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

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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

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.

Price Target

Reiteration

Analyst Ratings

Guggenheim Reiterates Buy on Informatica, Maintains $37 Price Target

Cantor Fitzgerald analyst Thomas Blakey initiates coverage on Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Neutral rating and announces Price Target of $29.

Initiation

Cantor Fitzgerald Initiates Coverage On Informatica with Neutral Rating, Announces Price Target of $29

Truist Securities analyst Miller Jump initiates coverage on Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Buy rating and announces Price Target of $34.

Truist Securities Initiates Coverage On Informatica with Buy Rating, Announces Price Target of $34

Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), a leader in enterprise AI-powered cloud data management, todayannounced that a committee of its Board of Directors approved the commencement of repurchases of its Class A common stock through open market transactions under a $400 million stock repurchase authorization that was approved by Informatica's Board of Directors on October 29, 2024.
Informatica expects to repurchase approximately $100 million of its Class A common stock by the end of 2024. The actual amount repurchased will depend on a variety of factors, including stock price, trading volume, and general business and market conditions. Therefore, there can be no assurances as to the timing and quantity of any repurchases. Open market repurchases may be structured to occur in accordance with the requirements of Rule 10b-18 under the Securities Exchange Act of 1934, as amended. Informatica may also, from time to time, enter into Rule 10b5-1 plans to facilitate repurchases of shares of its Class A common stock under this authorization.
The repurchases will be funded with Informatica's cash on hand. As of September 30, 2024, Informatica had approximately 313 million diluted shares outstanding and $1.2 billion in cash, cash equivalents and short-term investments.

Buybacks

Informatica Approves The Commencement Of Repurchases Of Its Class A Common Stock Through Open Market Transactions Under A $400M Stock Repurchase Authorization That Was Approved By Informatica's Board Of Directors On October 29, 2024

It was reported on November 14, that rl Sa EvomLux, Director at Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) executed a significant insider sell, according to an SEC filing.
What Happened: EvomLux's recent move involves selling 5,014,848 shares of Informatica. This information is documented in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001868778/000149315224045942//Archives/edgar/data/1868778/000149315224045942/0001493152-24-045942-index.htm">U.S. Securities and Exchange Commission</a> on Thursday. The total value is $127,878,624.
The latest update on Friday morning shows Informatica shares down by 1.92%, trading at $24.77.
<h3>About Informatica</h3>
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>Breaking Down Informatica's Financial Performance</h3>
Positive Revenue Trend: Examining Informatica's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 3.41% as of 30 September, 2024, showcasing a substantial increase in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Navigating Financial Profits:
<ul>
<li>
Gross Margin: The company excels with a remarkable gross margin of 80.68%, indicating superior cost efficiency and profitability compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): Informatica's EPS is below the industry average, signaling challenges in bottom-line performance with a current EPS of -0.05.
</li>
</ul>
Debt Management: Informatica's debt-to-equity ratio stands notably higher than the industry average, reaching 0.78. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
Financial Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 109.56, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 4.7 is below industry norms, suggesting potential undervaluation and presenting an investment opportunity for those considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Informatica's EV/EBITDA ratio at 28.95 suggests potential undervaluation, falling below industry averages.
</li>
</ul>
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.
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<h3>Delving Into the Significance of Insider Transactions</h3>
It's important to note that insider transactions alone should not dictate investment decisions, but they can provide valuable insights.
When discussing legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated in Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are required to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
A new purchase by a company insider is a indication that they anticipate the stock will rise.
On the other hand, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Transaction Codes Worth Your Attention</h3>
When analyzing transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> tend to focus on those in the open market, detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase,while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001868778">Check Out The Full List Of Informatica's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Trading Ideas

