Latest news with #MuleSoft
Yahoo
7 days ago
- Business
- Yahoo
Stifel Nicolaus Maintains Buy Rating on Salesforce (CRM)
On May 29, analyst J. Parker Lane of Stifel Nicolaus maintained a Buy rating on Salesforce, Inc. (NYSE:CRM) and kept a price target of $375.00. The rating update followed the company's fiscal Q1 2026 earnings report on May 28 and reflects the analyst's confidence in CRM's strategic positioning in the AI space and its considerable growth potential, driven by innovative solutions such as MuleSoft, Agentforce, Data Cloud, and Tableau. A customer service team in an office setting using the company's Customer 360 platform to communicate with customers. The analyst stated that management has also expressed confidence in the company's innovative technological capabilities, expecting them to bolster Salesforce, Inc.'s (NYSE:CRM) market presence and support revenue growth. The company's fiscal Q1 2026 results showed an 8% year-over-year growth in revenue which amounted to $9.8 billion. Its subscription and support revenue also increased by 8% year-over-year, reaching $9.3 billion. The analyst further commented that Salesforce, Inc.'s (NYSE:CRM) focus on adjusting compensation structures and expanding its go-to-market capabilities demonstrates a commitment to expediting growth while ensuring margin expansion. Although Salesforce, Inc.'s (NYSE:CRM) is in the early stages of monetizing its AI capabilities, the analyst expressed confidence in its potential to land multi-product deals. In addition, he stated that the company's traction in the mid-market segments and SMB points towards a promising outlook, supporting the Buy rating. While we acknowledge the potential of CRM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CRM and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
Informatica (INFA) Rating in Focus After $8 Billion Salesforce Deal
We recently published a list of . In this article, we are going to take a look at where Informatica Inc. (NYSE:INFA) stands against other AI stocks that are on analyst's radar today. On May 27, RBC Capital's analyst Matthew Hedberg maintained their 'Sector Perform' rating on Informatica Inc. (NYSE:INFA) and raised its price target to $22.00 from the previous target of $19.00. Informatica is a leader in enterprise AI-powered cloud data management. Analyst Matthew Hedberg cited Friday's Bloomberg report of takeover interest by Salesforce (CRM), noting that Informatica could be an attractive asset given key fundamental drivers. This includes the ongoing growth in data, the ongoing cloud mix-shift, and potential GenAI tailwinds. A business executive in a modern office looking over reports detailing artificial intelligence. The very same day, the news of Salesforce and Informatica agreeing for the former to acquire the latter for approximately $8 billion in equity value was confirmed on the respective companies' newsrooms. The acquisition is expected to boost Salesforce's artificial intelligence capabilities and give access to Informatica's data management tools. 'Together, Salesforce and Informatica will create the most complete, agent-ready data platform in the industry. By uniting the power of Data Cloud, MuleSoft, and Tableau with Informatica's industry-leading, advanced data management capabilities, we will enable autonomous agents to deliver smarter, safer, and more scalable outcomes for every company, and significantly strengthen our position in the $150 billion-plus enterprise data market.' Overall, INFA ranks 10th on our list of AI stocks that are on analyst's radar today. While we acknowledge the potential of INFA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INFA and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-05-2025
- Business
- Yahoo
Salesforce's AI Push Grows With Informatica: Time to Hold the Stock?
Salesforce, Inc. CRM has made another big move in its artificial intelligence (AI) journey by agreeing to buy data management company Informatica Inc. INFA for around $8 billion. The deal, announced as an all-cash transaction, aims to strengthen Salesforce's capabilities in data handling and AI integration. As Salesforce continues to position itself as a leader in enterprise AI, this deal, which is expected to close in early 2027, could play a key role. With this bold strategic step that could strengthen Salesforce's long-term value proposition, investors must be wondering if they should hold onto CRM stock now. Informatica is known for its powerful data tools, including data integration, governance, quality and metadata management. These capabilities will help Salesforce improve its AI platform, Agentforce, and its Data Cloud product. Salesforce says this deal will help build a solid data foundation for AI, especially autonomous AI agents, which need clear, trusted and well-managed data to function properly. Marc Benioff, CEO of Salesforce, said the acquisition will create the most complete data platform for AI in the industry. Combining Informatica's tools with Salesforce's software, including MuleSoft and Tableau, will help customers make better use of their data and AI solutions. From a product standpoint, the acquisition makes sense. Informatica brings features that Salesforce needs to support advanced AI capabilities. For example, AI agents will now be able to better understand the context, quality and origin of data. This helps ensure responsible and reliable AI-driven decisions. The enhanced capabilities will