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Recommendations
Okta price target raised to $316 from $280 at KeyBanc » 06:46
04/23/21
04/23
06:46
04/23/21
06:46
OKTA

Okta

$275.10 /

+0.26 (+0.09%)

KeyBanc analyst Michael…

KeyBanc analyst Michael Turits raised the firm's price target on Okta to $316 from $280 and keeps an Overweight rating on the shares. The firm's 1Q21 IT VAR Survey shows a healthy start to 2021 with 58% of respondents meeting or exceeding 1Q21 revenue targets and 81% expecting sequential revenue growth for Q2 vs. 12% as of the year-ago quarter, Turits tells investors in a research note.

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OKTA Okta
$275.10 /

+0.26 (+0.09%)

OKTA Okta
$275.10 /

+0.26 (+0.09%)

04/22/21
Fly Intel: Top five analyst initiations
04/22/21 Raymond James
Okta initiated with an Outperform at Raymond James
04/21/21 Raymond James
Okta initiated with an Outperform at Raymond James
04/09/21
Fly Intel: Top five analyst upgrades
OKTA Okta
$275.10 /

+0.26 (+0.09%)

OKTA Okta
$275.10 /

+0.26 (+0.09%)

OKTA Okta
$275.10 /

+0.26 (+0.09%)

OKTA Okta
$275.10 /

+0.26 (+0.09%)

Initiation
Fly Intel: Top five analyst initiations » 09:52
04/22/21
04/22
09:52
04/22/21
09:52
DRIO

DarioHealth

$18.50 /

+1.37 (+8.00%)

, OKTA

Okta

$280.50 /

+5.66 (+2.06%)

, PINS

Pinterest

$73.51 /

+1.02 (+1.41%)

, POWW

AMMO

$6.93 /

+0.08 (+1.17%)

, NOVN

Novan

$1.29 /

+0.115 (+9.83%)

Catch up on today's…

Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. DarioHealth (DRIO) initiated with an Outperform at Cowen. 2. Okta (OKTA) initiated with an Outperform at Raymond James. 3. Pinterest (PINS) initiated with a Buy at LightShed Partners. 4. AMMO (POWW) initiated with a Buy at Lake Street. 5. Novan (NOVN) initiated with a Buy at Roth Capital. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

ShowHide Related Items >><<
POWW AMMO
$6.93 /

+0.08 (+1.17%)

PINS Pinterest
$73.51 /

+1.02 (+1.41%)

OKTA Okta
$280.50 /

+5.66 (+2.06%)

NOVN Novan
$1.29 /

+0.115 (+9.83%)

DRIO DarioHealth
$18.50 /

+1.37 (+8.00%)

DRIO DarioHealth
$18.50 /

+1.37 (+8.00%)

04/22/21 Cowen
Cowen starts DarioHealth at Outperform on 'vastly underpenetrated' market
04/22/21 Cowen
DarioHealth initiated with an Outperform at Cowen
04/22/21 Cowen
DarioHealth initiated with an Outperform at Cowen
03/22/21 Stifel
Stifel starts DarioHealth at Buy with $30 price target
OKTA Okta
$280.50 /

+5.66 (+2.06%)

04/22/21 Raymond James
Okta initiated with an Outperform at Raymond James
04/21/21 Raymond James
Okta initiated with an Outperform at Raymond James
04/09/21
Fly Intel: Top five analyst upgrades
04/09/21 BTIG
Okta upgraded to Buy from Neutral at BTIG
PINS Pinterest
$73.51 /

+1.02 (+1.41%)

04/22/21 LightShed Partners
Pinterest initiated with a Buy at LightShed Partners
04/16/21 Bernstein
Pinterest selloff a 'tactical buying opportunity,' says Bernstein
04/05/21 Evercore ISI
Pinterest initiated with an Outperform at Evercore ISI
03/30/21 Morgan Stanley
Pinterest price target lowered to $89 from $95 at Morgan Stanley
POWW AMMO
$6.93 /

+0.08 (+1.17%)

