Splunk

  • Has This Tech Titan Lost Its Way?

    By AnnaLisa Kraft - July 17, 2013 | Tickers: AMZN, AAPL, GOOG, SPLK

    Every year Fast Company lists the 20 most innovative companies and Apple was outranked by several publicly traded companies: Nike at number one, Amazon (NASDAQ: AMZN) at two, Splunk (NASDAQ: SPLK) at four, Target at ten and Google (NASDAQ: GOOG) at 11 with Apple (NASDAQ: AAPL) trailing at 13.

    <img alt="" src="http://media.ycharts.com/charts/259b17835e831e8e1d0916d392cf0d5f.png" />

    SPLK Total Return Price data by YCharts

    Mired in the doldrums?

    Each of these companies' stocks has performed better than Apple more »

  • SolarWinds vs. Splunk: A Tale of Two Data Management Companies

    By Jason Earley - July 1, 2013 | Tickers: SWI, SPLK

    Data surrounds us, but we only perceive a small fraction of it.  

    Companies like SolarWinds (NYSE: SWI) and Splunk (NASDAQ: SPLK) empower customers to gain dominion over complex digital networks and turn data from numerous disparate sources into actionable business insight.  Think banks aggregating financial activities from numerous sources (ATM, wire transfer, online banking, credit card transactions) to detect fraud or identifying anomalies across network devices in order to quickly more »

  • Billionaire Noam Gottesman’s 5 Favorite Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: FB, QCOM, SPLK, TSM, WAG

    Noam Gottesman took the knowledge he gleaned from the halls of Lehman Brothers and Goldman Sachs and co-founded his own fund, GLG Partners, in 1995. Since then, the fund’s AUM has reached into the ten-figures, as has Gottesman’s personal wealth. Similar to quarters past, the fund is required by the SEC to release its positions four times a year in a document known as a 13F filing. We more »

  • How Do You Cash in on the Big Data Revolution?

    By Paul Sangrey - June 26, 2013 | Tickers: FDS, ENL, RUK, SPLK, TRI

    Everybody is talking these days about "big data." From 1986 to 2007, humanity was able to store 250 optimally compressed exabytes and general-purpose computing power grew at annual rate of 58% (Science). Every two days, as much data is generated as in all of human history up until 2003 (IBM). However, as any intelligent investor knows there is a difference between information and knowledge. As a result, several companies have more »

  • Investors Continue to Overpay for Splunk

    By Mark Holder - June 6, 2013 | Tickers: PANW, SPLK, DATA

    Even with Splunk (NASDAQ: SPLK) trading down substantially from the recent market weakness, the stock is still very overvalued. The stock was one of the hottest IPOs in 2012 and recently hit all time highs while trading at ridiculously high multiples.

    Splunk is a leading provider of software for real-time operational intelligence. The company forecast up to 38% revenue growth for the year, but is that growth enough to justify more »

  • Stay Away From This Technology Stock

    By Vladimir Zernov - June 5, 2013 | Tickers: PANW, CRM, SPLK

    One of the hottest topics in the technology world now is Big Data. As data sets grow by the second, companies are interested in utilizing these vast amounts of available information for decision making. Splunk (NASDAQ: SPLK) is one of the companies that works in this tempting market. Splunk software collects and processes machine-generated data that comes from websites, applications, servers and networks. This software enables users to monitor and more »

  • Where Does IBM Stand in the Long Term Scheme of Things?

    By harsha lohia - May 21, 2013 | Tickers: AMZN, HPQ, IBM, SPLK

    International Business Machine (NYSE: IBM) has been rewarding shareholders over the years with its stable growth coupled with robust buy back and healthy dividend programs. It has returned over $150 billion to shareholders since the year 2000. But the company’s recent quarter earnings disappointed analysts and raised a few eyebrows regarding the company’s future. Is this event a red signal for long term investors, or will it be more »

  • Don't Discount This Solid Tech Stock Just Yet

    By Rupert Hargreaves - April 28, 2013 | Tickers: HPQ, IBM, SPLK

    Last week, International Business Machines (NYSE: IBM) shocked the market when it reported earnings. For the first time in eight years, the company missed analyst estimates and the resulting 7% drop in IBM's share price would have whacked 120 points off the Dow - luckily, the rest of the index remained strong.

    Obviously, IBM's first miss in eight years really panicked investors, but I believe that this could be more »

  • Three Post-Earnings Market Movers that I Would Not Touch

    By Brian Nichols - March 4, 2013 | Tickers: CERS, FWLT, SPLK

    Earnings can dictate the direction of a stock for the following three months. Investors pay close attention to earnings and often make emotional decisions based on the performance of a stock post-earnings. However, the performance of a stock following earnings should never be the first line of research, rather the last. With that being said, I am looking at three companies that reported earnings on Friday, and these are three more »

  • Why Is Billionaire Paul Singer Getting Deeper Into BMC?

