<p>作者：汉娜·佩多恩</p>
<p>巴克莱在雷蒙德·詹姆斯之后几天升级了 Okta 的股票评级，称客户在身份安全方面的投资在多年后首次增加。</p>
<p>Okta 的股票在连续六个交易日上涨中上涨了超过 20%。</p>
<p>随着人工智能代理的普及和数字犯罪威胁的增加，分析师们重新审视 Okta，他们认为这是为代理时代满足身份安全需求的少数公司之一。</p>
<p>周一，巴克莱分析师萨凯特·卡利亚将 Okta 的股票评级从持平上调至增持。卡利亚认为，该公司在身份市场上 “广泛布局”，推动了对该平台日益增长的需求。</p>
<p>这一升级是在雷蒙德·詹姆斯分析师亚当·廷德尔也对该股票持乐观态度几天后做出的，他表示，根据他的调查，Okta 的渠道合作伙伴正在 “重新激活” 对身份安全的投资，这是多年来的首次。这为 Okta 的市场带来了由于 AI 代理在工作场所的潜力而可能出现的大幅增长。</p>
<p>这一新的乐观展望是在 Okta 的股票在安索普公司宣布发布 Claude Code Security 后，曾被卷入网络安全股票的广泛抛售中，斯蒂芬斯分析师托德·韦勒告诉 MarketWatch。</p>
<p>在安索普的 Mythos AI 模型本月早些时候发布后，投资者更加担忧，该模型在公司自己的网络安全基准测试中获得了满分。</p>
<p>另请阅读：人工智能犯罪的新纪元已经到来，伴随着安索普的 Mythos。</p>
<p>该股票在 2022 年 12 月以来的最低价收盘于 4 月 10 日，年初至今下跌了 27.2%。但随着该股票周一上涨 4.9%，现在已从低点上涨了 20.4%。</p>
<p>斯蒂芬斯的韦勒表示，Okta 股票的近期反弹是因为投资者在网络安全和更广泛的软件抛售中寻找机会。iShares 扩展科技 - 软件行业交易所交易基金（IGV）在连续六个交易日中上涨了 15.6%，而 Amplify 网络安全 ETF（HACK）在同一时间框架内上涨了 11%。</p>
<p>另请阅读：人工智能犯罪的新纪元已经到来，伴随着安索普的 Mythos。</p>
<p>威廉·布莱尔分析师乔纳森·霍告诉 MarketWatch，Okta 的产品最近获得了关注，因为代理 AI 的繁荣需要新的身份产品，而该公司正好填补了这一细分市场。例如，公司需要解决方案来为代理设置正确的用户账户保护，以确保他们的权限受到限制。</p>
<p>TD Cowen 分析师沙乌尔·埃亚尔告诉 MarketWatch，Okta 在 2022 年和 2023 年遭遇黑客事件后声誉受损，是为 AI 时代提供身份和访问管理解决方案的少数公司之一。</p>
<p>埃亚尔表示，身份相关技术——回答用户是谁以及他们在企业网络上做什么的问题——变得越来越重要，因为任何 AI 平台上的每个代理（如 ChatGPT 或 Google Gemini）都需要身份凭证。</p>
<p>他补充说，帕洛阿尔托网络公司（PANW）在 2 月份收购身份和访问管理领域的主要领导者 CyberArk，也让投资者意识到 Okta 和竞争对手 SailPoint（SAIL）是最后几家上市的纯粹公司，使它们对寻求该领域投资机会的投资者具有吸引力。</p>
<p>阅读更多：股市反弹后投资者的下一步是什么？</p>
<p>-汉娜·佩多恩</p>
<p>本文由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻社和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻社</p>
<p>04-20-26 1627ET</p>

OKTA

PSWD

OKTX

网络安全 ETF - GlobalX

<p>Okta 的股票在巴克莱和雷蒙德·詹姆斯的评级上调后上涨超过 20%，这得益于在数字威胁日益增加和人工智能普及的背景下对身份安全的投资增加。分析师认为，Okta 在满足人工智能时代日益增长的身份解决方案需求方面处于良好位置。尽管网络安全股票之前经历了抛售，但 Okta 最近的表现反映出随着投资者在该领域寻找机会而出现的反弹。该公司的产品正在获得关注，特别是在企业需要为人工智能代理提供新的身份保护时</p>