04/22/21 Lake Street
AMMO initiated with a Buy at Lake Street
04/08/21 Roth Capital
AMMO initiated with a Buy at Roth Capital
NOVN Novan
$1.29 /

+0.115 (+9.83%)

04/22/21 Roth Capital
Roth Capital bullish on Novan, initiates with a Buy
04/22/21 Roth Capital
Novan initiated with a Buy at Roth Capital
POWW AMMO
$6.93 /

+0.08 (+1.17%)

PINS Pinterest
$73.51 /

+1.02 (+1.41%)

OKTA Okta
$280.50 /

+5.66 (+2.06%)

NOVN Novan
$1.29 /

+0.115 (+9.83%)

DRIO DarioHealth
$18.50 /

+1.37 (+8.00%)

  • 12
    Mar
  • 01
    Dec
PINS Pinterest
$73.51 /

+1.02 (+1.41%)

OKTA Okta
$280.50 /

+5.66 (+2.06%)

POWW AMMO
$6.93 /

+0.08 (+1.17%)

PINS Pinterest
$73.51 /

+1.02 (+1.41%)

OKTA Okta
$280.50 /

+5.66 (+2.06%)

POWW AMMO
$6.93 /

+0.08 (+1.17%)

PINS Pinterest
$73.51 /

+1.02 (+1.41%)

OKTA Okta
$280.50 /

+5.66 (+2.06%)

DRIO DarioHealth
$18.50 /

+1.37 (+8.00%)

Initiation
Okta initiated with an Outperform at Raymond James » 07:30
04/22/21
04/22
07:30
04/22/21
07:30
OKTA

Okta

$274.52 /

+8.54 (+3.21%)

Raymond James analyst…

Raymond James analyst Adam Tindle initiated coverage of Okta (OKTA) with an Outperform rating and $300 price target. While Tindle has a positive long-term view, he notes challenging near-term trading dynamics as sentiment is very positive, the analyst tells investors in a research note. Tindle believes investors should bear with Okta during this investment period, noting many similarities to Salesforce.com's (CRM) rise from a $10B-$15B company after the first decade of founding to a $200B company today.

ShowHide Related Items >><<
OKTA Okta
$274.52 /

+8.54 (+3.21%)

OKTA Okta
$274.52 /

+8.54 (+3.21%)

04/21/21 Raymond James
Okta initiated with an Outperform at Raymond James
04/09/21
Fly Intel: Top five analyst upgrades
04/09/21 BTIG
Okta upgraded to Buy from Neutral at BTIG
04/08/21 DA Davidson
Okta's user conference highlighted by IGA and PAM solutions, says DA Davidson
OKTA Okta
$274.52 /

+8.54 (+3.21%)

OKTA Okta
$274.52 /

+8.54 (+3.21%)

OKTA Okta
$274.52 /

+8.54 (+3.21%)

OKTA Okta
$274.52 /

+8.54 (+3.21%)

Initiation
Okta initiated with an Outperform at Raymond James » 16:05
04/21/21
04/21
16:05
04/21/21
16:05
OKTA

Okta

$274.13 /

+8.145 (+3.06%)

Raymond James analyst…

Raymond James analyst Adam Tindle initiated coverage of Okta with an Outperform rating and $300 price target.

ShowHide Related Items >><<
OKTA Okta
$274.13 /

+8.145 (+3.06%)

OKTA Okta
$274.13 /

+8.145 (+3.06%)

04/09/21
Fly Intel: Top five analyst upgrades
04/09/21 BTIG
Okta upgraded to Buy from Neutral at BTIG
04/08/21 DA Davidson
Okta's user conference highlighted by IGA and PAM solutions, says DA Davidson
04/08/21 Morgan Stanley
Okta announcements validate CyberArk, SailPoint opportunity, says Morgan Stanley
OKTA Okta
$274.13 /

+8.145 (+3.06%)

OKTA Okta
$274.13 /

+8.145 (+3.06%)

OKTA Okta
$274.13 /

+8.145 (+3.06%)

