Informatica price target lowered to $19 from $30 at UBS

UBS lowered the firm’s price target on Informatica (INFA) to $19 from $30 and keeps a Neutral rating on the shares. Informatica’s Q4 print was weak and “perhaps” thesis-changing, marked notably by a total and cloud annual recurring revenue miss, a steep deceleration in 2025 cloud ARR growth, and total ARR guidance of 3% in constant currency, all of which comes against a demand backdrop that the company described as “stable” in Q4, the analyst tells investors in a research note. UBS says shares might be range bound with the prospect of returning to double-digit revenue and ARR growth off the table over the medium-term.