异动解读|Okta盘中下跌5.06%,网络安全板块集体回调叠加估值过热担忧承压

行情直击
Sep 26

9月26日,Okta盘中下跌5.06%,报196.185美元/股,成交额5.93亿美元。消息面上,网络安全板块近日集体回调,同行业个股Palo Alto Networks前一交易日跌3.33%,CrowdStrike跌1.76%,板块呈现明显获利回吐态势。

此前Bernstein将Okta评级从跑赢大盘下调至与大盘持平,分析师警告称网络安全板块股价隐含的增长预期过高,可能受到客户员工人数等现实因素制约,估值端压力加剧。Okta今年以来累计涨幅已达约55%,二季度财报发布后曾单日飙涨逾20%,短期涨幅较大下获利回吐情绪浓厚。尽管RBC近日将目标价上调至230美元,但市场对高估值的谨慎情绪仍主导当日走势。

Okta是领先的独立身份提供商企业,其身份云平台使客户能够安全地将人与技术连接。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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