Positive context积极背景
Stocks股票 / Tech / OKTA
Okta, Inc. · Tech
OKTA US listed · USD美股 · 美元
Okta, Inc. is an American identity and access management company based in San Francisco.Okta, Inc. 是一家美国身份与访问管理公司，总部位于旧金山。
Tech
S&P 400标普400中盘
Mixed profile混合特征
$195.19
-$11.45 · -5.54%
52w low52周低 $60.26high高 $212
Extended — wait for a pullback过度拉伸 — 等待回撤
The low is already in and price has run. Wait for a pullback; hold if you're long.低点已经形成、价格已经拉升。等待回调再入场；若已持有可继续持有。
As of 2026-09-28截至 2026-09-28
Company intelligence公司情报
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考；使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动，请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Pressure context压力背景
History mode历史模式
Context only仅供参考 · not a signal or recommendation不构成信号或建议
Narrative claims may await line-level citation; verify in the transcript.叙述性内容可能仍待逐行引用，请在电话会原文中核对。
Price chart价格图表
daily · interactive日线 · 可交互
Open in Terminal打开终端 ↗
Loading chart…图表加载中…
The interactive chart could not load here.互动图表暂时无法在此加载。
Open the live chart in Terminal在终端中打开实时图表 ↗
Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。
MMastermind Terminal — live & interactiveMastermind 终端 — 实时互动 ↗
Technicals技术面
daily bars日线数据 · 2026-09-28
Momentum (RSI 14)动量（RSI 14）
62
Elevated偏高
vs 50-day average相对50日均线
+23.4% above上方
Uptrend intact趋势完好
vs 200-day average相对200日均线
+78.8% above上方
Long trend up长期向上
Volatility波动率
72th percentile第72百分位
These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。
Earnings财务业绩
Estimates being raised — 41 analysts预期上调 — 41 位分析师
Beat expectations 4 quarters in a row连续 4 季度超预期
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度（近几个季度） · average平均 40.2%
Financials财务数据
fiscal years财年Revenue营业收入
$2.9B2026
20212026
5-yr growth5年复合增速 28.4%
Earnings per share每股收益
$1.312026
20212026
Free cash flow自由现金流
$875.0M2026
20212026
Gross margin毛利率
77.4%
Operating margin营业利润率
5.1%
Net margin净利率
8.1%
FCF margin自由现金流利润率
30.3%
Balance-sheet quality财务体质 7/7
Return on equity股本回报率 3%
Clean稳健
Leverage杠杆
Net debt / EBITDA净债务/EBITDA-5.30
Current ratio流动比率1.43
Capital allocation资本配置
Buybacks (TTM)回购（TTM）$73.0M
Stock-based comp股权薪酬$544.0M
Debt coming due到期债务
SEC filingsSEC 文件Debt schedule not loaded yet.到期债务尚未加载。
This panel is still catching up to the SEC filings for this listing. Check back soon — nothing is being estimated in its place.本面板仍在同步该证券的 SEC 文件，请稍后再查看；此处不作任何估算替代。
A cash-flow scenario is unavailable until the filing inputs are verified.报告数据核实前，现金流情景暂不可用。
Capital-need coverage is not available for this issuer yet.该发行人的资本需求覆盖信息暂不可用。
Reported facts remain separate from the cash-flow scenario until identity and filing provenance are confirmed.在确认身份与报告来源之前，已披露事实与现金流情景保持分离。
Research context only — reported figures from SEC filings, not a rating, a signal or investment advice.仅供研究参考 — 数据摘自 SEC 文件披露口径，不构成评级、信号或投资建议。
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚
Sector / Theme行业/主题
Cybersecurity theme — #14 of 49 themes「网络安全」主题 — 49 个主题中第 14 位
Macro宏观
Rate risk runs through its market / growth beta, not a distinct duration leg.其利率风险通过市场／成长beta体现，并无独立的久期暴露。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
OKTA RSI reached overboughtOKTA RSI进入超买
Options positioning期权持仓
as of last close截至上一收盘Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±3.68%
Expected weekly move预期周波动
±8.22%
25d risk reversal25d风险逆转
4.0%
Flow:资金流向： $10M premium traded; 0% 0DTE; 39 fresh positions; P/C 0.92; ~leans bullish (direction approx)成交权利金 $10M；0DTE占0%；39个新建仓；看跌看涨比 0.92；≈偏看涨（方向近似）
Skew: greed偏斜：贪婪
