
Informatica (INFA) Stock Forecast & Price Target
Informatica (INFA) Analyst Ratings
Bulls say
Informatica Inc. is poised for revenue acceleration in 2025, driven by a growing pipeline that includes a significant uptick in modernization deals, which now account for over one-third of new cloud bookings. The company is experiencing strong demand for its Master Data Management (MDM) solutions, as well as its data catalog and governance products, indicating improved competitive positioning and a favorable market environment. With indications of positive expansions and pipeline growth, along with the adoption of its AI-enabled data management platform, Informatica is well-positioned to capitalize on the urgency within its customer base to migrate to cloud solutions, suggesting the potential for accelerated overall growth.
Bears say
Informatica Inc. reported disappointing financial results, with revenue of $428 million falling short of its guidance of $448 million to $468 million, alongside lower cloud annual recurring revenue (ARR) and subscription ARR than expected. The company has been experiencing challenges in new-workload-based cloud growth, as indicated by underwhelming IDMC migrations and heightened competition from key partners, including Microsoft Azure, Databricks, and Snowflake. Additionally, risks such as concentrated ownership, a competitive environment in cloud data management, and execution challenges, coupled with expectations of a slowdown in bookings for 2025, contribute to a negative outlook for Informatica's stock.
This aggregate rating is based on analysts' research of Informatica and is not a guaranteed prediction by Public.com or investment advice.
Informatica (INFA) Analyst Forecast & Price Prediction
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