Informatica Soars 10.42% on Renewed Salesforce Acquisition Talks

On May 27, 2025, Informatica's stock surged by 10.42% in pre-market trading, driven by renewed acquisition talks with Salesforce.

Salesforce has reignited discussions to acquire Informatica, a data-management software firm. This development follows a previous attempt in April 2024 that ultimately fell through. The renewed interest has sparked significant market excitement, with Informatica's shares experiencing a notable jump.

Analysts have weighed in on the potential acquisition, with Jefferies analyst Brent Thill maintaining a Buy rating on Salesforce. Thill notes that the current deal price, which implies a 10% premium to Friday’s close, is more attractive than it was last year. This is due to Informatica's decelerated growth and Salesforce's need to boost adoption of Agentforce, a platform that Informatica could significantly enhance.

Informatica's recent focus on cloud services and AI technologies has also made it an attractive target for Salesforce. The potential acquisition could provide Salesforce with valuable tools to strengthen its AI capabilities and expand its data management offerings.