Informatica Inc.

The NASDAQ 100 After Hours Indicator is up 10.7 to 23,088.74. The total After hours volume is currently 173,666,944 shares traded.
The following are the most active stocks for the after hours session:
The Trade Desk, Inc. (TTD) is -0.98 at $80.46, with 45,367,138 shares traded. As reported by Zacks, the current mean recommendation for TTD is in the "buy range".
Schlumberger N.V. (SLB) is -0.17 at $34.50, with 27,664,013 shares traded.SLB is scheduled to provide an earnings report on 7/18/2025, for the fiscal quarter ending Jun2025. The consensus earnings per share forecast is 0.73 per share, which represents a 85 percent increase over the EPS one Year Ago
First Trust Global Tactical Commodity Strategy Fund (FTGC) is -0.0141 at $25.37, with 5,106,005 shares traded. This represents a 14.18% increase from its 52 Week Low.
NVIDIA Corporation (NVDA) is +0.1 at $173.10, with 3,959,732 shares traded., following a 52-week high recorded in today's regular session.
iShares MSCI ACWI ETF (ACWI) is -0.1994 at $129.66, with 3,597,264 shares traded. This represents a 28.06% increase from its 52 Week Low.
AeroVironment, Inc. (AVAV) is +0.44 at $279.00, with 3,068,841 shares traded. As reported by Zacks, the current mean recommendation for AVAV is in the "buy range".
Informatica Inc. (INFA) is unchanged at $24.54, with 2,309,123 shares traded. INFA's current last sale is 106.7% of the target price of $23.
Bank of America Corporation (BAC) is -0.0065 at $47.01, with 2,292,397 shares traded. Over the last four weeks they have had 5 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2025. The consensus EPS forecast is $0.94. As reported by Zacks, the current mean recommendation for BAC is in the "buy range".
Vanguard Russell 2000 ETF (VTWO) is -0.03 at $90.49, with 2,095,573 shares traded. This represents a 30.43% increase from its 52 Week Low.
Alight, Inc. (ALIT) is unchanged at $5.59, with 2,030,833 shares traded. As reported by Zacks, the current mean recommendation for ALIT is in the "buy range".
KE Holdings Inc (BEKE) is unchanged at $18.86, with 1,674,885 shares traded. As reported by Zacks, the current mean recommendation for BEKE is in the "strong buy range".
Ford Motor Company (F) is unchanged at $11.15, with 1,280,478 shares traded. F's current last sale is 112.63% of the target price of $9.9.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After Hours Most Active for Jul 17, 2025 : TTD, SLB, FTGC, NVDA, ACWI, AVAV, INFA, BAC, VTWO, ALIT, BEKE, F

Autodesk ADSK shares ended the last trading session 5.1% higher at $294.55. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 4% loss over the past four weeks.
Autodesk is benefiting from cloud transition momentum and increasing adoption of its solutions by government agencies that are providing stability to its topline.
This design software company is expected to post quarterly earnings of $2.44 per share in its upcoming report, which represents a year-over-year change of +13.5%. Revenues are expected to be $1.73 billion, up 14.7% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For Autodesk, the consensus EPS estimate for the quarter has been revised marginally higher over the last 30 days to the current level. And a positive trend in earnings estimate revision usually translates into price appreciation. So, make sure to keep an eye on ADSK going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Autodesk is a member of the Zacks Internet - Software industry. One other stock in the same industry, Informatica Inc. INFA, finished the last trading session 0.4% lower at $24.22. INFA has returned 1% over the past month.
For Informatica Inc., the consensus EPS estimate for the upcoming report has remained unchanged over the past month at $0.21. This represents a change of -8.7% from what the company reported a year ago. Informatica Inc. currently has a Zacks Rank of #4 (Sell).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Strength Seen in Autodesk (ADSK): Can Its 5.1% Jump Turn into More Strength?