OKTA Okta
$274.13 /

+8.145 (+3.06%)

Over a month ago
Upgrade
Fly Intel: Top five analyst upgrades » 09:54
04/09/21
04/09
09:54
04/09/21
09:54
PM

Philip Morris

$90.23 /

+0.82 (+0.92%)

, CCL

Carnival

$28.85 /

+0.28 (+0.98%)

, OKTA

Okta

$236.00 /

-2.23 (-0.94%)

, SCHW

Charles Schwab

$68.74 /

+1.9 (+2.84%)

, HOG

Harley-Davidson

$42.21 /

+1.61 (+3.97%)

Catch up on today's…

Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Philip Morris (PM) upgraded to Overweight from Neutral at JPMorgan with analyst Jared Dinges saying heated tobacco products are an integral part of the global nicotine industry's future. 2. Carnival (CCL) upgraded to Outperform from Neutral at Credit Suisse with analyst Benjamin Chaiken saying it looks "increasingly likely" that a mid- to late-summer restart for cruises is "reasonable." 3. Okta (OKTA) upgraded to Buy from Neutral at BTIG with analyst Gray Powell saying recent field checks indicate demand trends in the broader identity market should improve in 2021 from 2020, due mainly to strength in customer identity initiatives. 4. Charles Schwab (SCHW) upgraded to Outperform from Market Perform at JMP Securities with analyst Devin Ryan saying with the uplift in interest rates and continuing momentum in the retail brokerage names, the overall trade in this area is earlier into its development, and Schwab should exhibit some of the strongest earnings growth in the capital markets over the next three years. 5. Harley-Davidson (HOG) upgraded to Buy from Neutral at Northcoast with analyst Brandon Rolle saying that the company is poised to beat FY21 earnings expectations even though Q1 earnings are likely to be impacted by shipping challenges. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

ShowHide Related Items >><<
SCHW Charles Schwab
$68.74 /

+1.9 (+2.84%)

PM Philip Morris
$90.23 /

+0.82 (+0.92%)

OKTA Okta
$236.00 /

-2.23 (-0.94%)

HOG Harley-Davidson
$42.21 /

+1.61 (+3.97%)

CCL Carnival
$28.85 /

+0.28 (+0.98%)

PM Philip Morris
$90.23 /

+0.82 (+0.92%)

04/09/21 JPMorgan
Philip Morris upgraded on heated tobacco position at JPMorgan
04/08/21 JPMorgan
Philip Morris upgraded to Overweight from Neutral at JPMorgan
03/16/21 Citi
Last U.S. cigarette smoker like to quit by 2050, says Citi
02/11/21 Citi
Philip Morris shares have 'significant upside,' says Citi
CCL Carnival
$28.85 /

+0.28 (+0.98%)

04/09/21 Argus
Carnival upgraded to Buy from Hold at Argus sees 'strong' pent-up cruise demand
04/09/21 Argus
Carnival upgraded to Buy from Hold at Argus
04/09/21 Credit Suisse
Carnival upgraded to Outperform from Neutral at Credit Suisse
04/08/21 Deutsche Bank
Carnival price target raised to $25 from $16 at Deutsche Bank
OKTA Okta
$236.00 /

-2.23 (-0.94%)

04/09/21 BTIG
Okta upgraded to Buy from Neutral at BTIG
04/08/21 DA Davidson
Okta's user conference highlighted by IGA and PAM solutions, says DA Davidson
04/08/21 Morgan Stanley
Okta announcements validate CyberArk, SailPoint opportunity, says Morgan Stanley
04/08/21 Mizuho
Okta well positioned for long-term growth, says Mizuho
SCHW Charles Schwab
$68.74 /

+1.9 (+2.84%)

04/09/21 Jefferies
Charles Schwab price target raised to $76 from $70 at Jefferies
04/09/21 JPMorgan
Charles Schwab price target raised to $81 from $79 at JPMorgan
04/09/21 Deutsche Bank
Charles Schwab price target raised to $79 from $77 at Deutsche Bank
04/09/21 JMP Securities
Charles Schwab upgraded to Outperform from Market Perform at JMP Securities
HOG Harley-Davidson
$42.21 /

