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Brian Schwartz

Brian Schwartz Analyst Performance

Managing Director at Oppenheimer

Brian Schwartz is a stock analyst at Oppenheimer focused in the technology sector, covering 26 publicly traded companies. Over the past year, Brian Schwartz has issued 51 stock ratings, including buy and hold recommendations. While full access to Brian Schwartz's 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 Brian Schwartz's 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
193 Last 12 Years
Buy Recommendations
89.42% 169 Buy Ratings
Companies Covered
26 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy89.4%169 ratings
Hold10.6%20 ratings
Sell0.0%0 ratings

Out of 189 total stock ratings issued by Brian Schwartz at Oppenheimer, the majority (89.4%) have been Buy recommendations, followed by 10.6% Hold.

Exchange Coverage

ExchangePercentageCount
NASDAQ
57.7% of companies on NASDAQ
15 companies
NYSE
42.3% of companies on NYSE
11 companies

Brian Schwartz, an analyst at Oppenheimer, currently covers 26 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Technology
23 companies
88.5%
Communication Services
1 company
3.8%
Industrials
1 company
3.8%
Miscellaneous
1 company
3.8%

Brian Schwartz of Oppenheimer specializes in stock coverage within the Technology sector, with additional focus on Communication Services and Industrials companies.

Coverage Industries

IndustryPercentage
SOFTWARE
22 companies
84.6%
IT SERVICES
1 company
3.8%
MEDIA
1 company
3.8%
PROFESSIONAL SERVICES
1 company
3.8%
Miscellaneous
1 company
3.8%

