The generative boom of artificial intelligence could benefit the actions of the OKTA identity security platform, according to Loop Capital. Seeing the identity security market at an inflection point following AI initiatives, the company sparked action on action with a purchase note and a price target of $ 140. This reflects 24% on the rise in Friday’s fence. “The overall identity security market is on the verge of a mass adoption phase motivated by the need to secure Genai deployments, which require a modernized holistic approach to secure the identity of the workforce, customers and non-human entities (AI analysts and API calls) and manage their access to data and services,” wrote analyst Yun Kim in a note on Monday. “With OKTA having the most strategic asset (Auth0) and the most strategic customer relationship (OPENAI) in this Wave emerging AI-focused demand on AI, we believe that KTTA is perhaps the best positioned supplier in the identity security market,” he continued. This upward position occurs in the middle of an already solid year for the stock, having increased by more than 43% in 2025. It also advanced more than 52% in the last six months and almost 23% in the last month, above the S&P 500. OKTA 6M Mountain Okta, 6 months believing that the company has exceeded many of the winds which could harm growth – in particular those linked to its user base and to its user base and Security incidents – Kim expects it to see accelerated growth from the market from the market. “The market is a security violation linked to large -scale AI far from a sudden increase in the demand for the guarantee of AI deployment, which will probably focus on securing non -human identities and API calls,” wrote Kim. “We believe that OKTA has essentially become Palo Alto of identity safety as a one -stop shop for all identity security needs.” Kim also sees strong growth for the company in the coming years that could transform it into “one of the technology bells”. Most Wall Street is also optimistic about Okta. Of the 44s that cover it, 24 note a purchase or a strong purchase, show the LSEG data. 17 others have a maintenance rating.
