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Blair Abernathy

Senior Research Analyst and Managing Director at Rosenblatt Securities

Blair Abernethy is a Senior Research Analyst and Managing Director at Rosenblatt Securities, specializing in the software sector with a focus on internet software, prepackaged software, and infrastructure. He covers companies such as Pegasystems (PEGA), Cadence Design Systems (CDNS), Synopsys (SNPS), Snowflake (SNOW), MongoDB (MDB), Elastic (ESTC), and Shopify (SHOP), achieving strong performance with a 62.69% success rate and average return of +9.20% per rating on TipRanks, alongside a 59.33% success rate and 9.96% average return overall. With over 20 years of sell-side experience, including roles at Thomas Weisel Partners, Stifel Nicolaus, and Paradigm Capital, plus software industry work with AI/ML startups and corporate banking at Scotiabank and GE Capital, he holds an MBA from the University of Toronto, a BS in Electrical Engineering from the University of Michigan, and is a CFA charterholder.

Blair Abernathy's questions to PTC (PTC) leadership

Question · Q1 2026

Blair Abernathy asked about new customer interest in PTC's portfolio, specifically if it's skewed towards SaaS products, and requested more details on the success of the startup aerospace and defense program.

Answer

CRO Robert Datta reported an increase in competitive displacements, bringing new logos to PTC, with new customers predominantly adopting cloud environments for reduced complexity and AI advantages. He highlighted positive initial reception for the startup aerospace and defense program, indicating strong positioning to serve both established and emerging players in that sector.

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Fintool

Fintool can predict PTC logo PTC's earnings beat/miss a week before the call

Blair Abernathy's questions to Navan (NAVN) leadership

Question · Q3 2026

Blair Abernathy asked for more details on Navan's approach to the payments market with increased capital, including sales push and ideal customer, and if Navan Edge represents an upsell or drives stickiness.

Answer

CEO Ariel Cohen stated payments are added across all segments to enhance traveler experience and meet existing demand with new capital. He clarified Navan Edge unlocks more of the total addressable market by targeting non-managed travel, maintaining the same business model of booking and supplier fees.

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Fintool can predict Navan logo NAVN's earnings beat/miss a week before the call