Identity management firm Okta's Q3 revenue beats expectations

Reuters
Dec 03
Identity management firm <a href="https://laohu8.com/S/OKTA">Okta</a>'s Q3 revenue beats expectations

Overview

  • Okta Q3 fiscal 2026 revenue grows 12% yr/yr, beating analyst expectations

  • GAAP net income for Q3 fiscal 2026 was $43 mln, with EPS of $0.24

  • Company reports strong cash flow with $218 mln operating cash flow in Q3

Outlook

  • Okta expects Q4 revenue between $748 mln and $750 mln, up 10% year-over-year

  • Company forecasts full-year revenue of $2.906 bln to $2.908 bln, up 11% year-over-year

  • Okta anticipates Q4 non-GAAP operating income of $189 mln to $191 mln

Result Drivers

  • LARGE CUSTOMER SEGMENTS - Okta cites continued strength with large customers as a driver for Q3 results

  • NEW PRODUCT ADOPTION - Adoption of new products like Okta Identity Governance contributed to Q3 growth

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$742 mln

$730.36 mln (39 Analysts)

Q3 EPS

$0.24

Q3 Net Income

$43 mln

Q3 Subscription Revenue

$724 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 30 "strong buy" or "buy", 13 "hold" and 2 "sell" or "strong sell"

  • The average consensus recommendation for the it services & consulting peer group is "buy"

  • Wall Street's median 12-month price target for Okta Inc is $120.00, about 32.8% above its December 1 closing price of $80.64

  • The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nBw3wvXsma

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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