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OKTA vs PANW
Which Stock Would AI Choose? Okta (OKTA) vs. Palo Alto Networks (PANW) Stock Comparison
Key Takeaways
- Okta (OKTA) and Palo Alto Networks (PANW) both operate in the cybersecurity sector, with OKTA focused on identity and access management while PANW provides a broader platform including network, cloud, and endpoint security.
- Recent quarterly results showed OKTA reporting 11% revenue growth to $805 million and PANW delivering 34% growth in its fiscal fourth quarter to $3.41 billion, highlighting differing growth trajectories amid strong demand for AI-related security solutions.
- OKTA stock experienced significant post-earnings momentum in recent weeks following raised guidance and AI product traction, whereas PANW maintained steady performance supported by platformization efforts and acquisitions.
- Market positioning contrasts include OKTA’s emphasis on identity security for AI agents versus PANW’s expansion into agentic AI capabilities through recent acquisitions and higher remaining performance obligations.
- Relative performance in recent market activity reflects OKTA’s smaller market capitalization and higher percentage gains compared to PANW’s larger scale and consistent revenue expansion.
- Sector exposure to AI-driven cybersecurity risks positions both companies for potential continued relevance, though trade-offs exist in scale, valuation multiples, and specific growth drivers.
Introduction
Okta (OKTA) and Palo Alto Networks (PANW) represent two prominent players in the cybersecurity industry, making their comparison relevant for traders and investors seeking exposure to digital identity and enterprise security solutions. This analysis examines recent performance, business models, and market dynamics to provide objective insights into how these stocks have behaved amid evolving technology trends. Professionals monitoring software infrastructure or AI-adjacent security themes may find the relative positioning useful for portfolio construction or tactical allocation decisions. The review draws on verifiable financial metrics and developments from recent weeks to maintain applicability beyond immediate market fluctuations.
OKTA Overview and Recent Performance
Okta, Inc. provides cloud-based identity and access management solutions that help organizations secure user authentication and manage access across applications. In recent market activity, the company reported fiscal second-quarter results with total revenue of $805 million, reflecting 11% year-over-year growth, and subscription revenue of $793 million, up 12%. Management raised its annual revenue outlook for the second time, citing strong subscription backlog and acceleration in demand, including contributions from newer AI-focused products. Stock sentiment improved notably following the earnings release in late August, with shares showing meaningful gains amid broader interest in identity security for AI agents. Recent weeks have featured insider transactions and continued emphasis on free cash flow conversion, supporting a narrative of operational discipline within the identity segment.
PANW Overview and Recent Performance
Palo Alto Networks, Inc. delivers a comprehensive cybersecurity platform encompassing network security, cloud protection, and endpoint solutions. The company reported fiscal fourth-quarter revenue of $3.41 billion, representing 34% year-over-year growth, with full-year revenue reaching $11.48 billion. Next-generation security annual recurring revenue grew 63% to $9.10 billion, while remaining performance obligations expanded substantially. Recent developments include the acquisition of Console to enhance agentic AI capabilities and ongoing platformization initiatives. In recent market activity, shares responded to the strong results and raised guidance, though reactions varied amid overall sector movements. The larger scale and diversified security offerings have contributed to steady positioning in the cybersecurity landscape.
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Head-to-Head Comparison
Okta (OKTA) centers on identity and access management with a SaaS model emphasizing multi-year subscriptions, while Palo Alto Networks (PANW) operates a broader platform model integrating multiple security layers and pursuing platformization. Growth drivers differ as OKTA highlights AI agent identity needs and backlog expansion, whereas PANW benefits from acquisitions and next-generation security recurring revenue. Recent momentum favored OKTA with sharper post-earnings moves tied to guidance raises, contrasted with PANW’s more measured response supported by larger absolute revenue gains. Risk factors include OKTA’s higher valuation multiples relative to scale and PANW’s exposure to integration execution in acquisitions. Sector exposure remains aligned in cybersecurity, yet market sentiment reflects OKTA’s smaller capitalization enabling higher percentage volatility compared to PANW’s established leadership position.
Tickeron AI Verdict
Based on observable factors such as recent trend consistency following earnings beats, backlog stability, and positioning within AI security themes, Tickeron’s AI models currently assign a probabilistic edge to Okta (OKTA) for relative momentum in the near term. Palo Alto Networks (PANW) demonstrates strengths in scale and diversified catalysts that could support steadier performance. The assessment remains conditional on continued verification of growth metrics and market conditions rather than a definitive ranking.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OKTA is a Buy and PANW is a StrongBuy.
