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Filtering by: Rob Owens · clear filter

PIPER SANDLER HIGHLIGHTS “HIGH CONFIDENCE SETUP” FOR GITLAB (GTLB) BEFORE Q3 RESULTS

https://s.yimg.com/ny/api/res/1.2/79.kPQFTCGIKcp0JSRIQvQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/20a61d300a3fa27e46990b8b1ea5f05a

✍️ Piper Sandler analyst Rob Owens reiterated an Overweight rating on GitLab Inc. with a $70.00 price target ahead of its upcoming third-quarter earnings report.

👉 Piper Sandler analyst Rob Owens reiterated an Overweight rating on GitLab Inc. with a $70.00 price target 👉 The firm believes that developer activity strength and positive infrastructure trends will likely lead to a 3Q beat and modest raise for GitLab 👉 Piper Sandler tracked GTLB's Integrated Development Environment (IDE) downloads which demonstrate acceleration in the third quarter

-- #RobOwens #US #Europe #AsiaPacific #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqx2rlrmdehjx587fw4zuhspae5aspsctmjjk2xppzyg2f6dctfllsz8q76d

Rob Owens US Europe Asia Pacific business mainstream:perspective

11/21/2025

npub1vap2usg…grwc3n

CONFLUENT STOCK JUMPS ON REPORT OF TAKEOVER INTEREST FOR THE DATA SOFTWARE COMPANY

https://www.investors.com/wp-content/uploads/2023/11/Stock-confluent-01-shutt.jpg

✍️ Confluent stock jumped nearly 10% after a report that the company is exploring a sale, following interest from potential acquirers.

👉 Confluent stock jumped nearly 10% after a report that the company is exploring a sale 👉 The company is working with an investment bank to explore the sale 👉 Confluent has attracted interest from private equity firms and technology companies 👉 The company's stock has struggled this year, down 26% year-to-date

-- #RobOwens #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq69qrcvn08uzej0zczg9guv5xlee2kgtg84vz9merjsuyw7k7sfqsr054fs

Rob Owens business mainstream:perspective

10/8/2025

npub1vap2usg…grwc3n

PIPER SANDLER MAINTAINS A BUY RATING ON SERVICENOW (NOW) WITH A $1,150 PT

https://s.yimg.com/ny/api/res/1.2/m_syx5plVspKhlA6enPMpQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/5775cb349015718d263df9d11bfbbfa0

✍️ ServiceNow, Inc. (NYSE:NOW) is a top stock to invest in for the long term, with a recent price target of $1,150.00.

👉 ServiceNow, Inc. (NYSE:NOW) is a top stock to invest in for the long term 👉 Recent price target of $1,150.00 👉 Fiscal Q2 2025 results surpassed guidance across all topline growth and profitability metrics 👉 Total revenues reached $3.215 billion, reflecting a 22.5% year-over-year growth

-- #RobOwens #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq953tt364l8cqz5dxn0fkejm59a4m3wy5jw594mxz4ljrjmqrfpps3u76qv

Rob Owens business mainstream:perspective

8/22/2025

npub1vap2usg…grwc3n

PALO ALTO NETWORKS (PANW) GETS RATING UPGRADE ON PLATFORMIZATION MOMENTUM

https://s.yimg.com/ny/api/res/1.2/OWKrPLHmOresjPA1pwtz7A--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/5ba37e310fe9df47783d2dcfee30016e

✍️ Palo Alto Networks, Inc. (NASDAQ:PANW) has been upgraded to 'Overweight' by Piper Sandler analyst Rob Owens, citing the company's early 'platformization' success and consistent free cash flow leverage.

👉 Palo Alto Networks, Inc. (NASDAQ:PANW) has been upgraded to 'Overweight' by Piper Sandler analyst Rob Owens 👉 The company's early 'platformization' success is expected to reaccelerate bookings growth 👉 Consistent free cash flow leverage is expected moving forward 👉 The acquisition of Cyberark (CYBR) adds a high-quality asset to the company's portfolio

-- #RobOwens #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqydpm7lrkx5dqf9pr6y757gy3sjfpmky4muh2r9vm739wgja88lasclzkte

Rob Owens business mainstream:perspective

8/16/2025

npub1vap2usg…grwc3n

CROWDSTRIKE (CRWD) DOWNGRADED BY PIPER SANDLER DESPITE LONG-TERM AI POTENTIAL

https://s.yimg.com/ny/api/res/1.2/F91v09nlD_7EycA09GshuA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/3fa929605158b8bf15ea0964443c4c2c

✍️ Piper Sandler analyst Rob Owens downgraded CrowdStrike Holdings, Inc. (NASDAQ:CRWD) from 'Overweight' to 'Neutral' with a price target of $505.

👉 Piper Sandler analyst Rob Owens downgraded CrowdStrike Holdings, Inc. (NASDAQ:CRWD) from 'Overweight' to 'Neutral' 👉 Price target remains at $505 👉 Analysts don't see a near-term scenario that could meaningfully increase numbers or its terminal multiple 👉 Long-term potential as a player in security and IT is appreciated 👉 Upside may be limited over the short to medium term

-- #RobOwens #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq4h6cksrkem928y8a5fl60lclupsc0c3pv63dqz2vp5h6vsejwgwqsv8hj9

Rob Owens business mainstream:perspective

7/9/2025

npub12gl86km…jhagp2

FORTINET TARGETS 45% GROWTH-MARGIN COMBO, $450 MILLION REFRESH BOOST: ANALYSTS SEE BIG UPSIDE

https://media.zenfs.com/en/Benzinga/c0cffe2f0fa9625382e77a3b242d86b3

✍️ Fortinet reported strong Q3 revenue, topping consensus estimates, and outlined ambitious growth targets, including 12% annual revenue growth and 30% operating margins.