Call and put walls are plotted on the Trade levels ladder →看涨/看跌期权墙已标注在「交易点位」阶梯上 →
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向： -$18.6M net (1 buyers, 7 sellers)-$18.6M 净值（1 买家，7 卖家）
Signal history信号历史
engine events引擎事件
UPTREND → NEARING A HIGH上涨趋势 → 接近高点
TAKE PROFITS. A daily bottoming setup did fire (swing low in, momentum turned up), but it's LATE — price is already extended above the cycle low (formed ~22 day(s) ago @ 130.61) and overbought (daily RSI 62, 3-day 71 & weekly 76). A momentum cross is a LAGGING confirmation: after a vertical run it only triggers once the move is mature, so the bottoming entry has already passed. This is a chase, not a fresh buy止盈。日线筑底形态确实已经触发（摆动低点出现、动量转向上行），但为时已晚——价格已显著高于周期低点（约 22 天前形成 @ 130.61）且已超买（日线 RSI 62、3 日 71 与周线 76）。动量交叉属于滞后确认：在垂直拉升之后，只有当走势已经成熟时才会触发，因此筑底入场早已错过。这是追高，而非新的买入
Sep 23, 2026
OKTA RSI reached overboughtOKTA RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $205.36.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$205.36。
Sep 21, 2026
OKTA made a new 52-week highOKTA 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $191.33.价格创出52周新高 — 全市场关注的动量/趋势极值。$191.33。
Sep 14, 2026
NEARING A LOW → UPTREND接近低点 → 上涨趋势
HOLD持有
Sep 14, 2026
OKTA made a new 52-week highOKTA 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $186.45.价格创出52周新高 — 全市场关注的动量/趋势极值。$186.45。
Sep 11, 2026
NEARING A HIGH → NEARING A LOW接近高点 → 接近低点
GET READY准备
Sep 9, 2026
BUY ZONE → NEARING A HIGH买入区 → 接近高点
TAKE PROFITS止盈
Sep 8, 2026
NEARING A HIGH → BUY ZONE接近高点 → 买入区
BUY买入
Sep 4, 2026
BUY ZONE → NEARING A HIGH买入区 → 接近高点
TAKE PROFITS止盈
Showing the last 15 of显示最近15条，共 236 signals条信号
Company profile公司档案
Okta, Inc. is an American identity and access management company based in San Francisco.Okta, Inc. 是一家美国身份与访问管理公司，总部位于旧金山。
Demand chain:需求链： Contracted bookings (RPO) decelerating (+14% YoY to ~$5B, 1.7× revenue) — signed demand locked in ahead of recognition已签约订单（RPO）增速放缓（同比+14%，约 $5B，覆盖营收 1.7 倍）——已锁定、尚未确认的需求
Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征
Profitability盈利能力
Below market低于市场
Quality质量
Below market低于市场
Investment资本投入
Below market低于市场
Low volatility低波动
Below market低于市场
Low market beta低市场敏感度
Below market低于市场
Earnings quality盈利质量
Below market低于市场
Short interest空头兴趣
Below market低于市场
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Statistics — full detail统计数据 — 完整明细
Relative strength相对强度
vs market, 1 month相对大盘（1个月）
81/100 — stronger than most强于多数
vs market, 3 months相对大盘（3个月）
98/100 — stronger than most强于多数
vs market, 6 months相对大盘（6个月）
98/100 — stronger than most强于多数
vs market, 12 months相对大盘（12个月）
96/100 — stronger than most强于多数
Rank in sector行业内排名
#82 / 221
0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | +7.0% | +1.3% |
| 1 Month近1月 | +45.2% | +0.9% |
| 3 Months近3月 | +57.1% | +6.1% |
| 6 Months近6月 | +166.5% | +22.3% |
| Year to date年初至今 | +133.4% | +13.8% |
| 1 Year近1年 | +114.0% | +18.5% |
| 3 Years近3年 | +145.1% | +87.8% |
Trading information交易信息
Beta vs market贝塔
1.24
Volatility rank波动率分位
72th pctile
Off 52-week high距52周高点
-5.5%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Financials — full detail财务数据 — 完整明细
Multi-year record多年财务记录
| 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | 20262026 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $835M | $1.3B | $1.9B | $2.3B | $2.6B | $2.9B |
| EPS每股收益 | $-2.09 | $-5.73 | $-5.16 | $-2.17 | $0.06 | $1.31 |
| Free cash flow自由现金流 | $115M | $92M | $74M | $504M | $742M | $875M |
| Gross margin毛利率 | 73.9% | 69.5% | 70.6% | 74.3% | 76.3% | 77.4% |
