TLND

February 14, 2019 Summary Talend has become a value stock despite an undimmed growth outlook. Talend’s transition to the cloud is ahead of schedule. The transition to the cloud is really a good thing, and the growth rate percentage for the business will climb back to prior levels I believe. Talend remains a leader in…

Read More

Mar. 26, 2018 Summary Salesforce announced last week that it was acquiring MuleSoft at a substantial premium. Some observers felt that the valuation was excessive at more than 16X forward revenues, a new record, apparently for that metric in the enterprise IT space. This article looks at the valuation and why it was justified in the…

Read More

Jul. 2, 2017 Summary Talend shares have appreciated significantly in the first half of the year. The company is continuing to gain market share at an increasing space within the data integration market. Last quarter the company saw opportunities to accelerate growth by “pre-hiring” salesmen from its principle competitors. The data integration space has seen…

Read More

October 17, 2016 Summary Talend has become a disruptor in the data integration space. It went public at a share price of $18, then went to $33 and is now back to where it started trading at $24/share. The company has a far more reasonable valuation than most of the other recent IPOs in the…

Read More
{"cart_token":"","hash":"","cart_data":""}