에 대한 최신 뉴스 Informatica (NYSE:INFA) 주식

Informatica

Informatica Inc is a pioneered new category of software, the Intelligent Data Management Cloud, or IDMC. IDMC is an AI-powered platform that connects, manages, and unifies data across any multi-cloud, hybrid system, empowering enterprises to modernize and advance data strategies.

Informatica Corporation

Equities

News

Markets

Tech

General

INFA

세일즈포스(NYSE:CRM)는 데이터 관리 소프트웨어 제공업체인 인포매티카(Informatica Inc.)(NYSE:INFA)를 인수하기 위해 사전 협상을 진행 중인 것으로 알려졌다. 잠재적으로 복잡한 요인은 논의된 인수 가격이 인포매티카의 최근 종가인 38.48달러보다 낮다는 점이며, 이는 크게 상승했다고 월스트리트 저널(WSJ)이 보도했다.

세일즈포스의 인포매티카 인수 계획, 주가 급등에 가격 문제에 직면: 보도

Informatica Inc

INFANT BACTERIAL AK B ORD by Infant Bacterial Therapeutics AB

Infant Bacterial Therapeutics AB

Helia Selects Informatica To Accelerate Claims Processing

Informatica announces general availability of IDMC services for Oracle Cloud Infrastructure that includes Cloud Data Governance &amp; Catalog, PowerCenter Cloud Edition, and Metadata Scanners for Oracle GoldenGate 23ai

ORCL

Informatica Makes Blueprint For Oracle Cloud Infrastructure Generative AI Available

<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.informatica.com%2F&amp;esheet=54111530&amp;newsitemid=20240822370789&amp;lan=en-US&amp;anchor=Informatica&amp;index=1&amp;md5=8aba85b89788d3bbbbbf81577ccc2b3c">Informatica</a> (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 that SUBARU Corporation (SUBARU) has chosen to implement Informatica's AI-powered <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.informatica.com%2Fplatform.html&amp;esheet=54111530&amp;newsitemid=20240822370789&amp;lan=en-US&amp;anchor=Intelligent+Data+Management+Cloud&amp;index=2&amp;md5=204c4dad60db231607aff64eeef4c1d2">Intelligent Data Management Cloud</a>&#x2122; (IDMC), to enable the automaker to drive a global-scale data integration project.

SUBARU Chooses Informatica's AI-Powered Intelligent Data Management Cloud Platform

Lumen achieves one source of trusted data and reduces manual workload by over one thousand hours
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 that Lumen Technologies, a global integrated network solutions provider, has successfully modernized their on-premises PowerCenter workloads to Informatica's Intelligent Data Management Cloud (IDMC) platform, accelerating time-to-value and minimizing migration costs and effort in its expansion to the cloud.
Lumen faced several data and IT challenges caused by mergers and acquisitions, such as data quality, latency, duplication and reconciliation issues. Lumen partnered with Informatica to create a centralized data platform to consolidate its on-premises data and warehouses. Informatica's AI-powered IDMC platform allowed Lumen to work within a single platform to streamline network assets, cloud connectivity, security solutions and collaboration tools.

LUMN

Informatica Announced That Lumen Technologies Has Modernized Their On-Premises PowerCenter Workloads To Informatica's Intelligent Data Management Cloud Platform, Accelerating Time-To-Value And Minimizing Migration Costs And Effort In Its Expansion To The Cloud

Deutsche Bank analyst Brad Zelnick maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Buy and lowers the price target from $39 to $36.

Price Target

Analyst Ratings

Deutsche Bank Maintains Buy on Informatica, Lowers Price Target to $36

Scotiabank analyst Patrick Colville maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Sector Perform and lowers the price target from $33 to $27.

Scotiabank Maintains Sector Perform on Informatica, Lowers Price Target to $27

Wells Fargo analyst Andrew Nowinski maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Overweight and lowers the price target from $40 to $32.

Wells Fargo Maintains Overweight on Informatica, Lowers Price Target to $32

UBS analyst Karl Keirstead maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Neutral and lowers the price target from $35 to $27.

