** Cybersecurity firm Okta's OKTA.O shares rise 1.4% to $89.45 premarket after Jefferies upgrades to "buy"
** Brokerage raises PT to $125 from $90, an upside of nearly 42% to stock's last close of $88.20
** Expects FY27 adj. EPS of $3.80, higher than Street consensus of $3.66
** Says it sees strong growth cases for the identity and cloud markets heading into 2026
** Sees Okta as a first-mover in addressing identity challenges created by agentic AI
** 16% of respondents in brokerage's survey expect identity businesses to grow the fastest in 2026
** Jefferies names Okta peers Palo Alto Networks PANW.O, Zscaler ZS.O, AvePoint AVPT.O and Crowdstrike CRWD.O as top picks
** As of last close, stock up nearly 12% YTD
(Reporting by Utkarsh Tushar Hathi)
((utkarshtushar.hathi@thomsonreuters.com))
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