
Informatica (INFA) Stock Forecast & Price Target
Informatica (INFA) Analyst Ratings
Bulls say
Informatica Inc. is expected to see accelerated revenue growth in 2025, largely driven by an increasing pipeline and a noticeable rise in modernization deals, particularly migrations which accounted for over a third of new cloud bookings. The company is also witnessing improved competitive positioning in Master Data Management (MDM), alongside strong demand for its data catalog and governance solutions, which contributed to a notable uptick in total net new Annual Recurring Revenue (ARR) from migrations. Overall, Informatica's ability to capitalize on customer urgency for cloud adoption and the positive trends in its product offerings indicate a robust outlook for the company's financial performance.
Bears say
Informatica Inc experienced disappointing financial performance, reporting revenues of $428 million, which fell short of guidance that anticipated revenues between $448 million and $468 million. Key metrics indicated a decline in new workload-based cloud growth, with IDMC migrations consistently underperforming due to intense competition from major partners like Microsoft Azure, Databricks, and Snowflake. Additionally, management outlined various headwinds, including reduced contract duration and upsell rates, alongside a forecasted material deceleration in bookings for 2025, suggesting persistent challenges in the company's growth trajectory.
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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