Insider Selling: rl Sa EvomLux Unloads $127.88M Of Informatica Stock

Making a noteworthy insider sell on November 14, Ithaca LP, Director at Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), is reported in the latest SEC filing.
What Happened: LP's decision to sell 1,861,011 shares of Informatica was revealed in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001868778/000149315224045939//Archives/edgar/data/1868778/000149315224045939/0001493152-24-045939-index.htm">U.S. Securities and Exchange Commission</a> on Thursday. The total value of the sale is $47,455,780.
Informatica's shares are actively trading at $24.77, experiencing a down of 1.92% during Friday's morning session.
<h3>Unveiling the Story Behind Informatica</h3>
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>
Revenue Growth: Informatica's remarkable performance in 3 months is evident. As of 30 September, 2024, the company achieved an impressive revenue growth rate of 3.41%. This signifies 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.
Evaluating Earnings Performance:
<ul>
<li>
Gross Margin: The company excels with a remarkable gross margin of 80.68%, indicating superior cost efficiency and profitability compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): With an EPS below industry norms, Informatica exhibits below-average bottom-line performance with a current EPS of -0.05.
</li>
</ul>
Debt Management: Informatica's debt-to-equity ratio stands notably higher than the industry average, reaching 0.78. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
Insights into Valuation Metrics:
<ul>
<li>
Price to Earnings (P/E) Ratio: The current P/E ratio of 109.56 is below industry norms, indicating potential undervaluation and presenting an investment opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The Price to Sales ratio is 4.7, which is lower than the industry average. This suggests a possible undervaluation based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a lower-than-industry-average EV/EBITDA ratio of 28.95, Informatica presents a potential value opportunity, as investors are paying less for each unit of EBITDA.
</li>
</ul>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
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<h3>Illuminating the Importance of Insider Transactions</h3>
While insider transactions should not be the sole basis for making investment decisions, they can play a significant role in an investor's decision-making process.
In the context of legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as outlined by Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are obligated to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Despite insider sells not always signaling a bearish sentiment, they can be driven by various factors.
<h3>Breaking Down the Significance of Transaction Codes</h3>
Examining transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often concentrate on those unfolding in the open market, meticulously detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C indicates the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001868778">Check Out The Full List Of Informatica's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Informatica Director Trades Company's Stock

A substantial insider sell was reported on November 14, by CANADA PENSION PLAN INVESTMENT BOARD, 10% Owner at Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), based on the recent SEC filing.
What Happened: After conducting a thorough analysis, BOARD sold 9,065,609 shares of Informatica. This information was disclosed in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001868778/000110465924119072//Archives/edgar/data/1868778/000110465924119072/0001104659-24-119072-index.htm">U.S. Securities and Exchange Commission</a> on Thursday. The total transaction value is $222,503,587.
Monitoring the market, Informatica's shares down by 0.0% at $25.26 during Friday's morning.
<h3>All You Need to Know About Informatica</h3>
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>Key Indicators: Informatica's Financial Health</h3>
Revenue Growth: Informatica displayed positive results in 3 months. As of 30 September, 2024, the company achieved a solid revenue growth rate of approximately 3.41%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Interpreting Earnings Metrics:
<ul>
<li>
Gross Margin: The company sets a benchmark with a high gross margin of 80.68%, reflecting superior cost management and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Informatica's EPS lags behind the industry average, indicating concerns and potential challenges with a current EPS of -0.05.
</li>
</ul>
Debt Management: Informatica's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.78, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
Valuation Analysis:
<ul>
<li>
Price to Earnings (P/E) Ratio: The current P/E ratio of 109.56 is below industry norms, indicating potential undervaluation and presenting an investment opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The Price to Sales ratio is 4.7, which is lower than the industry average. This suggests a possible undervaluation based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Informatica's EV/EBITDA ratio, lower than industry averages at 28.95, indicates attractively priced shares.
</li>
</ul>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
<a href="https://www.schwab.com/brokerage?aff=XEC">Now trade stocks online commission free with Charles Schwab, a trusted and complete investment firm.</a>
<h3>Why Insider Activity Matters in Finance</h3>
Emphasizing the importance of a comprehensive approach, considering insider transactions is valuable, but it's crucial to evaluate them in conjunction with other investment factors.
In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock.
Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors.
<h3>Cracking Transaction Codes</h3>
Examining transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often concentrate on those unfolding in the open market, meticulously detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C indicates the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001868778">Check Out The Full List Of Informatica's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CANADA PENSION PLAN INVESTMENT BOARD Takes Money Off The Table, Sells $222.50M In Informatica Stock

Informatica Prices Secondary Offering At $25.50, Permira And Canada Pension Plan Investment Board Offer 16 Million Shares

In connection with the Offering, the Selling Stockholders intend to grant the underwriter a 30-day option to purchase up to 2.40 million additional shares. Informatica will not receive any proceeds from the sale of its Class A common stock by the Selling Stockholders in the Offering.

