In October, institutional value stock investor Starboard Value released a presentation on its website showing it has purchased an undisclosed amount of shares in software companies Splunk (NASDAQ: ...

The story on Splunk Inc. (NASDAQ: SPLK) isn’t an unfamiliar one. During the early months of the pandemic, the software stock soared to record highs on the accelerated digital transformation (not to ...

Splunk's (SPLK) first-quarter results indicated flattening revenues on a y/y basis, and management's guidance for the second quarter was more or less flat too. However, Splunk's transition from ...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the permanent loss of capital.' When we think about how risky a company is, we always like ...

Investors have had three chances this year to hear Splunk's (NASDAQ: SPLK) management talk about how the company is doing. I give management a lot of credit for realizing the changes they are making ...

As you likely know, Cisco recently offered $157/share for Splunk. Generally speaking, I think the offer is fair. Considering my bullishness over the last six months or so, I'm happy to see something ...