Splunk (NASDAQ:SPLK)

CAPS Rating: 4 out of 5

SPLK News and Commentary

Caps

How do you think SPLK will perform against the market?

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All Players

393 Outperform
42 Underperform
 

All-Star Players

124 Outperform
11 Underperform
 

Wall Street

11 Outperform
1 Underperform
 

Top SPLK Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

CashATK (72.86)
Submitted June 27, 2017

Here are some moats I see: 1) 85 of top Fortune 100 companies are already using it, so there would be a high transfer cost to switch to other systems, and other companies will look to Splunk’s track history with these other companies.2) Contracts are… More

kcurley3 (51.13)
Submitted October 31, 2015

It has just not performed and I don't see it doing all that much in the future. Too many other opportunities without this downside.

SPLK VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about SPLK.

Recs

0
Member Avatar CovenantInvestmt (21.94) Submitted: 1/23/2018 7:57:52 PM : Outperform Start Price: $89.32 SPLK Score: +7.25

What a fundamentally smart company run by some very fundamentally smart people.

Yes - It is expensive right now, I already have a position established and on dips I will cautiously add more to build a larger position.

They have the makings of becoming another monster like Google, "machine learning" and "Ai" are huge... and the future is there now.... and way out there for the foreseeable future. This company has a long runway and is run by some of the smartest minds out there. Analytics, Big Data and the intelligence to interpret, sort, analyze as well as protect it, is the heartbeat of business. These guys have it going on....

I am long and will stay that way for quite a while.

Recs

0
Member Avatar Horsemonkey (52.76) Submitted: 1/8/2018 3:11:21 PM : Outperform Start Price: $89.81 SPLK Score: +5.34

The clearest trend that I see is the proliferation of useable data generated by corporations. This means there is a growing need for analysis and visualization of that data. Without Spunk, or another Data Visualization company, corporations are forced to make sense of all their incoming data from multiple sources by themselves.
I like Splunk but I’m concerned about the competition and the seemingly low barrier to entry. We don’t know the ramifications of Quantum Computing and Deep Learning, so I am keeping my eye on competitors in the space, and there are a few emerging: one in particular is Alteryx (AYX) and another I like, still private, is Sisense.

Recs

0
Member Avatar westerlundr (< 20) Submitted: 9/29/2017 2:00:02 PM : Outperform Start Price: $66.98 SPLK Score: +31.95

In the right business segment to be bought by larger company needing their technology.

Leaderboard

Find the members with the highest scoring picks in SPLK.

Score Leader

Brady2Moss

Brady2Moss (69.24) Score: +156.31

The Score Leader is the player with the highest score across all their picks in SPLK.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. Brady2Moss 69.24 12/13/2012 Outperform 5Y $27.17 +246.08% +89.77% +156.31 0 Comment
coronelcossack 98.04 2/10/2016 Outperform 5Y $32.03 +193.57% +45.79% +147.78 0 Comment
alohabubba9 54.59 7/11/2012 Outperform 5Y $26.83 +250.47% +102.79% +147.67 0 Comment
blue7053 < 20 11/16/2012 Outperform 5Y $27.38 +243.43% +100.27% +143.15 0 Comment
dsk12412313 < 20 11/5/2012 Outperform 3Y $28.18 +233.68% +92.55% +141.13 0 Comment
Lonewolfemm < 20 7/23/2012 Outperform 3Y $28.25 +232.85% +102.40% +130.45 1 Comment
murforce1 < 20 7/19/2012 Outperform 3Y $29.00 +224.24% +97.73% +126.52 0 Comment
ParkieFool 97.41 2/23/2016 Outperform 5Y $35.50 +164.87% +41.01% +123.86 0 Comment
blenhart < 20 10/25/2012 Outperform 5Y $29.88 +214.69% +92.46% +122.23 0 Comment
tytymhorau 47.53 2/8/2016 Outperform 5Y $35.14 +167.59% +46.51% +121.08 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
trackstephensinc 75.48 4/6/2015 Outperform NS $60.53 +55.34% +32.53% +22.82 0 Comment
TrackJimCramer 85.50 2/26/2015 Outperform 3W $69.57 +35.16% +28.76% +6.40 0 Comment
TrackCanaccord < 20 10/8/2014 Outperform NS $58.00 +62.12% +40.75% +21.37 0 Comment
TrackCowenandCo 84.70 8/27/2014 Outperform NS $46.37 +102.78% +35.79% +66.99 0 Comment
TrackJimCramer 85.50 5/13/2014 Underperform 3W $44.07 +57.86% +11.28% -46.59 2/26/2015 @ $69.57 0 Comment
TrackUBS 92.24 1/7/2014 Outperform NS $73.05 +28.72% +48.65% -19.93 0 Comment
TrackOppenheimer 70.64 12/4/2013 Outperform NS $70.28 +33.79% +51.97% -18.17 0 Comment
TrackJimCramer 85.50 11/25/2013 Outperform 3W $71.03 -37.96% +5.17% -43.12 5/13/2014 @ $44.07 0 Comment
trackclsa 53.74 10/7/2013 Underperform NS $61.23 +9.78% +12.70% +2.92 4/4/2014 @ $67.22 0 Comment
TrackWedbush 88.93 6/26/2013 Outperform NS $44.55 +111.07% +70.24% +40.82 0 Comment
TrackUltraLong < 20 4/10/2013 Underperform NS $40.56 +131.83% +73.17% -58.66 1 Comment
TrackFBRCapitalM 88.48 9/28/2012 Outperform NS $37.61 +150.01% +88.89% +61.12 0 Comment
TrackCreditSuiss 90.88 8/7/2012 Outperform NS $29.97 +213.75% +94.16% +119.59 0 Comment
TrackBarclaysCap 90.91 5/22/2012 Outperform NS $30.42 +209.11% +105.71% +103.40 0 Comment
TrackJPMorgan 87.97 5/14/2012 Outperform NS $31.28 +200.61% +102.64% +97.96 0 Comment
TrackJimCramer 85.50 4/23/2012 Underperform 3W $35.93 +97.69% +32.05% -65.64 11/25/2013 @ $71.03 0 Comment

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