Offerings

Informatica Reports Commencement Of Proposed Secondary Offering Of 16M Shares Of Its Class A Common Stock By Certain Funds Associated With Permira And Canada Pension Plan Investment Board

UBS analyst Karl Keirstead maintains Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) with a Neutral and raises the price target from $27 to $30.

UBS Maintains Neutral on Informatica, Raises Price Target to $30

Guidance

Informatica Expects Q4 Total Revenues Of $448M - $468M; Reaffirms FY24 Guidance Of $1.66B - $1.68B, Est $1.671B

Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) reported quarterly earnings of $0.28 per share which missed the analyst consensus estimate of $0.30 by 6.67 percent. The company reported quarterly sales of $422.48 million which beat the analyst consensus estimate of $421.42 million by 0.25 percent. This is a 3.41 percent increase over sales of $408.56 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

Informatica Q3 2024 Adj EPS $0.28 Misses $0.30 Estimate, Sales $422.48M Beat $421.42M Estimate

Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) has been analyzed by 9 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below offers a condensed view of their recent ratings, showcasing the changing 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;">2</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">3</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;">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;">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;">2</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Informatica, presenting an average target of $32.44, a high estimate of $38.00, and a low estimate of $27.00. This current average has decreased by 14.63% from the previous average price target of $38.00. 
<img src="https://www.benzinga.com/files/images/story/2024/1729886469_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The perception of Informatica by financial experts is analyzed through recent analyst actions. 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>Pinjalim Bora</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$34.00</td>
<td>$38.00</td>
</tr>
<tr>
<td>Brad Zelnick</td>
<td>Deutsche Bank</td>
<td>Lowers</td>
<td>Buy</td>
<td>$36.00</td>
<td>$39.00</td>
</tr>
<tr>
<td>Patrick Colville</td>
<td>Scotiabank</td>
<td>Lowers</td>
<td>Sector Perform</td>
<td>$27.00</td>
<td>$33.00</td>
</tr>
<tr>
<td>Andrew Nowinski</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$32.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Karl Keirstead</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$27.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Kash Rangan</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$38.00</td>
<td>$44.00</td>
</tr>
<tr>
<td>Matthew Hedberg</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$35.00</td>
<td>$35.00</td>
</tr>
<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>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Informatica. This information provides a snapshot of how analysts perceive 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 gauge the dynamics of price targets, providing estimates for the future value of Informatica's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Informatica's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using 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>All You Need to Know 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>Understanding the Numbers: Informatica's Finances</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Informatica's remarkable performance in 3 months is evident. As of 30 June, 2024, the company achieved an impressive revenue growth rate of 6.55%. This signifies 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 surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.21% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Informatica's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 0.21%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Informatica's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 0.09%, the company may face hurdles in achieving optimal financial returns.
Debt Management: Informatica's debt-to-equity ratio stands notably higher than the industry average, reaching 0.8. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>What Are Analyst Ratings?</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings For Informatica

JP Morgan analyst Pinjalim Bora 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 $38 to $34.

JP Morgan Maintains Overweight on Informatica, Lowers Price Target to $34

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.

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

Informatica (INFA) announced an expansion of its partnership with Google Cloud (GOOGL) through the availability of its Cloud Data Governance and Ca...

Informatica announces expanded Google Cloud partnership

Cantor Fitzgerald analyst Thomas Blakey initiated coverage of Informatica (INFA) with a Neutral rating and $29 price target Published first on TheF...

