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Okta Targets Shadow AI And Threat Actors As Shares Trade Below Targets

Simply Wall St·02/18/2026 16:26:33
Listen to the news
  • Okta has introduced new shadow AI agent discovery capabilities within its Identity Security Posture Management product, targeting unsanctioned AI tool usage inside organizations.
  • The company also released research on North Korean threat actors using false identities to secure remote employment and abuse corporate access.
  • Both developments highlight emerging risks around AI adoption and identity abuse that could affect how enterprises think about security controls.

For investors tracking NasdaqGS:OKTA, these updates come with the stock trading at $82.46, with a 7 day return of a 6.5% decline and a 30 day return of a 7.9% decline. Shares show a 1 year return of a 15.0% decline and a 5 year return of a 69.4% decline, while the 3 year return stands at 13.6%. That mix of performance provides context when you are weighing how much identity security exposure you want in your portfolio.

Okta's focus on shadow AI usage and identity abuse by state aligned actors relates to some of the newer risks enterprises are considering as they adopt generative AI tools. For you as an investor, the key questions are how central these issues become in security budgets and how effectively Okta can translate its research and product features into customer demand over time.

Stay updated on the most important news stories for Okta by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Okta.

NasdaqGS:OKTA Earnings & Revenue Growth as at Feb 2026
NasdaqGS:OKTA Earnings & Revenue Growth as at Feb 2026

📰 Beyond the headline: 0 risks and 3 things going right for Okta that every investor should see.

Quick Assessment

  • ✅ Price vs Analyst Target: At US$82.46 vs a US$112.55 analyst target, Okta trades about 27% below consensus.
  • ✅ Simply Wall St Valuation: Simply Wall St estimates the shares are trading about 39.4% below fair value.
  • ❌ Recent Momentum: The 30 day return sits at a 7.9% decline, so recent momentum has been weak.

There is only one way to know the right time to buy, sell or hold Okta. Head to Simply Wall St's company report for the latest analysis of Okta's fair value.

Key Considerations

  • 📊 The new shadow AI discovery and North Korean threat research both reinforce Okta's role in tackling emerging identity security problems that are front of mind for enterprises using AI.
  • 📊 Keep an eye on how quickly these capabilities appear in customer wins, renewal commentary and any updates to Okta's reported revenue and margins.
  • ⚠️ The news highlights that threat actors are actively probing identity systems, so any security incident or product misstep could affect customer trust and share price sentiment.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Okta analysis. Alternatively, you can visit the community page for Okta to see how other investors believe this latest news will impact the company's narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.