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A boost for at least one sector of AI.

As the industry converges on San Francisco for Dreamforce 2026, the narrative is predictably polished. Salesforce is positioning its Trust Boundary as the definitive architecture for the agentic enterprise, promising a seamless vision of unity. Yet, for those tasked with building the actual infrastructure, the reality is far more fragmented. The trust stack has not […]

Four enterprise software vendors shipped standalone AI agent governance products between August 24 and early September 2026. The window between the first launch and the last was roughly two weeks. None of them waited for the agents to figure out their own rules first. Okta went first on August 24, making Agent SSO generally available […]

Okta (NASDAQ:OKTA) President and COO Eric Kelleher said enterprise customers are increasingly seeking guidance on securing AI agents, with uncertainty around the emerging technology representing a central challenge for the identity-security market. Speaking at the Goldman Sachs Communacopia + Techn

Okta (OKTA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

IT security company Okta, Inc. (OKTA) up 94% YTD on AI demand, strong inflows.

As fears of a SaaSpocalypse faded, the cybersecurity specialist gained ground.

CrowdStrike's revenue has nearly doubled in eight quarters while OKTA's has grown steadily — but the profitability picture tells a starkly different story.

Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.

This sale represented nearly half of the insider's total equity stake.

CNBC reported that Okta, Inc. (NASDAQ:OKTA) shares surged as much as 29% after the identity security company beat fiscal second-quarter estimates. Adjusted earnings per share came in at $1.05 versus $0.97 expected, and revenue rose 11% to $805 million versus $795 million expected. Net income totaled $116 million, up from $67 million a year earlier, […]

Okta stock has more than doubled year to date, while current valuation checks suggest it is not a clear bargain and appears fairly valued on an intrinsic value estimate but richer on market multiples. Okta is up about 104% year to date, which means anyone looking at the stock now is assessing it after a strong run. Recent focus on AI driven identity security and new products like Agent SSO can support growth expectations, while any disappointment in how that demand translates into sustained...

A number of stocks traded in opposite directions in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.

The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.

Microsoft, Amazon and a raft of cloud-computing and software companies will be the AI winners, according to Jefferies analysts.

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.

Okta is expanding beyond traditional identity security as companies deploy more AI agents that require authentication, permissions and ongoing security controls.

↗️ GitLab (GTLB). Shares of the maker of software-development tools soared premarket after its second-quarter result topped expectations both on revenue and earnings. ↗️ Dell Technologies (DELL): Shares rose 9% premarket after it reported a big earnings and revenue beat thanks to demand for its servers.

A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.

Rising cyber threats and growing AI adoption create long-term growth opportunities for cybersecurity companies with AI-powered platforms.

DICK'S Sporting Goods faces a sharp outlook cut, while Okta and CrowdStrike post strong results and raise expectations.

Needham Makes a Bold $200 Call on Okta as AI Security Opportunity Grows

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).

AI is making cyberattacks faster and more sophisticated, pushing enterprises to increase security spending and strengthen defenses.

We examine why software stocks are rebounding and highlight software ETFs.

Needham raised its price target on Okta to a Street-high $200 following its Q2 earnings release. So, should you buy the stock now?

Okta, Gartner and Salesforce all crushed earnings, demonstrating strong business, and now stock price momentum.

Okta, CrowdStrike, Datadog, Cloudflare and Palo Alto Networks led Q2's most-upgraded stocks as AI-driven agentic traffic boosts cybersecurity demand, with analysts raising price targets and ratings.

Okta's growth remains moderate, but its strong margins, free cash flow, and AI potential should support a premium valuation.