最新ニュース Informatica (NYSE:INFA) 株価情報

INFORMATICA INC - CLASS A

Informatica

Informatica Inc provides artificial intelligence (AI) enabled data management products on a cloud native platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at an enterprise scale. The company's platform includes a suite of interoperable data management products that leverage the shared services and metadata of the underlying platform, including products for Data Catalog, Data Integration & Engineering, API & Application Integration, Data Quality and Observability, Master Data Management, Customer and Business 360 Applications, Governance, Access and Privacy, and Data Marketplace., allowing customers to track and understand their data. Geographically, the company generates maximum revenue from North America.

Informatica Corporation

Analyst Ratings

INFA

過去四半期にわたるインフォマティカ（NYSE：INFA）に対するアナリストのレーティングは、その1つが売りオピニオンを示しつつも、もう1つのレーティングは買いオピニオンを示している。

情報学における見解を共有　インフォマカ関連株

Informatica Inc

INFANT BACTERIAL AK B ORD by Infant Bacterial Therapeutics AB

Infant Bacterial Therapeutics AB

Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) is in the news with its <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45617449/salesforce-strikes-8-billion-acquisition-to-boost-ai-and-data-cloud-power">$8 billion buyout </a>of data management company Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), an ambitious foray into the AI and data integration business. But the tech behemoth isn&#8217;t only in the spotlight for the deal –investors are also eagerly <a href="https://www.benzinga.com/trading-ideas/technicals/25/05/45646698/salesforce-inc-ai-ambitions-vs-stock-realities-ahead-of-q1-earnings-reveal">awaiting its fiscal Q1 2026 earnings release</a>, due after the market close Wednesday. Between a fresh M&amp;A appetite and expanding AI roots, CRM-focused funds could be on the cusp of a data-driven rally.
ETFs In The Spotlight
The Informatica acquisition and the expected earnings release have implications for a number of <a href="https://www.benzinga.com/etfs">ETFs that have big stakes in Salesforce</a>:
iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>): 7.4% weightage
First Trust Dow Jones Internet Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDN#NYSE">FDN</a>): 5.4% weightage
FT Vest Dow Jones Internet &amp; Target Income ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/FDND#BATS">FDND</a>): 5.4% weightage
These ETFs would stand to benefit if Salesforce&#8217;s quarterly earnings beat or meet forecasts and if the market perceives the Informatica acquisition as a strategic play in the growing AI space.
Can Salesforce Deliver?
Analysts are calling for Salesforce to post adjusted earnings per share (EPS) of $2.55 on revenue of $9.75 billion, improving year over year from $2.44 EPS and $9.13 billion in revenue. Such a performance would demonstrate the company&#8217;s ongoing growth trend, but at a more tempered rate than what it experienced during its previous years of explosive expansion.
The earnings announcement is especially important since it will give us clues on how Salesforce&#8217;s recent strategic actions, such as acquiring Informatica, will affect its financial well-being and competitive standing in the AI-powered enterprise software industry.
Bottom Line
The dual emphasis by Salesforce on strategic acquisitions as well as strong earnings performance make it an important contributor to the AI and enterprise software industries. Both investors and ETF observers will be listening to the Q1 earnings announcement for signals about the direction of the company and the wider ramifications for tech-themed investment vehicles.
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Photo: Shutterstock

Specialty ETFs

ETFs

First Trust Dow Jones Internet Index Fund

First Trust Exchange-Traded Fund IV FT Vest Dow Jones Internet & Target Income ETF

FDND

CRM-Powered ETFs In Focus As Salesforce Bets Big On AI With $8B Informatica Deal Ahead Of Q1 Results

Baird analyst William Power maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Neutral and raises the price target from $19 to $25.

News

Price Target

Baird Maintains Neutral on Informatica, Raises Price Target to $25

Truist Securities analyst Miller Jump downgrades Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) from Buy to Hold and raises the price target from $24 to $25.

