Salesforce all crushed earnings, demonstrating strong business, and now stock price momentum.
Revenue hit $805M with 11% growth as AI security demand accelerated.
OKTA shares jump 28.63% after Q2 results beat estimates, as stronger bookings, enterprise demand and AI-agent security boosted its outlook.
PANW heads into Q4 earnings with platformization, AI-security adoption and deal wins supporting growth, while acquisition costs pose pressure.
Shares of Elastic jump after the software developer beats analysts’ earnings target and hikes its guidance.
Okta stock rallies on a solid Q2 and raised future guidance. The release triggered a wave of bullish analyst research notes on Thursday.
Okta beats Q2 fiscal 2027 estimates as subscription revenues rise 12%, while stronger cash flow and backlog growth support a raised full-year outlook.
Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant said it was deepening its partnership with Anthropic, boosting investor confidence in its ability to integrate AI into its software.
Okta lifted its fiscal 2027 outlook as core identity bookings strengthened, while AI security remained an early-stage opportunity rather than a revenue driver.
Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
Okta Inc (NASDAQ:OKTA) shares are set to open about 18% higher on Thursday after the identity management software company reported fiscal second-quarter results that beat Wall Street expectations for revenue and adjusted earnings. Okta reported total revenue of $805 million for the quarter...
The company reported $805 million in revenue and raised its full-year guidance, citing demand for tools to secure AI agents
Stocks looked set to rally on Thursday after chip maker Nvidia’s solid second-quarter earnings helped breathe some life back into the artificial-intelligence trade. S&P 500 futures rose 0.5%. Nasdaq 100 futures jumped 1.
The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
Okta Inc (OKTA) reports 10% revenue growth and record non-Q4 bookings, with new products contributing 30% of bookings and AI agents gaining traction.
Okta (NASDAQ:OKTA) said its second-quarter fiscal 2027 performance was supported by broad-based demand across its workforce and customer identity platforms, with particular strength among large enterprises, channel partners and newer products. Chief Executive Officer and Co-founder Todd McKinnon sa
The headline numbers for Okta (OKTA) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Okta (OKTA) delivered earnings and revenue surprises of +9.38% and +1.62%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Yahoo Finance's Josh Lipton runs down the earnings reports as prices soar for CrowdStrike CRWD) and Okta (OKTA), while HP Inc. (HPQ) stock drops.
Okta reported Q2 earnings and revenue that topped estimates while the cybersecurity firm's sales outlook came in above views.
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