<p>By Hannah Pedone</p>
<div class="lb-trans"><p>作者：汉娜·佩多恩</p>
</div><p>Barclays upgraded Okta's stock days after Raymond James did the same, saying customers have ramped up investment in identity security for the first time in years</p>
<div class="lb-trans"><p>巴克莱在雷蒙德·詹姆斯之后几天升级了 Okta 的股票评级，称客户在身份安全方面的投资在多年后首次增加。</p>
</div><p>Shares of Okta have rallied more than 20% amid a six-session winning streak.</p>
<div class="lb-trans"><p>Okta 的股票在连续六个交易日上涨中上涨了超过 20%。</p>
</div><p>As artificial-intelligence agents become popularized and the threat of digital crime grows, analysts are taking a fresh look at Okta, one of the few companies they say can meet identity-security needs for the agentic era.</p>
<div class="lb-trans"><p>随着人工智能代理的普及和数字犯罪威胁的增加，分析师们重新审视 Okta，他们认为这是为代理时代满足身份安全需求的少数公司之一。</p>
</div><p>And on Monday, Barclays analyst Saket Kalia raised his rating on Okta's stock to overweight from equal weight. Kalia believes the company casts a &#34;wide net&#34; across the identity market, buoying growing demand for the platform.</p>
<div class="lb-trans"><p>周一，巴克莱分析师萨凯特·卡利亚将 Okta 的股票评级从持平上调至增持。卡利亚认为，该公司在身份市场上 “广泛布局”，推动了对该平台日益增长的需求。</p>
</div><p>That upgrade comes a few days after Raymond James analyst Adam Tindle also turned bullish on the stock, saying that based on his checks, Okta's channel partners are &#34;reinvigorating&#34; investment in identity security for the first time in years. This creates potential for a big increase in Okta's market, due to AI agents in the workforce.</p>
<div class="lb-trans"><p>这一升级是在雷蒙德·詹姆斯分析师亚当·廷德尔也对该股票持乐观态度几天后做出的，他表示，根据他的调查，Okta 的渠道合作伙伴正在 “重新激活” 对身份安全的投资，这是多年来的首次。这为 Okta 的市场带来了由于 AI 代理在工作场所的潜力而可能出现的大幅增长。</p>
</div><p>This new bullish outlook comes after shares of Okta had previously been caught up in a broad-based selloff of cybersecurity stocks following Anthropic's announcement of the release of Claude Code Security, which heightened investor fears of AI-disruption risks, Stephens analyst Todd Weller told MarketWatch.</p>
<div class="lb-trans"><p>这一新的乐观展望是在 Okta 的股票在安索普公司宣布发布 Claude Code Security 后，曾被卷入网络安全股票的广泛抛售中，斯蒂芬斯分析师托德·韦勒告诉 MarketWatch。</p>
</div><p>Investors got even more worried after Anthropic's Mythos AI model, which was released earlier this month, achieved a perfect score on the company's own cybersecurity benchmark.</p>
<div class="lb-trans"><p>在安索普的 Mythos AI 模型本月早些时候发布后，投资者更加担忧，该模型在公司自己的网络安全基准测试中获得了满分。</p>
</div><p>Also read: A new era of AI crime has arrived with Anthropic's Mythos</p>
<div class="lb-trans"><p>另请阅读：人工智能犯罪的新纪元已经到来，伴随着安索普的 Mythos。</p>
</div><p>The stock closed on April 10 at the lowest price since December 2022, after falling 27.2% year to date. But with the stock surging 4.9% on Monday, it has now run up 20.4% off of that low.</p>
<div class="lb-trans"><p>该股票在 2022 年 12 月以来的最低价收盘于 4 月 10 日，年初至今下跌了 27.2%。但随着该股票周一上涨 4.9%，现在已从低点上涨了 20.4%。</p>
</div><p>Stephens's Weller said that the recent rebound in Okta's stock comes as investors look for opportunities amid the cybersecurity and wider software selloff. The iShares Expanded Tech-Software Sector exchange-traded fund (IGV) has rallied 15.6% amid a six-session winning streak, and the Amplify Cybersecurity ETF (HACK) has climbed 11% over the same time frame.</p>