Downgrades

Truist Securities Downgrades Informatica to Hold, Raises Price Target to $25

DA Davidson analyst Gil Luria maintained Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with an Underperform and a <a href="https://www.benzinga.com/quote/CRM/analyst-ratings" target="_blank" rel="noreferrer noopener">$200 price target</a> on Tuesday.
On Tuesday, Salesforce announced it had <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/05/45617449/salesforce-strikes-8-billion-acquisition-to-boost-ai-and-data-cloud-power" rel="noreferrer noopener">agreed to acquire</a> Informatica Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) for $8 billion or $25 per share, net of its current investment in the company in cash (11% premium to Informatica&#8217;s Friday close), Luria said.
According to the analyst, this is Salesforce&#8217;s first headline M&amp;A deal since the company acquired Slack in 2021 for $28 billion.
Also Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45357365/salesforce-sales-cloud-ai-integration-and-cloud-upsells-drive-analyst-confidence-in-long-term-growth" target="_blank" rel="noreferrer noopener">Salesforce Sales Cloud, AI Integration, And Cloud Upsells Drive Analyst Confidence In Long-Term Growth</a>
Since 2021, Salesforce has completed several strategic bolt-ons to enhance its data and AI offerings. The Informatica deals mark the third consecutive transaction focused on adding incremental data capabilities to the company&#8217;s growing product portfolio, specifically its Data Cloud offering.
While he noted potential benefits from adding Informatica&#8217;s data management capabilities, he is hesitant to endorse the deal given Informatica&#8217;s suboptimal execution track record and legacy technology offerings.
Luria noted that part of the reasoning for the rerating was that Salesforce would start covering up its slowing organic growth with acquisitions. The first part was evident on Tuesday, and the second part will be evident when Salesforce reports on Wednesday after the close, as per the analyst.
While the acquisition may become financially accretive in the second year, he did not believe that buying a legacy technology company that has lost its growth would change the fact that Salesforce is losing its own organic growth.
Luria said that just over a year ago, in April 2024, it was rumored that Salesforce was in advanced talks with Informatica to acquire the business for ~$10 billion.
While Informatica shareholders welcomed this news, Salesforce investors did not respond favorably, and shares declined 7% after the announcement, the analyst said.
He noted that several factors led to this initial reaction, but the wave of criticism from investors and market analysts seemed to center around Salesforce&#8217;s intentions to integrate Informatica&#8217;s legacy data capabilities with the company&#8217;s existing data cloud offering, which it has been building over the past few years.
Luria also inhabited this camp, taking a more skeptical view of this deal&#8217;s long-term strategic rationale from a product and innovation perspective.
Going forward, Luria expects Salesforce to continue acquiring software providers who offer additive features, allowing the business to push Agentforce to incremental customers.
The analyst is already street low for fiscal 2026 revenue growth at 5.5% versus consensus of 7.5%.
Price Actions: CRM shares traded lower by 0.37% at $276.19 at the last check Wednesday.
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</ul>
Photo: Shutterstock

Reiteration

Trading Ideas

Salesforce Buying Spree Worries Analyst Who Sees Informatica Deal As Cover For Weak Growth

JP Morgan analyst Mark Murphy downgrades Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) from Overweight to Neutral and raises the price target from $24 to $25.

JP Morgan Downgrades Informatica to Neutral, Raises Price Target to $25

On Tuesday, Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) officially agreed to acquire Informatica Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) for approximately $8 billion in equity value, net of Salesforce's current investment in Informatica.
Under the terms of the agreement, holders of Informatica's Class A and Class B-1 common stock will receive $25 in cash per share.
Upon close, Salesforce plans to rapidly integrate Informatica's technology stack including data integration, quality, governance, and unified metadata for Agentforce, and a single data pipeline with MDM on Data Cloud.
Informatica shares gained 0.5% to trade at $24.04 on Wednesday.
These analysts made changes to their price targets on Informatica following the announcement.
<ul class="wp-block-list">
<li>RBC Capital analyst Matthew Hedberg maintained Informatica with a Sector Perform and raised the price target from $22 to $25.</li>
<li>Wells Fargo analyst Andrew Nowinski maintained Informatica with an Equal-Weight rating and raised the price target from $19 to $25.</li>
</ul>
Considering buying INFA stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="567" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105719/image-370-1024x567.png" alt="" class="wp-image-930124" style="width:600px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105719/image-370-1024x567.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105719/image-370-300x166.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105719/image-370-768x425.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105719/image-370.png 1140w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Markets

These Analysts Increase Their Forecasts On Informatica

RBC Capital analyst Matthew Hedberg maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Sector Perform and raises the price target from $22 to $25.

RBC Capital Maintains Sector Perform on Informatica, Raises Price Target to $25

Wells Fargo analyst Andrew Nowinski maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Equal-Weight and raises the price target from $19 to $25.