Investors interested in stocks from the Waste Removal Services sector have probably already heard of H20 (HTO) and Casella (CWST). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
H20 and Casella are sporting Zacks Ranks of #2 (Buy) and #3 (Hold), respectively, right now. This means that HTO's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is just one piece of the puzzle for value investors.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
HTO currently has a forward P/E ratio of 17.81, while CWST has a forward P/E of 110.97. We also note that HTO has a PEG ratio of 4.11. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. CWST currently has a PEG ratio of 4.31.
Another notable valuation metric for HTO is its P/B ratio of 1.3. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, CWST has a P/B of 4.83.
These metrics, and several others, help HTO earn a Value grade of B, while CWST has been given a Value grade of D.
HTO has seen stronger estimate revision activity and sports more attractive valuation metrics than CWST, so it seems like value investors will conclude that HTO is the superior option right now.
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Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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H2O America (HTO) : Free Stock Analysis Report
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Eli Lilly and Company (LLY) : Free Stock Analysis Report
Trimble Inc. (TRMB) : Free Stock Analysis Report
Merit Medical Systems, Inc. (MMSI) : Free Stock Analysis Report
Informatica Inc. (INFA) : Free Stock Analysis Report
Casella Waste Systems, Inc. (CWST) : Free Stock Analysis Report
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Duolingo, Inc. (DUOL) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com.

HTO or CWST: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Large Cap Pharmaceuticals sector have probably already heard of Pfizer (PFE) and Eli Lilly (LLY). But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Pfizer has a Zacks Rank of #2 (Buy), while Eli Lilly has a Zacks Rank of #3 (Hold) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that PFE has an improving earnings outlook. However, value investors will care about much more than just this.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
PFE currently has a forward P/E ratio of 8.01, while LLY has a forward P/E of 37.33. We also note that PFE has a PEG ratio of 0.89. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. LLY currently has a PEG ratio of 1.20.
Another notable valuation metric for PFE is its P/B ratio of 1.54. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, LLY has a P/B of 49.
Based on these metrics and many more, PFE holds a Value grade of A, while LLY has a Value grade of C.
PFE stands above LLY thanks to its solid earnings outlook, and based on these valuation figures, we also feel that PFE is the superior value option right now.
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This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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This article originally published on Zacks Investment Research (zacks.com).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com.

PFE or LLY: Which Is the Better Value Stock Right Now?

Investors with an interest in Technology Services stocks have likely encountered both Vontier Corporation (VNT) and Duolingo, Inc. (DUOL). But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Right now, both Vontier Corporation and Duolingo, Inc. are sporting a Zacks Rank of #2 (Buy). Investors should feel comfortable knowing that both of these stocks have an improving earnings outlook since the Zacks Rank favors companies that have witnessed positive analyst estimate revisions. But this is just one factor that value investors are interested in.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
VNT currently has a forward P/E ratio of 11.60, while DUOL has a forward P/E of 163.72. We also note that VNT has a PEG ratio of 1.24. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. DUOL currently has a PEG ratio of 3.64.
Another notable valuation metric for VNT is its P/B ratio of 4.75. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, DUOL has a P/B of 24.31.
These metrics, and several others, help VNT earn a Value grade of B, while DUOL has been given a Value grade of F.
Both VNT and DUOL are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that VNT is the superior value option right now.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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Duolingo, Inc. (DUOL) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com.

VNT vs. DUOL: Which Stock Is the Better Value Option?