UBS Maintains Neutral on Informatica, Lowers Price Target to $27

Goldman Sachs analyst Kash Rangan maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Buy and lowers the price target from $44 to $38.

Goldman Sachs Maintains Buy on Informatica, Lowers Price Target to $38

RBC Capital analyst Matthew Hedberg reiterates Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Outperform and maintains $35 price target.

Reiteration

RBC Capital Reiterates Outperform on Informatica, Maintains $35 Price Target

Analysts' ratings for Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) over the last quarter vary from bullish to bearish, as provided by 4 analysts.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</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>Last 30D</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>1M Ago</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>2M Ago</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>3M Ago</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>
Analysts have recently evaluated Informatica and provided 12-month price targets. The average target is $35.25, accompanied by a high estimate of $41.00 and a low estimate of $28.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 9.62%. 
<img src="https://www.benzinga.com/files/images/story/2024/1722434413_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
The standing of Informatica among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines 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>William Power</td>
<td>Baird</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$35.00</td>
<td>$43.00</td>
</tr>
<tr>
<td>Tyler Radke</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$28.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Howard Ma</td>
<td>Guggenheim</td>
<td>Maintains</td>
<td>Buy</td>
<td>$37.00</td>
<td>$37.00</td>
</tr>
<tr>
<td>Matthew Hedberg</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$41.00</td>
<td>$41.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Informatica. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Informatica compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Informatica's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Informatica's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/INFA/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Informatica analyst ratings.</a>
<h2>Unveiling the Story Behind Informatica</h2>
Informatica Inc is a pioneered new category of software, the Intelligent Data Management Cloud, or IDMC. IDMC is an AI-powered platform that connects, manages, and unifies data across any multi-cloud, hybrid system, empowering enterprises to modernize and advance data strategies.
<h3>Informatica: Delving into Financials</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Informatica's revenue growth over a period of 3 months has been noteworthy. As of 31 March, 2024, the company achieved a revenue growth rate of approximately 6.34%. This indicates 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: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 2.4%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Informatica's ROE stands out, surpassing industry averages. With an impressive ROE of 0.42%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Informatica's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 0.18%, 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 0.83. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>Analyst Ratings: Simplified</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Glimpse Into The Expert Outlook On Informatica Through 4 Analysts

Baird analyst William Power maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Outperform and lowers the price target from $43 to $35.

Baird Maintains Outperform on Informatica, Lowers Price Target to $35

WIIM

Informatica shares are trading lower after the company reported worse-than-expected Q2 sales results.

Guidance

Informatica Sees FY24 Revenue From $1.685B-$1.705B To $1.66B-$1.68B

Informatica Sees Q3 Revenue $412M-$428M

Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) reported quarterly earnings of $0.23 per share which beat the analyst consensus estimate of $0.22 by 4.55 percent. The company reported quarterly sales of $400.600 million which missed the analyst consensus estimate of $403.048 million by 0.61 percent. This is a 6.55 percent increase over sales of $375.988 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

Informatica Q2 2024 Adj. EPS $0.23 Beats $0.22 Estimate, Sales $400.600M Miss $403.048M Estimate

Citigroup analyst Tyler Radke maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Neutral and lowers the price target from $35 to $28.