Wells Fargo Maintains Equal-Weight on Informatica, Raises Price Target to $25

In the preceding three months, 7 analysts have released ratings for Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), presenting a wide array of perspectives from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $19.86, a high estimate of $22.00, and a low estimate of $18.00. Marking an increase of 3.76%, the current average surpasses the previous average price target of $19.14. 
<img src="https://www.benzinga.com/files/images/story/2025/1748437257_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
A comprehensive examination of how financial experts perceive Informatica is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Matthew Hedberg</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$22.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Karl Keirstead</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$21.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Karl Keirstead</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$20.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Matthew Hedberg</td>
<td>RBC Capital</td>
<td>Lowers</td>
<td>Sector Perform</td>
<td>$19.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Kash Rangan</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$20.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Patrick Colville</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$19.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Gil Luria</td>
<td>DA Davidson</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$18.00</td>
<td>$20.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Informatica. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Informatica compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Informatica's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Informatica's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/INFA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Informatica analyst ratings.</a>
<h2>About Informatica</h2>
Informatica Inc provides artificial intelligence (AI) enabled data management products on a cloud native platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at an enterprise scale. The company's platform includes a suite of interoperable data management products that leverage the shared services and metadata of the underlying platform, including products for Data Catalog, Data Integration &amp; Engineering, API &amp; Application Integration, Data Quality and Observability, Master Data Management, Customer and Business 360 Applications, Governance, Access and Privacy, and Data Marketplace., allowing customers to track and understand their data. Geographically, the company generates maximum revenue from North America.
<h3>Key Indicators: Informatica's Financial Health</h3>
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Revenue Growth: Informatica's remarkable performance in 3M is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 3.93%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Informatica's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 0.33%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Informatica's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 0.06%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): Informatica's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 0.03%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: Informatica's debt-to-equity ratio stands notably higher than the industry average, reaching 0.82. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>The Significance of Analyst Ratings Explained</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Deep Dive Into Informatica Stock: Analyst Perspectives (7 Ratings)

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Jefferies analyst Andrew Tsai downgraded the rating for Rocket Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RCKT#NASDAQ">RCKT</a>) from Buy to Hold and lowered the price target from $29 to $2.5. Rocket Pharmaceuticals shares closed at $2.33 on Tuesday. <a href="https://www.benzinga.com/quote/RCKT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wolfe Research analyst Alex Zukin downgraded the rating for Informatica Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) from Outperform to Peer Perform. Informatica shares closed at $23.92 on Tuesday. <a href="https://www.benzinga.com/quote/INFA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Finian O&#8217;Shea downgraded Runway Growth Finance Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RWAY#NASDAQ">RWAY</a>) from Overweight to Equal-Weight and lowered the price target from $10 to $9.5. Runway Growth Finance shares closed at $9.83 on Tuesday. <a href="https://www.benzinga.com/quote/RWAY/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying INFA stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="594" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28080255/image-357-1024x594.png" alt="" class="wp-image-929734" style="width:581px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28080255/image-357-1024x594.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28080255/image-357-300x174.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28080255/image-357-768x446.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28080255/image-357.png 1096w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Pre-Market Outlook

RCKT

RWAY

This Informatica Analyst Is No Longer Bullish; Here Are Top 3 Downgrades For Wednesday

Wolfe Research analyst Alex Zukin downgrades Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) from Outperform to Peer Perform.

Wolfe Research Downgrades Informatica to Peer Perform

RBC Capital analyst Matthew Hedberg maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Sector Perform and raises the price target from $19 to $22.

