Informatica (INFA) News Today

Informatica Inc. (NYSE: INFA) shares are up amid active takeover and analyst coverage following Salesforce’s $8 billion buyout at $25 per share. Investors are digesting both the premium offer and mixed analyst moves as deal execution nears.

• Salesforce agreed to acquire Informatica for $25 in cash per share, offering a clear premium and liquidity event for investors.
• Wells Fargo raised its price target on INFA to $25 (from $19) with an “equal weight” rating, citing strong AI/data-management tailwinds.
• Robert W. Baird lifted its target to $25 and highlighted strong potential for price appreciation despite a “neutral” rating.
• JPMorgan Chase & Co. and Truist Financial both boosted their INFA targets to $25 while maintaining neutral/hold stances, reflecting improved valuation support.
• Unusually high trading volume and a surge in call‐option buying point to elevated investor interest around the merger close.
• CEO Amit Walia and other executives have been featured in interviews discussing Informatica’s AI and cloud strengths under the Salesforce umbrella.
• A Zacks comparison piece weighing Informatica against peers like StoneCo highlights ongoing debate over sector valuation.
• Cofounder Gaurav Dhillon’s reflections on Informatica’s evolution post-announcement offer historical context without altering deal fundamentals.
• EVP John Arthur Schweitzer sold $2.8 million of INFA stock recently, trimming his holding by over 23%, which may raise insider‐sentiment concerns.
• Wolfe Research and DA Davidson each downgraded or cut targets, citing that the buyout price may already fully reflect near-term upside.
• A shareholder class-action probe into the merger terms introduces legal overhang until the transaction closes.