OKTA vs. S: Which Enterprise Cybersecurity Stock Is the Better Buy? – June 29, 2026

Key Takeaways

OKTA benefits from identity security demand, 20,000 customers and growing AI-driven offerings.
SentinelOne posted 23% ARR growth and expanding adoption of AI-native and non-endpoint solutions.
S is favored for faster growth and platform momentum despite valuation and profitability challenges.

Okta (OKTA Quick QuoteOKTA – Free Report) and SentinelOne (S Quick QuoteS – Free Report) are key providers of security software solutions for enterprises. OKTA offers cloud-based identity solutions that allow customers to integrate with nearly any application, service, or cloud that they choose through its secure, reliable, and scalable platforms: the Okta Platform and the Auth0 Platform. Meanwhile, SentinelOne focuses on endpoint security, cloud security and threat detection through its Singularity Platform that leverages a unified security data lake and Purple AI, its Generative AI (GenAI) engine.

So, Okta or SentinelOne, which is leading the charge? Let’s find out.

The Case for OKTA Stock

Okta is benefiting from steady demand for identity security, an expanding installed base and rising attach of newer products such as Identity Governance, Privileged Access and posture and threat capabilities.

The company’s expanding portfolio across governance, privileged access, device access, authorization, posture management and AI-driven threat protection continues to support customer wins and cross-sell. In the first quarter of fiscal 2027, Okta reported more than 20,000 total customers and 5,180 customers now spending more than $100,000 annually. In the reported quarter, new products contributed about 25% of bookings, with Identity Governance leading adoption, followed by growing traction in Privileged Access and other security offerings.

OKTA benefits from its installed base of more than 20,000 customers, broad identity portfolio and vendor-neutral position across AI…

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