Salesforce's Proposed Informatica Acquisition Creates Deal Risk, RBC Says

MT Newswires Live

May 29, 2025

Salesforce's (CRM) proposed $8 billion acquisition of Informatica (INFA) creates deal risk because many of its previous acquisitions have yet to be integrated, RBC Capital Markets said in a note Thursday.

The firm noted the "mixed track record" of Salesforce's more recent acquisitions of MuleSoft, Tableau and Slack, with no full integration.

RBC questioned the need to own Informatica, especially because it has integrations with Salesforce, including Agentforce.

"Finally, while Informatica is cheaper today than a year ago, it has also faced major execution challenges," the firm said.

RBC downgraded Salesforce to sector perform from outperform and cut its price target to $275 from $420.

The company's shares fell 6% in recent trading.

Price: 259.85, Change: -16.18, Percent Change: -5.86

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2539269227"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2539269227\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2539269227?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-05-29 22:44","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2539269227","market":"sh","top_or_hot":-1,"title":"Salesforce's Proposed Informatica Acquisition Creates Deal Risk, RBC Says","media":"MT Newswires Live","content":"<html><body><p> Salesforce's (CRM) proposed $8 billion acquisition of Informatica (INFA) creates deal risk because many of its previous acquisitions have yet to be integrated, RBC Capital Markets said in a note Thursday.</p><p>The firm noted the \"mixed track record\" of Salesforce's more recent acquisitions of MuleSoft, Tableau and Slack, with no full integration.</p><p>RBC questioned the need to own Informatica, especially because it has integrations with Salesforce, including Agentforce.</p><p>\"Finally, while Informatica is cheaper today than a year ago, it has also faced major execution challenges,\" the firm said.</p><p>RBC downgraded Salesforce to sector perform from outperform and cut its price target to $275 from $420.</p><p>The company's shares fell 6% in recent trading.</p><p>Price: 259.85, Change: -16.18, Percent Change: -5.86</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Salesforce's Proposed Informatica Acquisition Creates Deal Risk, RBC Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSalesforce's Proposed Informatica Acquisition Creates Deal Risk, RBC Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-05-29 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Salesforce's (CRM) proposed $8 billion acquisition of Informatica (INFA) creates deal risk because many of its previous acquisitions have yet to be integrated, RBC Capital Markets said in a note Thursday.</p><p>The firm noted the \"mixed track record\" of Salesforce's more recent acquisitions of MuleSoft, Tableau and Slack, with no full integration.</p><p>RBC questioned the need to own Informatica, especially because it has integrations with Salesforce, including Agentforce.</p><p>\"Finally, while Informatica is cheaper today than a year ago, it has also faced major execution challenges,\" the firm said.</p><p>RBC downgraded Salesforce to sector perform from outperform and cut its price target to $275 from $420.</p><p>The company's shares fell 6% in recent trading.</p><p>Price: 259.85, Change: -16.18, Percent Change: -5.86</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CRM","symbol_name":"赛富时","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2539269227","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2539269227","pubTimestamp":1748529898,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Salesforce's  proposed $8 billion acquisition of Informatica  creates deal risk because many of its previous acquisitions have yet to be integrated, RBC Capital Markets said in a note Thursday.The firm noted the \"mixed track record\" of Salesforce's more recent acquisitions of MuleSoft, Tableau and Slack, with no full integration.RBC questioned the need to own Informatica, especially because it has integrations with Salesforce, including Agentforce.\"Finally, while Informatica is cheaper today than a year ago, it has also faced major execution challenges,\" the firm said.RBC downgraded Salesforce to sector perform from outperform and cut its price target to $275 from $420.The company's shares fell 6% in recent trading.Price: 259.85, Change: -16.18, Percent Change: -5.86","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"CRM":"赛富时","INFA":"Informatica Inc."},"translate_title":"加拿大皇家银行表示，Salesforce提议收购Informatica会带来交易风险","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INFA":1,"CRM":0.9},"content_text":"Salesforce's (CRM) proposed $8 billion acquisition of Informatica (INFA) creates deal risk because many of its previous acquisitions have yet to be integrated, RBC Capital Markets said in a note Thursday.The firm noted the \"mixed track record\" of Salesforce's more recent acquisitions of MuleSoft, Tableau and Slack, with no full integration.RBC questioned the need to own Informatica, especially because it has integrations with Salesforce, including Agentforce.\"Finally, while Informatica is cheaper today than a year ago, it has also faced major execution challenges,\" the firm said.RBC downgraded Salesforce to sector perform from outperform and cut its price target to $275 from $420.The company's shares fell 6% in recent trading.Price: 259.85, Change: -16.18, Percent Change: -5.86","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}