SPLK

Splunk Inc. (SPLK) | Rumor.io

Splunk

SPLK

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)98%

Price to earnings ratio0

Market capitalization0

Earnings per share0

Dividend yield (TTM)—

Revenue (annual)0

Net income (annual)0

Social

What share of all stock conversation is about SPLK?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0% 0

Aug 15

Splunk Inc. (SPLK) is expected to generate significant revenue for Cisco Systems (CSCO) in the long run, potentially reaching $4B quarterly.
Analysts have set a high target price for Splunk Inc. (SPLK) for the next week.
Splunk Inc. (SPLK) is generating $1B quarterly for Cisco Systems (CSCO) at current valuation.

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Sentiment

Of the messages about SPLK that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100%	96.61% +25.32
Bearish	—	—	0%	3.39% -25.32

Bullish· Jun 6

Cisco's acquisition of Splunk is expected to significantly boost their cyber and data analysis capabilities, potentially leading to improved products and services.
Splunk's inclusion in Cisco's product portfolio adds strength, particularly in the medium and small business market, with products like Cisco Meraki and Umbrella.
The acquisition is expected to drive growth for Cisco, with accelerating revenue and modest exposure to AI, in addition to a 3.5% dividend yield.

Bearish· Sep 22

The market is overly optimistic about $SPLK, making it a prime candidate for a short.
$SPLK's valuation is a concern, with some analysts pointing to its high forward-looking valuation compared to peers.
$SPLK has underperformed since its ATH in September 2020, raising questions about its growth prospects and leadership.

Generated by AI

Topics

Of the messages about SPLK that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	—	0%	18.23%
Announcements	—	—	0%	35.81%
Controversies	—	—	0%	0%
Earnings	—	—	100%	18.34%
Macro	—	—	0%	18.34%
Technical Analysis	—	—	0%	9.28%

Earnings· Aug 14

Splunk's acquisition by Cisco contributed to the latter's revenue beat in Q3 2024, with subscription revenue from the deal increasing.
Excluding Splunk product orders, Cisco's demand remained sluggish, with product revenues declining 18.6% year over year in Q3 2024.
Cisco's workforce reduction of 7% was announced alongside its Q3 2024 earnings and revenue beat, with the company attributing revenue slippage to clients setting up equipment received in previous periods.

Analysts· May 25

Splunk's price target has been raised by multiple analysts, with KeyCorp raising it to $135, Bank of America to $130, and BTIG to $128.
Analysts have maintained their buy or overweight ratings for Splunk, with BTIG and KeyCorp maintaining their buy ratings and raising their price targets.
Several analysts have raised their price targets for Splunk, including BMO Capital Markets, Wells Fargo, and Barclays, with targets ranging from $117 to $135.

Announcements· Mar 18

Cisco has completed its $28 billion acquisition of Splunk (SPLK) after receiving EU approval.
The merger is not scheduled to be completed until Q3, and shareholders can sell their SPLK shares at the agreed price of $157.
The acquisition is expected to drive significant financial growth for Cisco, with the combined entity creating a leading player in the cybersecurity and software markets.

Controversies· Sep 21

Cisco's acquisition of Splunk for $157/shr in cash is pending, with regulatory approval or malice being potential reasons for the deal to fall through.
Splunk's shareholders could still back out of the merger, although this is unlikely, and some mergers have terms allowing companies to back out under certain conditions.
The acquisition is valued at approximately $28 billion, with Cisco shares down 4.9% premarket and Splunk shares halted pending news.

Technical Analysis· Aug 24

$SPLK is coming out of a 6-month basing area on the daily and weekly charts, with a potential breakout above $111.
The stock has a strong weekly chart with a 200MA weekly tap underway, and is showing relative strength.
$SPLK has broken out of its weekly resistance and is trading at a new 52-week high, with a first target at $115 resistance.

Generated by AI

Community

Of the messages about SPLK, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	0%	0%	18.69%
Newcomers	—	100%	100%	81.31%

Regulars· Feb 27

Splunk Inc. reported Q4 earnings of $2.28 per share, beating estimates by $0.30, and revenue of $1.49B, up 19% year/year.
The company's cloud revenue grew 22% to $503M, and its annual recurring revenue (ARR) increased 15% to $4.208B, with cloud ARR growing 23%.
Splunk's acquisition by Cisco is now expected to close in late Q1 or early Q2 of calendar year 2024, following the company's Q4 earnings beat.

Newcomers· Aug 15

New investors are focusing on analyst target prices, specifically the top target price for next week.

Generated by AI

Starboard Value just secured two board seats at Dynatrace and a billion-dollar buyback authorization, moves that echo its Splunk campaign almost exactly before Cisco swooped in with a $28 billion offer. Whether history repeats depends on signals that are only starting to emerge.

2mo agoYahoo Finance

Savi's app aims to protect consumers from realistic AI scams like kidnappers demanding ransom | TechCrunch

The company just raised $7 million in seed funding, and is launching its app for iPhone and Android on Tuesday.

2mo agoTechCrunch

Also Discussed

Investors talking about SPLK also mention

#	Name	Attention
1	NEWR - New Relic, Inc.	——
2	Elastic N.V.ESTC	0%-0.01
3	Datadog IncDDOG	0.01%-0.01
4	SUMO - Sumo Logic, Inc.	——
5	Cisco Systems, Inc.CSCO	0.02%-0.02
6	Okta Inc. Class A Common StockOKTA	0.01%+0
7	AYX - Alteryx, Inc.	——
8	Qualys, Inc.QLYS	0%-0.01
9	SMAR - Smartsheet Inc.	——
10	Zscaler Inc.ZS	0%-0.04

Splunk Inc.

