@thesmallpond_ · Long OKTA

$OKTA at $155 now. Thesis remains the same. Thanks IBM

I think $OKTA still has room to run. Stock is up 44% since management upgraded FY27 rev guidance from 9% to 9%-10%, but Street revenue and EPS estimates for the next 2 years haven’t moved an inch. Okta’s average ACV jumps +40% when you upsell to include agentic AI security. If

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Since the call—

unrankedThe analyst's rank today

High · 0.91Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

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