Rob Owens

Okta Inc (NASDAQ: OKTA) reported Wednesday its first-quarter results, which if were to be summed up in one word it would be "wow," according to KeyBanc. The Analyst KeyBanc Capital Markets' Rob Owens maintains an Overweight rating on Okta with a price target lifted from $57 to...

New Relic Inc (NYSE: NEWR) hosted its analyst and investor day Monday afternoon where management detailed the company's "early opportunity," according to KeyBanc Capital Markets.  The Analyst Analyst Rob Owens downgraded New Relic from Overweight to Sector Weight with no...

Box Inc (NYSE: BOX) reported Wednesday with first-quarter results that sent shares initially trading lower — but one analyst continues to see the bullish case for owning the stock.  The Analyst KeyBanc Capital Markets' Rob Owens maintains an Overweight rating on Box with...

Cybersecurity provider Carbon Black Inc (NASDAQ: CBLK) is a standout in a crowded segment, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Rob Owens initiated coverage of Carbon Black with an Overweight rating and $29 price target. The Thesis Fresh off an early...

Splunk Inc (NASDAQ: SPLK) reported Thursday with a first-quarter non-GAAP loss per share of 7 cents on revenue of $311.6 million, up 37 percent year-over-year. The results exceeded consensus expectations, which called for a loss of 9 cents on revenue of $297.67 million. The revenue guidance...

Dropbox Inc. (NASDAQ: DBX)'s first-ever earnings report as a public company Thursday emphasizes the bullish case for the stock, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Rob Owens maintains an Overweight rating on Dropbox's stock with an unchanged $40...

Dropbox, Inc. (NASDAQ: DBX)’s broad appeal, compelling conversion opportunity and high margins give the stock compelling upside, according to KeyBanc Capital Markets.  The Analyst Rob Owens of KeyBanc Capital Markets initiated coverage on Dropbox with an Overweight rating and $40 price...

Shares of Fortinet Inc (NASDAQ: FTNT) have gained 23 percent since the start of 2018 and 45 percent over the past year, which implies the stock's valuation is full, according to KeyBanc Capital Markets.  The Analyst KeyBanc's Rob Owens downgraded Fortinet's stock rating from...

Palo Alto Networks Inc (NYSE: PANW) reported fiscal second quarter results, which not only included a top-and-bottom-line beat but showed "strength across the board," according to KeyBanc. The Analyst KeyBanc Capital Markets' Rob Owens maintains an Overweight rating on Palo Alto...

Cybersecurity provider Sailpoint Technologies Holdings Inc (NYSE: SAIL) began publicly trading in November, and it didn't take long for Wall Street analysts to start coverage of the stock with a bullish stance. The Analyst KeyBanc Capital Markets' Rob Owens initiated coverage of Sailpoint...

Cloud content management and file sharing services provider Box Inc (NYSE: BOX) reported 16 percent revenue growth and 26 percent billings growth Wednesday after the close. The bottom line revealed a narrower net loss of 13 cents per share on a non-GAAP basis, in line with the consensus....

Cybersecurity software vendor Palo Alto Networks Inc (NYSE: PANW) reported first quarter results Monday that included revenues that rose 27 percent year-over-year and non-GAAP earnings of 74 cents per share versus 55 cents per share last year. Both metrics exceeded expectations. The company...

Security software vendor Palo Alto Networks Inc (NYSE: PANW) has been a fundamentally sound company, capitalizing on the necessity to protect networks from security breaches. The company is scheduled to release its fiscal first quarter results after the close Monday, Nov. 20.  The...

Splunk Inc (NASDAQ: SPLK) reported Thursday its third quarter results, which consisted of a better than expected top and bottom-line, encouraging guidance and an upward revision to its full year fiscal 2018 guidance. The Analyst & Price Target KeyBanc Capital Markets analyst Rob Owens...

Reviewing Check Point Software Technologies Ltd. (NASDAQ: CHKP)'s third-quarter results, KeyBanc Capital Markets said the company's fourth-quarter outlook gave a fright to investors. On the earnings call, the company issued below-consensus revenue forecast for the fourth quarter. As such, the...