
Informatica (INFA) Stock Forecast & Price Target
Informatica (INFA) Analyst Ratings
Bulls say
Informatica Inc. is anticipated to experience revenue acceleration in 2025, driven by a robust pipeline and an increase in modernization deals, particularly cloud migrations, which represented over a third of new cloud bookings. The company has demonstrated enhanced competitive positioning in Master Data Management (MDM) and is witnessing strong demand for its data catalog and governance solutions, contributing to a 7% revenue growth in F1Q24. Furthermore, Informatica's Cloud Data Integration and API/Application Integration segments are showing stable growth, suggesting a favorable environment for driving overall adoption of its cloud services and achieving faster growth than market expectations.
Bears say
Informatica Inc. reported disappointing financial results, with actual revenue of $428 million falling short of guidance that ranged between $448 million and $468 million, alongside a significant decline in new-workload-based cloud growth and IDMC migrations not meeting expectations. Furthermore, the company faces heightened competition from major players such as Microsoft Azure, Databricks, and Snowflake, which could hinder its market position and growth potential. Additional headwinds, including concentrated ownership, a challenging shift to a consumption model, lower contract durations, and potential execution risks, contribute to a broader negative outlook on the stock, particularly with a projected material deceleration in bookings for 2025.
This aggregate rating is based on analysts' research of Informatica and is not a guaranteed prediction by Public.com or investment advice.
Informatica (INFA) Analyst Forecast & Price Prediction
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