+ Watch SPLK
on My Watchlist
Slow on the draw from its recent low of $40, but still willing to jump in now.
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.
Brutally beaten down, maybe a little too much.
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.
Oversold. With wearables and IOT Data analysis is going to be a gold rush.
in five years this will be another GOOG.
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.
ridiculously oversold pure play in big data.
Growing aggressively, and could be the next big stock for "the internet of things"
- 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
This company is in a nice niche. They may be acquired before they ever actually turn a profit.
Big data is king, but if you cannot organize and search through those large clusters of information it is worthless.
data space leader taking more away from other providers
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.
prime cadidate for acquistion
Just like the name.
high growth technology
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.
Splunk is capturing corporate america and replacing many long established monitoring tools.
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ratings and Key Statistics provided by Zacks.
SEC Filings and Insider Transactions provided by Edgar Online.
Powered and implemented by Interactive Data Managed Solutions. Terms & Conditions