Informatica (INFA) Maintains Neutral Rating, UBS Raises Price Target to $25.00

Saturday, Aug 9, 2025 6:27 am ET1min read

UBS analyst Karl Keirstead has maintained a "Neutral" rating for Informatica (INFA) while raising the price target from $21.00 to $25.00, a 19.05% increase. This adjustment reflects UBS's updated valuation on the stock. Informatica provides AI-enabled data management products on a cloud-native platform and generates maximum revenue from North America. The average target price for Informatica is $23.50 with a high estimate of $27.00 and a low estimate of $19.00. The average target implies a downside of 4.80% from the current price.

UBS analyst Karl Keirstead has maintained a "Neutral" rating for Informatica (INFA) while raising the price target from $21.00 to $25.00, a 19.05% increase. This adjustment reflects UBS's updated valuation on the stock. Informatica provides AI-enabled data management products on a cloud-native platform and generates maximum revenue from North America. The average target price for Informatica is $23.50 with a high estimate of $27.00 and a low estimate of $19.00. The average target implies a downside of 4.80% from the current price.

Informatica reported solid second-quarter revenue growth and significant gains in cloud subscriptions and cloud ARR. The company's CEO, Amit Walia, noted the company’s recent new product innovations in data management and agentic AI. The company is in the process of being acquired by Salesforce in a blockbuster $8 billion deal announced in May.

The acquisition process does not seem to be slowing down Informatica's business. The company continues to innovate around its core platform and related technologies. The summer 2025 release of the Intelligent Data Management Cloud (IDMC) platform includes new capabilities around master data management, data integration, and data governance. Informatica is also preparing for the launch of a portfolio of autonomous AI agents in the fall.

While the acquisition is underway, both companies are operating independently and focusing on executing their businesses. The synergies between Salesforce and Informatica go beyond the planned IDMC-Agentforce integration, with Informatica providing the data management stack that is critical for large enterprise customers.

Informatica's partners also stand to benefit from the acquisition, with Walia emphasizing the opportunities for growth and incremental business for channel partners.

References:
[1] https://www.gurufocus.com/news/3045581/ubs-maintains-neutral-rating-for-infa-raises-price-target-to-2500--infa-stock-news
[2] https://www.crn.com/news/ai/2025/informatica-maintains-product-innovation-pace-reports-revenue-growth-amidst-salesforce-acquisition-process

Informatica (INFA) Maintains Neutral Rating, UBS Raises Price Target to $25.00

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