+1.61 (+3.97%)

04/09/21 Northcoast
Harley-Davidson upgraded to Buy on 'robust' U.S. demand at Northcoast
04/09/21 Northcoast
Harley-Davidson upgraded to Buy from Neutral at Northcoast
03/31/21 Baird
Baird upgrades Harley-Davidson to Outperform as dealer survey improves
03/31/21 Baird
Harley-Davidson upgraded to Outperform from Neutral at Baird
SCHW Charles Schwab
$68.74 /

+1.9 (+2.84%)

PM Philip Morris
$90.23 /

+0.82 (+0.92%)

OKTA Okta
$236.00 /

-2.23 (-0.94%)

HOG Harley-Davidson
$42.21 /

+1.61 (+3.97%)

CCL Carnival
$28.85 /

+0.28 (+0.98%)

  • 23
    Feb
SCHW Charles Schwab
$68.74 /

+1.9 (+2.84%)

OKTA Okta
$236.00 /

-2.23 (-0.94%)

HOG Harley-Davidson
$42.21 /

+1.61 (+3.97%)

CCL Carnival
$28.85 /

+0.28 (+0.98%)

SCHW Charles Schwab
$68.74 /

+1.9 (+2.84%)

PM Philip Morris
$90.23 /

+0.82 (+0.92%)

OKTA Okta
$236.00 /

-2.23 (-0.94%)

HOG Harley-Davidson
$42.21 /

+1.61 (+3.97%)

CCL Carnival
$28.85 /

+0.28 (+0.98%)

SCHW Charles Schwab
$68.74 /

+1.9 (+2.84%)

PM Philip Morris
$90.23 /

+0.82 (+0.92%)

OKTA Okta
$236.00 /

-2.23 (-0.94%)

HOG Harley-Davidson
$42.21 /

+1.61 (+3.97%)

CCL Carnival
$28.85 /

+0.28 (+0.98%)

Upgrade
Okta upgraded to Buy from Neutral at BTIG » 05:32
04/09/21
04/09
05:32
04/09/21
05:32
OKTA

Okta

$238.34 /

+15.82 (+7.11%)

, MSFT

Microsoft

$253.36 /

+3.44 (+1.38%)

BTIG analyst Gray Powell…

BTIG analyst Gray Powell upgraded Okta (OKTA) to Buy from Neutral with a $280 price target. Recent field checks indicate demand trends in the broader identity market should improve in 2021 from 2020, due mainly to strength in customer identity initiatives, Powell tells investors in a research note. In addition, feedback on Okta's Auth0 acquisition was positive, says the analyst. Powell came away from recent discussions less concerned on the competitive threat from Microsoft (MSFT) and now has a higher degree of confidence in forecasts for Okta. The Street is currently estimating 30% year-over-year billings growth for Okta in fiscal 2022, and in an upside scenario, the company could grow at a high 30% pace, says Powell.

ShowHide Related Items >><<
OKTA Okta
$238.34 /

+15.82 (+7.11%)

MSFT Microsoft
$253.36 /

+3.44 (+1.38%)

OKTA Okta
$238.34 /

+15.82 (+7.11%)

04/08/21 DA Davidson
Okta's user conference highlighted by IGA and PAM solutions, says DA Davidson
04/08/21 Morgan Stanley
Okta announcements validate CyberArk, SailPoint opportunity, says Morgan Stanley
04/08/21 Mizuho
Okta well positioned for long-term growth, says Mizuho
03/04/21 DA Davidson
Okta price target lowered to $280 from $300 at DA Davidson
MSFT Microsoft
$253.36 /

+3.44 (+1.38%)

