Rob Owens

Rob Owens Analyst Performance

Co-head Technology Research at Piper Sandler

Rob Owens is a stock analyst at Piper Sandler focused in the computer and technology sector, covering 28 publicly traded companies. Over the past year, Rob Owens has issued 74 stock ratings, including buy and hold recommendations. While full access to Rob Owens' proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Rob Owens' coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
157 Last 11 Years
Buy Recommendations
64.24% 97 Buy Ratings
Companies Covered
28 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy64.2%96 ratings
Hold35.8%54 ratings
Sell0.0%0 ratings

Out of 151 total stock ratings issued by Rob Owens at Piper Sandler, the majority (64.2%) have been Buy recommendations, followed by 35.8% Hold.

Exchange Coverage

ExchangePercentageCount
NASDAQ
78.6% of companies on NASDAQ
22 companies
NYSE
21.4% of companies on NYSE
6 companies

Rob Owens, an analyst at Piper Sandler, currently covers 28 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Computer and Technology
27 companies
96.4%
Services
1 company
3.6%

Rob Owens of Piper Sandler specializes in stock coverage within the Computer and Technology sector, with additional focus on Services companies.

Coverage Industries

IndustryPercentage
INTERNET SOFTWARE
14 companies
50.0%
SECURITY
10 companies
35.7%
SERVICES – COMPUTER PROGRAMMING AND DATA PROCESSING
1 company
3.6%
IT SERVICES
1 company
3.6%
SOFTWARE - INFRASTRUCTURE
1 company
3.6%
PREPACKAGED SOFTWARE
1 company
3.6%

About Rob Owens

Rob Owens is a managing director and senior research analyst at Piper Sandler covering the security & infrastructure software sector; he has covered the software sector since the mid-1990s. Prior to joining Piper Sandler in 2019, Owens spent 25 years at Pacific Crest Securities (acquired by Key Bank in July 2014) helping build its software and technology research practice. Owens has earned numerous top 10 awards for his stock picking, earnings forecasting and software research from Tip Ranks, The Wall Street Journal’s "Best on the Street" and Reuters. Owens graduated cum laude with a bachelor’s degree in mathematics and finance from Linfield College.
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Rob Owens' Ratings History at Piper Sandler

