This company has been acquired
Informatica Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Informatica de 76.6% y 5.7% por año respectivamente. Se prevé que el BPA crezca en un 71.9% al año. Se espera que la rentabilidad financiera sea de 15.3% en 3 años.
Información clave
76.6%
Tasa de crecimiento de los beneficios
71.93%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 19.7% |
| Tasa de crecimiento de los ingresos | 5.7% |
| Rentabilidad financiera futura | 15.31% |
| Cobertura de analistas | Good |
| Última actualización | 14 Nov 2025 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Cloud-Only Strategy And AI Capabilities Will Unlock Future Opportunities In Data Management
With Informatica’s consensus analyst price target and key valuation metrics—including the discount rate and future P/E ratio—remaining effectively unchanged, analysts see little revision to fair value, which holds steady at $24.40. What's in the News Completed repurchase of 8,749,000 shares (2.87%) for $203.31 million under the ongoing buyback program, with no additional shares repurchased in the latest tranche.Informatica Continues Transition With Weak Revenue Growth (Downgrade)
Summary Informatica faces revenue growth challenges but has improved its operating cost structure. Despite a growing enterprise data management market, some of INFA's revenue sources continue to decline. Financial trends show improved operating income and gross margins, but revenue growth remains weak, and market valuation multiples have dropped. Management's forward guidance is not encouraging, and I expect low growth to continue. I'm bearish on INFA for the near term, as it will likely need many quarters to return to material organic growth as it continues its transition. Read the full article on Seeking Alpha'The Elephant Scratched Its Pimple': Informatica Shares Tumbled, But The Business Is Fine
Summary Data management company Informatica committed the cardinal Wall Street sin. It slashed revenue guidance. The Street administered its usual form of punishment… It knocked 21.5% off the stock price. In the past, I’ve characterized the Wall Street’s usual guidance game as an obsession with something that’s no more important than a 'pimple on an elephant.' That’s how unimportant the guidance cut is to INFA’s business prospects, only this time, the metaphorical elephant scratched the metaphorical pimple and hence worsened the short-term the situation. Informatica didn’t predict well, but its business is proceeding on plan and the stock, a “Buy” when I first covered it on 11/4/24, is more so now. Read the full article on Seeking AlphaInformatica: High Competition Lowers Growth Potential
Summary Informatica's solutions cater to large enterprises with complex data needs, but high stock-based compensation and slow revenue growth hinder significant revenue per share expansion. Despite a comprehensive strategy and significant opportunities, strong competition from cloud providers limits Informatica's market share potential. Informatica's 2024 performance has been poor, and future returns are expected to be low due to fair valuation and minimal revenue growth. Read the full article on Seeking AlphaAI Needs Data, Data Needs Informatica, So AI Investors Also Need Informatica
Summary AI isn’t designed to produce accurate facts… all of its information must come outside sources. So, data, important enough as it is given increasing needs to track and analyze, becomes even more critical if we expect AI to produce real benefits. It’s important to have, store and move data… but we also need to manage it. Informatica is a big gorilla in data management. Business model transformation is leaving Informatica with uninspiring numbers today, but it’s trending the right way and shaping up to be a big-time data winner. Read the full article on Seeking AlphaInformatica's Growth Slows And Valuation Remains Full
Summary Informatica's revenue growth is slowing, and earnings growth is stalling. The enterprise data management market is expected to grow significantly, but INFA faces stiff competition. Financial metrics show fluctuating earnings, high stock-based compensation, and a modest free cash flow net of SBC. Until INFA completes its cloud transition and reignites growth, I remain neutral on the stock. Read the full article on Seeking Alpha
