Forbes contributors publish independent expert analyses and insights. Victor Dey is an analyst and writer covering AI and emerging tech. IT and application performance observability platforms have ...

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: ...

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 ...

Splunk's stock price has jumped around 40% this year after reporting strong Q2 results and raising its guidance for the year. The company continues to grow cloud ARR at a >20% y/y pace, while ...