Brian Schwartz's Ratings History at Oppenheimer

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
0 Results
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Workday, Inc. stock logo
WDAY
Workday
11/12/2026Reiterated Rating$189.24Outperform
monday.com Ltd. stock logo
MNDY
monday.com
11/9/2026Set Price Target$79.93$90.00
monday.com Ltd. stock logo
MNDY
monday.com
11/9/2026Reiterated Rating$79.85$100.00Outperform
EverCommerce Inc. stock logo
EVCM
EverCommerce
11/6/2026Lower Price Target$7.96$11.00Outperform
Oracle Corporation stock logo
ORCL
Oracle
10/29/2026Reiterated Rating$144.46$275.00Outperform
ServiceNow, Inc. stock logo
NOW
ServiceNow
10/29/2026Reiterated Rating$149.55$165.00Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
10/27/2026Reiterated Rating$119.63$135.00Outperform
Microsoft Corporation stock logo
MSFT
Microsoft
10/26/2026Boost Price Target$524.51$625.00Outperform
Braze, Inc. stock logo
BRZE
Braze
10/20/2026Downgrade$45.53Market Perform
Workday, Inc. stock logo
WDAY
Workday
10/14/2026Reiterated Rating$186.02$220.00Outperform
ServiceNow, Inc. stock logo
NOW
ServiceNow
10/13/2026Reiterated Rating$140.18$165.00Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
10/12/2026Reiterated Rating$105.03Outperform
Microsoft Corporation stock logo
MSFT
Microsoft
9/22/2026Boost Price Target$501.61$570.00Outperform
Salesforce Inc. stock logo
CRM
Salesforce
9/17/2026Reiterated Rating$250.64Outperform
Oracle Corporation stock logo
ORCL
Oracle
9/8/2026Reiterated Rating$158.65$275.00Outperform
Salesforce Inc. stock logo
CRM
Salesforce
8/27/2026Reiterated Rating$243.76$275.00Outperform
Braze, Inc. stock logo
BRZE
Braze
8/27/2026Boost Price Target$33.69$36.00Outperform
Via Transportation Inc. stock logo
VIA
Via Transportation
8/7/2026Boost Price Target$22.85$30.00Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
7/28/2026Reiterated Rating$103.24$118.00Outperform
Microsoft Corporation stock logo
MSFT
Microsoft
7/22/2026Reiterated Rating$397.75$515.00Outperform
ServiceNow, Inc. stock logo
NOW
ServiceNow
7/15/2026Reiterated Rating$104.90$140.00Outperform
Oracle Corporation stock logo
ORCL
Oracle
6/8/2026Boost Price Target$213.41$275.00Outperform
ServiceNow, Inc. stock logo
NOW
ServiceNow
5/26/2026Reiterated Rating$102.13Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
5/19/2026Boost Price Target$70.20$100.00Outperform
Oracle Corporation stock logo
ORCL
Oracle
5/12/2026Boost Price Target$193.86$235.00Outperform
Microsoft Corporation stock logo
MSFT
Microsoft
4/27/2026Reiterated Rating$417.47$515.00Outperform
ServiceNow, Inc. stock logo
NOW
ServiceNow
4/15/2026Set Price Target$87.81$130.00Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
4/9/2026Lower Price Target$65.61$90.00Outperform
Braze, Inc. stock logo
BRZE
Braze
3/25/2026Lower Price Target$21.95$30.00Outperform
Adobe Inc. stock logo
ADBE
Adobe
3/13/2026Reiterated Rating$252.57Market Perform
Oracle Corporation stock logo
ORCL
Oracle
3/11/2026Boost Price Target$149.62$210.00Outperform
Salesforce Inc. stock logo
CRM
Salesforce
2/26/2026Lower Price Target$192.19$250.00Outperform
Oracle Corporation stock logo
ORCL
Oracle
2/25/2026Upgrade$146.03$185.00Outperform
Workday, Inc. stock logo
WDAY
Workday
2/25/2026Lower Price Target$131.51$165.00Outperform
Salesforce Inc. stock logo
CRM
Salesforce
2/17/2026Lower Price Target$189.58$275.00Outperform
Workday, Inc. stock logo
WDAY
Workday
2/17/2026Lower Price Target$144.42$200.00Outperform
Freshworks Inc. stock logo
FRSH
Freshworks
2/11/2026Set Price Target$7.21$15.00
Workday, Inc. stock logo
WDAY
Workday
2/9/2026Reiterated Rating$152.57Outperform
Microsoft Corporation stock logo
MSFT
Microsoft
1/29/2026Reiterated Rating$425.03Outperform
Via Transportation Inc. stock logo
VIA
Via Transportation
1/22/2026Lower Price Target$26.67$40.00Outperform
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Freshworks Inc. stock logo
FRSH
Freshworks
1/22/2026Lower Price Target$11.41$18.00Outperform
ServiceNow, Inc. stock logo
NOW
ServiceNow
1/21/2026Reiterated Rating$126.17$175.00Outperform
Adobe Inc. stock logo
ADBE
Adobe
1/13/2026Downgrade$327.65Market Perform
ServiceNow, Inc. stock logo
NOW
ServiceNow
1/13/2026Lower Price Target$140.44$200.00Outperform
Clearwater Analytics Holdings, Inc. stock logo
CWAN
Clearwater Analytics
12/22/2025Downgrade$22.25Market Perform
ServiceNow, Inc. stock logo
NOW
ServiceNow
12/18/2025Reiterated Rating$781.73$230.00Outperform
Adobe Inc. stock logo
ADBE
Adobe
12/11/2025Lower Price Target$345.70$430.00Outperform
Braze, Inc. stock logo
BRZE
Braze
12/10/2025Reiterated Rating$34.57$40.00Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
12/4/2025Boost Price Target$126.71$140.00Outperform
Salesforce Inc. stock logo
CRM
Salesforce
12/1/2025Lower Price Target$230.79$300.00Outperform
Workday, Inc. stock logo
WDAY
Workday
11/26/2025Reiterated Rating$213.30Outperform
Microsoft Corporation stock logo
MSFT
Microsoft
10/30/2025Reiterated Rating$541.55Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
10/28/2025Reiterated Rating$143.03Outperform
SoundHound AI, Inc. stock logo
SOUN
SoundHound AI
9/11/2025Initiated Coverage$14.05Market Perform
Adobe Inc. stock logo
ADBE
Adobe
9/9/2025Lower Price Target$358.66$460.00Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
9/9/2025Boost Price Target$113.94$125.00Outperform
Salesforce Inc. stock logo
CRM
Salesforce
8/26/2025Lower Price Target$247.75$315.00Outperform
Workday, Inc. stock logo
WDAY
Workday
8/22/2025Lower Price Target$227.58$270.00Outperform
EverCommerce Inc. stock logo
EVCM
EverCommerce
8/7/2025Reiterated Rating$10.27$13.00Outperform
Sprout Social, Inc. stock logo
SPT
Sprout Social
8/7/2025Lower Price Target$16.06$23.00Outperform
Microsoft Corporation stock logo
MSFT
Microsoft
7/31/2025Boost Price Target$513.24$630.00Outperform
ServiceNow, Inc. stock logo
NOW
ServiceNow
7/24/2025Reiterated Rating$197.98$230.00Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
7/22/2025Boost Price Target$105.27$120.00Outperform
Microsoft Corporation stock logo
MSFT
Microsoft
7/9/2025Upgrade$496.62$600.00Outperform
Braze, Inc. stock logo
BRZE
Braze
6/24/2025Lower Price Target$26.55$38.00Outperform
Adobe Inc. stock logo
ADBE
Adobe
6/13/2025Lower Price Target$390.98$500.00Outperform
Clearwater Analytics Holdings, Inc. stock logo
CWAN
Clearwater Analytics
6/11/2025Lower Price Target$23.80$36.00Outperform
Salesforce Inc. stock logo
CRM
Salesforce
6/10/2025Reiterated Rating$271.98$370.00Outperform
Braze, Inc. stock logo
BRZE
Braze
6/6/2025Lower Price Target$30.30$44.00Outperform
Salesforce Inc. stock logo
CRM
Salesforce
5/29/2025Reiterated Rating$275.07$370.00Outperform
Workday, Inc. stock logo
WDAY
Workday
5/23/2025Lower Price Target$239.52$300.00Outperform
Sprout Social, Inc. stock logo
SPT
Sprout Social
5/9/2025Lower Price Target$23.72$32.00Outperform
ServiceNow, Inc. stock logo
NOW
ServiceNow
5/6/2025Reiterated Rating$195.68$220.00Outperform
Freshworks Inc. stock logo
FRSH
Freshworks
4/9/2025Lower Price Target$12.08$19.00Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
4/9/2025Lower Price Target$65.76$90.00Outperform
EverCommerce Inc. stock logo
EVCM
EverCommerce
3/14/2025Lower Price Target$8.95$12.00Outperform
Adobe Inc. stock logo
ADBE
Adobe
3/13/2025Lower Price Target$438.60$530.00Outperform
Salesforce Inc. stock logo
CRM
Salesforce
2/27/2025Lower Price Target$307.19$380.00Outperform
Workday, Inc. stock logo
WDAY
Workday
2/26/2025Boost Price Target$255.22$320.00Outperform
Freshworks Inc. stock logo
FRSH
Freshworks
2/12/2025Boost Price Target$17.86$24.00Outperform
ServiceNow, Inc. stock logo
NOW
ServiceNow
1/30/2025Boost Price Target$200.08$240.00Outperform
Agilysys, Inc. stock logo
AGYS
Agilysys
1/22/2025Lower Price Target$125.90$135.00Outperform
Freshworks Inc. stock logo
FRSH
Freshworks
1/16/2025Upgrade$16.77$22.00Outperform