04/08/21 Morgan Stanley
CIO survey provides strong data points for Microsoft, says Morgan Stanley
04/05/21
Fly Intel: Top five analyst initiations
04/05/21 Credit Suisse
Microsoft assumed with an Outperform at Credit Suisse
04/01/21 Wedbush
Microsoft gets another major win within the beltway, says Wedbush
OKTA Okta
$238.34 /

+15.82 (+7.11%)

MSFT Microsoft
$253.36 /

+3.44 (+1.38%)

OKTA Okta
$238.34 /

+15.82 (+7.11%)

MSFT Microsoft
$253.36 /

+3.44 (+1.38%)

OKTA Okta
$238.34 /

+15.82 (+7.11%)

MSFT Microsoft
$253.36 /

+3.44 (+1.38%)

OKTA Okta
$238.34 /

+15.82 (+7.11%)

MSFT Microsoft
$253.36 /

+3.44 (+1.38%)

Conference/Events
Cantor Fitzgerald technology analysts hold an analyst/industry conference call » 09:17
04/08/21
04/08
09:17
04/08/21
09:17
FTNT

Fortinet

$192.72 /

-1.94 (-1.00%)

, PFPT

Proofpoint

$130.25 /

+0.78 (+0.60%)

, SAIL

SailPoint

$50.13 /

-3.67 (-6.82%)

, CHKP

Check Point

$114.87 /

-0.215 (-0.19%)

, VRNS

Varonis

$53.39 /

-1.55 (-2.82%)

, RPD

Rapid7

$77.30 /

-0.8 (-1.02%)

, TENB

Tenable Holdings

$37.49 /

+0.11 (+0.29%)

, CRWD

Crowdstrike

$193.83 /

-0.58 (-0.30%)

, SPLK

Splunk

$138.81 /

-2.87 (-2.03%)

, OKTA

Okta

$222.57 /

-6.14 (-2.68%)

, ZS

Zscaler

$180.12 /

-2.08 (-1.14%)

, PANW

Palo Alto Networks

$338.49 /

+0.92 (+0.27%)

Technology Analysts…

Technology Analysts Harrington & Martos, along with Joe Hlavin, Director of Sales at N2grate, provide an update on Security Channel trends on an Analyst/Industry conference call to be held on April 8 at 11 am.

ShowHide Related Items >><<
ZS Zscaler
$180.12 /

-2.08 (-1.14%)

VRNS Varonis
$53.39 /

-1.55 (-2.82%)

TENB Tenable Holdings
$37.49 /

+0.11 (+0.29%)

SPLK Splunk
$138.81 /

-2.87 (-2.03%)

SAIL SailPoint
$50.13 /

-3.67 (-6.82%)

RPD Rapid7
$77.30 /

-0.8 (-1.02%)

PFPT Proofpoint
$130.25 /

+0.78 (+0.60%)

PANW Palo Alto Networks
$338.49 /

+0.92 (+0.27%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

FTNT Fortinet
$192.72 /

-1.94 (-1.00%)

CRWD Crowdstrike
$193.83 /

-0.58 (-0.30%)

CHKP Check Point
$114.87 /

-0.215 (-0.19%)

FTNT Fortinet
$192.72 /

-1.94 (-1.00%)

03/15/21 Credit Suisse
Fortinet assumed with a Neutral at Credit Suisse
03/10/21 RBC Capital
Fortinet price target raised to $175 from $162 at RBC Capital
03/10/21 BMO Capital
Fortinet price target raised to $195 from $180 at BMO Capital
03/10/21 DA Davidson
Fortinet price target raised to $200 from $180 at DA Davidson
PFPT Proofpoint
$130.25 /

+0.78 (+0.60%)

02/01/21 Stephens
Proofpoint initiated with an Overweight at Stephens
01/27/21 Truist
Proofpoint price target raised to $155 from $135 at Truist
01/15/21 Northland
Mimecast price target lowered to $70 from $77 at Northland
01/12/21 Mizuho
Proofpoint price target raised to $130 from $115 at Mizuho
SAIL SailPoint
$50.13 /

-3.67 (-6.82%)

