Informatica
INFA
About: Informatica Inc provides artificial intelligence (AI) enabled data management products on a cloud native platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at an enterprise scale. The company's platform includes a suite of interoperable data management products that leverage the shared services and metadata of the underlying platform, including products for Data Catalog, Data Integration & Engineering, API & Application Integration, Data Quality and Observability, Master Data Management, Customer and Business 360 Applications, Governance, Access and Privacy, and Data Marketplace., allowing customers to track and understand their data. Geographically, the company generates maximum revenue from North America.
Employees: 5,200
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1,145% more call options, than puts
Call options by funds: $85.9M | Put options by funds: $6.9M
100% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 6 (+3) [Q2]
47% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 59
41% more capital invested
Capital invested by funds: $4.28B [Q1] → $6.02B (+$1.74B) [Q2]
28% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 53
14% more funds holding
Funds holding: 195 [Q1] → 222 (+27) [Q2]
1.09% more ownership
Funds ownership: 94.85% [Q1] → 95.94% (+1.09%) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
UBS
Karl Keirstead
|
$25
|
Neutral
Maintained
|
7 Aug 2025 |
|
Guggenheim
Howard Ma
|
$27
|
Neutral
Downgraded
|
7 Aug 2025 |
Financial journalist opinion
