OKTA Stock News: August 2026
$OKTA · 4 stories in August 2026August 2026
newest first · direct subject stories onlyOkta reported Q2 revenue of $805M (est. $795M) and adjusted EPS of $1.05 (est. $0.97). FY27 revenue guidance of $3.22B-$3.23B above $3.2B estimate. Q3 revenue guidance also above consensus. Free cash flow guidance for Q3 below estimates.
bullish 70 · impact 10CEO Nikesh Arora met with Datadog's CEO in 2025 and floated a deal when Datadog was worth $40B+; Pomel was not receptive. Talks with Okta progressed to product integration but failed on price. Palo Alto later bought CyberArk and Chronosphere and continues evaluating AI security deals. It also has an unannounced AI security product used by 600+ customers.
neutral 50 · impact 30