Splunk (NASDAQ:SPLK)

CAPS Rating: 3 out of 5

Results 1 - 20 of 27 : 1 2 Next »

Recs

1
Member Avatar bcellars (66.32) Submitted: 6/26/2014 10:37:55 AM : Outperform Start Price: $53.73 SPLK Score: -12.84

Slow on the draw from its recent low of $40, but still willing to jump in now.

Recs

1
Member Avatar wealthwiser (73.23) Submitted: 6/5/2014 2:27:33 PM : Outperform Start Price: $42.96 SPLK Score: +9.45

Big firma are only just starting to see and make use if the power of Big data. Splunk is an early leader in this fast growing field, which should give them a big competitive moat.

Recs

0
Member Avatar Gilcon (24.85) Submitted: 6/2/2014 12:27:41 AM : Outperform Start Price: $41.74 SPLK Score: +11.47

Brutally beaten down, maybe a little too much.

Recs

0
Member Avatar griderX (96.39) Submitted: 5/30/2014 1:46:28 PM : Underperform Start Price: $96.08 SPLK Score: +56.37

Big data big drops in stock price :) Still trading at 17x sales at these levels, I woulnd't even consider looking for an entry until at least 5-8x sales so we have a long way to go down.

Recs

1
Member Avatar justinr (69.61) Submitted: 5/30/2014 1:42:01 AM : Outperform Start Price: $46.92 SPLK Score: -1.23

Oversold. With wearables and IOT Data analysis is going to be a gold rush.

Recs

1
Member Avatar jpokergman (< 20) Submitted: 5/15/2014 11:01:14 AM : Outperform Start Price: $42.71 SPLK Score: +5.95

in five years this will be another GOOG.

Recs

4
Member Avatar TMFInnovator (21.22) Submitted: 5/7/2014 10:36:32 AM : Outperform Start Price: $46.34 SPLK Score: -2.89

Splunk has a phenomenal value proposition which allows companies to monitor their operational performance by interpreting unstructured machine data logs. What this means is that any device that can transmit a digital signal can provide real-time insight for management decisions. Splunk is also lower-cost than bulky enterprise software packages from Oracle or IBM.

They also offer a 'Pay for what you use' pricing model, which scales with customers as they use more and more data. This gives them a strong amount of operational leverage, and they have see free cash flow margins improve from 5% to 21% in the past two years.

There are switching costs and a network effect also in play. Users become more familiar with the software and deploy it across the business. Software development kits and open-source support build an online developer community.

Splunk is spending aggressively in the short-term to get users onto the platform. But this is a huge market opportunity, and the company has succeeded in carving out a niche to disrupt the bigger competitors. Outperform.

Recs

1
Member Avatar jpat34721 (25.32) Submitted: 5/2/2014 6:54:52 PM : Outperform Start Price: $54.14 SPLK Score: -17.64

ridiculously oversold pure play in big data.

Recs

1
Member Avatar baigilyas (< 20) Submitted: 4/21/2014 2:01:34 PM : Outperform Start Price: $63.85 SPLK Score: -31.20

Growing aggressively, and could be the next big stock for "the internet of things"

Recs

1
Member Avatar RMFS (< 20) Submitted: 4/11/2014 2:53:23 PM : Outperform Start Price: $58.22 SPLK Score: -27.01

- Core offerings - built on exceptional foundation - are the future in many offerings
- Long term focused management team that has understood and shown the ability to play for the long term

Recs

0
Member Avatar AnxiousBorrower (75.56) Submitted: 4/10/2014 4:29:02 PM : Outperform Start Price: $56.86 SPLK Score: -24.77

This company is in a nice niche. They may be acquired before they ever actually turn a profit.

Recs

1
Member Avatar rymico (63.79) Submitted: 1/25/2014 10:56:06 AM : Outperform Start Price: $76.24 SPLK Score: -48.34

Big data is king, but if you cannot organize and search through those large clusters of information it is worthless.

Recs

1
Member Avatar rule72 (< 20) Submitted: 1/25/2014 1:01:03 AM : Outperform Start Price: $78.43 SPLK Score: -49.84

data space leader taking more away from other providers

Recs

1
Member Avatar IlluminatInvest (59.83) Submitted: 1/13/2014 3:25:01 PM : Underperform Start Price: $73.15 SPLK Score: +43.87

Cash flow and non-GAAP "earnings" due to adjusting for stock based compensation, which will hurt the stock with future dilution if and when they ever become truely profitable.

Recs

0
Member Avatar rladvice (< 20) Submitted: 12/7/2013 10:32:13 PM : Outperform Start Price: $69.78 SPLK Score: -40.79

prime cadidate for acquistion

Recs

0
Member Avatar HarryCarysGhost (99.68) Submitted: 11/22/2013 10:49:31 PM : Outperform Start Price: $72.84 SPLK Score: -43.88

Just like the name.

Recs

0
Member Avatar karlsmq (< 20) Submitted: 11/22/2013 3:33:23 PM : Outperform Start Price: $73.54 SPLK Score: -44.74

high growth technology

Recs

0
Member Avatar talkingdog (89.39) Submitted: 9/26/2013 7:45:51 AM : Outperform Start Price: $60.71 SPLK Score: -38.39

Irrational exuberance

Recs

0
Member Avatar Poleet (44.29) Submitted: 9/1/2013 9:11:08 PM : Outperform Start Price: $54.75 SPLK Score: -32.70

Demand for data is growing exponentially, and I wouldn't mind if the NASDAQ hired Splunk to figure out why they keep poo-pooing the market, especially on a great trading day.

The ability to analyze, organize, and most importantly, monazite date is here to stay, and this company does it very well and for a broad market. It does not have to be specific to your business, Splunk can set up anywhere and tell you what is happening.

Recs

0
Member Avatar aboutNothing195 (< 20) Submitted: 8/9/2013 10:49:47 AM : Outperform Start Price: $52.49 SPLK Score: -25.94

Splunk is capturing corporate america and replacing many long established monitoring tools.

Results 1 - 20 of 27 : 1 2 Next »

Featured Broker Partners


Advertisement