'Mad Money' Lightning Round: Just Say No to Conoco Stock
at The Street - Fri Feb 13, 5:00AM CST
Cramer wants to own FreshPet and prefers Pepsico over Dr Pepper Snapple.
FRPT: 16.78 (-0.12), COP: 69.88 (+1.84), DIS: 104.17 (+0.59), XRX: 13.77 (+0.20), CELG: 115.88 (+0.16), PEP: 99.13 (-1.14), DPS: 76.95 (-1.35), ISIS: 63.86 (-0.43), TSRA: 39.27 (-0.05), JUNO: 40.52 (+0.18), SPLK: 64.18 (+2.25), DATA: 99.90 (+1.40), REGN: 402.40 (+0.66)
Disney Is A Long-Term Buy - Cramer's Lightning Round (2/12/15)
SA Editor Mohit Manghnani - at Seeking Alpha - Fri Feb 13, 4:32AM CST
Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, February 12. Bullish Calls: Xerox (NYSE: XRX ): "The last quarter was not good and the stock should have gone down," said Cramer. He thinks...
FRPT: 16.78 (-0.12), COP: 69.88 (+1.84), DIS: 104.17 (+0.59), XRX: 13.77 (+0.20), PEP: 99.13 (-1.14), CELG: 115.88 (+0.16), DPS: 76.95 (-1.35), ZTS: 45.46 (-0.33), HALO: 14.73 (+0.23), ISIS: 63.86 (-0.43), TSRA: 39.27 (-0.05), MRK: 58.81 (-0.07), JUNO: 40.52 (+0.18), SPLK: 64.18 (+2.25), REGN: 402.40 (+0.66)
Jim Cramer's 'Mad Money' Recap: Buy the Best and Leave the Rest
at The Street - Thu Feb 12, 7:12PM CST
Rarely does the market put the winning lottery ticket right in front of you, but today's winners were hiding in plain sight, Cramer says.
WFM: 56.15 (-0.15), MLM: 145.23 (+3.15),
IPO Stock Watch: Inovalon Gets Big Data IPO Applause
at Investor's Business Daily - Thu Feb 12, 1:44PM CST
Inovalon (INOV) received a solid IPO reception Thursday in a deal that raised $600 million for the data analytics company. Inovalon provides a cloud-based health care data analytics service used by hospitals, physicians, clinical facilities and...
IMS: 25.68 (+0.22), INOV: 29.00 (+2.00), SPLK: 64.18 (+2.25), NVTA: 17.80 (+0.75), DATA: 99.90 (+1.40)
Enterprise tech stocks rally after Cisco's earnings
Seeking Alpha - at Seeking Alpha - Thu Feb 12, 1:22PM CST
GIMO: 21.45 (+1.10), SAP: 69.09 (unch), NTCT: 38.98 (+0.57), VMW: 84.68 (+1.06), VRNS: 37.34 (+0.60), N: 101.72 (+3.38), EMC: 27.99 (+0.12), SPLK: 64.18 (+2.25), TDC: 45.73 (-0.29), CRM: 62.85 (+1.59)
The Data Behind The Rule Of 40%
Tomasz Tunguz - Seeking Alpha - Thu Feb 12, 10:12AM CST
(click to enlarge) In “The Rule of 40% for a Healthy SaaS Company” Brad Feld shared the rule of thumb growth investors often apply to judge the attractiveness of a business. “The 40% rule is that your growth rate + your...
BV: 8.54 (+0.20), BOX: 20.18 (+0.01), JIVE: 5.34 (+0.02), MDSO: 46.58 (+1.48), MRIN: 7.04 (+0.04), N: 101.72 (+3.38), FLTX: 38.99 (+0.56), ATHN: 134.60 (+4.95), VEEV: 30.12 (+0.17), WIX: 18.84 (-0.26), NOW: 77.55 (+1.60), PFPT: 55.97 (+0.38), LNKD: 269.00 (+1.83), LOGM: 52.22 (+4.17), DWRE: 55.99 (+0.45), WDAY: 91.84 (+0.67), MOBL: 9.53 (-0.21), MKTO: 28.24 (+0.20), TRAK: 42.84 (+2.06), SPLK: 64.18 (+2.25), HUBS: 43.29 (+6.22), CRM: 62.85 (+1.59)
Shazam Drives Improved User Engagement and Increased Revenue with Splunk Enterprise
Business Wire - Thu Feb 12, 7:01AM CST
Splunk Inc. (NASDAQ:SPLK), provider of the leading software platform for real-time Operational Intelligence, today announced that Shazam is using Splunk(R) Enterprise to deliver key business insights to its sales force and advertising partners to drive more effective campaigns. Employees throughout the organization, including product managers and engineers, also rely on Splunk Enterprise to enhance app performance and increase user engagement. To learn more, read the Shazam case study on the Splunk website.
