OKTA
Price
$118.16
Change
+$2.22 (+1.91%)
Updated
Jun 23 closing price
Capitalization
20.54B
70 days until earnings call
Intraday BUY SELL Signals
RBRK
Price
$74.24
Change
+$3.71 (+5.26%)
Updated
Jun 23 closing price
Capitalization
15.28B
82 days until earnings call
Intraday BUY SELL Signals
TENB
Price
$27.26
Change
+$0.92 (+3.49%)
Updated
Jun 23 closing price
Capitalization
3.01B
34 days until earnings call
Intraday BUY SELL Signals
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OKTA or RBRK or TENB

OKTA vs RBRK vs TENB Comparison Chart in %
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Which Stock Would AI Choose? Okta, Inc. (OKTA) vs. Rubrik, Inc. (RBRK) vs. Tenable Holdings, Inc. (TENB) Stock Comparison

Key Takeaways

  • Okta, Inc. (OKTA) delivered a standout earnings beat in late May 2026, driving a roughly 30% stock surge amid strong demand for its identity platform.
  • Rubrik, Inc. (RBRK) reported robust revenue growth exceeding 46% year-over-year in its most recent quarter, highlighting momentum in data security solutions.
  • Tenable Holdings, Inc. (TENB) achieved a shift to profitability in Q1 2026 with revenue growth of 9.6%, supporting an 18-21% price increase over the past month.
  • All three companies operate in the cybersecurity sector but differ in focus: identity management for OKTA, data backup and recovery for RBRK, and vulnerability management for TENB.
  • Recent market activity shows OKTA with the sharpest momentum, while RBRK and TENB exhibit steadier growth trajectories with upcoming catalysts.
  • Valuation sensitivity and sector exposure to enterprise IT spending remain common themes influencing relative performance across the group.

Introduction

Okta, Inc. (OKTA), Rubrik, Inc. (RBRK), and Tenable Holdings, Inc. (TENB) represent distinct segments within the cybersecurity industry, making them relevant for investors and traders seeking exposure to enterprise security solutions. This comparison examines their business models, recent performance, and market positioning to highlight relative strengths and trade-offs. The analysis focuses on developments from recent weeks while incorporating broader context, providing objective insights useful for those evaluating cybersecurity stocks amid evolving enterprise demand and technological shifts.

OKTA Overview and Recent Performance

Okta, Inc. (OKTA) provides identity and access management solutions through its cloud-based platform, serving workforce and customer identity needs for enterprises. In recent weeks, the stock experienced significant upward movement following a strong fiscal Q1 2027 earnings report that included revenue of $765 million and raised full-year guidance. The results reflected increased adoption of AI-driven security features, contributing to positive sentiment. Over recent market activity, shares advanced substantially from levels near $94 to above $123, establishing new highs amid elevated trading volume and analyst upgrades.

RBRK Overview and Recent Performance

Rubrik, Inc. (RBRK) delivers data security and backup solutions, including ransomware recovery and cloud data management through its Security Cloud platform. Recent performance benefited from the company’s prior quarterly results, which showed revenue of $377.7 million, representing over 46% year-over-year growth. Investor discussions highlighted progress toward higher-margin recurring revenue models. In recent market activity, the stock has traded in a range around $65-$80, with attention turning to the upcoming Q1 2027 earnings expected in early June 2026.

TENB Overview and Recent Performance

Tenable Holdings, Inc. (TENB) specializes in vulnerability management and exposure assessment tools that help organizations identify and prioritize cybersecurity risks. The company reported Q1 2026 results with revenue of $262.1 million, up 9.6% year-over-year, alongside a transition to net profitability. These outcomes supported an 18-21% share price increase over the past month. Recent market activity reflects stabilization following earlier declines, with focus on product enhancements and guidance for subsequent quarters.

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Head-to-Head Comparison

Okta, Inc. (OKTA), Rubrik, Inc. (RBRK), and Tenable Holdings, Inc. (TENB) share exposure to enterprise cybersecurity spending but differ in core offerings and growth profiles. OKTA emphasizes identity-as-a-service with recent acceleration from AI integrations, contrasting with RBRK’s focus on data resilience and recovery that has driven higher revenue growth rates. TENB centers on vulnerability prioritization, showing more moderate top-line expansion but recent profitability gains. Momentum in recent weeks favored OKTA following its earnings catalyst, while RBRK and TENB displayed steadier advances tied to operational improvements. Risk factors include competition in each sub-sector and sensitivity to IT budget cycles, with valuation multiples reflecting varying growth expectations across the three.

Tickeron AI Verdict

Based on observable factors such as trend consistency following earnings, stability of recent moves, and positioning relative to sector peers, Tickeron’s AI would currently assign a higher probability of near-term outperformance to Okta, Inc. (OKTA) due to its pronounced post-earnings momentum and broad enterprise adoption signals. RBRK and TENB remain competitive on growth metrics and upcoming catalysts but show comparatively less immediate directional strength in the observed period.

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.

Disclaimers and Limitations

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COMPARISON
Comparison
Jun 24, 2026
Stock price -- (OKTA: $118.16RBRK: $74.24TENB: $27.30)
Brand notoriety: RBRK and TENB are not notable and OKTA is notable
The three companies represent the Computer Communications industry
Current volume relative to the 65-day Moving Average: OKTA: 80%, RBRK: 128%, TENB: 66%
Market capitalization -- OKTA: $20.54B, RBRK: $15.28B, TENB: $3.01B
$OKTA is valued at $20.54B, while RBRK has a market capitalization of $15.28B, and TENB's market capitalization is $3.01B. The market cap for tickers in this @Computer Communications ranges from $2.78T to $0. The average market capitalization across the @Computer Communications industry is $28.91B.