RBC Capital Maintains Sector Perform on Informatica, Raises Price Target to $22

Informatica Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) stock surged on Monday amid reports that Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) is weighing the acquisition of the software company after a prior deal failed to fructify in 2024.
On Tuesday, Salesforce officially <a href="https://www.benzinga.com/pressreleases/25/05/b45615094/salesforce-signs-definitive-agreement-to-acquire-informatica" target="_blank" rel="noreferrer noopener">agreed to acquire</a> Informatica for approximately $8 billion in equity value, net of Salesforce&#8217;s current investment in Informatica.
Under the terms of the agreement, holders of Informatica&#8217;s Class A and Class B-1 common stock will receive $25 in cash per share.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44908035/salesforces-investment-in-ai-and-data-cloud-boosts-long-term-growth-outlook-analyst-confident" rel="noreferrer noopener">Salesforce&#8217;s Agentforce AI, Data Cloud Strengthen Long-Term Growth Potential: Analyst</a>
Upon close, Salesforce plans to rapidly integrate Informatica&#8217;s technology stack including data integration, quality, governance, and unified metadata for Agentforce, and a single data pipeline with MDM on Data Cloud.
Salesforce will also support Informatica&#8217;s continued strategy of building best-in-class, AI-powered data management products.
Salesforce plans to invest in Informatica&#8217;s ecosystem of data and infrastructure partners and apply Salesforce&#8217;s marketing and distribution teams to accelerate the growth of Informatica&#8217;s cloud business.
Cloud Software Group, formerly Citrix Systems Inc had also eyed the deal, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-23/salesforce-is-said-back-in-talks-to-acquire-informatica?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Saturday. Informatica held $1.9 billion in total debt, as per Bloomberg data.
Informatica&nbsp;stock, down over 24% in the last 12 months, has long been a potential takeover target. However, Bloomberg analyst&nbsp;Sunil Rajgopal&nbsp;highlighted an overlap between Informatica and Salesforce&#8217;s MuleSoft unit could attract regulatory scrutiny.
In April 2024, Salesforce ended its&nbsp;<a target="_blank" href="https://www.benzinga.com/m-a/24/04/38357035/whats-going-on-with-salesforce-and-informatica-stock-monday" rel="noreferrer noopener">acquisition discussions with</a> Informatica after disagreeing on terms.
Informatica, founded in 1993, provides customers with cloud-based, subscription data management services and automation solutions, including Unilever and Deloitte.&nbsp;
In early 2023, Salesforce faced criticism for its acquisition strategy from activist investors such as ValueAct Capital and Elliott Management, leading to cost reductions, increased share repurchases, and the dissolution of its mergers and acquisitions board committee.&nbsp;
Salesforce has acquired numerous companies over the years, including Tableau Software for $15.7 billion in 2019 and Slack Technologies for nearly $28 billion in 2020, marking its most significant acquisitions.
Salesforce held $14.03 billion in <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/b43989185/salesforce-announces-fourth-quarter-and-fiscal-year-2025-results" rel="noreferrer noopener">cash and equivalents</a> as of January 31, 2025.
BofA Securities&nbsp;analyst Brad Sills&nbsp;<a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45357365/salesforce-sales-cloud-ai-integration-and-cloud-upsells-drive-analyst-confidence-in-long-term-growth" rel="noreferrer noopener">rerated the stock</a> backed by Salesforce Sales Cloud as the company&#8217;s flagship offering, generating an estimated subscription revenue of $7.9 billion in fiscal 2026.
It is growing at an estimated 9% growth rate (constant currency), keeping pace with Sills&#8217; estimate for total company subscription revenue.
Price Actions: INFA shares traded higher by 5.63% at $23.82 premarket on the last check Tuesday. CRM shares traded higher by 0.57%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45593387/nvidia-may-beat-q1-but-q2-sales-could-fall-to-41-billion-on-china-ban-bofa-securities-analyst-warns" target="_blank" rel="noreferrer noopener">Nvidia May Beat Q1, But Q2 Sales Could Fall To $41 Billion On China Ban, BofA Securities Analyst Warns</a></li>
</ul>
Image via Shutterstock

Movers

Tech

Media

Salesforce Strikes $8 Billion Acquisition To Boost AI And Data Cloud Power

WIIM

Informatica shares are trading higher after the company announced Salesforce will acquire them for approximately $8 billion.

Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), the world's #1 AI CRM, and Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), a leader in enterprise AI-powered cloud data management, have entered into an agreement for Salesforce to acquire Informatica for approximately $8 billion in equity value, net of Salesforce's current investment in Informatica. Under the terms of the agreement, holders of Informatica's Class A and Class B-1 common stock will receive $25 in cash per share.
The planned acquisition will enhance Salesforce's trusted data foundation critical for deploying powerful and responsible agentic AI. The combination of Informatica's rich data catalog, data integration, governance, quality and privacy, metadata management, and Master Data Management (MDM) services with the Salesforce platform will establish a unified architecture for agentic AI — enabling AI agents to operate safely, responsibly, and at scale across the modern enterprise.
Effective, enterprise-grade AI requires more than just data — it demands data transparency, deep contextual understanding, and rigorous governance:
<ul>
<li>Data Transparency: Informatica's advanced integration, catalog, and lineage tools show where data comes from, how it has changed, and how it is used — crucial for auditability and regulatory compliance.</li>
<li>Data Understanding: Informatica's rich metadata, combined with Salesforce's unified data model, will empower AI agents to interpret, connect, and act on enterprise data with meaningful context.</li>
<li>Data Governance: Built-in MDM, data quality controls, and policy management ensure that all data driving AI is standardized, accurate, consistent, and secure.</li>
</ul>
"Together, Salesforce and Informatica will create the most complete, agent-ready data platform in the industry," said Marc Benioff, Chair and CEO of Salesforce. "By uniting the power of Data Cloud, MuleSoft, and Tableau with Informatica's industry-leading, advanced data management capabilities, we will enable autonomous agents to deliver smarter, safer, and more scalable outcomes for every company, and significantly strengthen our position in the $150 billion-plus enterprise data market."
"Joining forces with Salesforce represents a significant leap forward in our journey to bring ​​data and AI to life by empowering businesses with the transformative power of their most critical asset — their data," said Amit Walia, CEO of Informatica. "We have a shared vision for how we can help organizations harness the full value of their data in the AI era."
Unlocking the Full Value of Enterprise Data Across Salesforce
Bringing together Informatica's cloud-native capabilities — including its extensive data catalog, data integration, governance, quality and privacy, metadata management, and MDM — with the Salesforce platform will unlock new capabilities for Salesforce's enterprise data stack, delivering a complete solution to the challenges of AI at scale, by:
<ul>
<li>Achieving Data Clarity with Data Cloud: Informatica will strengthen Data Cloud's leadership as a Customer Data Platform (CDP), ensuring data from across the organization is not just unified but clear, trusted, and actionable.</li>
<li>Elevating Agentforce: Combined, Informatica and Salesforce will provide a critical foundation for autonomous AI agents to interpret and act on complex enterprise data, building a true system of intelligence on a trusted system of understanding.</li>
<li>Augmenting the Customer 360: Salesforce CRM applications will be enhanced, giving teams the confidence to deliver more personalized and effective customer experiences, backed by trusted data.</li>
<li>Governed Understanding for MuleSoft: Informatica's advanced data quality, integration, cataloging, and governance will ensure data flowing through MuleSoft APIs is not just connected but also enriched, standardized, and trustworthy — a reliable stream ready to fuel AI-powered decisions and actions across the enterprise.</li>
<li>Context-Rich Insights for Tableau: Tableau users will benefit from richer, context-driven insights thanks to a more accessible and better-understood data landscape.</li>
</ul>
Delivering this level of value requires more than a partnership — it demands deep, native integration of Informatica technology within the Salesforce platform.

Salesforce And Informatica Announces They Have Entered Into An Agreement for Salesforce To Acquire Informatica For ~$8B in Equity Value Holders Of Informatica's Class A And Class B-1 Common Stock Will Receive $25 In Cash Per Share

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$130.00</td>
<td>$137.4K</td>
<td>27.8K</td>
<td>84.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$410.00</td>
<td>$73.8K</td>
<td>2.7K</td>
<td>63.3K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$195.00</td>
<td>$64.9K</td>
<td>6.9K</td>
<td>31.7K</td>
</tr>
<tr>
<td>INFA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$20.00</td>
<td>$31.1K</td>
<td>347</td>
<td>12.6K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$15.00</td>
<td>$52.4K</td>
<td>49.3K</td>
<td>6.3K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$100.00</td>
<td>$29.7K</td>
<td>3.9K</td>
<td>2.5K</td>
</tr>
<tr>
<td>SNOW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$185.00</td>
<td>$77.6K</td>
<td>57</td>
<td>850</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$40.00</td>
<td>$45.4K</td>
<td>1.8K</td>
<td>527</td>
</tr>
<tr>
<td>WDC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>12/19/25</td>
<td>$52.50</td>
<td>$43.6K</td>
<td>211</td>
<td>341</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$450.00</td>
<td>$30.8K</td>
<td>2.2K</td>
<td>248</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bullish sentiment. It expires in 3 day(s) on May 23, 2025. Parties traded 896 contract(s) at a $130.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $137.4K, with a price of $153.0 per contract. There were 27863 open contracts at this strike prior to today, and today 84792 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on May 30, 2025. This event was a transfer of 242 contract(s) at a $410.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $73.8K, with a price of $305.0 per contract. There were 2797 open contracts at this strike prior to today, and today 63369 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a put option trade with bearish sentiment. It expires in 4 day(s) on May 30, 2025. Parties traded 194 contract(s) at a $195.00 strike. The total cost received by the writing party (or parties) was $64.9K, with a price of $335.0 per contract. There were 6941 open contracts at this strike prior to today, and today 31744 contract(s) were bought and sold. 
• For INFA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), we notice a call option trade that happens to be bearish, expiring in 25 day(s) on June 20, 2025. This event was a transfer of 75 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $31.1K, with a price of $415.0 per contract. There were 347 open contracts at this strike prior to today, and today 12613 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be neutral, expiring in 25 day(s) on June 20, 2025. This event was a transfer of 400 contract(s) at a $15.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $52.4K, with a price of $131.0 per contract. There were 49366 open contracts at this strike prior to today, and today 6305 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a call option sweep with bearish sentiment. It expires in 4 day(s) on May 30, 2025. Parties traded 35 contract(s) at a $100.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $29.7K, with a price of $854.0 per contract. There were 3936 open contracts at this strike prior to today, and today 2571 contract(s) were bought and sold. 
• For SNOW (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), we notice a put option sweep that happens to be bearish, expiring in 207 day(s) on December 19, 2025. This event was a transfer of 42 contract(s) at a $185.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $77.6K, with a price of $1845.0 per contract. There were 57 open contracts at this strike prior to today, and today 850 contract(s) were bought and sold. 
• For ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we notice a call option sweep that happens to be bearish, expiring in 53 day(s) on July 18, 2025. This event was a transfer of 101 contract(s) at a $40.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $45.4K, with a price of $450.0 per contract. There were 1815 open contracts at this strike prior to today, and today 527 contract(s) were bought and sold. 
• For WDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>), we notice a call option sweep that happens to be neutral, expiring in 207 day(s) on December 19, 2025. This event was a transfer of 74 contract(s) at a $52.50 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $43.6K, with a price of $590.0 per contract. There were 211 open contracts at this strike prior to today, and today 341 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a put option sweep with bullish sentiment. It expires in 235 day(s) on January 16, 2026. Parties traded 10 contract(s) at a $450.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $30.8K, with a price of $3080.0 per contract. There were 2228 open contracts at this strike prior to today, and today 248 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

