SPLK Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
22:00
Mar 03
Mar 03
CrowdStrike's next-gen SIEM business ($585M ARR) is growing >75% YoY, taking share from legacy SIEM players through decisive performance wins. — This reinforces the secular decline of legacy on-prem SIEM vendors as cloud-native platforms with AI-driven analytics dominate the SOC.
MED
22:00
Dec 02
Dec 02
CrowdStrike's Next-Gen SIM displacing legacy SIEMs (Splunk) is becoming a major growth driver, with customers consolidating on its platform for lower costs and better outcomes. — The SIEM market is undergoing a paradigm shift, with CrowdStrike's innovative platform displacing established players like Splunk in large enterprise deals.
HIGH
21:30
Nov 12
Nov 12
Splunk is seeing strong demand, but is shifting to cloud subscriptions which impacts near-term revenue recognition yet improves long-term stickiness and expansion.
HIGH
About SPLK Analyst Coverage
Buzzberg tracks SPLK across 1 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: George Kirch, George Kurtz, Chuck Robbins.