Citigroup Maintains Neutral on Informatica, Lowers Price Target to $28

Throughout the last three months, 6 analysts have evaluated Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), offering a diverse set of opinions from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">4</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>Last 30D</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>1M Ago</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>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</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>3M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">3</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>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $39.83, a high estimate of $43.00, and a low estimate of $37.00. A 2.85% drop is evident in the current average compared to the previous average price target of $41.00. 
<img src="https://www.benzinga.com/files/images/story/2024/1719338440_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The analysis of recent analyst actions sheds light on the perception of Informatica by financial experts. The following summary presents 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>Howard Ma</td>
<td>Guggenheim</td>
<td>Maintains</td>
<td>Buy</td>
<td>$37.00</td>
<td>$37.00</td>
</tr>
<tr>
<td>Matthew Hedberg</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$41.00</td>
<td>$41.00</td>
</tr>
<tr>
<td>Howard Ma</td>
<td>Guggenheim</td>
<td>Maintains</td>
<td>Buy</td>
<td>$37.00</td>
<td>-</td>
</tr>
<tr>
<td>Andrew Nowinski</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$40.00</td>
<td>$45.00</td>
</tr>
<tr>
<td>Matthew Hedberg</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$41.00</td>
<td>-</td>
</tr>
<tr>
<td>William Power</td>
<td>Baird</td>
<td>Announces</td>
<td>Outperform</td>
<td>$43.00</td>
<td>-</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: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Informatica compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Informatica's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Informatica's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/INFA/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Informatica analyst ratings.</a>
<h2>About Informatica</h2>
Informatica Inc is a pioneered new category of software, the Intelligent Data Management Cloud, or IDMC. IDMC is an AI-powered platform that connects, manages, and unifies data across any multi-cloud, hybrid system, empowering enterprises to modernize and advance data strategies.
<h3>Unraveling the Financial Story of Informatica</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Informatica's revenue growth over a period of 3 months has been noteworthy. As of 31 March, 2024, the company achieved a revenue growth rate of approximately 6.34%. This indicates a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Informatica's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 2.4%, 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 0.42%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.18%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.83, caution is advised due to increased financial risk.
<h2>The Basics of Analyst Ratings</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

6 Analysts Have This To Say About Informatica

Guggenheim analyst Howard Ma reiterates Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Buy and maintains $37 price target.

Guggenheim Reiterates Buy on Informatica, Maintains $37 Price Target

Informatica Announces Native SQL ELT Support For Snowflake Cortex AI Functions

<a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a>
Informatica (NYSE:<a href="https://investorplace.com/stock-quotes/infa-stock-quote/">INFA</a>) just reported results for the second quarter of 2024.<ul><li>Informatica reported earnings per share of 23 cents. This was above the analyst estimate for EPS of 22 cents.</li><li>The company reported revenue of $400.63 million.</li><li>This was 0.60% worse than the analyst estimate for revenue of $403.05 million.</li></ul><div>InvestorPlace Earnings is a project that leverages data from <a href="https://www.tradesmith.com">TradeSmith</a> to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and revenue, as well as how a company stacks up to analyst estimates. These articles are published without human intervention, allowing us to inform our readers of the latest figures as quickly as possible. To report any concerns or inaccuracies, please contact us at <a href="mailto:editor@investorplace.com">editor@investorplace.com</a>.</div><h3>More From InvestorPlace</h3>
		<ul><li>
						<a href="https://investorplace.com/2024/04/legendary-investor-predicts-forget-a-i-this-technology-is-the-future/?cid=MKT794457&amp;eid=MKT802109">Legendary Investor Predicts: &ldquo;Forget AI... THIS Technology Is the Future&rdquo;</a>
					</li>
									</ul>The post <a href="https://investorplace.com/earning-results/2024/07/infa-stock-earnings-informatica-for-q2-of-2024/">INFA Stock Earnings: Informatica Beats EPS, Misses Revenue for Q2 2024</a> appeared first on <a href="https://investorplace.com">InvestorPlace</a>.

INFA Stock Earnings: Informatica Beats EPS, Misses Revenue for Q2 2024

Informatica Inc. (INFA) Q2 2024 Earnings Call Transcript

Informatica Inc. 2024 Q2 - Results - Earnings Call Presentation

Goldman Sachs analyst Kash Rangan has reiterated their bullish stance on INFA stock, giving a Buy rating on July 29. Kash Rangan has given his Buy ...

Informatica's Strong Financials and Cloud Transition Affirm Buy Rating

There's a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Arista Networks (ANET – Research Report), First Sola...

Analysts Are Bullish on Top Technology Stocks: Arista Networks (ANET), First Solar (FSLR)

In a report released today, Patrick Colville from Scotiabank reiterated a Hold rating on Informatica (INFA – Research Report), with a price target ...

