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

Security & Infrastructure Software
TEAM	Atlassian Corp. Plc
CHKP	Check Point Software Technologies Ltd.
CFLT	Confluent, Inc.
CRWD	CrowdStrike Holdings, Inc.
CYBR	CyberArk Software Ltd.
DDOG	Datadog, Inc.
DOCU	DocuSign, Inc.
DT	Dynatrace, Inc.
ESTC	Elastic N.V.
FTNT	Fortinet, Inc.
GTLB	GitLab, Inc.
JAMF	Jamf Holding Corp.
FROG	JFrog Ltd.
OKTA	Okta, Inc.
PANW	Palo Alto Networks, Inc.
QLYS	Qualys, Inc.
RPD	Rapid7, Inc.
S	SentinelOne, Inc.
NOW	ServiceNow, Inc.
TENB	Tenable Holdings, Inc.
VRNS	Varonis Systems, Inc.
ZS	Zscaler, Inc.