Hochfeld on Talend

I think the shares are still a value at the current share price - partially because the operational outlook has improved and partially because the shares, when viewed on a relative basis, have not seen the kind of dramatic outperformance that might lead one to conclude they have spiked. The key issue for me is that the company’s outlook has visibly improved, both in terms of near-term guidance but also in terms of its longer-term market share potential.