Informatica (INFA) Gets a Hold from Scotiabank

In a report released today, Gil Luria from D.A. Davidson maintained a Hold rating on Informatica (INFA – Research Report), with a price target of $...

Informatica (INFA) Receives a Hold from D.A. Davidson

In a report released today, Koji Ikeda from Bank of America Securities maintained a Buy rating on Informatica (INFA – Research Report). The company...

Bank of America Securities Remains a Buy on Informatica (INFA)

Deutsche Bank analyst Brad Zelnick reiterated a Buy rating on Informatica (INFA – Research Report) yesterday and set a price target of $36.00. Brad...

Buy Rating Affirmed for Informatica on Resilience and Growth Potential Despite Challenges

Dynatrace, Elastic, JFrog, SentinelOne, Zoom Video potential M&A targets - analyst

ANET

CFLT

DDOG

ESTC

FROG

FSLR

GOOGL

GTLB

PANW

SMAR

SNOW

TEAM

TENB

TMUS

TWLO

Press Releases

Lumen Technologies Accelerates Cloud Modernization with Informatica's AI-Powered Data Management Platform

SUBARU Chooses Informatica's AI-Powered Intelligent Data Management Cloud Platform to Drive a Data-Driven Customer Experience

Informatica Recognized as an Industry Leader in Enterprise Data Catalogs

Lenders Mortgage Insurer Helia Chooses Informatica's AI-Powered Intelligent Data Management Cloud Platform to Boost Data Governance and Drive Faster Claims Processing

Informatica Releases Blueprint for Oracle Cloud Infrastructure Generative AI

Fujifilm Solves Data Fragmentation and Enhances Decision-Making with Informatica's AI-Powered Master Data Management

Ricoh Modernizes to the Cloud to Informatica's AI-Powered Intelligent Data Management Cloud Platform to Improve Digital Workflow Experience

Informatica Marks 20 Years of Excellence with iLabs in India, Enabling Transformative Innovation in AI-Powered Data Management Solutions

Informatica Partners with HowGood to Empower the Food Industry to Make Data-Driven Sustainability Decisions and Facilitate ESG Compliance

Genesis Energy Improves Data Governance by Unlocking Business Value with Informatica's AI-Powered Intelligent Data Management Cloud Platform