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Datadog, Inc. stock logo
DDOG
Datadog
6/10/2026Reiterated Rating$227.34$275.00Overweight
Netskope Inc. stock logo
NTSK
Netskope
6/4/2026Lower Price Target$12.40$18.00Overweight
CrowdStrike stock logo
CRWD
CrowdStrike
6/4/2026Reiterated Rating$747.61$750.00Overweight
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
6/3/2026Reiterated Rating$297.18$345.00Overweight
Snowflake Inc. stock logo
SNOW
Snowflake
6/3/2026Boost Price Target$246.30$320.00Overweight
MongoDB, Inc. stock logo
MDB
MongoDB
5/29/2026Boost Price Target$325.68$400.00Overweight
Okta, Inc. stock logo
OKTA
Okta
5/29/2026Boost Price Target$121.08$105.00Neutral
Snowflake Inc. stock logo
SNOW
Snowflake
5/28/2026Reiterated Rating$238.48$295.00Overweight
Zscaler, Inc. stock logo
ZS
Zscaler
5/27/2026Lower Price Target$130.18$160.00Neutral
Zscaler, Inc. stock logo
ZS
Zscaler
5/27/2026Lower Price Target$184.60$160.00Neutral
Fortinet, Inc. stock logo
FTNT
Fortinet
5/7/2026Boost Price Target$111.12$110.00Neutral
Rapid7, Inc. stock logo
RPD
Rapid7
5/6/2026Lower Price Target$6.81$8.00Neutral
Qualys, Inc. stock logo
QLYS
Qualys
5/6/2026Lower Price Target$86.69$100.00Neutral
Atlassian Corporation PLC stock logo
TEAM
Atlassian
5/1/2026Lower Price Target$84.71$175.00Overweight
ServiceNow, Inc. stock logo
NOW
ServiceNow
4/23/2026Lower Price Target$103.16$140.00Overweight
Docusign Inc. stock logo
DOCU
Docusign
3/18/2026Lower Price Target$47.99$52.00Neutral
SentinelOne, Inc. stock logo
S
SentinelOne
3/13/2026Lower Price Target$14.04$15.00Neutral
Netskope Inc. stock logo
NTSK
Netskope
3/12/2026Lower Price Target$9.09$21.00Overweight
Okta, Inc. stock logo
OKTA
Okta
3/5/2026Lower Price Target$79.52$82.00Neutral
GitLab Inc. stock logo
GTLB
GitLab
3/4/2026Downgrade$26.70$28.00Neutral
MongoDB, Inc. stock logo
MDB
MongoDB
3/3/2026Lower Price Target$258.07$330.00Overweight
CrowdStrike stock logo
CRWD
CrowdStrike
3/2/2026Upgrade$371.98$520.00Overweight
Zscaler, Inc. stock logo
ZS
Zscaler
2/27/2026Lower Price Target$167.36$185.00Neutral
Elastic N.V. stock logo
ESTC
Elastic
2/27/2026Lower Price Target$51.95$85.00Overweight
Snowflake Inc. stock logo
SNOW
Snowflake
2/26/2026Lower Price Target$169.74$230.00Overweight
JFrog Ltd. stock logo
FROG
JFrog
2/13/2026Lower Price Target$53.30$65.00Neutral
Rapid7, Inc. stock logo
RPD
Rapid7
2/11/2026Lower Price Target$10.39$10.00Neutral
Atlassian Corporation PLC stock logo
TEAM
Atlassian
2/6/2026Reiterated Rating$98.41$200.00Overweight
ServiceNow, Inc. stock logo
NOW
ServiceNow
1/29/2026Reiterated Rating$114.18Overweight
Atlassian Corporation PLC stock logo
TEAM
Atlassian
1/13/2026Reiterated Rating$138.76Overweight
Zscaler, Inc. stock logo
ZS
Zscaler
1/5/2026Lower Price Target$220.57$260.00Neutral
Tenable Holdings, Inc. stock logo
TENB
Tenable
1/5/2026Lower Price Target$22.73$35.00Overweight
Atlassian Corporation PLC stock logo
TEAM
Atlassian
1/5/2026Lower Price Target$154.76$280.00Overweight
Rapid7, Inc. stock logo
RPD
Rapid7
1/5/2026Lower Price Target$14.27$16.00Neutral
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
1/5/2026Reiterated Rating$179.37$265.00Overweight
Okta, Inc. stock logo
OKTA
Okta
1/5/2026Boost Price Target$83.64$100.00Neutral
ServiceNow, Inc. stock logo
NOW
ServiceNow
1/5/2026Reiterated Rating$147.46$200.00Overweight
GitLab Inc. stock logo
GTLB
GitLab
1/5/2026Lower Price Target$36.18$55.00Overweight
Fortinet, Inc. stock logo
FTNT
Fortinet
1/5/2026Reiterated Rating$77.88$90.00Neutral
JFrog Ltd. stock logo
FROG
JFrog
1/5/2026Boost Price Target$59.57$70.00Neutral
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Datadog, Inc. stock logo
DDOG
Datadog
1/5/2026Lower Price Target$133.77$195.00Overweight
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
1/5/2026Lower Price Target$181.03$240.00Overweight
Varonis Systems, Inc. stock logo
VRNS
Varonis Systems
1/5/2026Upgrade$32.04$47.00Overweight
SentinelOne, Inc. stock logo
S
SentinelOne
1/4/2026Reiterated Rating$14.63$17.00Neutral
SentinelOne, Inc. stock logo
S
SentinelOne
1/4/2026Downgrade$14.83Hold
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
