花旗增加90天催化剂观察，Okta成为焦点

2026-01-13 05:43

Okta (OKTA) was in the spotlight on Monday as Citi added a 90-day catalyst watch to the cybersecurity firm.
“We expect OKTA to log a strong close to FY26, marked with bookings outperformance against receded idiosyncratic headwinds, that should support upward NTM revenue revisions and expectations,” analyst Fatima Boolani wrote in a note to clients. “This is on the back of favorable read-throughs for the Identity cyber sub-segment from our CISO survey (growing prioritization among CISOs; overwhelmingly preferred avenue for ‘securing agentic AI’), and healthy cRPO upside track record over the recent few Qs, all against FY27E consensus revenue growth we deem a low hurdle (~9% YoY). Anticipating strong F4Q26 results (~3pt cRPO growth beat to LDD levels) which should fuel upward revisions to FY27E topline outlook, we expect strengthened investor conviction on NTM+ fundamentals, which against a newly launched $1B buyback position the stock for a lift against current near-trough valuation of ~4x EV/S NTM and ~15x EV/FCF NTM.”
Boolani has a Neutral rating and $100 price target on Okta shares.

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