ACI Worldwide

Altair Engineering Inc. - Class A Common Stock

Altair Engineering

AppFolio

Aurora Innovation, Inc. - Class A Common Stock

Aurora Innovation

Aspen Technology

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

DocuSign

HashiCorp

Klaviyo

MARA Holdings

NICE Ltd - American Depositary Shares each representing one Ordinary Share

NICE

Procore Technologies

Pegasystems

Q2 Holdings

Smartsheet

SPS Commerce

Unity Software

Vertex

Zeta Global Holdings Corp. Class A Common Stock

Zeta Global Holdings

Deutsche Bank

Scotiabank

Wells Fargo

Goldman Sachs

Informatica Corp

세일즈포스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>)는 데이터 관리 소프트웨어 제공업체인 인포매티카(<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">Informatica Inc.)</a>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>)를 인수하기 위해 사전 협상을 진행 중인 것으로 알려졌다.
잠재적으로 복잡한 요인은 논의된 인수 가격이 인포매티카의 최근 종가인 38.48달러보다 낮다는 점이며, 이는 크게 상승했다고 월스트리트 저널(WSJ)이 <a href="https://www.wsj.com/tech/salesforce-in-advanced-talks-to-buy-informatica-ba9ec09c" target="_blank" rel="noreferrer noopener">보도</a>했다.
관련 기사: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38225392/salesforce-leverages-ai-and-data-cloud-for-future-expansion-eyes-significant-margin" target="_blank" rel="noreferrer noopener">세일즈포스는 AI 및 데이터 클라우드를 활용하여 상당한 이익 증대 및 지속적인 성장을 기대, 분석가</a>
WSJ은 자금 조달 세부 사항을 논의하지 않았지만 세일즈포스는 4분기 실적을 보고하면서 1월 31일 현재 84억 7,200만 달러의 <a href="https://www.benzinga.com/pressreleases/24/02/b37375987/salesforce-announces-strong-fourth-quarter-fiscal-2024-results" target="_blank" rel="noreferrer noopener">현금 및 이에 상응하는 자산</a>을 보유하고 있다고 밝혔다.
인포매티카는 클라우드 기반 및 온프레미스 시스템 모두에서 데이터 관리를 통해 기업을 지원하는 전문 업체로, 조직이 축적한 데이터를 효과적으로 분석할 수 있도록 지원한다고 이 보도가 밝혔다.
이 회사의 고객으로는 웹사이트에 나열된 유니레버(Unilever), 토요타(Toyota), 딜로이트(Deloitte) 등 다양한 회사가 포함되어 있다.
인포매티카는 최근 기술 산업 전반에서 AI에 대한 관심이 급증하는 것과 동시에 인공 지능 기능을 기반으로 하는 새로운 도구를 출시했다.
주목할만한 추가 사항 중 하나는 기업이 데이터를 보다 효과적으로 관리할 수 있도록 지원하는 생성적 AI 도구인 클레어 GPT(Claire GPT)라고 WSJ이 밝혔다.
WSJ은 팩트셋(FactSet)의 데이터에 따르면 세일즈포스는 2006년 이후 70건이 넘는 인수를 완료하는 등 매우 확고한 인수 실적을 보유하고 있다고 덧붙였다.
세일즈포스의 인포매티카 인수 가능성은 세일즈포스가 2021년 직장 협업 제품 회사인 슬랙 테크놀로지스(Slack Technologies)를 약 280억 달러에 인수한 데 이어 현재까지 가장 큰 거래 중 하나가 될 것이다. 슬랙은 세일즈포스의 사상 최대 인수이다.
그 전에 세일즈포스는 데이터 분석 플랫폼인 태블로 소프트웨어(Tableau Software)를 150억 달러 이상에 인수하기로 합의했으며, 이를 통해 전략적 인수에 막대한 투자 의지를 더욱 입증했다.
작년에 세일즈포스의 거래 방식은 엘리엇 매니지먼트 코퍼레이션(Elliott Investment Management) 및 스타보드 밸류(Starboard Value)를 포함해 최소 5명의 행동주의 투자자들의 관심을 끌었다.
이러한 행동주의 투자가들의 압력에 대응하여 세일즈포스는 그들을 달래기 위한 몇 가지 조치를 발표했다.
여기에는 인수합병(M&amp;A) 전담위원회를 해체하고 수익성과 운영 효율성 향상에 초점을 맞추는 것이 포함되었다. 또한 세일즈포는 밸류액트 캐피털(ValueAct Capital)의 최고경영자(CEO)인 메이슨 모핏(Mason Morfit)과 다른 두 명의 새로운 구성원을 이사회에 임명했다.
엘리엇는 잠재적인 대리전을 준비하고 있었지만 세일즈포스가 비용 절감 및 자사주 매입 증가 계획을 공개한 후 물러나기로 결정했다.
이는 제품 포트폴리오를 강화하는 AI에 대한 약속과 함께 2022년 말부터 세일즈포스의 주가가 크게 반등하는 데 도움이 되었다.
이 회사는 올해 현재까지 주가가 약 15% 더 증가하여 세일즈포스의 시가총액을 약 2,850억 달러로 끌어올렸다.
주가 움직임: CRM 주가는 금요일 1.61% 하락한 294.32달러로 마감했다. 주식은 시간 외 0.24% 하락했다. INFA 주가는 금요일 0.85% 하락한 38.48달러에 마감했으며, 시간외 거래에서 주가는 3.04% 상승한 39.65달러를 기록했다.

Comments

Informatica

뉴스

에 대한 최신 뉴스 Informatica (NYSE:INFA) 주식

일요일, 4월 14, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