MYass50
Posted - 8 hours ago
$INFA biggest thievery ive seen.... CRM in talks to buy it out but wants to offer less than the current price in the market- aint that thievery, pay what you have to... this is worth 45 in a buy out
insiderbuyingselling
Posted - 1 day ago
$INFA new insider selling: 10026 shares. http://insiderbuyingselling.com/?t=INFA
Biotechfan
Posted - 2 days ago
$INFA damn, this stk was doing so well before this damn buyout rumor. They screwed all share holders
aaronspe
Posted - 2 days ago
$infa Maybe worth ashot
FreeMoneyandFed
Posted - 2 days ago
$INFA so they are offering 35 and board is accepting ?? That'd be 10% less than closing price last week. Where can we get deals like that ? $crm $spy
DonCorleone77
Posted - 2 days ago
$INFA $CRM Morgan Stanley says rumored deal with Informatica may meet Salesforce criteria Morgan Stanley notes that Salesforce (CRM) management has advised investors that strategic M&A would be coming back into the company's toolkit at some point and recent press speculation about the company being in advanced talks to buy Informatica (INFA) suggests the company "may be ready to break the ice." While any significant M&A brings execution risks and "increased angst from investors still harboring memories of prior expensive deals," the analyst says a rumored transaction with Informatica, if it were to be confirmed and the deal were to be struck around a $12B enterprise value, looks to meet Salesforce's "criteria for responsible M&A." The firm, which sees potential for a complementary expansion that further buttresses the capabilities of Mulesoft and Data Cloud, has an Overweight rating and $350 price target on Salesforce shares.
Ro_Patel
Posted - 3 days ago
$CRM lost over $19B in market cap after rumour of advanced talks to acquire $INFA Informatica’s EV is $13.5B Pros: 1) Data resides in silos across different IT systems. Salesforce w/ Informatica could better help customers govern, clean, & make their data available - help competitively entrench Salesforce’s AI Data Cloud in companies’ analytics & AI road maps. 2) Salesforce revs growth contracting - has an appetite for large deals to refuel the cross-selling engine 3) Data management software is now most often sold as a component of mega-vendor tool kits 4) Salesforce has $15B in Total Cash Cons: 1) Informatica founded over 30 years ago & has large install base & network of partners 2) Informatica to grow +7% in FY24 - slightly dilutive to Salesforce’s growth rate 3) Informatica valuation has risen sharply over the past year 4) Activist investors pushed Salesforce to cut costs, improve margins & buyback stock Should Salesforce take smaller swing & buy smaller?
CaridinaCapital
Posted - 3 days ago
$CRM down -7% on rumors of a potential $INFA acquisition, nobody seems to like this. I thought Salesforce was done acquiring unprofitable companies at inflated prices, it looks like we might be in for a relapse 🤷♂️
ProKnifeCatcher87
Posted - 3 days ago
$CRM No deal $INFA Tomorrow news today 😉
285
wallstengine
Posted - 3 days ago
Salesforce $CRM records its WORST DAY since December 2022, with a decline of -7.33%, after company announced plans to ACQUIRE Informatica $INFA.
FreeMoneyandFed
Posted - 3 days ago
$INFA it's amazing how the whales no what price the offer is going to be $crm leaking info?
Is $msft a suitor ? 10B is chump change for them.
briefingcom
Posted - 3 days ago
$CRM: Salesforce (-6.7%) and Informatica $INFA (-9%) are seeing their shares slip today despite a potential M&A deal between the tech firms. The WSJ reported today that CRM is in talks to acquire INFA, which currently commands a market cap of around $10.5 bln, making it potentially CRM's largest purchase since paying $27.7 bln for Slack in 2021. Typically, the acquired firm tends to enjoy a healthy bump in its share price on news of a possible takeover. However, INFA is enduring a sell-off worse than CRM. The cause lies in reports noting that CRM wants INFA below Friday's closing price of $38.50. Meanwhile, CRM shares are also taking a hit as investors question whether now is a good time to snatch up INFA, which could come at a hefty price, and embed it into its long-term vision revolving around generative AI. https://www.briefing.com/story-stocks/archive/2024/4/15/salesforce-and-informatics-(infa)-both-endure-selling-pressure-on-talks-of-a-potential-merger-(crm)-?utm_campaign=storystocks&utm_medium=social&utm_source=st&utm_content=link
Iknownothing777
Posted - 3 days ago
$CRM is only offering $INFA $35 a share?
