10:53 AM EDT, 05/27/2025 (MT Newswires) -- Salesforce's ( CRM ) acquisition of Informatica ( INFA ) is seen as a "smart and strategic deal" as it aims to enhance Salesforce's ( CRM ) artificial intelligence capabilities, especially as more businesses look to use their data to build and train AI models, Wedbush Securities said in a Tuesday note.

Analysts said that while the deal isn't expected to face major regulatory issues, there is a slight chance other bidders, possibly private equity, could show interest. However, it is considered unlikely given how well Informatica ( INFA ) fits into Salesforce's ( CRM ) AI goals, the analysts said.

The analysts said Informatica ( INFA ) brings with it a "strong" customer base of over 5,000 companies, including roughly 2,500 cloud subscription customers and more than 80% of the Fortune 100. Many of these customers already use Informatica's ( INFA ) technology for analytics and AI-driven operations.

The deal supports Salesforce's ( CRM ) broader cloud and Agentic AI strategy and lays the groundwork for more merger and acquisition activity as the company moves into fiscal year 2026 and beyond, the analysts said, adding that the transaction will be accretive to Salesforce's ( CRM ) non-GAAP operating margin, earnings per share, and free cash flow by the second year after closing.

Wedbush maintained an outperform rating and $425 price target on Salesforce ( CRM ), which is scheduled to report its fiscal Q1 results on Wednesday.

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