    By Marshall Hargrave - February 7, 2013 | Tickers: BMC, CA, IBM, MSFT, SPLK

    Billionaire investor and hedge fund manager Paul Singer continues his push for the sale of BMC Software (NASDAQ: BMC)Singer, via Elliott Associates and Elliott Management, now owns 13.69 million shares, or 9.6% of BMC, making Elliott and Paul Singer BMC's largest shareholder. The recent purchase is a 8.6% increase in shares from the 12.6 million Elliott owned at the end of the third quarter more »

  • Salesforce's Fatal Flaw, and Oracle's Golden Opportunity

    By Gaurav Seetharam - February 1, 2013 | Tickers: ORCL, CRM, SPLK

    It seems to me that investors looking to go long on the software-as-a-service (SaaS) industry are faced with a distinct choice. Either they go with a specialized cloud computing company like Salesforce.com (NYSE: CRM), or they bet on a larger company like Oracle (NYSE: ORCL) that offers cloud computing both independently and as part of a package. I am bullish on the industry as a whole, but companies like more »

  • Is Splunk banking on new pricing policy

    By abhisht gupta - January 4, 2013 | Tickers: MSFT, ORCL, SPLK

    “Our license revenues were the result of broad adoption by our customers in financial services, technology, telecommunications and government sectors.”

    Godfrey Sullivan, Chairman & President of Splunk

    Splunk (NASDAQ: SPLK) provides applications that helps organizations collect and organize large amounts of data of any type & amount. This enables the organizations to search data easily and quickly.Its applications can also be used to report and analyze the data to make business more »

  • Not Enough Workdays to Make This Stock Attractive

    By Mark Holder - December 28, 2012 | Tickers: BNNY, MM, PRLB, SPLK, WDAY

    Demand for software companies that cater to business clients remains strong, but not enough workdays exist in a year to make Workday (NYSE: WDAY) attractive at current market multiples. The company went public in mid-October at highly unappealing multiples that leave limited upside for the retail investor buying now.

    The provider of enterprise cloud-based applications for customers to manage critical business functions trades at around 20x 2013 revenue targets. A more »

  • Five Stocks Hit Hard by Sellers, But Two Still Offer Something for Buyers

    By Declan Fallon - November 28, 2012 | Tickers: CHK, ISIS, MELI, NTES, SPLK

    It has been just over a month since my last review.  In that post I featured stocks which were existing holdings of mine.  For the record, I added to these positions in November as I took advantage of the 9% drop in the S&P.  Under my investing thesis, the market hadn't reached the level I like to see to add new positions, but that is not to say more »

  • Splunk(ing) for earnings data

    By Joel Eggerding - November 16, 2012 | Tickers: SPLK

    2012 IPO darling  Splunk (NASDAQ: SPLK) will be reporting earnings on November 29th.  IPOs are like presents for institutional investors.  They play with them for a while, but soon get bored.  That's where individual investors have an advantage -- we can scoop up these old presents and make money with them.

    What does Splunk do?  From their September 13th 10-Q:

    "Splunk provides an innovative software platform that enables organizations to more »

  • New Competition Challenges This Software Company

    By Abir Karmakar - October 5, 2012 | Tickers: ORCL, SPLK, TIBX

    On Monday, at the 8th annual Value Investing Congress in New York, Zack Buckley, who runs Buckley Capital, declared that he believes Splunk (NASDAQ: SPLK) is in a “very tough competition,”  having to battle with the likes of established powers HP, Intel, Oracle, and others. He also added that Splunk is a one-product company, and only worth $6-$12 per share based on its free cash flow valuation. The more »

  • Big Data Big Profits

    By Declan Fallon - September 24, 2012 | Tickers: ORCL, SAP, SPLK

    It's not often an IPO makes it onto my volume breaker scan, but one managed to meet my qualifying criteria of new highs on significantly heavier volume.  The stock launched in April with a splash when it concluded its first day of trading up 66% on its IPO price.  It was able to hold its gains for a few months before earnings brought with it a fresh surge in more »

  • Rookie of the Year

    By Jon Quast - August 27, 2012 | Tickers: BNNY, FB, FIVE, SDR, SPLK

    Mark McGwire was called up to the baseball big leagues in 1987.  By the All-Star break he was unanimously chosen and given the title: Rookie of the Year.  When you get a unanimous decision, there has to be something that stands out about the new kid.  What was it with Big Mac?  He wound up setting the rookie record by belting 49 home runs.

    This year has been memorable so more »

  • Go Splunk Somewhere Else

    By Jon Quast - August 24, 2012 | Tickers: AMZN, AAPL, GOOG, IBM, SPLK

    Splunk was started less than a decade ago in 2003.  It has had a very short career up to this point as a publicly traded company.  The company went public in April this year.  Gross income has been growing at a fantastic rate from $15 million in fiscal 2009, to $109 million in fiscal 2012.  Given the quick jump onto the scene, and the rapid income growth, it earned an even closer look.

  • Did Zynga Just Issue Splunk Investors a Stern Warning?

    By Thomas J Lavan III - July 27, 2012 | Tickers: FB, SPLK, ZNGA

    Last month I took considerable heat from readers on an article I wrote stressing the weakness of Zynga’s (NASDAQ: ZNGA) business. Admittedly so, my analysis was a very high level and academic one; I filtered the online and mobile game maker through Michael Porter’s 5 Forces Model. Assessing the core business story should be the first step an investor takes in deciding where to put his money. For more »

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