Informatica Soars 20% on $8 Billion Salesforce Cash Deal – Targets $28 and $30?

Informatica's stock has risen more than 20% since Salesforce announced a $8 billion acquisition to bolster its data and cloud capabilities.

Informatica Jumps After Salesforce Takeover: What’s Next for the Data Giant?

Quick overview

  • Informatica shares have surged over 20% following Salesforce's announcement of an $8 billion acquisition to enhance its AI and data capabilities.
  • The acquisition is expected to provide Salesforce with a comprehensive data ecosystem, crucial for developing advanced AI applications.
  • Informatica's expertise in data management will support Salesforce's goal of creating autonomous AI agents that can operate securely across business departments.
  • The merger highlights a growing trend among tech companies to secure robust data infrastructure as a foundation for artificial intelligence.

Informatica’s stock has risen more than 20% since Salesforce announced a $8 billion acquisition to bolster its data and cloud capabilities.

Informatica Surges After Salesforce Acquisition Deal

After enduring nearly a year of declining performance, Informatica Inc. (NYSE: INFA) shares have mounted an impressive rebound, rising over 20% in just a few trading sessions. Just two days ago, the stock was trading near $19.30.

It has since rallied close to $24 following a strong upside gap, with a session peak of $24.60. Investor enthusiasm is being fueled by Salesforce’s announcement that it will acquire Informatica in an all-stock transaction valued at approximately $8 billion.

INFA Shares Weekly Chart – Facing the 100 SMA Now

The deal has sparked renewed optimism for both companies, sending Informatica’s stock soaring and positioning Salesforce as a more serious contender in the enterprise AI infrastructure space.

Strategic Alignment: Why Salesforce Wants Informatica

At the heart of the deal lies a straightforward rationale: AI thrives on data—and Informatica specializes in it. As Salesforce accelerates its expansion into artificial intelligence, acquiring Informatica offers it a more complete data ecosystem to support next-generation AI applications.

Informatica, a pioneer in data management since its 1999 IPO, has long focused on integrating, cleaning, and governing data across platforms. These capabilities are crucial for developing responsible, large-scale, enterprise-grade AI. With Informatica, Salesforce gains access to technologies like Master Data Management (MDM), data privacy tools, quality control, governance layers, and robust data cataloging.

What the Merger Could Unlock for Salesforce AI

Salesforce envisions a unified AI architecture that bridges its existing platforms—such as Tableau, MuleSoft, Data Cloud, Customer 360, and the new Agentforce—with Informatica’s proven data infrastructure. The combination could allow AI agents to operate across business departments securely and at scale.

This aligns with Salesforce’s push to develop autonomous AI agents capable of executing multi-step tasks inside enterprise environments. Informatica’s deep expertise in harmonizing and structuring data provides the essential foundation these systems need to function effectively.

What’s Next for INFA Stock? Technical Levels to Watch

With INFA shares now breaking out above recent resistance levels, technical analysts are watching the $28 and $30 levels—the highs from November and December—as the next potential targets. The stock’s strong momentum and acquisition tailwind could provide the fuel needed to reach those zones in the coming weeks.

A Turning Point for Enterprise Software and AI

This acquisition underscores a broader trend: major tech players are rushing to secure and refine the data infrastructure that underpins artificial intelligence. Salesforce’s bet on Informatica signals the rising value of data integrity, governance, and accessibility in the age of AI agents.

If the integration goes smoothly, this merger could position both companies at the center of the enterprise AI transformation—where data quality is just as critical as model performance.

ABOUT THE AUTHOR See More
Skerdian Meta
Lead Analyst
Skerdian Meta Lead Analyst. Skerdian is a professional Forex trader and a market analyst. He has been actively engaged in market analysis for the past 11 years. Before becoming our head analyst, Skerdian served as a trader and market analyst in Saxo Bank's local branch, Aksioner. Skerdian specialized in experimenting with developing models and hands-on trading. Skerdian has a masters degree in finance and investment.

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