Okta is trading 4.44% up at $173.90 after management emphasized enterprise demand for securing AI agents and positioned identity security as a solution to customer uncertainty.
- President and COO Eric Kelleher discussed the strategy at the Goldman Sachs Communacopia + Technology Conference.
- Recent product announcements expanded governance and threat-detection capabilities.
- Broader futures are lower, suggesting company-specific optimism is outweighing risk-off sentiment.