CRWV

ENPH

MARA

MSFT

MSTR

NVDA

SNOW

10 Information Technology Stocks Whale Activity In Today's Session

<h3>Gainers</h3>
<ul>
<li>LeddarTech Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LDTC#NASDAQ">LDTC</a>) stock rose 6.4% to $0.35 during Friday's after-market session. The company's market cap stands at $13.0 million. </li>
<li>Saiheat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIH#NASDAQ">SAIH</a>) stock rose 6.32% to $6.25. The market value of their outstanding shares is at $10.5 million. </li>
<li>Thumzup Media (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TZUP#NASDAQ">TZUP</a>) shares rose 6.19% to $8.66. The market value of their outstanding shares is at $82.3 million. </li>
<li>Greenidge Generation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GREE#NASDAQ">GREE</a>) stock rose 5.66% to $1.68. The company's market cap stands at $19.2 million. </li>
<li>Cyngn (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYN#NASDAQ">CYN</a>) shares moved upwards by 4.67% to $4.7. The company's market cap stands at $8.2 million. </li>
<li>Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) stock moved upwards by 4.65% to $23.6. The company's market cap stands at $7.1 billion. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Movano (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MOVE#NASDAQ">MOVE</a>) shares decreased by 11.8% to $0.49 during Friday's after-market session. The company's market cap stands at $3.4 million. </li>
<li>Auddia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUUD#NASDAQ">AUUD</a>) shares decreased by 8.25% to $3.95. The company's market cap stands at $2.4 million. </li>
<li>Syntec Optics Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPTX#NASDAQ">OPTX</a>) stock declined by 8.1% to $1.59. The market value of their outstanding shares is at $58.3 million. </li>
<li>PicoCELA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCLA#NASDAQ">PCLA</a>) stock decreased by 7.63% to $0.61. The market value of their outstanding shares is at $18.8 million. </li>
<li>ClearOne (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLRO#NASDAQ">CLRO</a>) shares decreased by 6.64% to $0.37. The market value of their outstanding shares is at $9.5 million. The company's, Q1 earnings came out 4 days ago. </li>
<li>Taoping (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TAOP#NASDAQ">TAOP</a>) shares fell 6.28% to $0.27. The company's market cap stands at $3.6 million. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AUUD

CLRO

GREE

LDTC

MOVE

OPTX

PCLA

SAIH

TAOP

TZUP

12 Information Technology Stocks Moving In Friday's After-Market Session

<a href="https://www.bloomberg.com/news/articles/2025-05-23/salesforce-is-said-back-in-talks-to-acquire-informatica" title="https://www.bloomberg.com/news/articles/2025-05-23/salesforce-is-said-back-in-talks-to-acquire-informatica">https://www.bloomberg.com/news/articles/2025-05-23/salesforce-is-said-back-in-talks-to-acquire-informatica</a>

'Salesforce Is Back in Talks to Acquire Informatica' -Bloomberg

UBS analyst Karl Keirstead maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Neutral and raises the price target from $20 to $21.

