Informatica Inc. (NYSE:INFA) came out with its quarterly results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. Revenues came in at US$422m, in line with estimates, while Informatica reported a statutory loss of US$0.05 per share, well short of prior analyst forecasts for a profit. Earnings are an important time for investors, as they can track a company’s performance, look at what the analysts are forecasting for next year, and see if there’s been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
View our latest analysis for Informatica
Taking into account the latest results, the most recent consensus for Informatica from 15 analysts is for revenues of US$1.78b in 2025. If met, it would imply a modest 7.5% increase on its revenue over the past 12 months. Per-share earnings are expected to leap 34% to US$0.28. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.78b and earnings per share (EPS) of US$0.25 in 2025. There was no real change to the revenue estimates, but the analysts do seem more bullish on earnings, given the solid gain to earnings per share expectations following these results.
The consensus price target was unchanged at US$32.82, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Informatica, with the most bullish analyst valuing it at US$40.00 and the most bearish at US$25.00 per share. This shows there is still a bit of diversity in estimates, but analysts don’t appear to be totally split on the stock as though it might be a success or failure situation.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Informatica’s past performance and to peers in the same industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 5.9% growth on an annualised basis. That is in line with its 5.3% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 12% per year. So although Informatica is expected to maintain its revenue growth rate, it’s forecast to grow slower than the wider industry.