CLAIRE GPT And Cloud Expansion Drive Growth, Despite Concerns Over Shrinking Profit Margins And Revenue Risks
Launching CLAIRE GPT underscores Informatica's edge in AI-driven data management, promising improved user experiences and operational efficiencies.Is Informatica Stock A Good Buy Ahead Of Its Q2 Results
Summary Informatica's stock has had a volatile year, initially surging on takeover speculation but now down -14% YTD. INFA's upcoming Q2 results, due to be announced on the 30th of July could determine the next course of action for the share price. We cover the major sub-plots surrounding INFA's earnings. INFA is poised to deliver impressive operating leverage through the next 3 years and forward valuations don't necessarily reflect this. Bearish conditions still linger on the charts. Read the full article on Seeking AlphaInformatica: Growth, Cash Flow, Valuation, And M&A Target
Summary Informatica has successfully transformed into a software-as-a-service data management business model. EBITDA margins have doubled to 30% since 2018 on revenue growth of just 5%. Valuation may be clouded by significant goodwill amortization that hides significant cash earnings. Consensus YE24 price target of US$38.5 backs into a 1.5x PEG (cash ESP). I rate it a BUY given low growth expectations, high free cash flow, reasonable valuations, and M&A target status. Read the full article on Seeking AlphaInformatica Inc.: Growth Should Accelerate From Here
Summary Informatica Inc. is recommended as a buy due to expected growth acceleration from cloud revenue and increased penetration of large customers. Recent results show strong performance, with subscription revenue growing 26% and cloud ARR growing 37% year-over-year. As the transition from legacy to cloud reaches an inflection point, INFA is expected to capture more market share and improve margins. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2027 | 1,915 | 140 | N/A | 578 | 6 |
| 12/31/2026 | 1,789 | 150 | 458 | 483 | 13 |
| 12/31/2025 | 1,701 | 54 | 438 | 453 | 6 |
| 9/30/2025 | 1,679 | 10 | 466 | 474 | N/A |
| 6/30/2025 | 1,662 | -8 | 425 | 432 | N/A |
| 3/31/2025 | 1,655 | 2 | 426 | 432 | N/A |
| 12/31/2024 | 1,640 | 10 | 406 | 410 | N/A |
| 9/30/2024 | 1,657 | 64 | 360 | 364 | N/A |
| 6/30/2024 | 1,643 | 158 | 311 | 316 | N/A |
| 3/31/2024 | 1,618 | 0 | 322 | 328 | N/A |
| 12/31/2023 | 1,595 | -125 | 260 | 266 | N/A |
| 9/30/2023 | 1,549 | -194 | 217 | 226 | N/A |
| 6/30/2023 | 1,512 | -289 | 213 | 221 | N/A |
| 3/31/2023 | 1,508 | -167 | 194 | 200 | N/A |
| 12/31/2022 | 1,505 | -54 | 195 | 200 | N/A |
| 9/30/2022 | 1,513 | -116 | 219 | 226 | N/A |
| 6/30/2022 | 1,503 | -97 | 200 | 210 | N/A |
| 3/31/2022 | 1,473 | -101 | 223 | 234 | N/A |
| 12/31/2021 | 1,444 | -100 | 218 | 229 | N/A |
| 9/30/2021 | 1,414 | -66 | 210 | 221 | N/A |
| 6/30/2021 | 1,379 | -101 | 215 | 226 | N/A |
| 3/31/2021 | 1,347 | -118 | 197 | 210 | N/A |
| 12/31/2020 | 1,323 | -168 | 154 | 168 | N/A |
| 12/31/2019 | 1,307 | -183 | -27 | 3 | N/A |
| 12/31/2018 | 1,228 | -168 | N/A | 200 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (76.6% al año) de INFA es superior a la tasa de ahorro (3.3%).
Beneficios vs. Mercado: Se prevé que los beneficios (76.6% al año) de INFA crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de INFA crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (5.7% al año) de INFA crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 5.7% al año) de INFA crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de INFA sea baja dentro de 3 años (15.3%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2025/11/17 14:15 |
| Precio de las acciones al final del día | 2025/11/17 00:00 |
| Beneficios | 2025/09/30 |
| Ingresos anuales | 2024/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Informatica Inc. está cubierta por 9 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Edward Magi | Berenberg |
| Tyler Radke | Citigroup Inc |
| Tyler Radke | Citigroup Inc |