SPLK

Splunk Inc

TMT


Presented:12/10/2015
Price:$56.82
Cap:$7.29B
Current Price:$156.90
Cap:$24.22B

Presented

Date12/10/2015
Price$56.82
Market Cap$7.29B
Ent Value$8.00B
P/E RatioN/A
Book Value$6.53
Div Yield0%
Shares O/S128.37M
Ave Daily Vol1,721,736
Short Int10.16%

Current

Price$156.90
Market Cap$24.22B
Splunk, Inc. provides software platform that enables organizations to gain real-time operational intelligence by harnessing the value of their machine data. Its software collects and indexes data at massive scale, regardless of format or source, and enables users to quickly and easily search, correlate, analyze, monitor and report on this data in real time. The company's machine data is generated by software applications, information technology infrastructure, electronic devices and systems. The applications, servers, network devices, desktop and laptop computers, mobile devices and various other systems that organizations have deployed to support their operations continuously generate information relating to their status and activities. Its machine data can be found in a variety of formats such as application log files, call detail records, click stream data associated with user website interactions, data files, system configuration files, alerts and tickets. The company is generated by both machine-to-machine as well as human-to-machine interactions. Splunk was founded by Erik M. Swan, Michael J. Baum and Robin K. Das in October 2003 and is headquartered in San Francisco, CA.

Publicly traded companies mentioned herein: HP Inc (HPQ), Splunk Inc (SPLK)

Highlights

The presenter is short shares of Splunk (SPLK), citing signs indicating slowing growth, unsustainable pricing, and increasing competition. As an early mover in the SIEM/log management market, SPLK is now faced with more difficult incremental expansion and could fail to meet growth expectations. Though Street estimates lean bullish, the presenter thinks SPLK shares will fall to $35 when slowing growth becomes more apparent.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.