Iknownothing777
Posted - 3 days ago
$CRM offer going to push $INFA back to $30?
cubie
Posted - 3 days ago
$INFA maybe little bit priced in?🤭😅
cubie
Posted - 3 days ago
$CRM $infa would u call this a lose lose situation 😆😅
Iknownothing777
Posted - 3 days ago
$INFA buyout offer price?
cubie
Posted - 3 days ago
@simon58 @jenbunn @mj_ryder @jargv @keywestave01 @TraderRapp @kindness123 @tonyctl @tigerknee @lukenight $nvda just doing 50% rule ofc kindness😆😅
man $crm puts paid great despite still being beginning of week. Scam Street don't like $infa buyout? or Salesforce paid too much🤔😅
PharoahZorba
Posted - 3 days ago
$INFA taking the piss. To take control and/or ownership of a company, you need to pay a premium. We can trade at the current SP without control. Never heard of a company getting control for a discounted price. Absurd. Why would shareholders agree to that? INFA board duty to get the best return for shareholders. Maybe they will. It's all rumours so far, let's face it.
mikesterz7
Posted - 3 days ago
$INFA Salesforce BUYOUT coming 🚀🚀🚀
OpenOutcrier
Posted - 3 days ago
$INFA (-1.1% pre) $CRM Salesforce in Advanced Talks to Buy Informatica - WSJ https://ooc.bz/l/30317
drwooo
Posted - 3 days ago
$INFA $CRM why would shareholders accept anything below current market value? Liquidity of course but are there no other suitors if we’re talking about a discount? Sounds dumb to me unless $INFA really has no bigger vision
tradethehalt
Posted - 3 days ago
$CRM $INFA Salesforce in Talks to Acquire Informatica: Impact on Stock Focus.
DonCorleone77
Posted - 3 days ago
$CRM $INFA $NOW $MSFT Oppenheimer sees potential Salesforce acquisition of Informatica as strategic Oppenheimer analyst Brian Schwartz notes that Reuters reported that Salesforce (CRM) is considering acquiring Informatica (INFA) for potentially a below market valuation. While investors will likely be disappointed that management is considering large company M&A after frustration regarding the high premium to acquire Slack and dispelling interest in pursuing material M&A last year, in Oppenheimer's view, adding Informatica would be strategic and value added to all Salesforce's Clouds, especially Data Cloud and platform businesses. Salesforce's market workflows are time-consuming and manual, requiring updating records and exchanging spreadsheets, and pairing Informatica with Salesforce will help organizations improve business processes and data quality/management, and save money by maintaining records, service needs, and running AI workflows in real-time, says the firm. It's also defensive since it improves Salesforce's weakness in data integration versus ServiceNow (NOW) and Microsoft (MSFT). Oppenheimer has an Outperform rating on Salesforce with a price target of $325.
wallstengine
Posted - 3 days ago
$CRM $INFA | Salesforce is in detailed talks to ACQUIRE Informatica. According to WSJ, the deal might close at a price lower than its last stock price of $38.48, which values the company's Mcap. above $11 billion. This deal could be one of Salesforce's biggest purchases since it acquired Slack for nearly $28 billion in 2020. Informatica's total value, including debt, is more than $12 billion. IMO, the purchase would likely come at a considerable cost to Salesforce, including the use of cash, taking on debt, or both. It will also likely face criticism from activist investors for relying too heavily on inorganic growth. If the acquisition proceeds at a significant premium, it could be as significant as their past major purchases, such as the $14 billion for Tableau Software in 2019 or the Slack acquisition.
harrypotter1234
Posted - 3 days ago
$CRM Not good. Buying a low quality company like $INFA is not a good investment. Marc Benioff is much better than this.
DonCorleone77
Posted - 4 days ago
$CRM $INFA Reports of Salesforce potential M&A could hold some promise, says Jefferies Jefferies analyst Brent Thill notes that recent media reports highlight Salesforce's (CRM) interest in Informatica (INFA). The firm believes a hypothetical acquisition would complement MuleSoft and expand Salesforce's data management capabilities. It would also unlock the Data Cloud and AI opportunity, says Jefferies. Given Informatica's high 20s/low 30s margin profile, the firm expects little dilution to Salesforce's margins. Informatica trades at 7-times NTM revenue. An offer around this valuation would be in line with other data and integration deals, Jefferies contends. The firm has a Buy rating on Salesforce with a price target of $350 on the shares.
