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Okta: Brace For Disappointment Against Overly Optimistic Estimates (NASDAQ:OKTA)
OktaOkta(US:OKTA) Seeking Alpha·2025-09-26 16:47

Okta (NASDAQ: OKTA ) has been building on its operating leverage progress, leading to a second straight quarter of positive GAAP operating income. The cybersecurity company remains as relevant as ever, even if I expect growth rates to be meaningfully below consensus estimates. The netJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented ...