In its upcoming report, Okta (OKTA) is predicted by Wall Street analysts to post quarterly earnings of $0.85 per share, reflecting an increase of 9% compared to the same period last year. Revenues are forecasted to be $749.1 million, representing a year-over-year increase of 9.8%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Ahead of a company's earn ...

Okta (OKTA) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a ...

Identity and access management company Okta (OKTA) dropped 6.4% intraday on Feb. 23, after a 9.2% drop on Feb. 20, after artificial intelligence (AI) firm Anthropic released a new security tool for its Claude model. The AI lab stated that the service can analyze software code for security flaws and recommend fixes. Software companies have come under fire, with fears of a “software apocalypse,” as AI threatens to replace their usage. With the stock down 20% this year, can Okta emerge triumphant from this ...

Okta (OKTA) has been on a downward spiral lately with significant selling pressure. After declining 22.2% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator ...

Core Viewpoint - Okta, Inc. is a significant player in the identity and access management industry, facing competition from major firms like Microsoft and IBM in the cybersecurity sector [1] Group 1: Stock Performance and Analyst Ratings - Cowen & Co. maintains a "Hold" rating for Okta, adjusting the price target from $115 to $105, with the stock currently priced at $69.51 [1][6] - Stifel Nicolaus lowered their price target from $130 to $121 but kept a "buy" rating, while Morgan Stanley reduced their target from $123 to $110 with an "overweight" rating [3] - Canaccord Genuity Group reaffirmed a "buy" rating with a price objective of $120 [3] - Okta's stock price has decreased by 6.43% or $4.78, fluctuating between a low of $68.77 and a high of $73.55 on the day [4] Group 2: Market Activity - There has been a significant increase in options trading, with 16,957 put options purchased, marking a 52% rise from the average daily volume of 11,146 [2][6] - Okta's market capitalization is approximately $11.78 billion, with a trading volume of 4,768,533 shares on the NASDAQ exchange [5]

On February 23, 2026, shares of major Claude Code Security by Anthropic. CrowdStrike, Datadog and Zscaler fell 11%, while Fortinet and Okta dropped 6%. The trigger was not earnings. It was not regulation. It was an AI product in research preview.So, what is Claude Code Security, and why did it rattle global cybersecurity stocks?Anthropic’s Claude Code Security is an AI cybersecurity tool built on Claude that scans source code, detects vulnerabilities, and recommends fixes using advanced reasoning models. ...

February 13, 2026 05:04 AM GMT Cybersecurity | North America Q4 Preview and Reseller Survey – Round 2: Standing on a Platform, Highlighting AI Opportunity vs. Headwind With cyber names getting swept up in the latest AI software concerns, we look to the platform results to refocus investors on the tailwind AI is for cyber. Favor PANW, CRWD, particularly as SIEM/SASE stories should see growth from AI complexity, though see opportunity w/ most off-cycle names. Key Takeaways Opportunity Picks Up As We Get Towar ...

编辑：Aeneas 定慧 刚刚，Anthropic发布代码安全工具Claude Code Security，直接让安全股一夜蒸发百亿市值！网络安全龙 头CrowdStrike的股价直接原地跌超6.5%，市场陷入极度恐慌：传统安全工具，从此全凉了？ 过年期间，AI圈接连不断的地震还没停。 昨天的Gemini 3.1 Pro刚刚亮相，紧接着就又来新炸弹了—— 刚刚，Anthropic发布了一个代码安全工具Claude Code Security，能高效扫描代码库漏洞并自动生成针对 性补丁，远超传统工具。 听起来，是不是只是一条平平无奇的技术更新？ Anthropic新杀器一发布，网络安全市场就尝到了血腥。 结果，消息一出，美股网络安全板块立刻集体跳水。 CrowdStrike、Cloudflare、Okta等安全股瞬间暴跌超5%，总市值蒸发逾100亿美元，一夜就蒸发了百亿 市值！ 仔细看，网络安全龙头CrowdStrike一度暴跌6.5%，Cloudflare重挫超6%，SailPoint大跌6.8%，Okta下挫 5.7%，Zscaler跌3.5%，Global X网络安全ETF下跌3.8%，年内累计跌幅扩大至 ...