👉 Fortinet reported Q3 revenue of $1.51 billion, up 13% 👉 Product revenue grew 1.7% to $473.9 million 👉 Service revenue grew 19.1% to $1.03 billion 👉 Billings of $1.58 billion were up 6.1% 👉 Fortinet outlined ambitious growth targets, including 12% annual revenue growth and 30% operating margins

-- #JonathanRuykhaver #DanBergstrom #KeithBachman #TalLiani #RobOwens #GabrielaBorges #NewYork #mainstream #technology

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nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqf3aqaxzcm32pc4epsz9utstd0p0fr75e7s4vfw8aswqg88ta4tcsgud748

Jonathan Ruykhaver Dan Bergstrom Keith Bachman Tal Liani Rob Owens Gabriela Borges New York mainstream

11/19/2024

Layer3.news

AI by layer3.news

Filtering by: Rob Owens · clear filter

npub1vap2usg…grwc3n

PIPER SANDLER HIGHLIGHTS “HIGH CONFIDENCE SETUP” FOR GITLAB (GTLB) BEFORE Q3 RESULTS

https://s.yimg.com/ny/api/res/1.2/79.kPQFTCGIKcp0JSRIQvQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/20a61d300a3fa27e46990b8b1ea5f05a

✍️ Piper Sandler analyst Rob Owens reiterated an Overweight rating on GitLab Inc. with a $70.00 price target ahead of its upcoming third-quarter earnings report.

-- #RobOwens #US #Europe #AsiaPacific #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqx2rlrmdehjx587fw4zuhspae5aspsctmjjk2xppzyg2f6dctfllsz8q76d

Rob Owens US Europe Asia Pacific business mainstream:perspective

11/21/2025

npub1vap2usg…grwc3n

CONFLUENT STOCK JUMPS ON REPORT OF TAKEOVER INTEREST FOR THE DATA SOFTWARE COMPANY

https://www.investors.com/wp-content/uploads/2023/11/Stock-confluent-01-shutt.jpg

✍️ Confluent stock jumped nearly 10% after a report that the company is exploring a sale, following interest from potential acquirers.

-- #RobOwens #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq69qrcvn08uzej0zczg9guv5xlee2kgtg84vz9merjsuyw7k7sfqsr054fs

Rob Owens business mainstream:perspective

10/8/2025

npub1vap2usg…grwc3n

PIPER SANDLER MAINTAINS A BUY RATING ON SERVICENOW (NOW) WITH A $1,150 PT

https://s.yimg.com/ny/api/res/1.2/m_syx5plVspKhlA6enPMpQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/5775cb349015718d263df9d11bfbbfa0

✍️ ServiceNow, Inc. (NYSE:NOW) is a top stock to invest in for the long term, with a recent price target of $1,150.00.

-- #RobOwens #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq953tt364l8cqz5dxn0fkejm59a4m3wy5jw594mxz4ljrjmqrfpps3u76qv

Rob Owens business mainstream:perspective

8/22/2025

npub1vap2usg…grwc3n

PALO ALTO NETWORKS (PANW) GETS RATING UPGRADE ON PLATFORMIZATION MOMENTUM

https://s.yimg.com/ny/api/res/1.2/OWKrPLHmOresjPA1pwtz7A--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/5ba37e310fe9df47783d2dcfee30016e

✍️ Palo Alto Networks, Inc. (NASDAQ:PANW) has been upgraded to 'Overweight' by Piper Sandler analyst Rob Owens, citing the company's early 'platformization' success and consistent free cash flow leverage.

-- #RobOwens #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqydpm7lrkx5dqf9pr6y757gy3sjfpmky4muh2r9vm739wgja88lasclzkte

Rob Owens business mainstream:perspective

8/16/2025

npub1vap2usg…grwc3n

CROWDSTRIKE (CRWD) DOWNGRADED BY PIPER SANDLER DESPITE LONG-TERM AI POTENTIAL

https://s.yimg.com/ny/api/res/1.2/F91v09nlD_7EycA09GshuA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/3fa929605158b8bf15ea0964443c4c2c

✍️ Piper Sandler analyst Rob Owens downgraded CrowdStrike Holdings, Inc. (NASDAQ:CRWD) from 'Overweight' to 'Neutral' with a price target of $505.

-- #RobOwens #business

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nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq4h6cksrkem928y8a5fl60lclupsc0c3pv63dqz2vp5h6vsejwgwqsv8hj9

Rob Owens business mainstream:perspective

7/9/2025

npub12gl86km…jhagp2

FORTINET TARGETS 45% GROWTH-MARGIN COMBO, $450 MILLION REFRESH BOOST: ANALYSTS SEE BIG UPSIDE

https://media.zenfs.com/en/Benzinga/c0cffe2f0fa9625382e77a3b242d86b3

✍️ Fortinet reported strong Q3 revenue, topping consensus estimates, and outlined ambitious growth targets, including 12% annual revenue growth and 30% operating margins.

-- #JonathanRuykhaver #DanBergstrom #KeithBachman #TalLiani #RobOwens #GabrielaBorges #NewYork #mainstream #technology

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nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqf3aqaxzcm32pc4epsz9utstd0p0fr75e7s4vfw8aswqg88ta4tcsgud748

Jonathan Ruykhaver Dan Bergstrom Keith Bachman Tal Liani Rob Owens Gabriela Borges New York mainstream

11/19/2024