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![banquetsbetter Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1354675093733994496.png) Emily [@banquetsbetter](/creator/twitter/banquetsbetter) on x 1282 followers
Created: 2025-07-22 06:39:38 UTC

🚨 Okta ($OKTA) Investment Outlook for 2025 🚀

🔑 Key Financials:
- XX% YoY revenue growth (FY25), XX% Q1 FY26
- $764M FCF (28% margin), $1.78B cash
- Forward P/E ~28x, P/S ~5.4x
- IAM market to hit $25B by 2028

🐻 Bear Case: Slowing growth (~10%), Microsoft competition, macro risks. Stock may drop to $75–$80.

⚖️ Base Case: Steady 10–12% growth, AI-driven IAM adoption, margins at 27%. Stock hits $110–$125.

🚀 Bull Case: AI agent boom, enterprise wins, M&A potential. Stock soars to $140–$155.

📈 Okta’s AI focus & strong balance sheet make it a solid cybersecurity play. Risks: competition, macro. #investing #cybersecurity


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947547063400730632/c:line.svg)

**Related Topics**
[adoption](/topic/adoption)
[macro](/topic/macro)
[$25b](/topic/$25b)
[$178b](/topic/$178b)
[$764m](/topic/$764m)
[quarterly earnings](/topic/quarterly-earnings)
[investment](/topic/investment)
[$okta](/topic/$okta)

[Post Link](https://x.com/banquetsbetter/status/1947547063400730632)