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Investing.com - Mizuho has reiterated an Outperform rating and $340.00 price target on Salesforce.com (NYSE:CRM) following the company’s completion of its Informatica acquisition. The target represents significant upside potential from CRM’s current price of $233.50, which is trading near its 52-week low of $226.48.
Salesforce.com closed the acquisition of Informatica for approximately $8.3 billion in cash earlier than initially expected, as the company had originally targeted an early fiscal year 2027 closure.
The company continues to expect Informatica to be accretive to non-GAAP Operating Margin and EPS within the first 12 months post-close, an improvement from the two years initially projected.
Mizuho sees strategic potential for Salesforce.com to offer customers a data bundle that would include Data 360, MuleSoft and Informatica, along with Agentforce, despite Informatica being historically a low-growth asset.
The research firm believes calendar year 2026 should be a much better year for Salesforce.com than calendar year 2025, with potential for organic re-acceleration, and finds the current valuation "very compelling" at only 13 times calendar year 2027 estimated free cash flow. This view aligns with InvestingPro data showing CRM is currently undervalued with a P/E ratio of 33.87 and a perfect Piotroski Score of 9. Analyst targets range from $221 to $430, with a consensus recommendation of Buy. Get the complete Salesforce analysis with InvestingPro’s comprehensive Research Report, available for 1,400+ top US stocks.
In other recent news, Salesforce has completed its acquisition of Informatica, enhancing its AI capabilities by integrating Informatica’s data catalog, integration, governance, quality, privacy, metadata management, and Master Data Management tools into its platform. This development aims to strengthen Salesforce’s data foundation for artificial intelligence applications. On the financial front, several analyst firms have reiterated positive ratings for Salesforce. Cantor Fitzgerald maintained an Overweight rating with a price target of $325, citing confidence in the company’s position within enterprise environments for sustainable growth. TD Cowen also reiterated a Buy rating, highlighting Salesforce’s strong position in enterprise software and noting new fiscal targets for significant growth by 2030. BMO Capital continues to rate Salesforce as Outperform, with a price target of $280, expressing optimism for growth and margin improvements. These analyst ratings come amid Salesforce’s efforts to address investor concerns and present a solid foundation for future growth. Additionally, President Donald Trump canceled plans to deploy federal troops to San Francisco after discussions with tech leaders, including Salesforce founder Marc Benioff.
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