Companies / OKTA
NASDAQOkta (OKTA) in our theses
Okta appears in one of our theses. Below is why it entered the basket and how it has done since publication.
The AI Agent Paradox: Rather Than Killing Software, Agents Multiply Machine Identities and Drive Security Spend
Every AI agent is a new non-human machine identity requiring authentication and governance, structurally benefiting identity security software vendors.
Why this company: Neutral cloud identity foundation; Cross App Access agent authentication products monetize every autonomous agent as an incremental billable identity.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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