Okta's AI Agent Products Likely Won't Boost Growth Until FY28 -- Market Talk

Dow Jones

Sep 27

1309 ET - Okta's security product for AI agents likely won't add any material contributions for the company's growth until fiscal 2028 at the earliest, D.A. Davidson analysts Rudy Kessinger and Andres Miranda Lopez say in a note after attending the company's annual user event. The product will be available in fiscal 2027 and aims to discover risky agents and centrally control agent access, among other functions, the analysts say. Several customers said they are interested in learning more about the offering, but the vast majority are not planning any significant AI agent rollouts anytime soon, the analysts say. Okta management indicates the product will not be a big growth opportunity in the near term, but should be significant in the long term, the analysts say.(kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

September 26, 2025 13:09 ET (17:09 GMT)

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Davidson analysts Rudy Kessinger and Andres Miranda Lopez say in a note after attending the company's annual user event. The product will be available in fiscal 2027 and aims to discover risky agents and centrally control agent access, among other functions, the analysts say. Several customers said they are interested in learning more about the offering, but the vast majority are not planning any significant AI agent rollouts anytime soon, the analysts say. Okta management indicates the product will not be a big growth opportunity in the near term, but should be significant in the long term, the analysts say.(kelly.cloonan@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 26, 2025 13:09 ET (17:09 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Okta's AI Agent Products Likely Won't Boost Growth Until FY28 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOkta's AI Agent Products Likely Won't Boost Growth Until FY28 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-27 01:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1309 ET - <a href=\"https://laohu8.com/S/OKTA\">Okta</a>'s security product for AI agents likely won't add any material contributions for the company's growth until fiscal 2028 at the earliest, D.A. Davidson analysts Rudy Kessinger and Andres Miranda Lopez say in a note after attending the company's annual user event. The product will be available in fiscal 2027 and aims to discover risky agents and centrally control agent access, among other functions, the analysts say. Several customers said they are interested in learning more about the offering, but the vast majority are not planning any significant AI agent rollouts anytime soon, the analysts say. Okta management indicates the product will not be a big growth opportunity in the near term, but should be significant in the long term, the analysts say.(kelly.cloonan@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 26, 2025 13:09 ET (17:09 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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":"OKTA","symbol_name":"Okta Inc.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2570835157","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2570835157","pubTimestamp":1758906540,"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":"1309 ET - Okta's security product for AI agents likely won't add any material contributions for the company's growth until fiscal 2028 at the earliest, D.A. 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The product will be available in fiscal 2027 and aims to discover risky agents and centrally control agent access, among other functions, the analysts say. Several customers said they are interested in learning more about the offering, but the vast majority are not planning any significant AI agent rollouts anytime soon, the analysts say. Okta management indicates the product will not be a big growth opportunity in the near term, but should be significant in the long term, the analysts say.(kelly.cloonan@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  September 26, 2025 13:09 ET (17:09 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}