Okta Inc.（OKTA）今日盘中股价大涨5.12%，引起了市场的广泛关注。
消息面上，近期Okta连续获得多家知名投行评级上调，市场看多情绪持续升温。具体而言，巴克莱于近日将Okta评级从“等权重”上调至“增持”，目标价从85美元上调至90美元，指出身份识别是首席信息官调查中最优先的安全支出事项，公司季度内联合检查显著改善，反映出新产品需求健康及渠道参与改善。此外，巴克莱认为代理人工智能（AI）开始被视为身份问题，有望对Okta业务形成支撑。此前，雷蒙德-詹姆斯亦将Okta评级从“市场表现”上调至“跑赢大盘”。两大投行接连看多，成为驱动本轮股价上涨的直接催化剂。
Okta所在的互联网服务与基础架构行业整体表现平稳，而Okta在今日盘中逆势领涨，走势显著强于板块。
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