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

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.
<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>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.
<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>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.

Price Target

Analyst Ratings

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

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

Robert W. Baird analyst William Power reiterated a Buy rating on Informatica (INFA – Research Report) on October 31 and set a price target of $35.0...

Informatica's Strong Q3 Performance and Strategic Positioning Support Buy Rating

Warning: INFA is at high risk of performing badly

16:32 EST Informatica (INFA) files automatic mixed securities shelf Published first on TheFly – the ultimate source for real-time, market-moving br...

Informatica files automatic mixed securities shelf

Informatica (INFA) announced the commencement of a proposed underwritten registered secondary offering of 16M shares of its Class A common stock by...

Informatica announces offering of 16M shares of common stock for holders

Informatica announces launch of secondary public offering of common stock

Informatica stock falls as it announces pricing of secondary public offering

With trends like cloud computing and AI integration rising, mid-cap tech stocks offer strong potential upside with a unique blend of growth and adaptability. Thus, you might consider investing in midcap tech space, such as Open Text Corp (OTEX), Informatica (INFA), and UiPath (PATH), which have strong upside potential. Continue reading… In the world of <a href="https://www.investopedia.com/terms/m/midcapstock.asp">mid-cap stocks</a>, companies with a market cap between $2 billion and $10 billion are gaining attention on Wall Street as the next frontier for growth. These companies often have more flexibility and adaptability than large-cap stocks. However, in the tech sector, the mid-cap's agility and robust products make it an appealing opportunity to investors.
Below I have highlighted three mid-cap tech stocks: Open Text Corporation (<a href="https://stocknews.com/stock/OTEX/">OTEX</a>), Informatica Inc. (<a href="https://stocknews.com/stock/INFA/">INFA</a>), and UiPath Inc. (<a href="https://stocknews.com/stock/PATH/">PATH</a>), which have more than 10% upside potential.
With Trump's victory and return to the White House for the second time, it is anticipated that the technology sector will benefit as it did in Trump's first term, helped by the administration's tax policies.
Trump's campaign has already hinted at plans to review the AI Executive Order and suggested <a href="https://www.forbes.com/sites/emilsayegh/2024/11/11/what-trumps-second-presidency-means-for-ai-crypto-and-cybersecurity/">strengthening the nation's AI infrastructure</a>, fostering an innovation-friendly environment for national security and economic dominance.
Furthermore, tech companies have been benefitting from emerging trends, especially in fields such as cloud computing, cybersecurity, and artificial intelligence. Technology stocks have been <a href="https://www.usbank.com/investing/financial-perspectives/market-news/investing-in-tech-stocks.html">outperforming the broader S&amp;P 500</a>, with Information technology stocks being the largest sector, comprising 32% of the S&amp;P 500 Index.
Additionally, mid-cap tech companies generally exhibit higher volatility, which means they can deliver significant returns if timed well, albeit with some inherent risks. Its growth is also being spurred by increased investor interest as these stocks often trade at a more accessible price point than large-cap tech, making it more appealing.
With that in mind, let's dig deeper into the fundamentals of the above-mentioned mid-cap stocks in detail:
Open Text Corporation (<a href="https://stocknews.com/stock/OTEX/">OTEX</a>)
Headquartered in Waterloo, Canada, with a market cap of $8.12 billion, OTEX provides information management products and services. It provides software solutions and content services, including content collaboration and intelligent capture to records management, collaboration, e-signatures, and archiving.
On October 21, OTEX announced a strategic partnership with Cork Inc. to add cyber warranty solutions and provide a holistic solution portfolio tailored specifically for Small and Medium Businesses (SMBs) and Managed Service Providers (MSPs). This collaboration empowers MSPs with financial protection, increased revenue streams, and improved client retention while reducing costs.
On September 5, OTEX announced a partnership with Nippon Gases Deutschland, the German business unit of Nippon Sanso Holdings Corporation (NSHD). This partnership enables Nippon to effectively manage the complexities of evolving e-invoicing mandates in Germany through OTEX's advanced cloud-based solutions.
For the first quarter of 2025, which ended on September 30, OTEX's total revenues stood at $1.27 billion, while its Cloud services and subscriptions segment reported a total revenue of $457.02 million, up marginally year-over-year.
In addition, the company's attributable net income stood at $84.42 million, indicating a 4.3% growth from the prior-year quarter period, while its <a href="https://www.investopedia.com/terms/e/eps.asp">earnings per share</a> came in at $0.32, up 6.7% year-over-year.
Analysts expect OTEX's revenue and EPS for the current year (ending June 2025) to be $5.31 billion and $3.66, respectively. For the fiscal year 2026, its revenue and EPS are expected to grow by 2.4% and 13.5% from the prior year to $5.44 billion and $4.15, respectively.
OTEX shares have surged 2.4% over the past three months to close the last trading session at $30.49.
OTEX's Wall Street analyst-given 12-month median price target of $34.17 indicates <a href="https://www.tipranks.com/stocks/otex/forecast">a 12.1% upside potential</a> from the last closing price. The price targets range from a low of $32 to a high of $38.
OTEX's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect this robust outlook. The stock has an overall rating of B, which equates to Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, with each factor weighted to an optimal degree.
OTEX has an A grade for Value and a B for Growth. It is ranked #16 out of 129 stocks in the <a href="https://stocknews.com/category/software-application/">Software - Application</a> industry. <a href="https://stocknews.com/stock/OTEX/">Click here</a> to see the additional ratings for OTEX (Momentum, Stability, Sentiment, and Quality).
