CENTRAL TRUST Co grew its position in Splunk by 204.1% during the 2nd quarter.

Source: https://www.americanbankingnews.com/2023/12/12/bayesian-capital-management-lp-buys-new-position-in-splunk-inc-nasdaqsplk.html

Cwm LLC trimmed its position in shares of Splunk Inc. () by 97.6% during the third quarter, according to its most recent Form 13F filing with the SEC.

Source: https://www.etfdailynews.com/2023/01/16/cwm-llc-cuts-position-in-splunk-inc-nasdaqsplk/

Daiwa Capital Markets lowered shares of Splunk from an “outperform” rating to a “neutral” rating in a report on Tuesday, October 10th.

Source: https://www.americanbankingnews.com/2023/12/17/portside-wealth-group-llc-invests-633000-in-splunk-inc-nasdaqsplk.html

Dynatrace’s two closest competitors are Datadog and New Relic, with offerings from companies like Honeycomb, Splunk, and others also making an impact.

Source: https://www.forbes.com/sites/stevemcdowell/2023/02/19/dynatrace-blends-ai-automation---observability-with-new-offerings/

Guggenheim cut Splunk from a “buy” rating to a “neutral” rating in a research report on Tuesday, January 17th.

Source: https://www.etfdailynews.com/2023/02/19/advisors-asset-management-inc-sells-818-shares-of-splunk-inc-nasdaqsplk/

MetLife Investment Management LLC purchased a new stake in shares of Splunk in the 1st quarter valued at $1,527,000.

Source: https://www.etfdailynews.com/2023/01/09/allspring-global-investments-holdings-llc-boosts-stake-in-splunk-inc-nasdaqsplk/

One driver of investors’ sudden interest may be 's plan to purchase observability giant Splunk for an estimated $28 billion.

Source: https://www.datacenterknowledge.com/networks/investors-banking-observability-boom

Ronald Blue Trust Inc. acquired a new stake in Splunk during the 2nd quarter worth $29,000.

Source: https://www.etfdailynews.com/2023/04/07/lindbrook-capital-llc-buys-204-shares-of-splunk-inc-nasdaqsplk/

Secondly, from my experience in the IT industry, I know Splunk is often seen as the ideal platform to "consolidate" a variety of security and observability tools.

Source: https://seekingalpha.com/article/4585278-splunk-outstanding-execution-undervalued-intrinsically?source=feed_all_articles

Splunk had a number of marquee observability wins in Q4.

Source: https://seekingalpha.com/article/4592682-splunk-the-siem-leader-is-a-great-buy-on-declines?source=feed_all_articles

Splunk in its Q4-FY23 presentation forecasted a TAM of $100Bn based on its own estimates and Gartner and IDC Research.

Source: https://seekingalpha.com/article/4592682-splunk-the-siem-leader-is-a-great-buy-on-declines?source=feed_all_articles

Splunk is a Gartner-ranked leader in IT observability and events management.

Source: https://seekingalpha.com/article/4585278-splunk-outstanding-execution-undervalued-intrinsically?source=feed_all_articles

Splunk is a powerful and popular data analytics tool, however, it does have some drawbacks.

Source: https://www.devicemag.com/sumo-logic-vs-splunk/

We believe that our continued focus on our key growth drivers including cloud adoption, customer expansion, international growth, furthering our security leadership and accelerating our observability business are staging Splunk for a solid year.

Source: https://seekingalpha.com/article/4607177-splunk-inc-splk-q1-2024-earnings-call-transcript?source=feed_all_articles

With comprehensive visibility and a more unified approach to incident response, only Splunk is delivering the full stack observability solutions needed to help organizations improve digital resilience.

Source: https://seekingalpha.com/article/4607177-splunk-inc-splk-q1-2024-earnings-call-transcript?source=feed_all_articles

With the latest earnings beat and strong guidance, analysts are taking note of Splunk.

Source: https://investorplace.com/2023/08/is-splunk-splk-stock-the-next-ai-giant/