Location

Social

What share of all stock conversation is about SPLK?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0% 0

Aug 15

Splunk Inc. (SPLK) is expected to generate significant revenue for Cisco Systems (CSCO) in the long run, potentially reaching $4B quarterly.
Analysts have set a high target price for Splunk Inc. (SPLK) for the next week.
Splunk Inc. (SPLK) is generating $1B quarterly for Cisco Systems (CSCO) at current valuation.

Generated by AI

Sentiment

Of the messages about SPLK that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100%	96.61% +25.32
Bearish	—	—	0%	3.39% -25.32

Bullish· Jun 6

Cisco's acquisition of Splunk is expected to significantly boost their cyber and data analysis capabilities, potentially leading to improved products and services.
Splunk's inclusion in Cisco's product portfolio adds strength, particularly in the medium and small business market, with products like Cisco Meraki and Umbrella.
The acquisition is expected to drive growth for Cisco, with accelerating revenue and modest exposure to AI, in addition to a 3.5% dividend yield.

Bearish· Sep 22

The market is overly optimistic about $SPLK, making it a prime candidate for a short.
$SPLK's valuation is a concern, with some analysts pointing to its high forward-looking valuation compared to peers.
$SPLK has underperformed since its ATH in September 2020, raising questions about its growth prospects and leadership.

Generated by AI

Topics

Of the messages about SPLK that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	—	0%	18.23%
Announcements	—	—	0%	35.81%
Controversies	—	—	0%	0%
Earnings	—	—	100%	18.34%
Macro	—	—	0%	18.34%
Technical Analysis	—	—	0%	9.28%

Earnings· Aug 14

Splunk's acquisition by Cisco contributed to the latter's revenue beat in Q3 2024, with subscription revenue from the deal increasing.
Excluding Splunk product orders, Cisco's demand remained sluggish, with product revenues declining 18.6% year over year in Q3 2024.
Cisco's workforce reduction of 7% was announced alongside its Q3 2024 earnings and revenue beat, with the company attributing revenue slippage to clients setting up equipment received in previous periods.

Analysts· May 25

Splunk's price target has been raised by multiple analysts, with KeyCorp raising it to $135, Bank of America to $130, and BTIG to $128.
Analysts have maintained their buy or overweight ratings for Splunk, with BTIG and KeyCorp maintaining their buy ratings and raising their price targets.
Several analysts have raised their price targets for Splunk, including BMO Capital Markets, Wells Fargo, and Barclays, with targets ranging from $117 to $135.

Announcements· Mar 18

Cisco has completed its $28 billion acquisition of Splunk (SPLK) after receiving EU approval.
The merger is not scheduled to be completed until Q3, and shareholders can sell their SPLK shares at the agreed price of $157.
The acquisition is expected to drive significant financial growth for Cisco, with the combined entity creating a leading player in the cybersecurity and software markets.

Controversies· Sep 21

Cisco's acquisition of Splunk for $157/shr in cash is pending, with regulatory approval or malice being potential reasons for the deal to fall through.
Splunk's shareholders could still back out of the merger, although this is unlikely, and some mergers have terms allowing companies to back out under certain conditions.
The acquisition is valued at approximately $28 billion, with Cisco shares down 4.9% premarket and Splunk shares halted pending news.

Technical Analysis· Aug 24

$SPLK is coming out of a 6-month basing area on the daily and weekly charts, with a potential breakout above $111.
The stock has a strong weekly chart with a 200MA weekly tap underway, and is showing relative strength.
$SPLK has broken out of its weekly resistance and is trading at a new 52-week high, with a first target at $115 resistance.

Generated by AI

Community

Of the messages about SPLK, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	0%	0%	18.69%
Newcomers	—	100%	100%	81.31%

Regulars· Feb 27

Splunk Inc. reported Q4 earnings of $2.28 per share, beating estimates by $0.30, and revenue of $1.49B, up 19% year/year.
The company's cloud revenue grew 22% to $503M, and its annual recurring revenue (ARR) increased 15% to $4.208B, with cloud ARR growing 23%.
Splunk's acquisition by Cisco is now expected to close in late Q1 or early Q2 of calendar year 2024, following the company's Q4 earnings beat.

Newcomers· Aug 15

New investors are focusing on analyst target prices, specifically the top target price for next week.

Generated by AI

Splunk

Social

Aug 15

Sentiment

Bullish· Jun 6

Bearish· Sep 22

Topics

Earnings· Aug 14

Analysts· May 25

Announcements· Mar 18

Controversies· Sep 21

Technical Analysis· Aug 24

Community

Regulars· Feb 27

Newcomers· Aug 15

News

Starboard’s Dynatrace Play: Activist Turnaround or Setup for a Splunk-Style Sale?

Savi's app aims to protect consumers from realistic AI scams like kidnappers demanding ransom | TechCrunch

Also Discussed

Splunk Inc.

Company Information

Location

News

Starboard’s Dynatrace Play: Activist Turnaround or Setup for a Splunk-Style Sale?

Savi's app aims to protect consumers from realistic AI scams like kidnappers demanding ransom | TechCrunch

Also Discussed

Social

Aug 15

Sentiment

Bullish· Jun 6

Bearish· Sep 22

Topics

Earnings· Aug 14

Analysts· May 25

Announcements· Mar 18

Controversies· Sep 21

Technical Analysis· Aug 24

Community

Regulars· Feb 27

Newcomers· Aug 15