also help Salesforce's key competitors in the enterprise software space, including SAP SE SAP and Microsoft Corporation MSFT. Salesforce Inc. price-consensus-chart | Salesforce Inc. Quote Financially, the deal seems well-structured. It will be funded with Salesforce's cash and new debt. The company expects it to be accretive to non-GAAP earnings and free cash flow starting in the second year. In other words, while it's a large acquisition, Salesforce doesn't expect it to hurt profits or cash in the long run. Most importantly, the deal doesn't derail Salesforce's financial discipline. The company has been focused on improving margins and returning capital to shareholders. This acquisition fits within that broader strategy, aiming for long-term gains without losing its near-term focus. Moreover, the acquisition will give a fresh boost to Salesforce's top-line growth, which has been witnessing a decelerating trend over the past year. Revenue growth has decelerated from its historical double-digit pace to single-digit increases in recent quarters. This slowdown reflects cautious enterprise spending amid macroeconomic uncertainties and geopolitical issues. The Zacks Consensus Estimate for revenues indicates that this trend will persist, with mid-to-high single-digit growth expected for fiscal 2026 and 2027. The slowing growth trend has weighed on investor sentiment. Shares of the company have plunged 17.1% year to date (YTD), underperforming the Zacks Computer – Software industry, which has risen 4.3%. CRM stock has also underperformed other enterprise software companies, including SAP and Microsoft. YTD, shares of SAP and Microsoft have rallied 21.9% and 9.2%, respectively. Salesforce's acquisition of Informatica reinforces its long-term AI vision despite current stock pressures. The deal enhances data infrastructure, which is critical for AI growth. Though near-term revenue trends are soft, Informatica's acquisition positions Salesforce for stronger innovation and competitiveness. Considering the factors, it is prudent for investors to continue holding CRM stock and watch for future upside. Salesforce carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Salesforce Inc. (CRM) : Free Stock Analysis Report SAP SE (SAP) : Free Stock Analysis Report Informatica Inc. (INFA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
28-05-2025
- Business
- Yahoo
Salesforce (CRM) to Acquire Informatica in $8 Billion Cash Deal
Salesforce (CRM, Financials) said Tuesday it will acquire cloud data management firm Informatica (INFA, Financials) in an all-cash transaction valued at $8 billion, or $25 per share for holders of Informatica's Class A and B-1 stock. Shares of Informatica rose over 5% on the day, while Salesforce gained about 1% following the announcement. Bloomberg had earlier reported on deal talks Friday, pushing Informatica's shares up more than 17% ahead of confirmation. The move is part of Salesforce's broader artificial intelligence strategy, aiming to integrate Informatica's data cataloging, governance, and privacy tools with its new AI agent platform, Agentforce. Salesforce said the transaction will be funded using a mix of existing cash and new debt. Salesforce Chief Technology Officer Steve Fisher said the deal enables the company to deliver truly autonomous, trustworthy AI agents through more robust data integration. CEO Marc Benioff added that Informatica will work in tandem with Salesforce's Data Cloud, MuleSoft, and Tableau units to improve automation across enterprise applications. The acquisition continues Salesforce's multi-year expansion push, which previously included Slack ($27.7 billion in 2021), Tableau ($15.7 billion in 2019), and MuleSoft ($6.5 billion in 2018). Investors may watch for regulatory clearance and integration milestones, especially around Agentforce's future monetization and uptake. This article first appeared on GuruFocus.
Yahoo
28-05-2025
- Business
- Yahoo
Salesforce (CRM) to Acquire Informatica in $8 Billion Cash Deal
Salesforce (CRM, Financials) said Tuesday it will acquire cloud data management firm Informatica (INFA, Financials) in an all-cash transaction valued at $8 billion, or $25 per share for holders of Informatica's Class A and B-1 stock. Shares of Informatica rose over 5% on the day, while Salesforce gained about 1% following the announcement. Bloomberg had earlier reported on deal talks Friday, pushing Informatica's shares up more than 17% ahead of confirmation. The move is part of Salesforce's broader artificial intelligence strategy, aiming to integrate Informatica's data cataloging, governance, and privacy tools with its new AI agent platform, Agentforce. Salesforce said the transaction will be funded using a mix of existing cash and new debt. Salesforce Chief Technology Officer Steve Fisher said the deal enables the company to deliver truly autonomous, trustworthy AI agents through more robust data integration. CEO Marc Benioff added that Informatica will work in tandem with Salesforce's Data Cloud, MuleSoft, and Tableau units to improve automation across enterprise applications. The acquisition continues Salesforce's multi-year expansion push, which previously included Slack ($27.7 billion in 2021), Tableau ($15.7 billion in 2019), and MuleSoft ($6.5 billion in 2018). Investors may watch for regulatory clearance and integration milestones, especially around Agentforce's future monetization and uptake. This article first appeared on GuruFocus.