04/08/21 Morgan Stanley
Okta announcements validate CyberArk, SailPoint opportunity, says Morgan Stanley
04/05/21 Monness Crespi
SailPoint upgraded to Buy at Monness Crespi after underperformance
04/05/21 Monness Crespi
SailPoint upgraded to Buy from Neutral at Monness Crespi
03/10/21 Wedbush
SailPoint added to Best Ideas List at Wedbush
CHKP Check Point
$114.87 /

-0.215 (-0.19%)

03/31/21 OTR Global
Check Point downgraded to Mixed from Positive at OTR Global
03/15/21 Credit Suisse
Check Point assumed with a Neutral at Credit Suisse
02/11/21 Oppenheimer
Check Point assumed with an Outperform at Oppenheimer
02/04/21
Check Point price target raised to $138 from $128 at Citi
VRNS Varonis
$53.39 /

-1.55 (-2.82%)

04/06/21 FBN Securities
Varonis initiated with an Outperform at FBN Securities
03/30/21 UBS
Varonis initiated with a Buy at UBS
02/18/21 Berenberg
Varonis upgraded to Buy from Hold at Berenberg
02/10/21 DA Davidson
Varonis price target raised to $230 from $155 at DA Davidson
RPD Rapid7
$77.30 /

-0.8 (-1.02%)

03/03/21 Piper Sandler
Rapid7 upgraded to Overweight with $100 target at Piper Sandler
03/02/21 Piper Sandler
Rapid7 upgraded to Overweight from Neutral at Piper Sandler
02/17/21 Stifel
Rapid7 resumed with a Buy at Stifel
02/10/21 Morgan Stanley
Morgan Stanley downgrades Qualys to Underweight on growth and margin pressures
TENB Tenable Holdings
$37.49 /

+0.11 (+0.29%)

02/22/21 Barclays
Tenable Holdings initiated with an Overweight at Barclays
02/17/21 Stifel
Tenable Holdings resumed with a Buy at Stifel
02/16/21 Canaccord
Tenable Holdings initiated with a Buy at Canaccord
CRWD Crowdstrike
$193.83 /

-0.58 (-0.30%)

03/17/21 RBC Capital
Crowdstrike price target raised to $250 from $220 at RBC Capital
03/17/21 Jefferies
Crowdstrike FY22 revenue growth guidance 'impressive,' says Jefferies
03/17/21 Needham
Crowdstrike price target raised to $275 from $200 at Needham
03/17/21 DA Davidson
Crowdstrike price target raised to $250 from $185 at DA Davidson
SPLK Splunk
$138.81 /

-2.87 (-2.03%)

04/08/21 BofA
Splunk reinstated with a Buy at BofA
04/08/21 BofA
Splunk reinstated with a Buy at BofA
04/05/21 Goldman Sachs
Splunk chief growth officer hire a 'significant positive,' says Goldman Sachs
03/15/21 Credit Suisse
Splunk assumed with an Outperform at Credit Suisse
OKTA Okta
$222.57 /

-6.14 (-2.68%)

04/08/21 DA Davidson
Okta's user conference highlighted by IGA and PAM solutions, says DA Davidson
04/08/21 Mizuho
Okta well positioned for long-term growth, says Mizuho
03/04/21 DA Davidson
Okta price target lowered to $280 from $300 at DA Davidson
ZS Zscaler
$180.12 /

-2.08 (-1.14%)

03/24/21
Fly Intel: Top five analyst upgrades
03/23/21 Truist
Truist upgrades Zscaler to Buy, sees 'large deals' driving upside
03/23/21 Truist
Zscaler upgraded to Buy from Hold at Truist
03/15/21 Credit Suisse
Zscaler assumed with an Outperform at Credit Suisse
PANW Palo Alto Networks
$338.49 /

+0.92 (+0.27%)

04/05/21 Credit Suisse
Palo Alto Networks assumed with an Outperform at Credit Suisse
03/18/21 Mizuho
Palo Alto thesis intact after 'surprising' CFO exit, says Mizuho
03/16/21 Cleveland Research
Palo Alto Networks partner checks remain encouraging, says Cleveland Research
03/15/21 Credit Suisse
Palo Alto Networks assumed with an Outperform at Credit Suisse
ZS Zscaler
$180.12 /

