Informatica stock soars on acquisition talks; Salesforce dips
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Truist Securities Downgrades Informatica (INFA) to Hold
May 27, 2025 3:11 PM EDTTruist Securities analyst Miller Jump downgraded Informatica (NYSE: INFA) from Buy to Hold with a price target of $25.00 (from $24.00).
The analyst comments "With the announcement this morning that Salesforce would be acquiring Informatica and the corresponding price move through the day, we step to the sidelines and look for other areas to put new investment dollars to work. We downgrade our rating to Hold from Buy and increase our price target to $25 from $24 to reflect the announced deal value. Our estimates remain unchanged. Salesforce (CRM, Buy, Tillman) announced this morning that it is acquiring... More
TD Cowen Reiterates Buy Rating on salesforce.com (CRM)
May 27, 2025 1:11 PM EDTTD Cowen analyst Derrick Wood reiterated a Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).
The analyst comments "Our Thoughts: We think the deal is a smart play to bolster CRM's Agentforce capabilities around the area of the... More
William Blair Reiterates Outperform Rating on salesforce.com (CRM)
May 27, 2025 12:43 PM EDTWilliam Blair analyst Bhavan Suri reiterated an Outperform rating on salesforce.com (NYSE: CRM).
The analyst comments "The transaction. Before the market opened on May 27, Salesforce announced it has signed a definitive agreement to acquire Informatica (INFA $23.88), a data management software provider. Informatica... More
salesforce.com (CRM) PT Lowered to $350 at Canaccord Genuity
May 27, 2025 12:36 PM EDTCanaccord Genuity analyst David Hynes Jr. lowered the price target on salesforce.com (NYSE: CRM) to $350.00 (from $400.00) while maintaining a Buy rating.
The analyst comments "The unofficial start to summer is here and Salesforce kicked things off with a bit of Tuesday morning fireworks. This morning the firm officially announced its third largest acquisition ever,... More
DA Davidson Adds Informatica (INFA) to STAMPEDE List of Special Situation Investment Ideas
May 27, 2025 12:27 PM EDTDA Davidson analyst Gul Luria reiterated a Neutral rating and $18.00 price target on Informatica (NYSE: INFA).
The analyst comments "We are adding Informatica to D.A. Davidson's STAMPEDE list of special situation investment ideas, under the letter T for Takeouts given the recently... More
DA Davidson on salesforce.com (CRM): 'we are hesitant to endorse the deal'
May 27, 2025 12:25 PM EDTDA Davidson analyst Gil Luria reiterated an Underperform rating and $200.00 price target on salesforce.com (NYSE: CRM).
The analyst comments "This morning Salesforce announced it had reached an agreement to acquire Informatica (INFA - NEUTRAL) for $8B or $25 per share, net of its... More
Mizuho Reiterates Outperform Rating on salesforce.com (CRM)
May 27, 2025 10:53 AM EDTMizuho analyst Gregg Moskowitz reiterated an Outperform rating and $380.00 price target on salesforce.com (NYSE: CRM).
The analyst comments "Stock Thoughts: We view the patient death and subsequent clinical hold as unfortunate; however, we believe the pausing of dosing is necessary given CLS is a safety event not previously observed with RP-A501 or other AAV gene therapies, to our knowledge. While we cannot fully eliminate the possibility... More
Truist Securities Reiterates Buy Rating on salesforce.com (CRM), PT $400
May 27, 2025 10:11 AM EDTTruist Securities analyst Terry Tillman reiterated a Buy rating and $400.00 price target on salesforce.com (NYSE: CRM).
The analyst comments "Transaction Details and Salesforce M&A Philosophy. Salesforce Chief Operating and Financial Officer Robin Washington further commented on the company's M&A strategy outlining Informatica as a transformative asset that will help Salesforce maximize customer success and further extend Salesforce AI capabilities. Ms. Washington further commented that Salesforce plans to integrate... More
Guggenheim on Informatica (INFA): 'We believe CRM faces material integration risks'
May 27, 2025 10:07 AM EDTGuggenheim analyst Howard Ma reiterated a Buy rating and $27.00 price target on Informatica (NYSE: INFA).
The analyst comments "Key Message: This morning, Salesforce and Informatica announced they have entered into an agreement for Informatica to be acquired for about $25 in cash per share (a 32% premium to the unaffected price on May 22nd, although down 24% over the last year vs. IGV +24%). This represents about $8B in equity value, $8.5B in EV (including about $600M of net... More
Evercore ISI Reiterates Outperform Rating on salesforce.com (CRM), PT $350, 'we continue to see the risk/reward skewing materially to the upside'
May 27, 2025 10:01 AM EDTEvercore ISI analyst Kirk Materne reiterated an Outperform rating and $350.00 price target on salesforce.com (NYSE: CRM).
The analyst comments "Our View: As discussed in our report last night, we see Informatica as a pretty straightforward transaction that will bolster CRMs data... More
Raymond James Reiterates Strong Buy Rating on salesforce.com (CRM), PT $375, 'we see much more potential synergies outweighing the risks'
May 27, 2025 9:47 AM EDTRaymond James analyst Brian Peterson reiterated a Strong Buy rating and $375.00 price target on salesforce.com (NYSE: CRM)
The analyst comments "The News: This morning, Salesforce announced that it had signed a definitive agreement to acquire Informatica (INFA/$22.55/Not Covered), an enterprise cloud data management platform, for $25.00 per share or ~$8 billion (in equity value). Importantly, CRM has already obtained authorization from shareholders who control 63% of the voting power at Informatica to approve of the acquisition (so no further shareholder action will be required). Salesforce expects that the deal will be accretive (on a... More
