Cloud security company Okta (OKTA.US) had a stellar Q4 performance, earning accolades from Wall Street analysts.

Market IntelWednesday, Mar 5, 2025 1:50 am ET

1min read

Cloud security company okta (OKTA.US) reported better-than-expected fourth-quarter and full-year 2025 results and guidance on Monday after the market close, showcasing stable growth and continued adoption by enterprise customers. Several analysts raised their ratings and price targets on Okta after the earnings release.

D.A. Davidson raised its rating on Okta from "Neutral" to "Buy" and raised its target price from $90 to $125.

D.A. Davidson analysts Rudy Kessinger and Andres Miranda Lopez said: "CRPO grew 15% YoY in Q4, and we expect revenue growth of 11-13% in 2026, compared to the current guidance of 9-10%, considering Okta's conservative 2026 guidance. We now believe double-digit growth is sustainable, given the richening product portfolio, continued adoption by enterprise customers, enhanced channel momentum, and improved sales efficiency."

Mizuho Securities also raised its rating on Okta from "Neutral" to "Overweight" and raised its target price from $110 to $127.

Meanwhile, Stifel maintained its "Buy" rating on Okta and slightly raised its target price from $115 to $120.

Analysts led by Adam Borg at Stifel said: "Overall, another positive step in the right direction this quarter, given the continued prioritization of identity security, the expanding workforce and customer identity product portfolio, and emerging agent-based AI opportunities, we believe Okta has many opportunities to drive growth to higher levels in the coming years."

KeyBanc Capital Markets reiterated its "Overweight" rating on Okta and raised its target price from $125 to $135.

KeyBanc analyst Eric Heath noted that "management execution is the area we and most investors are most concerned about, and we believe the strong Q4 results are a significant step in improving investor confidence."

As of Tuesday's close, Okta rose 24.27% to $108.31. The stock has gained 37% this year.

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