-2.08 (-1.14%)

VRNS Varonis
$53.39 /

-1.55 (-2.82%)

TENB Tenable Holdings
$37.49 /

+0.11 (+0.29%)

SPLK Splunk
$138.81 /

-2.87 (-2.03%)

SAIL SailPoint
$50.13 /

-3.67 (-6.82%)

RPD Rapid7
$77.30 /

-0.8 (-1.02%)

PFPT Proofpoint
$130.25 /

+0.78 (+0.60%)

PANW Palo Alto Networks
$338.49 /

+0.92 (+0.27%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

FTNT Fortinet
$192.72 /

-1.94 (-1.00%)

CRWD Crowdstrike
$193.83 /

-0.58 (-0.30%)

CHKP Check Point
$114.87 /

-0.215 (-0.19%)

  • 11
    Feb
  • 31
    Jul
  • 26
    Jun
SPLK Splunk
$138.81 /

-2.87 (-2.03%)

PANW Palo Alto Networks
$338.49 /

+0.92 (+0.27%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

FTNT Fortinet
$192.72 /

-1.94 (-1.00%)

CRWD Crowdstrike
$193.83 /

-0.58 (-0.30%)

ZS Zscaler
$180.12 /

-2.08 (-1.14%)

VRNS Varonis
$53.39 /

-1.55 (-2.82%)

TENB Tenable Holdings
$37.49 /

+0.11 (+0.29%)

SPLK Splunk
$138.81 /

-2.87 (-2.03%)

SAIL SailPoint
$50.13 /

-3.67 (-6.82%)

RPD Rapid7
$77.30 /

-0.8 (-1.02%)

PFPT Proofpoint
$130.25 /

+0.78 (+0.60%)

PANW Palo Alto Networks
$338.49 /

+0.92 (+0.27%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

FTNT Fortinet
$192.72 /

-1.94 (-1.00%)

CRWD Crowdstrike
$193.83 /

-0.58 (-0.30%)

ZS Zscaler
$180.12 /

-2.08 (-1.14%)

SPLK Splunk
$138.81 /

-2.87 (-2.03%)

PANW Palo Alto Networks
$338.49 /

+0.92 (+0.27%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

CRWD Crowdstrike
$193.83 /

-0.58 (-0.30%)

Recommendations
Okta's user conference highlighted by IGA and PAM solutions, says DA Davidson » 08:16
04/08/21
04/08
08:16
04/08/21
08:16
OKTA

Okta

$222.57 /

-6.14 (-2.68%)

DA Davidson analyst…

DA Davidson analyst Andrew Nowinski keeps his Buy rating and $280 price target on Okta after the company's annual user conference and investor session. The event was highlighted by Okta two new solutions in the Privileged Access Management, or PAM, and Identity Governance and Administration, or IGA, markets, the analyst tells investors in a research note, adding that the company offers the most comprehensive identity platform in the market that is capable of supporting 30% or more growth for the foreseeable future.

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OKTA Okta
$222.57 /

-6.14 (-2.68%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

04/08/21 Morgan Stanley
Okta announcements validate CyberArk, SailPoint opportunity, says Morgan Stanley
04/08/21 Mizuho
Okta well positioned for long-term growth, says Mizuho
03/04/21 DA Davidson
Okta price target lowered to $280 from $300 at DA Davidson
03/04/21 BMO Capital
Okta price target lowered to $265 from $285 at BMO Capital
OKTA Okta
$222.57 /

-6.14 (-2.68%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

Recommendations
Okta announcements validate CyberArk, SailPoint opportunity, says Morgan Stanley » 07:36
04/08/21
04/08
07:36
04/08/21
07:36
SAIL

SailPoint

$50.13 /

-3.67 (-6.82%)

, OKTA

Okta

$222.57 /

-6.14 (-2.68%)

