Fortinet is mentioned as a past recommendation that has soared, serving as a benchmark for the cybersecurity industry's success.
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Massive Update for Okta Stock Investors
Aug 13, 2026
The creator discusses Okta's stock performance, noting its significant rise in 2026 after a prior decline. While Okta has shown impressive sales growth and improving profitability margins, the creator highlights concerns about its return on invested capital being below its weighted average cost of capital, suggesting it's not a good investment at current levels. Valuation is also a concern, with Okta trading near its most expensive forward P/E ratio in recent history.
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Palo Alto Networks is mentioned as a past recommendation that has soared, serving as a benchmark for the cybersecurity industry's success.
Okta's stock is up significantly, but its return on invested capital is below its cost of capital and it's trading at an expensive valuation.
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