Informatica is reportedly exploring a potential sale following renewed takeover interest, including fresh discussions with Salesforce (CRM.N), according to a source familiar with the matter. The update, shared Friday, has sparked significant investor reaction and speculation across the tech industry.
Shares of Informatica jumped up to 20% during afternoon trading after Bloomberg News first reported on the revived talks. The stock later rose 2.8% in extended trading, signaling growing confidence among investors that a deal may be imminent.
Informatica Salesforce Acquisition Talks Resume
The Informatica Salesforce acquisition talks mark a restart of negotiations that had previously collapsed in April 2024, due to disagreements over deal terms. If successful this time, an agreement could be announced as early as next week, according to Bloomberg. However, insiders caution that no final decision has been made, and other buyers may yet emerge.
Cloud Software Group, another major player in enterprise software, is also said to be exploring a potential deal with Informatica.
Neither Salesforce nor Informatica has issued an official comment on the revived talks, and both companies did not respond to requests for clarification.
What Does Informatica Do?
Informatica is known for offering cloud-based data management solutions. The company provides subscription-based services that help clients automate data workflows, manage complex systems, and support large-scale data integration across platforms.
Its software is widely used across industries that need scalable, secure, and real-time access to data in the cloud.
Strategic Value for Salesforce
For Salesforce, acquiring Informatica could enhance its capabilities in data automation, cloud integration, and AI-powered analytics — all areas of focus for its enterprise offerings. The move would align with Salesforce’s recent efforts to expand its ecosystem amid rising demand for AI-driven cloud solutions.
Competitive Bidding Possible
While Salesforce is seen as a leading contender, the possibility of a competitive bidding scenario cannot be ruled out. Other tech firms, especially those looking to expand their cloud and automation portfolios, may enter the fray.
Market analysts suggest that the coming days will be crucial. Any announcement could significantly impact the valuation and strategy of both Informatica and potential buyers.