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I started rating the safety of banks in the early ’70s.

Over the last 50+ years, I’ve warned my readers about the bank failures of the 1980s and 1990s, the Dot-Com Bust, the 2008 housing collapse and more.

But today, I’m writing to you with a different kind of warning. One that genuinely frightens me.

This time, the threat to your money isn’t coming from reckless Wall Street bankers. It’s coming directly from the Federal Reserve itself.

Through a program outlined in the Federal Reserve Docket No. OP-1670 — known as “FedNow” — the government is quietly rewiring the entire American banking system.

Simply stated, the Fed is building a centralized hub that will process every transaction in the U.S. … giving it the ability to track every transfer, bill pay, purchase or donation you make in real time.

That, in turn, could give them unprecedented power to cut off your access to your savings if they decide you’re not in “compliance” with whatever their policy agenda dictates at the time.

Or maybe even confiscate your savings when the need arises like it happened in Cyprus in 2013.

In all my decades studying the U.S. economy and banking system, I’ve never seen anything as scary as this.

If you value your financial privacy …

If you believe your money belongs to you and not Washington …

Now’s the time to act.

I’ve spent the last few months putting together 4 specific, legal steps to “Fed-proof” your checking and savings accounts.

I urge you to take this threat seriously.

Review these 4 steps immediately, right here.

Good luck and God bless!

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Martin D. Weiss, PhD
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P.S. The Fed is counting on the fact that ordinary Americans won’t read a 93-page document until it’s too late. I’ve read it and that’s why I’m begging you to act while you still can. Get the 4 “Fed-proof” steps right now.

Just For You

Okta Earnings Beat, But Growth Questions Remain

Reported by Chris Markoch. Article Posted: 3/5/2026. 

Tablet displaying the Okta logo in a modern office server room, representing Okta and cybersecurity technology infrastructure.

Key Points

  • Okta stock jumped over 10% after the company reported a strong Q4 earnings beat and improving margins.
  • Growth concerns remain, as management guided to roughly 9% revenue growth, signaling continued deceleration.
  • The AI agent security narrative could drive future demand, but intense competition from Microsoft and cybersecurity peers clouds the long-term outlook.
  • Special Report: Every morning, an AI ranks 357 stocks for you (From TradingTips)

Okta Inc. (NASDAQ: OKTA) stock jumped more than 10% the day after the cybersecurity company delivered a double beat — beating expectations on both revenue and earnings — in its Q4 report for the 2026 fiscal year. For shareholders who endured the selloff, the rally feels overdue. Even with the post-earnings move, OKTA remains roughly 30% below its consensus price target.

At the same time, analysts have been trimming their price targets. Both things can be true: the stock may still be undervalued, yet lower targets reflect skeptical views about Okta’s longer-term growth trajectory in what should be a bullish cybersecurity market.

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The headline numbers in Okta’s reportshowed solid growth. Total revenue was $761 million, up 11% year-over-year, with subscription revenue growing at the same pace. Remaining performance obligations climbed 15% to $4.83 billion, suggesting customers are committing to longer-term contracts.

Non-GAAP operating margins expanded nearly two percentage points to 26.5%, and free cash flow margin remained strong at 33.2%.

By most measures, this was a clean beat from a company that has quietly rebuilt operational credibility after years of post-pandemic multiple compression and a damaging 2023 security breach.

The timing helped, too. Cybersecurity was already in focus this week as renewed attention to identity-based threats reminded enterprise buyers why this space matters.

Okta was well positioned to benefit from that sentiment, which showed up in the stock’s post-earnings move.

The Guidance May Limit the Upside

The bigger question is what comes next. Okta’s outlook for the first quarter of fiscal 2027 calls for revenue of $749 million to $753 million, about 9% year-over-year growth — solid, but a slowdown from the 11% reported this quarter.

Full-year adjusted EPS guidance of $3.17 to $3.19 per share also implies roughly 9% growth, with non-GAAP operating margins guided to 25–26%, essentially flat compared with last year’s 26%. Free cash flow margins are forecast to slip to 27–28% from about 30% a year ago.

For a company trading at a premium to the tech sector and its cybersecurity peers, 9% revenue growth is not obviously commensurate with that valuation. The dollar-based net retention rate, while stable at 106%, has steadily declined from 117% two years ago.

Adding to the concern: net new customers with annual contract values (ACV) above $100,000 grew only 6% year-over-year, representing just 70 net new companies in the quarter. The top line is growing, but the engines driving that growth appear to be cooling.

The AI Agent Play: Opportunity or Hype?

Okta is making a deliberate push into what it calls “securing AI agents.” The premise: as enterprises deploy autonomous AI systems, those agents will need identities, permissions and access controls just like human users. Okta has introduced “Okta for AI Agents” for IT and security teams and “Auth0 for AI Agents” for developers building agentic applications.

On paper, the narrative is compelling. Identity must be solved before AI deployments can scale safely, and Okta sits at a logical chokepoint.

The tougher question is how durable that moat will be. Microsoft Corp. (NASDAQ: MSFT), which already controls identity infrastructure in many enterprise environments through Entra ID, is building AI agent governance capabilities. CrowdStrike Holdings (NASDAQ: CRWD), Palo Alto Networks (NASDAQ: PANW), and a wave of well-funded startups are also targeting non-human identity.

That said, Okta’s platform breadth is a genuine advantage, and its 20,000-plus customer base provides meaningful distribution. But “we authenticate AI agents” is not yet a proven revenue driver — the company has not broken out bookings from these new products. The $80 billion total addressable market (TAM) Okta cites looks attractive, but capturing that opportunity will be challenging.

Two Things Can Be True

That tension is what makes OKTA stock interesting right now. The stock looked genuinely undervalued heading into this print: it spent much of the past three years range-bound between $65 and $115, far from the $290 highs of 2021. From a cost-benefit standpoint, the valuation had compressed enough that solid execution was worth buying.

But for long-term investors, the chart tells a more cautious story. Even a move to the analyst consensus price target would only bring the stock back to its 2025 highs. Returning to all-time highs would require re-accelerating revenue growth, meaningful monetization of the AI agent narrative, and a macro environment that once again rewards high-multiple software — none of which are guaranteed.

OKTA stock chart displaying the consensus analyst price target, as well as the high-end target, in comparison to historical highs.

The practical takeaway: Okta looks like a reasonable trade for investors with a 6–12 month horizon, particularly if cybersecurity tailwinds continue and the company can show even modest acceleration in Current Remaining Performance Obligation (cRPO) growth over the next few quarters. But for long-term investors seeking a compounding growth story, the deceleration trend and unanswered questions about AI differentiation suggest there may be better options.

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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