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Informatica Community
NYSE:INFA Community
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Informatica
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Cloud Consolidation Will Pressure Revenues Despite AI Potential
Key Takeaways Intensifying competition from cloud giants, open-source, and AI-driven solutions is eroding Informatica's pricing power, market share, and ability to differentiate its offerings. Rising regulatory and compliance challenges are driving up costs, threatening profitability and limiting the company’s potential for international expansion and earnings growth.
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US$18.09
FV
35.9% overvalued
intrinsic discount
3.49%
Revenue growth p.a.
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7 days ago
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Informatica
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Cloud Migration And AI Will Unlock Market Potential
Key Takeaways Cloud migration, AI adoption, and regulation are driving demand for Informatica’s differentiated data management platform, supporting growth and positioning it as mission-critical for enterprises. Transition to a cloud-only model and strategic partnerships are improving recurring revenues, margin expansion, customer retention, and broader market reach.
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US$27.00
FV
9.0% undervalued
intrinsic discount
6.18%
Revenue growth p.a.
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7 days ago
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Informatica
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Cloud-Only Strategy And AI Capabilities Will Unlock Future Opportunities In Data Management
Key Takeaways Transitioning to a cloud-only strategy is poised to drive long-term revenue through increased upsell opportunities, despite possible short-term impacts. AI-driven innovations and strategic partnerships are set to unlock substantial revenue growth by targeting a vast addressable market.
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US$23.39
FV
5.1% overvalued
intrinsic discount
5.35%
Revenue growth p.a.
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Your Valuation for
INFA
INFA
Informatica
Your Fair Value
US$
Current Price
US$24.58
14.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-179m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$2.1b
Earnings US$2.5m
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