Okta Seen with Less AI Agent Enthusiasm, but Room for Upside

Dow Jones

07/15

1229 ET - Okta's commentary around its Okta for AI Agents offering was more balanced recently, compared with enthusiastic bullishness on the company's 1Q earnings call, D.A. Davidson analysts write in a note. "That said," the analysts add, "FY27 guidance still does not embed any material contribution for this product, leaving room for meaningful upside in our view if Okta is able to execute & begin to convert what is a strong & growing pipeline for the product." They note that Okta's most common competition in offering security for artificial-intelligence agents seems to be do-it-yourself solutions rather than established commercial services. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

July 14, 2026 12:29 ET (16:29 GMT)

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Davidson analysts write in a note. \"That said,\" the analysts add, \"FY27 guidance still does not embed any material contribution for this product, leaving room for meaningful upside in our view if Okta is able to execute &amp; begin to convert what is a strong &amp; growing pipeline for the product.\" They note that Okta's most common competition in offering security for artificial-intelligence agents seems to be do-it-yourself solutions rather than established commercial services. 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Davidson analysts write in a note. \"That said,\" the analysts add, \"FY27 guidance still does not embed any material contribution for this product, leaving room for meaningful upside in our view if Okta is able to execute &amp; begin to convert what is a strong &amp; growing pipeline for the product.\" They note that Okta's most common competition in offering security for artificial-intelligence agents seems to be do-it-yourself solutions rather than established commercial services. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 14, 2026 12:29 ET (16:29 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2272731600.USD","symbol_name":"Allianz Global Intelligent Cities AM Dis USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2651910070","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651910070","pubTimestamp":1784046540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1229 ET - Okta's commentary around its Okta for AI Agents offering was more balanced recently, compared with enthusiastic bullishness on the company's 1Q earnings call, D.A. Davidson analysts write in a note. \"That said,\" the analysts add, \"FY27 guidance still does not embed any material contribution for this product, leaving room for meaningful upside in our view if Okta is able to execute & begin to convert what is a strong & growing pipeline for the product.\" They note that Okta's most common competition in offering security for artificial-intelligence agents seems to be do-it-yourself solutions rather than established commercial services.  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Davidson analysts write in a note. \"That said,\" the analysts add, \"FY27 guidance still does not embed any material contribution for this product, leaving room for meaningful upside in our view if Okta is able to execute & begin to convert what is a strong & growing pipeline for the product.\" They note that Okta's most common competition in offering security for artificial-intelligence agents seems to be do-it-yourself solutions rather than established commercial services. (elias.schisgall@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 14, 2026 12:29 ET (16:29 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}