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OKTA "Core Holding" in Cybersecurity, "Don't Chase" Earnings

OKTA "Core Holding" in Cybersecurity, "Don't Chase" Earnings

Schwab Network · Schwab Network

May 27, 20256m 44s

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Show Notes

Ben Rose considers Okta Inc. (OKTA) an essential holding in the cybersecurity space. He mentions the company's history of beating and raising previous earnings as a significant sign of strength, though he warns of outlook facing potential compression. Gerald Sparrow adds caution by telling investors to brace for a seasonally weak quarter. He also considers Okta a buy but advises against adding the company to portfolios until after earnings.


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