Splunk Inc

We raised our economic moat rating on two stocks and lowered it on two others in July.

A dozen names in the sector earn positive moat trends—and two of the bunch are on sale.

Aggressive strategies strike back.

The firm has a long runway for growth, and we assign it a positive moat-trend rating.

Splunk's versatile analytics platform will drive outsize growth, but there are some challenges in the no-moat firm's business model.

Despite near-term headwinds, this software provider has a long runway for growth.

Next-generation point-solution providers lead the pack, but legacy vendors could turn to M&A to catch up in analytics.

But a strong quarter doesn't change our fair value estimate for this data-analytics software firm.