Informatica initiated with a Neutral at Cantor Fitzgerald

As public and hybrid cloud services continue to grow in popularity worldwide, companies are making significant investments in Software-as-a-Service (SaaS), creating a promising opportunity for investors. Amid this backdrop, it could be wise to count on SaaS stocks ServiceNow (NOW), DocuSign (DOCU), and Informatica (INFA). Continue reading... An increasing number of companies are fueling the demand for SaaS by transitioning to cloud-based software. In the future, businesses are expected to embrace a vertical strategy for SaaS to enhance the development of specialized and cost-effective software solutions.
Amid such conducive trends, investors could consider watching high-growth SaaS stocks, ServiceNow, Inc. (<a href="https://stocknews.com/stock/NOW/">NOW</a>), DocuSign, Inc. (<a href="https://stocknews.com/stock/DOCU/">DOCU</a>), and Informatica Inc. (<a href="https://stocknews.com/stock/INFA/">INFA</a>).
The <a href="https://www.precedenceresearch.com/software-as-a-service-market">growing use of public cloud services</a> by various enterprises is a key factor anticipated to propel the growth of the software as a service (SaaS) market during the study period. Due to the high expenses associated with on-premises software deployment, many organizations are transitioning to the SaaS model.
The future of SaaS is tied to the very same prospects of AI and ML advancements. The application of intelligent automation, personalized experience, and predictive analytics are emergent technologies that will likely reshape the entire SaaS industry. The global SaaS market is expected to grow at a <a href="https://www.imarcgroup.com/software-as-a-service-market">CAGR of 14.8%</a> by 2033.
Considering these factors, let's take a look at the fundamentals of the three SaaS stocks.
ServiceNow, Inc. (<a href="https://stocknews.com/stock/NOW/">NOW</a>)
NOW provides end-to-end intelligent workflow automation platform solutions for digital businesses in North America, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company operates the platform for end-to-end digital transformation, artificial intelligence, machine learning, robotic process automation, process mining, performance analytics, and collaboration and development tools.
On December 3, 2024, NOW announced an expanded strategic collaboration with new capabilities to accelerate AI-driven business transformation across every corner of the enterprise. A new connector enables the seamless use of multimodal models developed and trained on Amazon Bedrock for GenAI-powered workflows in the Now Platform. 
In terms of the trailing-12-month <a href="https://www.investopedia.com/terms/g/gross_profit_margin.asp">gross profit margin</a>, NOW's 79.24% is 56.4% higher than the 50.68% industry average. Likewise, its 7.51% trailing-12-month Return on Total Capital is 137.4% higher than the 3.16% industry average.
During the fiscal third quarter that ended September 30, 2024, NOW's non-GAAP total revenues increased 22% year-over-year to $2.79 billion. Its non-GAAP income from operations grew 31% from the year-ago value to $872 million. In addition, the company's non-GAAP net income and non-GAAP EPS came in at $775 million and $3.72.
Over the past three and five years, NOW's revenue has grown at CAGRs of 23.7% and 26.6%, respectively. Over the same periods, its net income has grown as CAGRs of 82.2% and 107.2%, respectively.
Analysts expect NOW's EPS and revenue for the fourth quarter ended December 31, 2024, to increase 17.4% and 21.6% year-over-year to $3.65 and $2.96 billion, respectively. It surpassed Street EPS and revenue estimates in each of the trailing four quarters, which is promising.
Shares of NOW have gained 20.6% over the past three months to close the last trading session at $1073.77.
NOW's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect its bright outlook. The stock has an overall rating of B, equating to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 distinct factors, with each factor weighted to an optimal degree.
NOW has a B in Growth, Momentum, Sentiment, and Quality. It is ranked #13 out of 41 stocks in the B-rated <a href="https://stocknews.com/category/software-business/">Software - Business</a> industry.
Beyond what we have stated above, we also have given NOW grades for Value and Stability. Get all the NOW's ratings <a href="https://stocknews.com/stock/NOW/">here</a>.
DocuSign, Inc. (<a href="https://stocknews.com/stock/DOCU/">DOCU</a>)
DOCU provides digital solutions like e-signatures, contract management, and industry-specific tools, serving businesses, government agencies, and professionals to streamline and secure agreement processes.
On November 20, 2024, DOCU launched "DocuSign for Developers," empowering developers and businesses to enhance agreement management on its Intelligent Agreement Management platform. This initiative strengthens DOCU's ecosystem and expands its integration and scalability capabilities, boosting its market appeal.
