Notícias

Management appears willing to think much bigger on M&A

The Information reported that between late 2024 and early 2025, Arora held a series of meetings with Okta CEO Todd McKinnon. The talks progressed to the point where the companies discussed product complementarity, but ultimately stalled over price disagreements, according to people with knowledge of the discussions cited by The Information. Okta, valued at roughly $13.5 billion at the start of last year, has since climbed around 30%, giving it a market cap near $23 billion.

The software sector’s artificial-intelligence pain is starting to look chronic. Intuit Zoom Communications and Germany’s SAP were the latest stocks to join the industry’s increasingly crowded sickbed on Wednesday. Enterprise software giant SAP was downgraded to Neutral from Buy by UBS analysts.

Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.

Okta is set to report its fiscal Q2 earnings on Aug. 26. Here’s how the data suggests you should play OKTA shares for the remainder of 2026.

Heading into the earnings reports for CrowdStrike, Okta, SentienelOne, Palo Alto Networks and Zscaler, cybersecurity stocks have been on fire. With expectations running high, the cybersecurity stocks could be volatile if financial results underwhelm investors.

The second quarter earnings season is nearly complete, with Nvidia’s (NVDA) Q2 results on Wednesday serving as a keystone to a remarkably strong stretch of corporate reports.

It’s late August, but this week will be a big one for markets. Headline events include Nvidia earnings after the bell Wednesday and Kevin Warsh’s first major policy speech as Federal Reserve chairman on Friday.

Identity management company Okta (NASDAQ:OKTA) will be reporting earnings this Wednesday afternoon. Here’s what investors should know.

OKTA's Q2 earnings are likely to benefit from AI product demand, strong RPO growth and new partnerships, offset by competition and cautious IT spending.

CRWD heads into fiscal Q2 with the consensus mark for revenues of $1.44B and EPS of 29 cents, implying 23.2% and 26.1% year-over-year growth, respectively.

Snowflake, Okta, Datadog, CrowdStrike and Palo Alto Networks lead MarketBeat's most-upgraded stocks list, as analysts raise price targets on software firms benefiting from AI adoption.

It’s late August, but this week will be a big one for markets. Headline events include Nvidia earnings after the bell Wednesday and Kevin Warsh’s first major policy speech as Federal Reserve chairman on Friday.

Stocks fell this week as Treasury bond buybacks, oil prices, and Walmart earnings weighed on markets, while Bitcoin rallied; MarketBeat analysts cover Moderna, NVIDIA, Meta, RTX, and more.

The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.

Okta stock has delivered a strong 88.0% gain over the past three years, yet its valuation checks send a mixed message as the Discounted Cash Flow (DCF) estimate suggests the shares are roughly in line with intrinsic value while market based multiples point to an expensive profile. Okta's 88.0% return over three years highlights how much expectations have shifted and makes the current share price more sensitive to any change in sentiment. Recent optimism around demand for Okta's identity...

It’s late August, but the coming week will be a big one for markets. Headline events include Nvidia earnings after the bell Wednesday and Kevin Warsh’s first major policy speech as Federal Reserve chairman on Friday.

Okta (NasdaqGS: OKTA) appointed Scott Morgan as Chief Legal Officer, adding a seasoned legal leader with experience in technology growth and integrations. Morgan previously led legal functions at Splunk and played a key role in its expansion and integration into Cisco. The move comes as Okta develops AI-native identity security offerings and refines its governance and risk management approach. For a wider view on how leadership decisions can shape long term growth potential in tech, it can...

A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become irrelevant.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Okta (OKTA), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.

A number of stocks fell in the afternoon session after competitive pressure from artificial intelligence continued to weigh on the software sector following a Bloomberg report that Anthropic expects its upcoming initial public offering to match or beat the size of SpaceX’s record-setting debut.

Palo Alto Networks (PANW), Okta (OKTA), and SailPoint (SAIL) are well positioned to benefit from an

Okta (OKTA) concluded the recent trading session at $141.21, signifying a -1.88% move from its prior day's close.

Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter,

Okta shares have rallied about 60% this year as analysts cite rising identity-management spending, AI agent demand, and improved profitability, with Wall Street rating it a Moderate Buy.

OKTA's steadier growth, lower valuation, cross-selling potential and AI-agent upside make it the more attractive cybersecurity stock right now.

The bank says several important signals are finally improving

Identity is now the second-highest spending priority among partners, up from fourth last quarter

Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.

Several major software companies are likely to top expectations for their upcoming quarterly financi