12/17/2025Set Price Target$452.18$474.00
Netskope Inc. stock logo
NTSK
Netskope
12/12/2025Reiterated Rating$20.94Overweight
Confluent, Inc. stock logo
CFLT
Confluent
12/8/2025Downgrade$29.72$31.00Hold
SentinelOne, Inc. stock logo
S
SentinelOne
12/5/2025Lower Price Target$16.95$20.00Overweight
Docusign Inc. stock logo
DOCU
Docusign
12/5/2025Lower Price Target$66.37$75.00Neutral
GitLab Inc. stock logo
GTLB
GitLab
12/3/2025Reiterated Rating$43.37Overweight
Okta, Inc. stock logo
OKTA
Okta
12/3/2025Lower Price Target$81.87$95.00Neutral
CrowdStrike stock logo
CRWD
CrowdStrike
12/3/2025Boost Price Target$516.55$520.00Neutral
Elastic N.V. stock logo
ESTC
Elastic
11/21/2025Lower Price Target$71.75$110.00Overweight
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
11/20/2025Reiterated Rating$199.90$230.00Overweight
JFrog Ltd. stock logo
FROG
JFrog
11/7/2025Boost Price Target$47.26$60.00Neutral
Fortinet, Inc. stock logo
FTNT
Fortinet
11/6/2025Lower Price Target$80.14$85.00Neutral
Rapid7, Inc. stock logo
RPD
Rapid7
11/5/2025Lower Price Target$14.81$19.00Neutral
Atlassian Corporation PLC stock logo
TEAM
Atlassian
10/31/2025Reiterated Rating$168.84$300.00Overweight
ServiceNow, Inc. stock logo
NOW
ServiceNow
10/30/2025Reiterated Rating$189.50$230.00Overweight
Varonis Systems, Inc. stock logo
VRNS
Varonis Systems
10/29/2025Lower Price Target$34.95$45.00Neutral
Confluent, Inc. stock logo
CFLT
Confluent
10/28/2025Boost Price Target$22.08$28.00Overweight
Netskope Inc. stock logo
NTSK
Netskope
10/13/2025Initiated Coverage$21.75$28.00Overweight
Docusign Inc. stock logo
DOCU
Docusign
9/5/2025Boost Price Target$76.24$90.00Neutral
GitLab Inc. stock logo
GTLB
GitLab
9/4/2025Lower Price Target$46.91$70.00Overweight
Zscaler, Inc. stock logo
ZS
Zscaler
9/3/2025Boost Price Target$274.57$280.00Neutral
Elastic N.V. stock logo
ESTC
Elastic
8/29/2025Boost Price Target$88.08$125.00Overweight
CrowdStrike stock logo
CRWD
CrowdStrike
8/28/2025Lower Price Target$430.71$450.00Neutral
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
8/12/2025Upgrade$168.17$225.00Overweight
JFrog Ltd. stock logo
FROG
JFrog
8/8/2025Reiterated Rating$38.79$48.00Neutral
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
7/31/2025Reiterated Rating$435.19$448.00Neutral
Confluent, Inc. stock logo
CFLT
Confluent
7/31/2025Lower Price Target$17.73$27.00Overweight
ServiceNow, Inc. stock logo
NOW
ServiceNow
7/24/2025Boost Price Target$197.40$230.00Overweight
CrowdStrike stock logo
CRWD
CrowdStrike
7/7/2025Downgrade$513.77$505.00Neutral
GitLab Inc. stock logo
GTLB
GitLab
6/11/2025Reiterated Rating$43.69$85.00Overweight
CrowdStrike stock logo
CRWD
CrowdStrike
6/4/2025Boost Price Target$461.91$505.00Overweight
Zscaler, Inc. stock logo
ZS
Zscaler
5/30/2025Reiterated Rating$251.11$260.00Neutral
Elastic N.V. stock logo
ESTC
Elastic
5/30/2025Lower Price Target$80.27$120.00Overweight
Rapid7, Inc. stock logo
RPD
Rapid7
5/13/2025Lower Price Target$25.06$30.00Neutral
Atlassian Corporation PLC stock logo
TEAM
Atlassian
5/2/2025Reiterated Rating$211.09$300.00Overweight
Confluent, Inc. stock logo
CFLT
Confluent
5/1/2025Lower Price Target$20.15$32.00Overweight
ServiceNow, Inc. stock logo
NOW
ServiceNow
4/24/2025Lower Price Target$186.14$224.00Overweight
SentinelOne, Inc. stock logo
S
SentinelOne
3/13/2025Lower Price Target$19.33$28.00Overweight
SailPoint, Inc. stock logo
SAIL
SailPoint
3/10/2025Initiated Coverage$22.05$30.00Overweight
CrowdStrike stock logo
CRWD
CrowdStrike
3/5/2025Boost Price Target$355.69$400.00Overweight
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
3/3/2025Upgrade$220.26$260.00Overweight
Elastic N.V. stock logo
ESTC
Elastic
2/28/2025Boost Price Target$101.05$135.00Overweight
Confluent, Inc. stock logo
CFLT
Confluent
2/12/2025Boost Price Target$35.08$40.00Overweight
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
2/6/2025Boost Price Target$380.34$440.00Overweight
Atlassian Corporation PLC stock logo
TEAM
Atlassian
1/31/2025Boost Price Target$313.33$365.00Overweight
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Okta, Inc. stock logo
OKTA
Okta
10/17/2024Lower Price Target$75.72$85.00Neutral