Analyst Information


Rob Owens

Sr. Research Analyst

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.

Universe Coverage:
Technology:   Security & Infrastructure Software
CHKPCheck Point Software Technologies Ltd.
CFLTConfluent, Inc.
CRWDCrowdStrike Holdings, Inc.
CYBRCyberArk Software Ltd.
DARK LNDarktrace Plc
DOCUDocuSign, Inc.
ESTCElastic N.V.
FEYEFireEye, Inc.
FORGForgeRock, Inc.
FTNTFortinet, Inc.
GTLBGitLab, Inc.
JAMFJamf Holding Corp.
FROGJFrog Ltd.
KNBEKnowBe4, Inc.
OKTAOkta, Inc.
PANWPalo Alto Networks, Inc.
PINGPing Identity Holding Corp.
RPDRapid7, Inc.
SAILSailPoint Technologies Holdings, Inc.
SSentinelOne, Inc.
NOWServiceNow, Inc.
SPLKSplunk Inc.
SUMOSumo Logic, Inc.
TENBTenable Holdings, Inc.
TUFNTufin Software Technologies Ltd.
VRNSVaronis Systems, Inc.
ZSZscaler, Inc.