SPLK: 64.18 (+2.25)
Sumo Logic Chief Executive Looks To Challenge Splunk
at Investor's Business Daily - Wed Feb 11, 3:43PM CST
Ramin Sayar appears to have a predilection for building things. The Silicon Valley executive had no misgivings joining Sumo Logic in December as its new chief executive after spending nearly five years building a cloud business for VMware (VMW), the...
VMW: 84.68 (+1.06), SPLK: 64.18 (+2.25), HPQ: 38.56 (+0.19), ORCL: 43.93 (+0.04)
Data Analytics Firm Inovalon Raises IPO Price Terms
at Investor's Business Daily - Tue Feb 10, 3:18PM CST
Inovalon (INOV) raised the estimated price range of its initial public offering, suggesting strong demand for the health care data analytics company. Inovalon now plans to sell 22.2 million shares at 24 to 26 a share, up from 21 to 24, and raise...
IMS: 25.68 (+0.22), GS: 189.00 (-0.78), INOV: 29.00 (+2.00), SPLK: 64.18 (+2.25), DATA: 99.90 (+1.40), MS: 36.78 (-0.12)
Insider Trading Alert - LNKD, SPLK And LKFN Traded By Insiders
at The Street - Tue Feb 10, 10:13AM CST
Stocks with insider trader activity include LNKD, SPLK and LKFN
LNKD: 269.00 (+1.83), SPLK: 64.18 (+2.25), LKFN: 39.65 (-0.03)
Vantrix Selects Hunk to Enhance Customer Experience
Business Wire - Tue Feb 10, 7:01AM CST
Splunk Inc. (NASDAQ:SPLK), provider of the leading software platform for real-time Operational Intelligence, today announced that Vantrix, a global provider of media delivery solutions to service and content providers, relies on Hunk(R): Splunk Analytics for Hadoop and NoSQL Data Stores to quickly search, explore and analyze billions of machine data events stored in Hadoop. Vantrix Media Platform has now leveraged Hunk software to create enhanced mobile data analytics for its global mobile service provider customers. These new offerings have generated new revenue streams for Vantrix. To learn more, watch the Vantrix customer video.
SPLK: 64.18 (+2.25)
Can Splunk Follow Tableau And Beat Q4 Earnings Estimates?
Lior Ronen - at Seeking Alpha - Mon Feb 09, 2:18PM CST
SPLK: 64.18 (+2.25), DATA: 99.90 (+1.40)
Tableau +13.4% on blowout Q4, sales guidance; Splunk +3.2%
Seeking Alpha - at Seeking Alpha - Wed Feb 04, 4:18PM CST
SPLK: 64.18 (+2.25), DATA: 99.90 (+1.40)
Splunk reports FQ4 earnings on February 26
Seeking Alpha - at Seeking Alpha - Tue Feb 03, 11:24AM CST
SPLK: 64.18 (+2.25)
Splunk to Announce Fiscal Fourth Quarter and Full Year 2015 Results on February 26, 2015
Business Wire - Tue Feb 03, 7:00AM CST
Splunk Inc. (NASDAQ:SPLK) provider of the leading software platform for real-time Operational Intelligence, will report results for its fiscal fourth quarter and fiscal year ended January 31, 2015 on Thursday, February 26, 2015. The results will be included in a press release with accompanying financial information that will be released after market close and posted on the Splunk Investor Relations website.