Informatica Inc. (<a href="https://stocknews.com/stock/INFA/">INFA</a>)
With a market cap of $7.78 billion, INFA is an enterprise cloud data management company that develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at enterprise scale internationally. 
On November 12, INFA announced the expansion of the GenAI-powered data management assistant, CLAIRE&#xAE; GPT, in Europe and the Asia Pacific (APAC) regions, followed by its launch in North America this year.
This expansion will enable customers more flexibility and accessibility to leverage GenAI-powered data management capabilities. It will also allow INFA to set its footprint in the Asia Pacific region.
On September 12, INFA announced that Ricoh Company, Ltd., a leading provider of document management solutions, selected its Intelligent Data Management Cloud&#x2122; (IDMC) to accelerate Ricoh's GLIDER data infrastructure project to support the overall business transformation of Ricoh becoming a digital services company.
In the fiscal second quarter (which ended on June 30), INFA's total revenues increased 3.4% year-over-year to $422.48 million. Its non-GAAP income from operations improved 18% from the year-ago value to $151.04 million. The company's non-GAAP net income came in at $88.95 million and $0.28 per share, indicating growth of 10.3% and 3.7% year-over-year, respectively.
Furthermore, the company's adjusted EBITDA increased 17.1% from the prior year's quarter to $154.79 million, and its adjusted free cash flow grew 85.5% from the year-ago value to $107.78 million.
According to the company's financial guidance for the full year 2024, INFA now forecasts revenue to be range of $1.66 billion-$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 to be between $545 million and $565 million.
The consensus revenue estimate of $457.09 million for the fiscal fourth quarter (ending December 2024) represents a 2.7% increase year-over-year. The consensus EPS estimate of $0.38 for the current quarter indicates a 17.5% improvement year-over-year. The company has an impressive surprise history; it surpassed the consensus revenue and EPS in three of the trailing four quarters.
Over the past year, the stock has surged 8.9%, closing the last trading session at $25.47.
Based on eight Wall Street analysts offering 12-month price targets for INFA in the last three months, <a href="https://www.tipranks.com/stocks/infa/forecast">the average target price is $33.38</a>, indicating a 31.1% change from the last price, with a high forecast of $37 and a low forecast of $27.
INFA's bright prospects are reflected in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
It also has a B grade for Growth and Quality. Within the A-rated <a href="https://stocknews.com/category/software-saas/">Software - SAAS</a> industry, it is ranked #6 out of 18 stocks. <a href="https://stocknews.com/stock/INFA/">Click here</a> to see INFA's ratings for Value, Momentum, Stability, and Sentiment.
UiPath Inc. (<a href="https://stocknews.com/stock/PATH/">PATH</a>)
PATH is an enterprise automation and AI software company that provides an end-to-end automation platform that offers a variety of international Robotic Process Automation (RPA) solutions. It has a market cap of $7.44 billion.
On October 23, PATH announced the transformation of operations for Omega Healthcare, a global leader in revenue cycle management, healthcare, and clinical enablement services, through its AI-powered automation. The partnership could position PATH as a frontrunner in AI-driven automation and deliver significant outcomes.
On October 22, PATH announced a strategic partnership with Inflection AI to integrate the UiPath Platform with the new Inflection for Enterprise solution, allowing enterprises to achieve more operational efficiency and effectiveness without compromising trust and AI security options.
This partnership will provide PATH with a significant private cloud alternative for agentic automation tailored to the industries with the most stringent security requirements.
PATH's revenues for the second quarter (ended July 31, 2024) increased 10.1% year-over-year to $316.25 million. It reported a non-GAAP gross profit of $263.19 million, indicating a 6.6% growth from the prior-year quarter, while its non-GAAP net income for the quarter stood at $23.76 million or $0.04 per share. Also, the company's non-GAAP adjusted free cash flow increased 25.6% year-over-year, amounting to $149.78 million.
As per the financial outlook for the fiscal year 2025, PATH forecasts revenue to be between $1.42 billion and $1.43 billion. The company also expects a non-GAAP operating income of approximately $170 million.
Street expects PATH's EPS for the fiscal year 2026 to increase 10.6% year-over-year to $0.44. Its revenue for the same year is expected to grow 11% year-over-year to $1.58 billion.
Shares of PATH have gained 17.4% over the past year to close the last trading session at $13.53.
Based on 17 Wall Street analysts offering 12-month price targets for PATH in the last three months, <a href="https://www.tipranks.com/stocks/path/forecast">the average target price is $15.75</a>, indicating a 16.4% change from the last price, with a high forecast of $19 and a low forecast of $13.
It's no surprise that PATH has an overall rating of B, which equates to a Buy in our POWR Ratings system. It has a B grade for Growth and Quality. Out of 18 stocks in the Software - SAAS industry, PATH is ranked #10.
Beyond what is stated above, we've also rated PATH for Value, Momentum, Stability, and Sentiment. Get all PATH ratings <a href="https://stocknews.com/stock/PATH/">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 />
OTEX shares were trading at $29.35 per share on Thursday afternoon, down $1.14 (-3.74%). Year-to-date, OTEX has declined -27.87%, versus a 26.32% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: ShreyaRathi</h2> <img src='https:/wp-content/uploads/2024/10/0.jpeg' style="float:left; padding:5px;width:125px;"><a href="https://stocknews.com/authors/?author=shreya-rathi">More...</a>The post <a href=https://stocknews.com/news/otex-infa-path-3-mid-cap-tech-stocks-wall-street-expects-to-gear/>3 Mid-Cap Tech Stocks Wall Street Expects to Gear</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Mid-Cap Tech Stocks Wall Street Expects to Gear