, CYBR

CyberArk

$133.15 /

-2.21 (-1.63%)

Morgan Stanley analyst…

Morgan Stanley analyst Hamza Fodderwala said Okta's (OKTA) analyst day and user conference yesterday "largely centered" on the company's expansion into adjacent markets within the broader Identity and Access Management, or IAM, market, which may have been the cause of some selling pressure on CyberArk (CYBR) and SailPoint (SAIL). However, in Fodderwala's view, Okta's announcements validate "a much larger opportunity" in IAM and the analyst doesn't see a meaningful uptick in competition in the near-term. The Identity Governance and PAM markets remain largely under-penetrated and underpin Fodderwala's positive view on both CyberArk and SailPoint, added the analyst, who has Overweight ratings on both stocks.

ShowHide Related Items >><<
SAIL SailPoint
$50.13 /

-3.67 (-6.82%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

CYBR CyberArk
$133.15 /

-2.21 (-1.63%)

SAIL SailPoint
$50.13 /

-3.67 (-6.82%)

04/05/21 Monness Crespi
SailPoint upgraded to Buy at Monness Crespi after underperformance
04/05/21 Monness Crespi
SailPoint upgraded to Buy from Neutral at Monness Crespi
03/10/21 Wedbush
SailPoint added to Best Ideas List at Wedbush
03/01/21 Needham
SailPoint upgraded to Buy from Hold at Needham
OKTA Okta
$222.57 /

-6.14 (-2.68%)

04/08/21 Mizuho
Okta well positioned for long-term growth, says Mizuho
03/04/21 DA Davidson
Okta price target lowered to $280 from $300 at DA Davidson
03/04/21 BMO Capital
Okta price target lowered to $265 from $285 at BMO Capital
03/04/21 Canaccord
Canaccord upgrades Okta to Buy on recent selloff, accretive acquisition
CYBR CyberArk
$133.15 /

-2.21 (-1.63%)

04/07/21 Baird
Baird upgrades CyberArk to Outperform on SaaS model transition
04/07/21 Baird
CyberArk upgraded to Outperform from Neutral at Baird
03/11/21 Barclays
CyberArk price target raised to $185 from $181 at Barclays
02/12/21 Colliers
CyberArk downgraded to Neutral from Buy at Colliers
SAIL SailPoint
$50.13 /

-3.67 (-6.82%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

CYBR CyberArk
$133.15 /

-2.21 (-1.63%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

SAIL SailPoint
$50.13 /

-3.67 (-6.82%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

Recommendations
Okta well positioned for long-term growth, says Mizuho » 06:40
04/08/21
04/08
06:40
04/08/21
06:40
OKTA

Okta

$222.57 /

-6.14 (-2.68%)

Okta is meaningfully…

Okta is meaningfully expanding into the tangential privileged access management and governance markets, Mizuho analyst Gregg Moskowitz tells investors in a research note following the company's virtual investor event. Combined with the impending Auth0 acquisition, Okta has outlined a "very ambitious strategy," says the analyst. Moskowitz notes that management effectively reiterated its organic revenue forecasts through fiscal 2024 while providing a better than expected over 35% annual revenue growth target including Auth0. Moskowitz remains bullish on Okta's fundamentals, but wants to see some evidence of strong execution inclusive of Auth0. He reiterates a Neutral rating on the shares with a $255 price target.

ShowHide Related Items >><<
OKTA Okta
$222.57 /

-6.14 (-2.68%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

03/04/21 DA Davidson
Okta price target lowered to $280 from $300 at DA Davidson
03/04/21 BMO Capital
Okta price target lowered to $265 from $285 at BMO Capital
03/04/21 Canaccord
Canaccord upgrades Okta to Buy on recent selloff, accretive acquisition
03/04/21 Deutsche Bank
Okta price target lowered to $270 from $313 at Deutsche Bank
OKTA Okta
$222.57 /

-6.14 (-2.68%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

OKTA Okta
$222.57 /

-6.14 (-2.68%)

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