OKTA — Okta Inc

Technology · Software - Infrastructure · AI software & cloud infrastructure

About Okta Inc

Okta, Inc. operates as an identity partner in the United States and internationally. It offers Single Sign-on to secure access to cloud and on-premises applications from any device; Adaptive MFA for a risk-based layer of security for an organization's cloud, mobile, and web applications; API Access Management, which enables organizations to secure APIs as systems; Access Gateway, which extends the Okta platform to hybrid IT environments; Okta Device Access, which extends Okta platform's secure access management to the device login experience; Universal Directory for a cloud-based system of record. The company also provides Identity Threat Protection; Identity Security Posture Management for security measures and safeguards digital assets; Okta for AI Agents to discover, register, authenticate, govern, and manage AI Agents; Identity Govern

AI software & cloud infrastructure

These companies provide the cloud platforms, model-serving, databases and infrastructure software that AI applications run on. Revenue is increasingly tied to AI workloads and consumption-based cloud spending. The economics favor scale and switching costs, but the group carries high expectations and heavy capital spending on data centers, and faces questions about how quickly AI usage converts into durable profit. Okta Inc is tracked in this sub-theme as a Software - Infrastructure name — see the full AI software & cloud infrastructure list.

Key data · delayed ~15 min, as of 8 July 2026

Valuation read

What the price implies: a reverse-DCF on forward earnings ($4.28/sh) backs out roughly ~13%/yr earnings growth — moderate expectations. Run your own scenario in the fair-value calculator.

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