DA Davidson Adds Informatica (INFA) to STAMPEDE List of Special Situation Investment Ideas

CFRA Reiterates Strong Buy Rating on salesforce.com (CRM)

CFRA analyst Angelo Zino reiterated a Strong Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "We keep our 12-month target at $375, on a P/E of 30x our CY 2026 EPS view of $12.50, above peers, but well below CRM's three-... More

salesforce.com (CRM) PT Lowered to $295 at Citi

Citi analyst Tyler Radke lowered the price target on salesforce.com (NYSE: CRM) to $295.00 (from $320.00) while maintaining a Neutral rating.

The analyst comments "While Q1 results likely met a low-bar, we maintain our Neutral rating on CRM seeing Agentforce remaining a show-me... More

FBN Securities Reiterates Outperform Rating on salesforce.com (CRM)

FBN Securities analyst Shebly Seyrafi reiterated an Outperform rating and $360.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Retain Outperform. We retain our Outperform rating and $360PT on CRM following solid FQ1 results in which revenue grew by 8% Y/Y (and came in 1% above consensus), cRPO grew by 12% Y/Y (11% Y/Y at CC) and came i n 1.9% above consensus, billings grew by 11% Y/Y (and came in 2.5% above consensus), and NG EPS of $2.58 came in $.03 above consensus.... More

salesforce.com (CRM) PT Lowered to $396 at Northland

Northland analyst Nehal Chokshi lowered the price target on salesforce.com (NYSE: CRM) to $396.00 (from $423.00) while maintaining a Outperform rating.

The analyst comments "cRPO beat due to FX tailwinds. Implied professional services raise and 22% increase in distribution capacity by end of FY26 point to... More

KeyBanc Reiterates Overweight Rating on salesforce.com (CRM)

KeyBanc analyst Jackson Ader reiterated an Overweight rating and $440.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Most of the headline metrics were either fine or even a slight disappointment relative to our forecasts, particularly in the core, but there was a single exception in current remaining performance obligation (cRPO). cRPO's constant currency growth was 11%, ahead of estimates of 10%, driving current bookings growth of 16.3%, more than double our estimate. For us, coupling the better... More

salesforce.com (CRM) PT Raised to $225 at DA Davidson

DA Davidson analyst Gil Luria raised the price target on salesforce.com (NYSE: CRM) to $225.00 (from $200.00) while maintaining a Underperform rating.

The analyst comments "Salesforce reported better than feared results, but the FY2026 outlook adjusting for FX and the F1Q... More

Stifel Reiterates Buy Rating on salesforce.com (CRM)

Stifel analyst Parker Lane reiterated a Buy rating and $375.00 price target on salesforce.com (NYSE: CRM).

The analyst comments "Salesforce traded a touch higher (~1%) in response to a fairly clean start to the fiscal year. Not surprisingly, management offered a highly optimistic... More

salesforce.com (CRM) PT Raised to $404 at Morgan Stanley

Morgan Stanley analyst Keith Weiss raised the price target on salesforce.com (NYSE: CRM) to $404.00 (from $393.00) while maintaining a Overweight rating.

The analyst comments "Q1 cRPO upside and reiteration of FY26 targets prove better than feared against macro volatility and rising... More

JPMorgan Reiterates Overweight Rating on salesforce.com (CRM)

JPMorgan analyst Mark Murphy reiterated an Overweight rating and $380.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "Heading into Salesforces Q1 results, we shared with investors our proprietary Salesforce partner survey (see presentation here and investor call recording here), wherein we noted that partner performance vs. plan remained fairly consistent with trending over the last ~2.5 years, while partners expected CY25 practice growth rates were holding firm on average and supportive of our existing revenue forecasts. We also noted some degradation in other metrics, though highlighted that these metrics... More

salesforce.com (CRM) PT Raised to $385 at Goldman Sachs

Goldman Sachs analyst Kash Rangan raised the price target on salesforce.com (NYSE: CRM) to $385.00 (from $340.00) while maintaining a Buy rating.

The analyst comments "We reiterate our Buy rating and raise our PT to $385 following Salesforces solid F1Q26 results and raised topline guidance (ex. beat and FX tailwind). The stock is indicated +1% AH (+5% initially) as investors weighed the quarters execution against a shift in sales... More

Wedbush Dan Ives' First Take on salesforce.com (CRM) Earnings, Stock Up 1.6pct After Hours

Wedbush analyst Daniel Ives reiterated an Outperform rating and $425.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "CRM just reported its FY1Q26 results featuring top and bottom-line beats while raising its FY26 guidance as the buildout of its Agentforce strategy accelerates as CRM starts to capitalize on its agentic AI strategy. Total revenue came in at $9.83 billion (up 8% y/y) above the Streets $9.75 billion while RPO came in at $60.90 million (up 13% y/y) with current RPO of $29.6 million (up 12% y/y in CC) as the company signed 8,000 Agentforce... More

