RBC Capital Lifts Informatica (INFA) Price Target, Maintains Sector Perform Rating

RBC Capital Markets lifted its price target on Informatica Inc. (NYSE:INFA) to $25 from $22 on May 29, aligning with Salesforce’s (NYSE:CRM) announced acquisition price of $25 per share. Despite the upward revision, analyst Matthew Hedberg maintained a Sector Perform rating on the stock. The price target adjustment comes on the heels of Salesforce’s confirmed agreement to acquire Informatica Inc. (NYSE:INFA) in a deal that values the enterprise data management company at approximately $8 billion. Hedberg noted that the acquisition makes strategic sense given the complementary nature of both firms’ product offerings.

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“Informatica strengthens Salesforce’s data integration and governance capabilities, and there’s minimal overlap, reducing the likelihood of regulatory issues,” Hedberg wrote in a note to clients. While the deal was largely anticipated after weeks of speculation, the confirmation adds clarity for investors and sets a near-term ceiling on Informatica’s stock.

With shares already trading close to the acquisition price, upside potential appears limited unless new developments emerge. RBC’s neutral stance reflects this dynamic. Although the acquisition brings strategic benefits to Salesforce and validates Informatica’s value, the analyst sees limited opportunity for outperformance relative to the broader sector from this point forward. For shareholders, the deal offers a clean exit at a premium, while for Salesforce, it marks a continued push into enterprise data infrastructure—a space increasingly vital in the AI-driven era of business software.

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