This company has been acquired
Informatica Toekomstige groei
Future criteriumcontroles 3/6
Informatica zal naar verwachting groeien in winst en omzet met respectievelijk 76.6% en 5.7% per jaar. De winst per aandeel zal naar verwachting groeien met 71.9% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 15.3% zijn.
Belangrijke informatie
76.6%
Groei van de winst
71.93%
Groei van de winst per aandeel
| Software winstgroei | 19.7% |
| Inkomstengroei | 5.7% |
| Toekomstig rendement op eigen vermogen | 15.31% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 14 Nov 2025 |
Recente toekomstige groei-updates
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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei INFA ( 76.6% per jaar) ligt boven de spaarquote ( 3.3% ).
Winst versus markt: De winst van INFA ( 76.6% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.8% per jaar).
Hoge groeiwinsten: De winst van INFA zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van INFA ( 5.7% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.7% per jaar).
Hoge groei-inkomsten: De omzet van INFA ( 5.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen INFA zal naar verwachting over 3 jaar laag zijn ( 15.3 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2025/11/17 17:50 |
| Aandelenkoers aan het einde van de dag | 2025/11/17 00:00 |
| Inkomsten | 2025/09/30 |
| Jaarlijkse inkomsten | 2024/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Informatica Inc. wordt gevolgd door 9 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Edward Magi | Berenberg |
| Tyler Radke | Citigroup Inc |
| Tyler Radke | Citigroup Inc |