Evercore ISI First Look on salesforce.com (CRM) Earnings: 'Solid F1Q Results Help 'De-Risk' Updated FY26 Guide'

Evercore ISI analyst Kirk Materne reiterated an Outperform rating and $350.00 price target on salesforce.com (NYSE: CRM)

The analyst comments "Bottom line: A solid start to the year and perhaps a touch better than we would have expected in terms of the quarterly beat, but the constant currency guide remaining... More

Truist Securities Downgrades Informatica (INFA) to Hold

Truist 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

Salesforce Q1 preview: Checks remain mixed

Salesforce (NYSE: CRM) is set to report its fiscal first-quarter results on Wednesday, May 28, amid mixed signals from the channel and continued scrutiny of its growth trajectory.

According to Citi, partner checks ahead of the quarter suggest mixed signals on Salesforce demand, citing weaker top-of-funnel for core CRM clouds, though some partners noted an uptick in... More

TD Cowen Reiterates Buy Rating on salesforce.com (CRM)

TD 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)

William 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

Canaccord 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 on salesforce.com (CRM): 'we are hesitant to endorse the deal'

DA 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)

Mizuho 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

Truist 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'

Guggenheim 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

Raymond James Reiterates Strong Buy Rating on salesforce.com (CRM), PT $375, 'we see much more potential synergies outweighing the risks'

Raymond 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

Wedbush Reiterates salesforce.com (CRM) at Outperform on "smart and strategic" Informatica (INFA) deal

Wedbush analyst Daniel Ives reiterated an Outperform rating and $425.00 price target on salesforce.com (NYSE: CRM).

The analyst commented: "This morning, Salesforce announced its acquisition of Informatica (INFA), the data-management software firm, in ~$8 billion in equity value net of CRM's current investment in INFA which will help significantly enhance CRM's AI strategy further with more companies looking to use... More

Informatica (INFA) PT Raised to $22 at RBC Capital Amid Potential Sale

RBC Capital analyst Matthew Hedberg raised the price target on Informatica (NYSE: INFA) to $22.00 (from $19.00) while maintaining a Sector Perform rating.

The analyst commented: "Is Informatica for sale? According to an unsubstantiated late Friday afternoon Bloomberg article, Salesforce was in talks to... More

Salesforce (CRM) to Acquire Informatica (INFA) for $25/sh Cash

Salesforce (NYSE: CRM), the worlds #1 AI CRM, and Informatica (NYSE: INFA), 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 Salesforces current investment in Informatica. Under the terms of the agreement, holders of Informaticas Class A and Class B-1 common stock will receive $25 in cash per share.

The planned acquisition will enhance Salesforces trusted data foundation critical for deploying powerful and responsible agentic AI. The combination of Informaticas rich... More

Salesforce to buy Informatica for $8 billion to bolster AI data tools

By Aditya Soni

(Reuters) - Salesforce said on Tuesday it would buy Informatica for about $8 billion, betting on the data management platform to sharpen its competitive edge in the booming artificial intelligence market. The cloud-software giant is returning to big-ticket M&A after years on the sidelines, driven by scrutiny from activist investors pressing for better profitability.

It had last year shelved deal talks with Informatica after the companies failed to agree on deal terms. Buying Informatica, in its biggest deal since its nearly $28 billion acquisition of Slack Technologies in... More

Salesforce (CRM) Nears Deal to Buy Informatica (INFA) for $25/sh - WSJ

(Updated - May 27, 2025 6:34 AM EDT)

Salesforce (NYSE: CRM) is reportedly nearing deal to buy Informatica (NYSE: INFA) for $25 per share, according to an early Tuesday report by the Wall Street Journal.

Informatica (INFA) call put ratio 21 calls to 1 put with focus on June calls

Informatica (NYSE: INFA) 30-day option implied volatility is at 50; compared to its 52-week range of 30 to 71. Call put ratio 21 calls to 1 put with focus on June calls.

Salesforce (CRM) Trading 280 Handle in early session

Salesforce (NYSE: CRM) Trading 280 Handle in early session

Informatica stock soars on acquisition talks; Salesforce dips

Investing.com -- Shares of Informatica (NYSE: INFA) surged over 20% today after reports emerged that Salesforce (NYSE: NYSE: CRM) is in renewed talks to acquire the cloud data management firm. The news, first reported by Bloomberg, has... More

Salesforce (CRM) Is Said In Talks To Acquire Informatica (INFA) - Bloomberg

(Updated - May 23, 2025 3:20 PM EDT)

Salesforce (NYSE: CRM) is in talks to buy Informatica (NYSE: INFA), according to Bloomberg, citing people familiar with the matter.

The deal could be reached as soon as next week.