
Informatica (INFA) Stock Forecast & Price Target
Informatica (INFA) Analyst Ratings
Bulls say
Informatica Inc. is positioned for significant revenue acceleration in 2025, driven by an increase in modernization deals where migrations now account for over a third of new cloud bookings, reflecting a positive uptick in enterprise demand. The company’s strong competitive positioning in Managed Data Management (MDM) and robust demand for data catalog and governance products further support this positive outlook. With an expanding growth pipeline and the expected contributions from CLAIRE to Integrated Data Management Cloud (IDMC) consumption, Informatica is well-equipped to leverage the urgency among customers for cloud adoption, thus implying potential for outpacing existing market expectations.
Bears say
Informatica Inc reported disappointing financial results, with revenue of $428 million falling short of the guidance range of $448 million to $468 million, and cloud Annual Recurring Revenue (ARR) of $827 million also missing its guidance. The company faces significant challenges, including underwhelming IDMC migrations, reduced cloud growth, and intensified competition from key partners such as Microsoft Azure, Databricks, and Snowflake. Additionally, there are concerns regarding concentrated ownership, execution risks, shifting market dynamics, and a potential material deceleration in bookings anticipated for 2025, all contributing to a negative outlook on Informatica's stock.
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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