In terms of the trailing-12-month gross profit margin, DOCU's 80.16% is 58.2% higher than the 50.68% industry average. Its 38.94% trailing-12-month levered FCF margin is 245.8% higher than the 11.26% industry average.
In the fiscal third quarter ended October 31, 2024, DOCU's total revenue increased 7.8% year-over-year to $754.82 million. Its non-GAAP income from operations was $223.08 million, up 19% from the year-ago value. Moreover, its non-GAAP net income and non-GAAP net income per share stood at $188.50 million and $0.90, up 15.1% and 13.9% over the prior-year quarter, respectively.
Over the past three and five years, DOCU's revenue grew at respective CAGRs of 14.2% and 26.5%. Its EBITDA has grown at a CAGR of 183% over the past three years.
Street expects DOCU's revenue and EPS for the fourth quarter ending January 31, 2025, to increase 6.8% and 11.1% year-over-year to $760.94 million and $0.84, respectively. It surpassed the consensus EPS and revenue estimates in all of the trailing four quarters.
DOCU's stock gained 12.1% over the past month to close the last trading session at $90.21.
DOCU's strong fundamentals are reflected in its POWR Ratings. The stock has an overall rating of A, equating to a Strong Buy in our proprietary rating system.
The stock has an A grade for Quality and a B for Growth and Momentum. DOCU is ranked #3 out of 18 stocks in the <a href="https://stocknews.com/category/software-saas/">Software - SAAS</a> industry.
Beyond what is stated above, we've also rated DOCU for Value, Stability, and Sentiment. Get all DOCU ratings <a href="https://stocknews.com/stock/DOCU/">here</a>.
Informatica Inc. (<a href="https://stocknews.com/stock/INFA/">INFA</a>)
INFA develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at enterprise scale worldwide.
On December 10, INFA announced that Yamaha Corporation, a world-renowned leader in musical instrument manufacturing, has selected INFA to implement its Master Data Management (MDM) to unify dispersed data across its enterprise and deliver trusted data and provide AI-powered insights and a contextual 360-degree view of its business.
On November 12, INFA expanded the industry's first enterprise GenAI-powered data management assistant, CLAIRE GPT, in Europe and the Asia Pacific (APAC) regions, followed by its launch in North America this year. The expansion allows customers more flexibility and accessibility to leverage GenAI-powered data management capabilities.
INFA's trailing-12-month gross profit margin of 80.25% is 58.4% higher than the industry average of 50.68%. Its trailing-12-month EBITDA margin of 16.98% is 62.9% higher than the 10.42% industry average.
For the third quarter that ended September 30, 2024, INFA's total revenues increased 3.4% year-over-year to $422.48 million. Its non-GAAP income from operations stood at $151.04 million, indicating an increase of 18% year-over-year. The company's non-GAAP net income came in at $88.95 million or $0.28 per share, up 10.3% and 3.7% from the prior year's quarter, respectively.
In addition, the company reported an adjusted EBITDA of $154.79 million, which is 17.1% higher than the prior year's quarter. Adjusted free cash flow rose 85.5% year-over-year to $107.78 million.
Over the past three years, INFA's revenue and operation income (EBIT) grew at CAGRs of 5.4% and 15.6%, respectively.
According to the company's financial guidance for the fourth quarter of 2024, INFA expects total revenues of $448 million to $468 million, reflecting 2.9% year-over-year growth. Its non-GAAP operating income is expected to range from $162 million to $182 million.
For the full year 2024, INFA projects total revenue to range between $1.66 billion and $1.68 billion and its non-GAAP operating income to range from $538 million-$558 million. The company also expects adjusted unlevered free cash flow between $545 million and $565 million.
Street expects INFA's revenue and EPS for the fourth quarter (ended December 2024) to increase 2.7% and 17.4% year-over-year to $457.02 million and $0.38, respectively. Furthermore, the company surpassed the consensus EPS and revenue estimates in three of the trailing four quarters.
The stock has gained 10.6% over the past three months, closing the last trading session at $26.50.
INFA's POWR Ratings reflect bright prospects. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
The stock has a B grade for Quality, Momentum, and Growth. It is ranked #7 in the Software - SAAS industry.
In addition to the POWR Ratings highlighted above, one can access INFA's ratings for Value, Stability, and Sentiment <a href="https://stocknews.com/stock/INFA/">here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
NOW shares were trading at $1,071.99 per share on Monday afternoon, down $1.78 (-0.17%). Year-to-date, NOW has gained 1.12%, versus a 1.49% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Nidhi Agarwal</h2> <img src='https:/wp-content/uploads/2023/03/Nidhi-Agarwal_Headshot-3.jpg' style="float:left; padding:5px;width:125px;">Nidhi is passionate about the capital market and wealth management, which led her to pursue a career as an investment analyst. She holds a bachelor's degree in finance and marketing and is pursuing the CFA program.