SPLK: 64.18 (+2.25)
Insider Trading Alert - HYGS, SPLK And AIV Traded By Insiders
at The Street - Fri Jan 30, 9:15AM CST
Stocks with insider trader activity include HYGS, SPLK and AIV
HYGS: 14.25 (-0.28), AIV: 38.55 (-0.50), SPLK: 64.18 (+2.25)
Analyst Scanner on Application Software Equities - Cadence Design Systems, TiVo, SAP SE, Splunk, and CDK Global
PR Newswire - Wed Jan 28, 7:45AM CST
Investor-Edge has initiated coverage on the following equities: Cadence Design Systems Inc. (NASDAQ: CDNS), TiVo Inc. (NASDAQ: TIVO), SAP SE (NYSE: SAP), Splunk Inc. (NASDAQ: SPLK), and CDK Global Inc. (NASDAQ: CDK). Free research report on Cadence Design Systems can be accessed at http://get.Investor-Edge.com/pdf/?c=Cadence%2...amp;s=CDNS. On Tuesday, January 27, 2015, the NASDAQ Composite ended at 4,681.50, down 1.89%, the Dow Jones Industrial Average declined 1.65%, to finish the day at 17,387.21, and the S&P 500 closed at 2,029.55, down 1.34%. The losses were broad based as nine out of ten sectors ended the session in negative. The S&P 500 Information Technology Sector Index ended the day at 667.81, down 3.27%, while the index has advanced 2.81% in the previous three months. Register for your complimentary reports at the links given below.
TIVO: 11.03 (+0.33), CDK: 47.00 (+0.92), SAP: 69.09 (unch), CDNS: 18.02 (+0.10), SPLK: 64.18 (+2.25)
Big Data Analytics: Life Preservers To Companies Drowning In Data
ARK Investment Management - at Seeking Alpha - Mon Jan 26, 1:03PM CST
Data has always been critical to business decision making. Companies have devoted significant resources to collecting, structuring, and analyzing data such as customer information, purchase orders, inventory tracking, and transactional records. As...
NEWR: 33.75 (-2.10), HDP: 22.81 (+0.83), QLIK: 31.17 (+1.09), SPLK: 64.18 (+2.25), DATA: 99.90 (+1.40)
The Compression In SaaS Valuations
Tomasz Tunguz - at Seeking Alpha - Fri Jan 23, 1:52PM CST
(click to enlarge) In 2015, SaaS companies trade at a 30% lower multiple of revenue than last year. In early 2014, the typical SaaS company traded at about 9.2x their next-twelve-months of revenue. Since August 2014, that figure has dropped by...
RALY: 12.75 (+0.25), BV: 8.54 (+0.20), HDP: 22.81 (+0.83), BNFT: 21.08 (+0.84), MRIN: 7.04 (+0.04), RP: 19.30 (+0.49), ZEN: 25.38 (+1.02), N: 101.72 (+3.38), FLTX: 38.99 (+0.56), NEWR: 33.75 (-2.10), NOW: 77.55 (+1.60), LNKD: 269.00 (+1.83), LOGM: 52.22 (+4.17), SPSC: 68.39 (+1.39), QLYS: 47.95 (+1.46), TRAK: 42.84 (+2.06), LOCK: 14.10 (-0.19), IL: 11.48 (+0.13), JIVE: 5.34 (+0.02), EOPN: 8.55 (-0.01), FIVN: 3.78 (-0.09), MDSO: 46.58 (+1.48), CSLT: 9.19 (+0.13), CSOD: 35.03 (+2.02), LPSN: 10.74 (+0.38), ATHN: 134.60 (+4.95), WIX: 18.84 (-0.26), VEEV: 30.12 (+0.17), ULTI: 163.76 (+1.60), PFPT: 55.97 (+0.38), DWRE: 55.99 (+0.45), WDAY: 91.84 (+0.67), CVT: 28.33 (+1.52), MKTO: 28.24 (+0.20), MOBL: 9.53 (-0.21), RNG: 16.04 (unch), BSFT: 27.58 (+0.14), SPLK: 64.18 (+2.25), DATA: 99.90 (+1.40), HUBS: 43.29 (+6.22), CTCT: 42.48 (+0.72), CRM: 62.85 (+1.59)
3 Ways to Invest In the Internet of Things
Rex Moore and Simon Erickson, The Motley Fool - Motley Fool - Wed Jan 21, 5:00PM CST
The Internet of Things might seem infinitely complex. Described by many as "a system of systems," there are already estimates that 25 billion devices will be connected by the end of this year. To help guide investors on how to play this...
UA: 73.76 (-0.19), NXP: 14.49 (-0.04), MIDD: 105.62 (+1.51), INVN: 16.08 (+0.09), GOOGL: 551.16 (+5.15), SPLK: 64.18 (+2.25), GOOG: 549.01 (+6.08)