OKTA | PANW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 36 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 79 Overvalued | 99 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 4 | |
SMR RATING 1..100 | 84 | 89 | |
PRICE GROWTH RATING 1..100 | 34 | 9 | |
P/E GROWTH RATING 1..100 | 32 | 2 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
OKTA's Valuation (79) in the Packaged Software industry is in the same range as PANW (99) in the Computer Communications industry. This means that OKTA’s stock grew similarly to PANW’s over the last 12 months.
PANW's Profit vs Risk Rating (4) in the Computer Communications industry is significantly better than the same rating for OKTA (100) in the Packaged Software industry. This means that PANW’s stock grew significantly faster than OKTA’s over the last 12 months.
OKTA's SMR Rating (84) in the Packaged Software industry is in the same range as PANW (89) in the Computer Communications industry. This means that OKTA’s stock grew similarly to PANW’s over the last 12 months.
PANW's Price Growth Rating (9) in the Computer Communications industry is in the same range as OKTA (34) in the Packaged Software industry. This means that PANW’s stock grew similarly to OKTA’s over the last 12 months.
PANW's P/E Growth Rating (2) in the Computer Communications industry is in the same range as OKTA (32) in the Packaged Software industry. This means that PANW’s stock grew similarly to OKTA’s over the last 12 months.
| OKTA | PANW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 78% | N/A |
| Stochastic ODDS (%) | 2 days ago 86% | 2 days ago 68% |
| Momentum ODDS (%) | 2 days ago 73% | 2 days ago 76% |
| MACD ODDS (%) | 4 days ago 72% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 73% | 2 days ago 76% |
| Advances ODDS (%) | 2 days ago 73% | 10 days ago 77% |
| Declines ODDS (%) | 22 days ago 74% | 8 days ago 68% |
| BollingerBands ODDS (%) | 4 days ago 64% | N/A |
| Aroon ODDS (%) | 2 days ago 81% | 2 days ago 73% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
OKTA’s FA Score shows that 1 FA rating(s) are green while PANW’s FA Score has 3 green FA rating(s).
- OKTA’s FA Score: 1 green, 4 red.
- PANW’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
OKTA’s TA Score shows that 5 TA indicator(s) are bullish while PANW’s TA Score has 6 bullish TA indicator(s).
- OKTA’s TA Score: 5 bullish, 4 bearish.
- PANW’s TA Score: 6 bullish, 2 bearish.
Price Growth
OKTA (@Computer Communications) experienced а +2.90% price change this week, while PANW (@Computer Communications) price change was +1.62% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.83%. For the same industry, the average monthly price growth was -3.29%, and the average quarterly price growth was +20.99%.
Reported Earning Dates
OKTA is expected to report earnings on Dec 08, 2026.
PANW is expected to report earnings on Nov 12, 2026.
Industries' Descriptions
@Computer Communications (-1.83% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
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OKTA and
Correlation & Price change
A.I.dvisor indicates that over the last year, OKTA has been closely correlated with CRWD. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if OKTA jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To OKTA | 1D Price Change % | ||
|---|---|---|---|---|
| OKTA | 100% | +1.68% | ||
| CRWD - OKTA | 77% Closely correlated | +0.51% | ||
| SAIL - OKTA | 71% Closely correlated | +1.08% | ||
| PANW - OKTA | 70% Closely correlated | -0.27% | ||
| TENB - OKTA | 70% Closely correlated | -0.77% | ||
| RBRK - OKTA | 66% Closely correlated | +0.81% | ||
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PANW and
Correlation & Price change
A.I.dvisor indicates that over the last year, PANW has been closely correlated with CRWD. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if PANW jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To PANW | 1D Price Change % | ||
|---|---|---|---|---|
| PANW | 100% | -0.27% | ||
| CRWD - PANW | 85% Closely correlated | +0.51% | ||
| FTNT - PANW | 76% Closely correlated | -0.02% | ||
| OKTA - PANW | 70% Closely correlated | +1.68% | ||
| TENB - PANW | 63% Loosely correlated | -0.77% | ||
| RBRK - PANW | 63% Loosely correlated | +0.81% | ||
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