Her fundamental approach to analyzing stocks helps investors identify the best investment opportunities.<a href="https://stocknews.com/authors/?author=nidhi-agarwal">More...</a>The post <a href=https://stocknews.com/news/now-docu-infa-3-high-growth-saas-companies-to-watch-in-2025/>3 High-Growth SaaS Companies To Watch in 2025</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 High-Growth SaaS Companies To Watch in 2025

Cantor Fitzgerald analyst Thomas Blakey last night initiated coverage of 18 names in infrastructure and artificial intelligence software. Cantor's ...

Cantor initiates software group with MongoDB, Oracle among top picks

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily r...

AI Daily: Cantor initiates infrastructure, AI software names

Informatica: High Competition Lowers Growth Potential

RBC Capital analyst Matthew Hedberg maintained a Buy rating on Informatica (INFA – Research Report) on January 20 and set a price target of $35.00....

RBC Capital Sticks to Its Buy Rating for Informatica (INFA)

Analysts have been eager to weigh in on the Technology sector with new ratings on Informatica (INFA – Research Report), Manhattan Associates (MANH ...

Analysts' Opinions Are Mixed on These Technology Stocks: Informatica (INFA), Manhattan Associates (MANH) and SPS Commerce (SPSC)

Given rising software spending, growing demand, increasing strategic partnerships, and rapid digital transformation, the SAAS industry appears to have favorable prospects. Therefore, high-growth SAAS stocks Twilio (TWLO), Informatica (INFA), and DocuSign (DOCU) could be ideal additions to your portfolio. Read more... SAAS models are being adapted swiftly by companies to transform their operations. Further, the growing adoption of advanced technologies and the need for the latest solutions have been rising considerably, boosting the SAAS industry's outlook.
Given the industry tailwinds, it could be wise to invest in high-growth SAAS stocks Twilio Inc. (<a href="https://stocknews.com/stock/TWLO/">TWLO</a>), Informatica Inc. (<a href="https://stocknews.com/stock/INFA/">INFA</a>), and DocuSign, Inc. (<a href="https://stocknews.com/stock/DOCU/">DOCU</a>), which are transforming business operations.
Gartner projects <a href="https://www.gartner.com/en/newsroom/press-releases/2025-01-21-gartner-forecasts-worldwide-it-spending-to-grow-9-point-8-percent-in-2025">worldwide IT spending</a> to grow at 9.8% in 2025 to a total of $5.62 trillion, where segments like data center systems, devices, and software will grow at double-digit rates driven by the wide adoption of generative AI. Further, 2025 software spending is expected to grow by 14.2% to reach 1.25 trillion in 2025.
Increasingly, companies are leaning towards the SAAS model for its agility and cost-effectiveness. Industries, including construction, industrial, healthcare, and finance, are adapting industry-specific SaaS applications to target their individual needs, resulting in rapid transformation in business operations.
With this, revenue in the worldwide software as a service (SAAS) market is projected to reach around <a href="https://www.statista.com/outlook/tmo/public-cloud/software-as-a-service/worldwide">$390.50 billion in 2025</a>. The market is expected to exhibit growth at a CAGR of 19.4%, resulting in a market volume of $793.10 billion by 2029. In 2025, the majority of revenue will be generated in the U.S. of $221.50 billion.
Increased digital transformation efforts around various industries are driving the global SAAS market. Also, recently increased strategic partnerships and collaborations for business development have been observed among major industry players, which is navigating market growth opportunities.
Besides, the rise in the adoption of public &amp; hybrid cloud-based solutions and centralized data-driven analytics are fueling the SAAS market demand. Amid such trends, companies delivering SAAS applications and solutions are positioned for high growth in the future.
With these encouraging trends in mind, let's delve into the fundamentals of the three <a href="https://stocknews.com/category/software-saas/">Software - SAAS</a> stock picks, beginning with the third choice.
Stock #3: Twilio Inc. (<a href="https://stocknews.com/stock/TWLO/">TWLO</a>)
TWLO is an international provider of customer engagement platform solutions. The company operates through two segments, Twilio Communications and Twilio Segment. It offers various application programming interfaces and software solutions for communications between customers and end users.
