Top-rated KeyBanc analyst Jackson Ader recently reiterated a Buy rating on Salesforce (CRM) stock with a $440 price target (64.8% upside). The analyst highlighted both the strategic upside and the risks related to Salesforce’s plan to acquire Informatica (INFA), disclosed in May 2025. He believes it to be a smart move but cautions that the timing and execution could be challenging.
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Analyst’s Mixed Case Points for CRM-INFA Deal
On the positive side, Ader argues that the deal could help fix a major hurdle slowing Agentforce adoption. The AI platform’s biggest challenge is messy, hard-to-access enterprise data. For AI agents to work well, they need clean, well-organized data in Salesforce’s Data Cloud.
Thus, Informatica’s tools, which manage and move data, could help solve this and could open new strategic options for Salesforce.
Moving to the negative point, the Top analyst warned that buying Informatica might slow things down. Ader said that by acquiring the company outright rather than expanding a partnership, CRM may have delayed the fix it urgently needs.
“That need needs to be fixed now,” he said, suggesting the deal could slow down Agentforce’s momentum for another year or more.
CRM Continues to Bolster AI Presence
Salesforce deepened its AI presence by rolling out Agentforce 3, a major upgrade to its AI agent platform. It introduced some major features, such as a new command center for real-time agent monitoring.
Overall, with the Informatica deal, Salesforce can boost the performance of its AI agents and strengthen its Data Cloud. The buyout will help CRM get cleaner, better data, so its AI can be smarter, quicker, and more helpful for businesses.
Is CRM a Buy, Sell, or Hold?
Turning to Wall Street, CRM stock has a Moderate Buy consensus rating based on 34 Buys, nine Holds, and three Sells assigned in the last three months. At $347.25, the average Salesforce stock price target implies a 30.16% upside potential.
