Held by
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portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
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institutions
Sector
Software - Infrastructure
P/S (TTM)
6.3
EV / FCF (TTM)
28.6
Splunk Inc., through its subsidiaries, provides sophisticated software and cloud solutions that enable organizations to extract and operationalize valuable insights from the vast amounts of data produced by digital systems globally. At the core of its offerings is the Splunk Platform, a real-time data platform. This comprehensive platform integrates capabilities for data collection, streaming, indexing, searching, reporting, analysis, machine learning, alerting, continuous monitoring, and overall data management. The company also delivers specialized Splunk Solutions. Splunk Security solutions empower cybersecurity teams to streamline operations, accelerate threat detection and response, enhance threat visibility, and boost analyst productivity using machine learning and automation. For IT Operations teams, Splunk IT Solutions offer crucial visibility and control across both cloud and on-premises environments. Additionally, Splunk Observability Solutions are designed to assist in building and maintaining critical infrastructure and applications. Furthermore, Splunk supports an extensive Ecosystem Solutions portfolio, featuring pre-built data inputs, workflows, searches, reports, alerts, customizable dashboards, flexible UI components, and custom data visualizations. This ecosystem includes solutions like Splunk On-Call, Splunk Infrastructure Monitoring, and Splunk SOAR, all offering APIs and SDKs. These interfaces allow a broad network of third-party developers, partners, and customers to create custom content and extend Splunk's capabilities for specific applications. Beyond its software, Splunk provides various services, including adoption and implementation support, educational training, and ongoing maintenance and customer assistance. The company distributes its products directly through its field and inside sales teams, as well as indirectly through a diverse network of partners. Splunk Inc. was founded in 2003 and is headquartered in San Francisco, California.
www.splunk.comNo one on the platform currently holds SPLK.
No tracked institution reports a position in SPLK as of their last filing.
No one on the platform has traded SPLK yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 13.4% | — | — | — | ||
| Rev. Growth % | 15.4% | 18.5% | ||||
| Profit Margin % | 6.3% | -21.3% | -26.9% | |||
| Free Cash Flow Margin % | 23.4% | 2.3% | 9.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -1.0% on the P/E track.
At today's price, your expected annual return is +3.9% on the P/E track.
At today's price, your expected annual return is +8.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $5.6B | +5.7% | $6.61 | $6.61–$6.61 | 23.7× | 1 |
| 2028 | $6.8B | +20.4% | $0.00 | $0.00–$0.00 | — | 0 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2024-02-27 | $1.95 | $3.02 | +54.9% |
| 2023-11-28 | $1.12 | $1.55 | +38.4% |
| 2023-08-23 | $0.42 | $0.71 | +69.0% |
| 2023-05-24 | $-0.17 | $0.18 | +205.9% |
| 2023-03-01 | $1.15 | $2.04 | +77.4% |
| 2022-11-30 | $0.23 | $0.83 | +260.9% |
| 2022-08-24 | $-0.37 | $0.09 | +124.3% |
| 2022-05-25 | $-0.72 | $-0.32 | +55.6% |
| $53.1B |
| — |
| FLTFLEETCOR Technologies, Inc. | $303.26 | -0.83% | $21.8B | — |
| GENGen Digital Inc. | $31.23 | -0.57% | $18.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
$SPLK tbh this kind of settlement news is worth tracking but im waiting for the filings details before drawing conclusions
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$SPLK | Primer: Splunk Inc (SPLK US) - Nov 2025 "Acquisition by Cisco: In a landmark deal valued at approximately $28 billion, Splunk was acquired by Cisco, a transaction completed in March..." - αSK (Smartkarma) Read more: https://www.smartkarma.com/insights/primer-splunk-inc-splk-us-nov-2025
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$SPLK Strong chart with strong earnings momentum to support the move
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$MDB Definitely not in vogue right now but it will be. If not to investors, then definitely protective suiters. I called $NVEE $GMS $SPLK and $JNPR.