Informatica (INFA) announced that a committee of its Board of Directors approved the commencement of repurchases of its Class A common stock throug...

Informatica announces approval to commence $400M  repurchases of stock

Informatica announces approval to commence open market repurchases

OTEX

PATH

Press Releases

Informatica to Report Third Quarter 2024 Financial Results on October 30, 2024

Informatica Appoints Mitesh Dhruv to the Board of Directors

Informatica Receives TSIA 2024 Star Awards for Leveraging AI and Innovations in Knowledge Management and Revenue Generation

Informatica Delivers Blueprints to Simplify and Accelerate Generative AI Development on Leading Technology Platforms

Informatica Reports Third Quarter 2024 Financial Results

Informatica Announces Launch of Secondary Public Offering of Common Stock

Informatica Announces Pricing of Secondary Public Offering of Common Stock

Informatica Expands GenAI-Powered CLAIRE GPT in Europe and Asia Pacific Regions

Informatica Announces Approval to Commence Open Market Repurchases

Informatica Tackles Microsoft Azure Megatrends of Gen AI, Microsoft Fabric and Open Table Format with New Capabilities

CHPT

ACI Worldwide

Altair Engineering Inc. - Class A Common Stock

Altair Engineering

AppFolio

Aurora Innovation, Inc. - Class A Common Stock

Aurora Innovation

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

Freshworks

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

Workiva

Zeta Global Holdings Corp. Class A Common Stock

Zeta Global Holdings

JP Morgan

Deutsche Bank

Scotiabank

Wells Fargo

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