12:00 PM EDT, 05/27/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

CRM announces its intent to acquire Informatica, a leader in enterprise AI-powered cloud data management, for $8B in equity value ($25/share in cash), outbidding competitors including Cloud Software Group and Thoma Bravo (according to WSJ). We view the price point as attractive at 19x NTM EPS (below historical averages of 24.8x and 23.8x on five- and three-year basis), which represents a reasonable 34% premium to pre-announcement levels. We view this deal as highly complementary and believe it will support CRM's push into Agentic AI, as INFA's expertise in data management, with its focus on privacy/governance/quality, complements CRM's vast customer relationship data assets. The price tag came down to CRM's desired level after prior discussions (April 2024) failed. While this marks CRM's first major acquisition since Slack ($28B in 2021), we believe this strategic move doesn't signal a return to aggressive M&A, as the company remains focused on margin expansion and shareholder returns through FCF generation.