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Posted by
Two Blokes Jun 28 -
Filed in
Stock
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4 views
With stretched large-cap valuations, I see Okta as a compelling 'growth at a reasonable price' opportunity amid improving sales execution and margin expansion. Okta remains a leader in identity management with a massive $80 billion TAM and low market penetration, supporting a strong long-term growth thesis. RPO growth outpaces revenue, signaling potential for near-term acceleration, while Okta balances double-digit growth with high-20s operating margins.