UBS Maintains Neutral on Informatica, Raises Price Target to $21

Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), a leader in enterprise AI-powered cloud data management, today announced a strategic agreement with Microsoft. This milestone extends the long-standing collaboration between the two companies, continuing innovation and customer adoption on the Microsoft Azure cloud platform. The announcements were made at Informatica World, the company's annual data management and AI conference held in Las Vegas.
Informatica and Microsoft are working closely to deliver unified, AI-powered solutions that combine Informatica's Intelligent Data Management Cloud&#x2122; platform with key Microsoft services, including Microsoft Fabric and Microsoft Azure. Informatica's cloud data management platform is available as a SaaS offering on Azure and via Azure Marketplace, enabling customers to build a trusted, secure and innovative data foundation to power their analytics and AI-driven business transformations.

Informatica Enters Into New Strategic Agreement With Microsoft To Accelerate Customer Adoption, Continuing Innovation And Customer Adoption On The Microsoft Azure Cloud Platform

Press Releases

Informatica Expands Partnership with Databricks to Help Customers Migrate to a Modern, AI-Powered Cloud Data Management Platform

Informatica and Salesforce Partner Announce Plans to Deliver AI-Driven Customer Intelligence with New Agentforce Integration

Informatica Launches New Recipes for AI Agents Built with Amazon Bedrock, Achieves the AWS Generative AI Competency

Informatica Announces Availability of MDM SaaS on Oracle Cloud Infrastructure as a Preferred Partner

Informatica Enters into New Strategic Agreement with Microsoft to Accelerate Customer Adoption

Informatica Unveils New Innovations with Microsoft Fabric and Microsoft Azure OpenAI Service Enabling Trusted Data for Analytics and AI

Informatica Unveils Agentic AI Offerings on Its AI-Powered Cloud Data Management Platform

