Salesforce Growth Slowdown Not Seen Changing with Informatica Buy -- Market Talk

Dow Jones

May 28

1237 ET - Salesforce's $8 billion deal for Informatica may bring some benefits but there's still reason to be hesitant, D.A. Davidson's Gil Luria and Clark Wright say in a research note. The analysts, who maintain their underperform rating, say part of the reason for their prior downgrade was their view that Salesforce would start covering up its slowing organic growth with acquisitions, which they say will be on further display Wednesday when Salesforces issues its results. "While the acquisition may become financially accretive in year 2," say Luria and Wright, "we do not believe that buying a legacy technology company that has lost its own growth does not change Salesforce as a company losing its own organic growth." Shares rise 1.3% to $276.77. (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

May 27, 2025 12:37 ET (16:37 GMT)

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Davidson's Gil Luria and Clark Wright say in a research note. The analysts, who maintain their underperform rating, say part of the reason for their prior downgrade was their view that Salesforce would start covering up its slowing organic growth with acquisitions, which they say will be on further display Wednesday when Salesforces issues its results. \"While the acquisition may become financially accretive in year 2,\" say Luria and Wright, \"we do not believe that buying a legacy technology company that has lost its own growth does not change Salesforce as a company losing its own organic growth.\" Shares rise 1.3% to $276.77. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 27, 2025 12:37 ET (16:37 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Salesforce Growth Slowdown Not Seen Changing with Informatica Buy -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSalesforce Growth Slowdown Not Seen Changing with Informatica Buy -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-28 00:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  1237 ET - Salesforce's $8 billion deal for Informatica may bring some benefits but there's still reason to be hesitant, D.A. Davidson's Gil Luria and Clark Wright say in a research note. The analysts, who maintain their underperform rating, say part of the reason for their prior downgrade was their view that Salesforce would start covering up its slowing organic growth with acquisitions, which they say will be on further display Wednesday when Salesforces issues its results. \"While the acquisition may become financially accretive in year 2,\" say Luria and Wright, \"we do not believe that buying a legacy technology company that has lost its own growth does not change Salesforce as a company losing its own organic growth.\" Shares rise 1.3% to $276.77. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 27, 2025 12:37 ET (16:37 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CRM","symbol_name":"赛富时","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2538495812","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2538495812","pubTimestamp":1748363820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1237 ET - Salesforce's $8 billion deal for Informatica may bring some benefits but there's still reason to be hesitant, D.A. Davidson's Gil Luria and Clark Wright say in a research note. The analysts, who maintain their underperform rating, say part of the reason for their prior downgrade was their view that Salesforce would start covering up its slowing organic growth with acquisitions, which they say will be on further display Wednesday when Salesforces issues its results. \"While the acquisition may become financially accretive in year 2,\" say Luria and Wright, \"we do not believe that buying a legacy technology company that has lost its own growth does not change Salesforce as a company losing its own organic growth.\" Shares rise 1.3% to $276.77. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"CRM":"赛富时","INFA":"Informatica Inc."},"translate_title":"Informatica收购并未改变Salesforce增长放缓的情况——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRM":0.9,"INFA":1},"content_text":"1237 ET - Salesforce's $8 billion deal for Informatica may bring some benefits but there's still reason to be hesitant, D.A. Davidson's Gil Luria and Clark Wright say in a research note. The analysts, who maintain their underperform rating, say part of the reason for their prior downgrade was their view that Salesforce would start covering up its slowing organic growth with acquisitions, which they say will be on further display Wednesday when Salesforces issues its results. \"While the acquisition may become financially accretive in year 2,\" say Luria and Wright, \"we do not believe that buying a legacy technology company that has lost its own growth does not change Salesforce as a company losing its own organic growth.\" Shares rise 1.3% to $276.77. (denny.jacob@wsj.com; @pennedbyden) \n\n\n  (END) Dow Jones Newswires\n\n\n  May 27, 2025 12:37 ET (16:37 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}