Jefferies Analyst Says Salesforce-Informatica Deal Makes Sense: Retail Shares The Conviction

The rumored development comes a year after Salesforce gave up on its pursuit of Informatica due to the failure to arrive at a common ground regarding the deal terms.
The Salesforce company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)
The Salesforce company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)
Profile Image
Shanthi M·Stocktwits
Updated Jul 02, 2025 | 8:31 PM GMT-04
Share this article

A Bloomberg report said Friday that customer relationship management software company Salesforce, Inc. (CRM) has renewed its interest in Informatica Inc. (INFA) and also broached the possibility of a deal as early as this week.

The rumored development comes a year after Salesforce gave up on its pursuit of Informatica due to the failure to arrive at a common ground regarding the deal terms.

The report also said Citrix Systems-owned Cloud Software Group has also made a competing bid.

Jefferies analyst Brent Thill maintained a ‘Buy’ rating and a $375 price target for Salesforce stock after the Bloomberg report. The analyst noted that the 10% premium to Friday's close implies a deal at 5.1-times forward revenue versus 7.4-times when chatter last circulated in April 2024

Since then, growth has decelerated at Informatica and Salesforce is facing growing pressure to increase adoption of Agentforce, which Informatica could help with, he added.

Jefferies said it believes a deal would make sense, and that the deal price is more attractive now than last year.

On Stocktwits, retail sentiment toward Informatica stock was ‘extremely bullish’ (80/100) by late Monday, with the message volume at ‘extremely high’ levels.

Screenshot 2025-05-27 at 3.33.26 AM.png
INFA sentiment and message volume as of 3:32 a.m. ET, May 27 | source: Stocktwits

Sentiment toward Salesforce stock was also ‘extremely bullish’ (75/100), with the buoyant  mood accompanied by ‘high’ message volume. 

Screenshot 2025-05-27 at 3.31.58 AM.png
CRM sentiment and message volume as of 3:32 a.m. ET, May 27 | source: Stocktwits

A bullish user said they expect the deal to be announced Wednesday when Salesforce reports its quarterly results. They see $35 a share as a “nice” price and $30 as a ‘reasonable’ price.

Informatica stock jumped 17.45% to $22.55 on Friday on the report, while Salesforce stock shed 3.63% to $273.13. These shares are down 13% and 18%, respectively, for the year-to-date period.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Subscribe to The Litepaper
All Newsletters
Get the daily crypto email you’ll actually love to read. It's value-packed, data-driven, and seasoned with wit.

Read Next:  D-Wave Vs. IonQ Vs. Rigetti: Retail Traders Reveal Which Quantum Computing Stock They’re Most Bullish About

Read about our editorial guidelines and ethics policy

Advertisement. Remove ads.