On December 2, 2024, TWLO launched Linked Audiences in the Twilio Segment for Amazon Redshift, available in public beta. The integration allows Twilio Segment and AWS customers to build audiences, enrich customer profiles, and scalable personalization.
The companies' customers gain expanded capabilities to drive smarter, more personalized customer interactions and stronger business outcomes with the integration.
On October 1, 2024, TWLO announced an integration in collaboration with OpenAI to bring the company's new Realtime API to the Twilio platform. The integration of streaming speech-to-speech capabilities, part of the Realtime API, enables over 300,000 TWLO customers and more than 10 million developers to build powerful conversational AI virtual agents.
For the third quarter of 2024, which ended September 30, TWLO's revenue increased 9.7% year-over-year to $1.13 billion. Its gross profit was $578.63 million, representing an increase of 12.1% compared to the prior year's quarter. Also, the company's non-GAAP income from operations grew 33.7% from the year-ago value to $182.42 million.
In addition, non-GAAP net income attributable to common stockholders came in at $163.92 million or $1.02 per share, up 53.6% and 75.9% from the prior year's quarter, respectively.
For the fourth quarter of 2024, TWLO projects its revenue to be $1.15 billion - $1.16 billion. Its non-GAAP income from operations is expected to be $185-$195 million. Further, the company expects its non-GAAP EPS to be $0.95 to $1.00.
For the full year, the company has raised its non-GAAP income from operations guidance to $700 million to $710 million from the prior range of $650 - $675 million.
Analysts expect TWLO's revenue for the fourth quarter (ended December 2024) to increase 9.9% year-over-year to $1.18 billion. The company's <a href="https://www.investopedia.com/terms/e/eps.asp">EPS</a> is expected to grow 20.1% year-over-year to $1.03 over the same quarter. Also, it has topped the consensus revenue and EPS estimates in all four trailing quarters.
Shares of TWLO have increased 144.6% over the past six months and 112% over the past year to close the last trading session at $146.57.
TWLO's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect its robust outlook. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, with each factor weighted to an optimal degree.
TWLO has an A grade for Growth and a B for Sentiment. It is ranked #10 out of 18 stocks in the A-rated <a href="https://stocknews.com/category/software-saas/">Software - SAAS</a> industry.
In addition to the POWR Ratings we've stated above, we also have TWLO's ratings for Value, Momentum, Stability, and Quality. Get all TWLO ratings <a href="https://stocknews.com/stock/TWLO/">here</a>.
Stock #2: Informatica Inc. (<a href="https://stocknews.com/stock/INFA/">INFA</a>)
INFA develops an artificial intelligence-powered platform to connect, manage, and unify data across multi-vendor, multi-cloud, and hybrid systems at enterprise scale worldwide. Its platform includes a suite of interoperable data management products, including data integration products to ingest, transform, and integrate data, API and application integration products.
On January 14, 2025, INFA strengthened its Databricks partnership with native GenAI capabilities for Databricks data intelligence platform. The new collaboration includes deeper integration between INFA's Intelligent data management cloud platform and the Databricks data intelligence platform.
With their extended partnership, INFA and Databricks are helping customers create and manage AI-ready data and Generative AI analytics on the Databricks Data Intelligence Platform.
On January 9, 2025, INFA expanded its partnership with Google Cloud through the availability of its Cloud Data Governance and Catalog (CDGC) on Google Cloud, which is available as a transactable offering on Google Cloud Marketplace. CDGC provides customers with a robust data governance and catalog solution with enhanced data trust, data democratization, and data delivery for Google Cloud customers.
During the third quarter that ended September 30, 2024, INFA reported total revenues of $422.48 million, up 3.4% year-over-year. The company's non-GAAP income from operations rose 18% from the prior-year quarter to $151.04 million. Also, the company's non-GAAP net income amounted to $88.95 million, or $0.28 per share, reflecting growth of 10.3% and 3.7% over the previous-year period, respectively.
