异动解读 | Okta季报后业绩指引不及预期 股价盘中重挫14.73%

异动解读
May 29, 2025

身份管理软件供应商Okta(OKTA)周三盘中大跌14.73%,尽管公司第一季度业绩超出预期,但由于维持全年业绩指引不变引发了投资者对其未来增长前景的担忧。

Okta公布的第一季度调整后每股收益为0.86美元,高于分析师预期的0.77美元。季度营收达6.88亿美元,同比增长11.5%,也超过了市场预期的6.80亿美元。然而,公司选择维持此前公布的全年营收预期在28.5亿至28.6亿美元之间,这一决定引发了市场的不安。

Okta首席执行官托德·麦金农(Todd McKinnon)在财报会议上表示,公司在制定全年指引时考虑了潜在的宏观经济不确定性。他提到,与部分重要客户的洽谈已变得"更加谨慎",这反映出当前经济环境的不确定性。多家投行也因此下调了Okta的目标价,其中杰富瑞将目标价从135美元下调至130美元,加拿大皇家银行将目标价从143美元下调至135美元。

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