<div class="lb-trans"><p>斯蒂芬斯的韦勒表示，Okta 股票的近期反弹是因为投资者在网络安全和更广泛的软件抛售中寻找机会。iShares 扩展科技 - 软件行业交易所交易基金（IGV）在连续六个交易日中上涨了 15.6%，而 Amplify 网络安全 ETF（HACK）在同一时间框架内上涨了 11%。</p>
</div><p>Also read: A new era of AI crime has arrived with Anthropic's Mythos</p>
<div class="lb-trans"><p>另请阅读：人工智能犯罪的新纪元已经到来，伴随着安索普的 Mythos。</p>
</div><p>William Blair analyst Jonathan Ho told MarketWatch that Okta's products have been gaining traction recently, as the agentic AI boom requires new identity products for which the company fills a niche. For instance, companies need solutions to set the right user-account safeguards for agents to ensure they are limited in permissions.</p>
<div class="lb-trans"><p>威廉·布莱尔分析师乔纳森·霍告诉 MarketWatch，Okta 的产品最近获得了关注，因为代理 AI 的繁荣需要新的身份产品，而该公司正好填补了这一细分市场。例如，公司需要解决方案来为代理设置正确的用户账户保护，以确保他们的权限受到限制。</p>
</div><p>TD Cowen analyst Shaul Eyal told MarketWatch that Okta, which suffered reputational damage after hacking incidents in 2022 and 2023, is one of the few companies that can provide the identity- and access-management solutions needed in the AI era.</p>
<div class="lb-trans"><p>TD Cowen 分析师沙乌尔·埃亚尔告诉 MarketWatch，Okta 在 2022 年和 2023 年遭遇黑客事件后声誉受损，是为 AI 时代提供身份和访问管理解决方案的少数公司之一。</p>
</div><p>And Eyal said identity-related technologies - which answer questions like who a user is and what they are doing on a corporate network - are becoming increasingly important, because every agent on any AI platform, such as ChatGPT or Google Gemini, needs identity credentials.</p>
<div class="lb-trans"><p>埃亚尔表示，身份相关技术——回答用户是谁以及他们在企业网络上做什么的问题——变得越来越重要，因为任何 AI 平台上的每个代理（如 ChatGPT 或 Google Gemini）都需要身份凭证。</p>
</div><p>He added that Palo Alto Networks' (PANW) February acquisition of CyberArk, a major leader in identity and access management, also caused investors to realize that Okta and competitor SailPoint (SAIL) are the last publicly traded pure-play companies standing, he said, making them attractive to investors looking for exposure to that area.</p>
<div class="lb-trans"><p>他补充说，帕洛阿尔托网络公司（PANW）在 2 月份收购身份和访问管理领域的主要领导者 CyberArk，也让投资者意识到 Okta 和竞争对手 SailPoint（SAIL）是最后几家上市的纯粹公司，使它们对寻求该领域投资机会的投资者具有吸引力。</p>
</div><p>Read more: What's next for investors after the stock market's rebound?</p>
<div class="lb-trans"><p>阅读更多：股市反弹后投资者的下一步是什么？</p>
</div><p>-Hannah Pedone</p>
<div class="lb-trans"><p>-汉娜·佩多恩</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>本文由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻社和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻社</p>
</div><p>04-20-26 1627ET</p>
<div class="lb-trans"><p>04-20-26 1627ET</p>
</div>

Okta's stock is surging. Here's why identity security has become the next hot thing.

Dow Jones

Okta

Xtrackers Cybersecurity Select Equity Etf

Tradr 2X Long OKTA Daily ETF

巴克莱银行

瑞杰金融

北美科技软件股指数 ETF - iShares

网络安全 ETF - ETFMG

派拓网络

Cyber-ARK Software

SailPoint

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

Okta 的股票正在大幅上涨。这就是身份安全为何成为下一个热门领域的原因