Informatica Named a Leader in the 2025 Gartner® Magic Quadrant™ for iPaaS

Salesforce Signs Definitive Agreement to Acquire Informatica

Johnson Fistel Investigates Fairness of Proposed Sale of Informatica

ACI Worldwide

AppFolio

Aurora Innovation, Inc. - Class A Common Stock

Aurora Innovation

BILL Holdings

Bentley Systems, Incorporated - Class B Common Stock

Bentley Systems

CCC Intelligent Solutions Holdings Inc. - Common Stock

CCC Intelligent Solutions

Confluent

Clearwater Analytics Holdings, Inc. Class A Common Stock

Clearwater Analytics Hldg

Dropbox

InterDigital

Klaviyo

Life360

Manhattan Associates, Inc. - Common Stock

Manhattan Associates

MARA Holdings

NICE Ltd - American Depositary Shares each representing one Ordinary Share

NICE

Procore Technologies

Pegasystems

Pony AI Inc. - American Depositary Shares

Pony AI

D-Wave Quantum

Q2 Holdings

SPS Commerce

ServiceTitan, Inc. - Class A Common Stock

ServiceTitan

Unity Software

Vertex

Baird

Truist Securities

JP Morgan

RBC Capital

Wells Fargo

Informatica Corp

過去四半期にわたるインフォマティカ（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>）に対するアナリストのレーティングは、その1つが売りオピニオンを示しつつも、もう1つのレーティングは買いオピニオンを示している。
以下の表は、過去30日間におけるアナリストの最新レーティングを簡潔にまとめたもので、前月と比較した変化も同時に示す。
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th></th>
<th style="text-align: right;">買い</th>
<th style="text-align: right;">やや買い</th>
<th style="text-align: right;">無評価</th>
<th style="text-align: right;">やや売り</th>
<th style="text-align: right;">売り</th>
</tr>
</thead>
<tbody>
<tr>
<td>総レーティング数</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>最新30日</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1カ月前</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2カ月前</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3カ月前</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
アナリストは最近インフォマティカを評価し、12ヶ月の株価目標を提供している。平均目標は35.25ドル、高い評価は41.00ドル、低い評価は28.00ドルだ。アナリストが平均株価目標を9.62％減らしたことから、センチメントのマイナスの変化が明らかとなっている。
<img decoding="async" src="https://www.benzinga.com/files/images/story/2024/1722434413_0.png" alt="price target chart" />
<h2>アナリストの評価を解析：詳細な分析</h2>
最近のアナリストの動向を詳細に掘り下げることで、インフォマティカの市場評価が明らかとなる。以下の要約では、主要なアナリスト、彼らの最新の評価、およびそのレーティングと価格目標の調整がまとめられている。
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>アナリスト</th>
<th>アナリスト会社</th>
<th>実行</th>
<th>レーティング</th>
<th>現在の価格目標</th>
<th>前回の価格目標</th>
</tr>
</thead>
<tbody>
<tr>
<td>William Power</td>
<td>バード</td>
<td>引き下げ</td>
<td>アウトパフォーム</td>
<td>35.00ドル</td>
<td>43.00ドル</td>
</tr>
<tr>
<td>Tyler Radke</td>
<td>シティグループ</td>
<td>引き下げ</td>
<td>ニュートラル</td>
<td>28.00ドル</td>
<td>35.00ドル</td>
</tr>
<tr>
<td>Howard Ma</td>
<td>グッゲンハイム</td>
<td>維持</td>
<td>バイ</td>
<td>37.00ドル</td>
<td>37.00ドル</td>
</tr>
<tr>
<td>Matthew Hedberg</td>
<td>RBCキャピタル</td>
<td>維持</td>
<td>アウトパフォーム</td>
<td>41.00ドル</td>
<td>41.00ドル</td>
</tr>
</tbody>
</table>
<h3>主なポイント：</h3>
<ul>
<li>実行：市場環境のダイナミズムや企業の業績への対応として、アナリストは自らの勧告を更新している。アナリストが自社株に対して「維持」「引き上げ」「引き下げ」のいずれかの立場をとったかは、インフォマティカに関連する最近の出来事への反応を示すものである。これは、アナリストが同社の現在の状態に対する見方を一瞬で把握できる洞察力を持っている。</li>
<li>レーティング：アナリストは各銘柄について「アウトパフォーム」から「アンダーパフォーム」までの範囲で質的評価を提供することで銘柄の相対的なパフォーマンスに対する期待を反映させている。</li>
<li>株価目標：アナリストは、インフォマティカの将来価値についての見通しを提供し、その結果として価格目標の動きを予測した。現在のターゲットと前回のターゲットを比較することで、アナリストの期待の変化が分かる。</li>
</ul>
これらのアナリストの評価を関連する財務指標と併せて分析することで、インフォマティカの市場ポジションに関する包括的な見方が可能になるだろう。Ratings Tableの助けを借りて、最新の情報を把握し、データ駆動型の意思決定を行うことが大切だ。
インフォマティカのアナリストレーティングを最新の情報で確認しよう。
<h2>インフォマティカの背景</h2>
インフォマティカ社は、新しいソフトウェアのカテゴリー、インテリジェントデータ管理クラウド（IDMC）を先駆けて紹介している。IDMCは、AIを搭載したプラットフォームで、マルチクラウドやハイブリッドシステムを横断してデータを接続、管理、統合することができ、企業がデータ戦略を最適化し、前進することが可能になる。
<h3>インフォマティカ：財務を掘り下げる</h3>
時価総額分析：情報技術セクターの業界基準に比べて、同社の時価総額は制約を受けている。その背景には、業界の成長期待や運用能力などの要因がある可能性がある。
売上成長：過去3ヶ月間の売上成長は顕著だった。2024年3月31日現在、同社の売上成長率は約6.34％に達している。これは、同社の売上高が大幅に伸びたことを示している。業界平均を下回る伸び率で苦戦しており、他社に比べて売上が伸び悩んでいるといえる。
純利益率：同社の純利益率は業界の基準を下回っており、強固な収益性を追求する上で潜在的な困難を示唆している。純利益率は2.4％であり、同社は効果的なコスト管理の課題に直面している可能性がある。
自己資本利益率（ROE）：同社のROEは業界平均を上回っており、特筆すべき成績を収めている。同社のROEは0.42％であり、同社は自己資本を効果的に活用し、かつ強い財務パフォーマンスを達成している。
総資産利益率（ROA）：インフォマティカのROAは業界平均を下回っており、資産の効率的な利用に課題があることを示している。ROAは0.18％であり、同社は資産から最適なリターンを生み出すことに苦労している可能性がある。
負債管理：同社の負債比率は業界平均を大きく上回っており、0.83に達している。これは、借入資金への大きな依存度を示し、財務レバレッジについての懸念が高まっている。
<h2>アナリストの評価：要約</h2>
Benzingaは、150のアナリスト会社の株式予測を追跡している。アナリストは通常、企業が将来（通常は次の5年間）いくらの利益を上げるか、またその利益ストリームはどの程度リスクのあるものであるかを予測して結論を導く。
アナリストは、決算発表時の会社の電話会議や会合に出席し、企業の財務諸表を調査し、会社関係者とコミュニケーションを取って、銘柄に対するレーティングを発行する。アナリストは、通常、企業が重要な情報を発表するたびに、または1四半期ごとに、各銘柄について1回のみレーティングを行う。

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