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 undervalued. 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 0 FA rating(s) are green whileRBRK’s FA Score has 1 green FA rating(s), and TENB’s FA Score reflects 0 green FA rating(s).

  • OKTA’s FA Score: 0 green, 5 red.
  • RBRK’s FA Score: 1 green, 4 red.
  • TENB’s FA Score: 0 green, 5 red.
According to our system of comparison, RBRK is a better buy in the long-term than OKTA and TENB.

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 RBRK’s TA Score has 4 bullish TA indicator(s), and TENB’s TA Score reflects 3 bullish TA indicator(s).

  • OKTA’s TA Score: 5 bullish, 4 bearish.
  • RBRK’s TA Score: 4 bullish, 4 bearish.
  • TENB’s TA Score: 3 bullish, 5 bearish.
According to our system of comparison, OKTA is a better buy in the short-term than RBRK, which in turn is a better option than TENB.

Price Growth

OKTA (@Computer Communications) experienced а +1.63% price change this week, while RBRK (@Computer Communications) price change was +7.31% , and TENB (@Computer Communications) price fluctuated +1.41% for the same time period.

The average weekly price growth across all stocks in the @Computer Communications industry was -2.46%. For the same industry, the average monthly price growth was -0.76%, and the average quarterly price growth was +30.26%.

Reported Earning Dates

OKTA is expected to report earnings on Sep 02, 2026.

RBRK is expected to report earnings on Sep 14, 2026.

TENB is expected to report earnings on Jul 28, 2026.

Industries' Descriptions

@Computer Communications (-2.46% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
OKTA($20.5B) has a higher market cap than RBRK($15.3B) and TENB($3.01B). OKTA has higher P/E ratio than RBRK and TENB: OKTA (84.01) vs RBRK (28.39) and TENB (). OKTA YTD gains are higher at: 36.649 vs. TENB (16.022) and RBRK (-2.929). OKTA has higher annual earnings (EBITDA): 366M vs. TENB (71.6M) and RBRK (-272.13M). OKTA has more cash in the bank: 2.59B vs. RBRK (1.68B) and TENB (360M). OKTA and TENB has less debt than RBRK: OKTA (411M) and TENB (419M) vs RBRK (1.14B). OKTA has higher revenues than RBRK and TENB: OKTA (3B) vs RBRK (1.32B) and TENB (1.02B).
OKTARBRKTENB
Capitalization20.5B15.3B3.01B
EBITDA366M-272.13M71.6M
Gain YTD36.649-2.92916.022
P/E Ratio84.0128.39N/A
Revenue3B1.32B1.02B
Total Cash2.59B1.68B360M
Total Debt411M1.14B419M
FUNDAMENTALS RATINGS
OKTA vs TENB: Fundamental Ratings
OKTA
TENB
OUTLOOK RATING
1..100
8567
VALUATION
overvalued / fair valued / undervalued
1..100
57
Fair valued
53
Fair valued
PROFIT vs RISK RATING
1..100
100100
SMR RATING
1..100
8993
PRICE GROWTH RATING
1..100
3846
P/E GROWTH RATING
1..100
90100
SEASONALITY SCORE
1..100
n/a2

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.

TENB's Valuation (53) in the Packaged Software industry is in the same range as OKTA (57). This means that TENB’s stock grew similarly to OKTA’s over the last 12 months.

TENB's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as OKTA (100). This means that TENB’s stock grew similarly to OKTA’s over the last 12 months.

OKTA's SMR Rating (89) in the Packaged Software industry is in the same range as TENB (93). This means that OKTA’s stock grew similarly to TENB’s over the last 12 months.

OKTA's Price Growth Rating (38) in the Packaged Software industry is in the same range as TENB (46). This means that OKTA’s stock grew similarly to TENB’s over the last 12 months.

OKTA's P/E Growth Rating (90) in the Packaged Software industry is in the same range as TENB (100). This means that OKTA’s stock grew similarly to TENB’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
OKTARBRKTENB
RSI
ODDS (%)
Bearish Trend 1 day ago
77%
Bearish Trend 1 day ago
75%
Bearish Trend 1 day ago
69%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
73%
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
74%
Momentum
ODDS (%)
Bullish Trend 1 day ago
74%
Bullish Trend 1 day ago
86%
Bearish Trend 1 day ago
75%
MACD
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
72%
Bearish Trend 1 day ago
75%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
85%
Bearish Trend 1 day ago
73%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
76%
Bullish Trend 1 day ago
68%
Advances
ODDS (%)
Bullish Trend 23 days ago
72%
Bullish Trend 1 day ago
83%
Bullish Trend 13 days ago
63%
Declines
ODDS (%)
Bearish Trend 7 days ago
73%
Bearish Trend 16 days ago
85%
Bearish Trend 2 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
81%
Bearish Trend 1 day ago
87%
Bearish Trend 6 days ago
64%
Aroon
ODDS (%)
Bullish Trend 1 day ago
74%
Bullish Trend 1 day ago
88%
Bullish Trend 1 day ago
73%
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OKTA
Daily Signal:
Gain/Loss:
RBRK
Daily Signal:
Gain/Loss:
TENB
Daily Signal:
Gain/Loss:
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