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$SPLK Splunk Inc. (NASDAQ:SPLK) – Delivering Resilience Through Unified Security and Observability https://beyondspx.com/article/splunk-inc-nasdaq-splk-delivering-resilience-through-unified-security-and-observability
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@PolyDirect $TWTR $52, $SAIL $65, $COUP $82 $SPLK $157. Easy for them to do a MBO.
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$SPLK is accepting claims for a $30M settlement it is paying to investors over misleading investors about Q3 2021 deals & financial targets. Even if the deadline has passed, if you bought between May 21, 2020, and December 2, 2020, you can still file for payment here: https://11thestate.com/cases/splunk-shareholder-settlement
View on StockTwits ↗$SPLK Splunk Inc. (NASDAQ:SPLK) – Delivering Resilience Through Unified Security and Observability http://beyondspx.com/2024/08/05/splunk-inc-nasdaqsplk-delivering-resilience-through-unified-security-and-observability/
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$CSCO you essentially get Splunk for free at this valuation? They’re going to bundle this, Right now $SPLK does about $1B quarterly for $CSCO. In the long run 5 years, it will be a doing $4b quarterly for $CSCO
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$SPLK $ntap look at what pt was when cisco bought splunk. We need expectations to be much higher in netapp so netapp feels they sold at a high price when market is buying it all up Right now they are all just cozy relaxing. Btw this @StockBraker guy often seems to be in the right place at the right time. We need him back in netapp if want this to go anywhere
View on StockTwits ↗@AVGO8k @indievestments we must remember hock tan is not a consolidator and simply look to own top to bottom channel. While that may seem important the first step is acquiring great assets at even greater prices. He got vmware at an opportune time bec dell and silverlake wanted to deleverage hence it moved quick. There is no steal in $smci at these prices. There's a reason why they only popped in valuation now vs all the years they been in business and that's because of the AI rush. But that doesnt mean they arent in a business that has no moat. The rush in this business is no different than that when $zm shot up during the stay at home during covid. Things changes during that era and zoom stayed as a leader, but it never got back to all time highs. As the market grows to fill previous highs, other competitors catch up as well hence it takes years to get back to early valuations as a first mover advantage. Look at cisco from 2000. Same thing. You can even say $ntap had suffered this fall in the early 2000s as well. But they changed the business to a data management company and used their lead as the world's largest legacy storage provider of 60% unstructured data to become a software based data manager. Just look 15 years ago even ellison estimated more than 50% of oracle database customers used netapp. This gave netapp the edge in gaining high margins as a storage co far more than competitors selling simply hardware. The only dilemna I have with netapp at this point is seemingly they want to squeeze out whatever they have to command the highest premium in the market as a company. Knowing companies like wiz was asking double their valuation when they are valued privately at like 10x sales or $SPLK selling to csco for 40x fwd pe. They want some of that. Hock can wait as he has been for 15 years.
View on StockTwits ↗$SPLK agreed to pay up to $30 million to settle a securities class action lawsuit over misleading investors about Q3 2021 deals & financial targets: https://11thestate.com/cases/splunk-shareholder-settlement FAQ for the settlement: 1. Do you need to sell/lose my shares to get this settlement? - No, if you have purchased during the class period, you are eligible. 2. How much money do I get per share? - The average sum is $0.79 per share, but usually, only 25% of all shareholders claim it, so you can get 4x more than this. 3. Who can claim this settlement? - Anyone who purchased or otherwise acquired Splunk common stock during the period between May 21, 2020, and December 02, 2020, inclusive. 4. How long does the payout process take? - The entire process usually takes 4 to 9 months after the claim deadline. But the exact timing depends on the court and settlement administration. To file a claim: https://11thestate.com/cases/splunk-shareholder-settlement
View on StockTwits ↗$SPLK agreed to pay up to $30M to settle claims related to the financial misrepresentation. The claim deadline has already passed but you can file a late claim: https://11thestate.com/cases/splunk-shareholder-settlement
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$CSCO amusing how CNBC is under emphasizing these earnings . . . or the upbeat Conference Call so their constituents can get more for the bigger move. $SPLK $GOOGL $AMZN $MSFT
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.