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Okta (OKTA) Q2 2026 earnings — TrendMatrix coverage

BEAT+8.9% vs estimateEPS $1.05 vs $0.96 estVerdict HoldBuy (Wait)

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Adjusted EPS
$1.05
Estimate
$0.96
Surprise
+8.9%
Revenue (period 2026-07-31)
$805.0M
Score at report (before → after)
5.55.6/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Okta (OKTA) beat the $0.96 estimate with adjusted EPS of $1.05 — a clear 8.9% upside surprise. TrendMatrix's engine moved from Hold (5.5/10) to Buy (Wait) at 5.6/10 after the report.

Current read · as of 2026-09-24

Where TrendMatrix's rating stands now

TrendMatrix currently rates OKTA Hold at 5.6/10.

4 of the last 4 quarters beat the estimate; this quarter's +8.9% surprise compares with a +7.5% four-quarter average. Next scheduled report: 2026-12-01.

What supports the rating

  • Strong earnings beat streak (4/4)
  • Positive news sentiment (+0.53)

What argues against it

  • Concentration risk — Geographic: United States
  • Analyst target reached - limited upside remaining
  • Near 52-week high (-2.2% away)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$211.81
Price target
$243.58
Stop
$196.98
Upside to target
+15.0%

The stock trades at 120.1× trailing but 46.9× forward earnings — consensus estimates already build in a substantial earnings recovery.

Risk check: RSI 76 — a level conventionally read as overbought; gains at these levels often lean on momentum.

Model outputs from TrendMatrix’s engine as of 2026-09-24 — shown for context, not personalized investment advice.

Technology context

OKTA at TrendMatrix's latest read

Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.

Industry
Software - Infrastructure
Market cap
$35.90B
P/E (fwd)
46.9
P/E (ttm)
120.1
52-week range
$62.66$207.20
Off 52-week high
-2.2%
RSI (14)
76
Volume vs avg
0.26×
Score today
5.6/10

EPS and the estimate come from Yahoo Finance’s earnings calendar, captured around the report date. That EPS is the adjusted figure analysts forecast, so it can differ from the GAAP diluted EPS in the company’s filing, and consensus estimates vary between data providers. Revenue comes from SEC XBRL company facts where available, yfinance-provisional otherwise. Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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