| Net margin净利率 | -31.9% | -65.3% | -43.9% | -15.7% | 1.1% | 8.1% |
| FCF margin自由现金流利润率 | 13.8% | 7.1% | 4.0% | 22.3% | 28.4% | 30.0% |
Latest fiscal year最近财年
Revenue (FY)营业收入（财年）
$2.9B
Gross profit毛利润
$2.3B
Net income净利润
$235M
Operating cash flow经营现金流
$884M
Total assets总资产
$9.7B
Shareholder equity股东权益
$7.0B
Buybacks股票回购
$73M
Returns & growth回报与增长
Return on equity股本回报率
3.4%
Return on assets资产回报率
2.4%
Profit growth利润增速
+739.3%
Asset growth资产增速
+2.9%
Accounting quality checks会计质量检查
- Earnings quality: accruals trending up over 6 fiscal years — earnings increasingly not cash-backed盈利质量：应计利润在 6 个财年间走高——盈利的现金支撑减弱
- Working capital: working capital roughly in line with sales营运资本：营运资本与销售大致同步
- Pricing power: gross margin +3.5pts over 6 years定价能力：毛利率 6 年上升 3.5 个百分点
- Capital discipline: investment near the peer median资本纪律：投资力度接近同业中位
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Technicals — full detail技术面 — 完整明细
Indicator readings指标读数
RSI (14-day)RSI（14日）
62
RSI (2-day)RSI（2日）
26
vs 20-day average相对20日均线
+7.8%
vs 50-day average相对50日均线
+23.4%
vs 200-day average相对200日均线
+78.8%
Golden cross (50>200)金叉（50>200）
in effect生效中
MACDMACD
above signal位于信号线上方
Timeframe alignment多周期共振
Daily日线
momentum up动能向上
3-day3日线
momentum up动能向上
Weekly周线
momentum up动能向上
When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。
Volatility regime波动状态
Range width percentile波幅宽度分位
75/100
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Earnings — full detail财务业绩 — 完整明细
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected预期 | Surprise超预期 |
|---|---|---|---|
| Apr 2026 | $0.41 | $0.31 | +32.3% |
| Jan 2026 | $0.43 | $0.30 | +43.3% |
| Oct 2025 | $0.31 | $0.20 | +55.0% |
| Jul 2025 | $0.43 | $0.33 | +30.3% |
Estimate revisions预期修正
Analysts covering覆盖分析师
41
Estimate direction预期调整方向
mostly raising多数上调
Estimate change, 90 days预期变化（90天）
+2.3%
Net upgrades, 30 days净上调（30天）
+33
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Options — full detail期权持仓 — 完整明细
Dealer positioning map做市商持仓地图
Call wall看涨期权墙
$200
Put wall看跌期权墙
$175
Upside magnet上方磁吸位
$200
Downside magnet下方磁吸位
$180
Net dealer gamma做市商净伽玛
+$0.0B
Walls and magnets are strikes with heavy open interest — price often slows or gravitates there.期权墙与磁吸位是未平仓集中的行权价 — 价格常在附近减速或被吸引。
Volatility pricing波动率定价
Implied volatility (30d)隐含波动率（30天）
1%
25-delta risk reversal25-delta风险逆转
+4.0%
Call-put IV spread看涨-看跌IV价差
-0.0pp
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Ownership — full detail持仓 — 完整明细
Insiders & shorts内部人与空头
Insider net buying (6 months)内部人净买入（6个月）
-$18.6M
Insider buyers vs sellers内部人买家vs卖家
1 : 7
Days to cover回补天数
2.2
Short interest change空头变化
+6.7%
Recent fund flows近期基金流向
First Trust NASDAQ CybersecurityFirst Trust NASDAQ Cybersecurity
trimming减持
Global X AI & TechnologyGlobal X AI & Technology
trimming减持
First Trust Dow Jones InternetFirst Trust Dow Jones Internet
trimming减持
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Seasonality — full detail季节性 — 完整明细
Strongest month最强月份
Dec · 100%
Weakest month最弱月份
Sep · 25%
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 33% | -1.7% | 3 |
| Feb2月 | 33% | -3.7% | 3 |
| Mar3月 | 67% | +9.7% | 3 |
| Apr4月 | 33% | -4.9% | 3 |
| May5月 | 33% | -4.2% | 3 |
| Jun6月 | 67% | +5.7% | 3 |
| Jul7月 | 67% | +0.8% | 3 |
| Aug8月 | 50% | +16.7% | 4 |
| Sep9月 | 25% | -0.7% | 4 |
| Oct10月 | 33% | -3.0% | 3 |
| Nov11月 | 67% | +0.1% | 3 |
| Dec12月 | 100% | +7.7% | 3 |
History is a tendency, not a promise — small samples wobble.历史规律只是倾向而非保证 — 样本少时波动大。
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。