Furthermore, the company's adjusted EBITDA increased 17.1% year-over-year to $154.79 million. And its adjusted free cash flow rose 85.5% year-over-year to $107.78 million.
Street expects INFA's revenue for the fourth quarter (ended December 2024) to increase 2.7% year-over-year to $457.04 million. Further, for the same period, the company's EPS is estimated to grow 17.4% year-over-year to $0.38. Additionally, INFA topped the consensus EPS and revenue estimates in three of the trailing four quarters.
Over the past six months, INFA's stock has surged 10.5% to close the last trading session at $25.58.
INFA's sound fundamentals are reflected in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
The stock has a B grade for Quality and Growth. Within the Software - SAAS industry, INFA is ranked #7 of 18 stocks.
<a href="https://stocknews.com/stock/INFA/">Click here</a> to access additional ratings of INFA for Momentum, Value, Sentiment, and Stability.
Stock #1: DocuSign, Inc. (<a href="https://stocknews.com/stock/DOCU/">DOCU</a>)
DOCU provides electronic signature solutions internationally. It offers e-signature solutions, Contract Lifecycle Management (CLM), Document Generation, and Gen for Salesforce. It also provides Identify, Standards-Based Signatures, Monitor that uses advanced analytics, Notary, and Web Forms.
On November 20, 2024, DOCU introduced Docusign for Developers, a powerful suite of tools and resources designed for developers, partners, and entrepreneurs to revolutionize agreement management. The launch enabled businesses to integrate, extend, and scale solutions on DOCU's IAM platform, enhancing seamless workflows, advanced insights, and a thriving ecosystem.
DOCU's total revenue increased 7.8% year-over-year to $754.82 million for the third quarter, which ended October 31, 2024. The company's non-GAAP gross profit came in at $622.37 million, indicating a 7% increase over the previous year's period. Also, its non-GAAP income from operations rose 19% year-over-year to $223.08 million.
Furthermore, the company's non-GAAP net income stood at $188.50 million or $0.90 per share, up 15.1% and 13.9% from the prior year's quarter, respectively.
Analysts expect DOCU's revenue for the fourth quarter (ended January 2025) to increase 6.8% year-over-year to $760.94 million. The consensus EPS estimate for the same quarter of $0.84 indicates an 11.1% year-over-year growth. Moreover, DOCU surpassed the consensus revenue and EPS estimates in all four trailing quarters.
DOCU's stock has surged 94.1% over the past six months and 81.4% over the past year to close the last trading session at $96.50.
DOCU's POWR Ratings reflect its robust outlook. The stock has an overall rating of A, which translates to a Strong Buy in our proprietary rating system.
DOCU has an A grade for Quality and a B grade for Growth. It is ranked #4 among 18 stocks in the same industry.
To access DOCU's other ratings (Value, Sentiment, Stability, and Momentum), <a href="https://stocknews.com/stock/DOCU/">click here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
TWLO shares were trading at $144.79 per share on Tuesday afternoon, down $1.78 (-1.21%). Year-to-date, TWLO has gained 33.97%, versus a 2.53% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/twlo-docu-infa-3-high-growth-saas-companies-transforming-business-operations/>3 High-Growth SaaS Companies Transforming Business Operations</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 High-Growth SaaS Companies Transforming Business Operations

AAPL

CVLT

DDOG

DOCN

DOCU

ESTC

FIVN

GOOG

GOOGL

MANH

MNDY

MSFT

NCSYF

NICE

PLTR

SNOW

SPSC

TEAM

TWLO

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Informatica To Report Fourth Quarter and Fiscal Year 2024 Financial Results on February 13, 2025

Global Data Leaders Seek to Harness the Power of GenAI for AI-Driven Success

Informatica's AI-Powered Intelligent Data Management Cloud Platform Now Certified for the EDM Council's Cloud Data Management Capabilities Framework

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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.

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Informatica

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