Core Viewpoint - Anthropic's release of the Claude Code Security tool has caused a significant drop in the market value of cybersecurity stocks, leading to a loss of over $10 billion in total market capitalization for major players in the sector [1][4][9]. Group 1: Impact on Cybersecurity Stocks - Following the announcement of Claude Code Security, major cybersecurity stocks such as CrowdStrike, Cloudflare, and Okta experienced sharp declines, with CrowdStrike dropping over 6.5% and the overall cybersecurity sector losing more than $10 billion in market value [4][6][9]. - The Global X Cybersecurity ETF fell by 4.9%, reaching its lowest point since November 2023, indicating a broader market panic within the cybersecurity industry [11]. - Investors are increasingly concerned that AI technologies like Claude Code Security will erode the market share of traditional cybersecurity firms, leading to fears of a long-term decline in the sector [10][30]. Group 2: Features of Claude Code Security - Claude Code Security is designed to efficiently scan code repositories for vulnerabilities and automatically generate targeted patches, significantly outperforming traditional security tools [3][19]. - The tool utilizes advanced logic to understand complex code interactions, allowing it to identify vulnerabilities that traditional static analysis tools often miss [19][22]. - Each identified vulnerability undergoes rigorous internal validation to minimize false positives, ensuring that only high-risk vulnerabilities are reported to users [22][23]. Group 3: Market Dynamics and Future Implications - The introduction of Claude Code Security represents a potential paradigm shift in cybersecurity, as it could automate up to 80% of vulnerability scanning and remediation, reducing the need for a large number of security engineers [31][32]. - This shift raises questions about the future necessity of numerous cybersecurity firms, as the market may not sustain the same level of demand for traditional services [33][35]. - The rapid evolution of AI capabilities in cybersecurity is outpacing traditional software development cycles, signaling potential disruptions in the industry [36].

Core Viewpoint - Anthropic's release of the code security tool Claude Code Security has caused a significant drop in the stock prices of major cybersecurity companies, leading to a loss of over $10 billion in market value across the sector, raising concerns about the future of traditional security tools [2][8][9]. Group 1: Market Reaction - Following the announcement of Claude Code Security, major cybersecurity stocks like CrowdStrike and Cloudflare experienced sharp declines, with CrowdStrike dropping over 6.5% and the Global X Cybersecurity ETF falling 3.8%, expanding its year-to-date decline to 14% [6][8]. - The market's reaction indicates a state of panic, as investors fear that AI will directly encroach on the market share of specialized security firms [9][30]. Group 2: Features of Claude Code Security - Claude Code Security is designed to efficiently scan code repositories for vulnerabilities and automatically generate targeted patches, significantly outperforming traditional security tools [2][15]. - The tool utilizes advanced logic to understand complex code interactions, allowing it to identify vulnerabilities that traditional static analysis tools often miss [18][21]. Group 3: Implications for the Cybersecurity Industry - The introduction of Claude Code Security represents a potential disruption to the cybersecurity industry, as it can perform up to 80% of vulnerability scanning and remediation suggestions, reducing the need for a large number of security engineers [32][30]. - This shift raises questions about the necessity of high subscription fees for security services, as companies may no longer require extensive security personnel [33][34]. Group 4: Future Outlook - The rapid evolution of AI technology, as exemplified by Claude Code Security, poses a threat to traditional software companies, as the pace of AI advancement outstrips that of product iterations in conventional software [37][36]. - The current situation serves as a warning signal for the cybersecurity sector, indicating that further significant changes may be on the horizon as AI continues to integrate into core security workflows [36][38].