Investors interested in stocks from the Internet - Software sector have probably already heard of Five9 (FIVN) and Informatica Inc. (INFA). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Five9 has a Zacks Rank of #2 (Buy), while Informatica Inc. has a Zacks Rank of #3 (Hold) right now. This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that FIVN is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
FIVN currently has a forward P/E ratio of 9.66, while INFA has a forward P/E of 20.90. We also note that FIVN has a PEG ratio of 0.62. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. INFA currently has a PEG ratio of 2.75.
Another notable valuation metric for FIVN is its P/B ratio of 3.06. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, INFA has a P/B of 3.2.
Based on these metrics and many more, FIVN holds a Value grade of B, while INFA has a Value grade of D.
FIVN is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that FIVN is likely the superior value option right now.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
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Informatica Inc. (INFA) : Free Stock Analysis Report
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DBS Group Holdings Ltd (DBSDY) : Free Stock Analysis Report
Sterling Infrastructure, Inc. (STRL) : Free Stock Analysis Report
e.l.f. Beauty (ELF) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com.

FIVN vs. INFA: Which Stock Is the Better Value Option?

Salesforce (CRM) delivered an optimistic outlook for fiscal 2026, buoyed by robust demand for cloud services and accelerating adoption of artificial intelligence. The enterprise software giant raised its full-year revenue guidance to between $41 billion and $41.3 billion, up from an earlier forecast, underscoring its confidence in sustained customer spending despite global macroeconomic uncertainties.
The upward revision highlights Salesforce's successful monetization strategy around its AI-driven Agentforce platform, which automates routine business processes. The company's recent $8 billion acquisition of data-management provider Informatica further strengthens its AI capabilities, allowing Salesforce to better integrate and manage client data. This marks a significant return to major dealmaking, fueling investor optimism but also prompting scrutiny over the sustainability of its organic growth trajectory.
Market Overview:
Salesforce raises fiscal 2026 revenue and profit forecasts, boosted by strong cloud investments.
Enterprise cloud and AI spending remains resilient despite broader economic uncertainty.
Recent Informatica (INFA) acquisition signals Salesforce's renewed push into major strategic deals.
Key Points:
Salesforce forecasts FY2026 revenue between $41 billion and $41.3 billion, above prior estimates.
Adjusted earnings per share guidance raised to a range of $11.27 to $11.33.
Q1 revenue of $9.83 billion surpasses analyst estimates driven by increased AI platform adoption.
Looking Ahead:
Continued growth hinges on successful integration and monetization of Informatica assets.
AI capabilities via Agentforce platform expected to be a key growth driver.
Salesforce must demonstrate sustained organic growth to satisfy investor expectations.
Bull Case:
Salesforce raised its fiscal 2026 revenue guidance to $41 billion - $41.3 billion and adjusted earnings per share (EPS) guidance to $11.27 - $11.33, signaling strong confidence in sustained customer spending.
First-quarter fiscal 2026 revenue of $9.83 billion surpassed analyst estimates, driven by robust demand for cloud services and accelerating adoption of its AI-driven Agentforce platform, which has already secured thousands of deals.
The recent $8 billion acquisition of data-management provider Informatica is expected to significantly bolster Salesforce's AI capabilities and data integration offerings, enhancing its competitive edge in the enterprise data market.
Investors reacted positively, with shares rising approximately 3-4% in extended trading following the upbeat projections and strong Q1 results.
The company's current remaining performance obligation (CRPO) grew 12% year-over-year in Q1, exceeding consensus estimates, and Q2 revenue and EPS guidance also topped Street forecasts.
Salesforce's Data Cloud product showed strong momentum in the prior quarter, pulling in $900 million of annual recurring revenue, more than doubling year-over-year.
The strategic pivot towards AI-enhanced cloud solutions, supported by resilient enterprise spending on AI and cloud, positions Salesforce for continued growth.
Bear Case:
Salesforce faces increased scrutiny regarding its ability to sustain organic growth without relying on large acquisitions like Informatica.
Prior to this positive update, Salesforce's stock had underperformed in 2025, declining around 17-20%, reflecting some investor caution.
Some analysts note that Salesforce's overall revenue growth rate (around 8-9%) is lower than its historical performance, and the company is navigating a "tricky transition" as it ramps up new AI products like Agentforce with consumption-based pricing.
The full financial impact of new AI products like Agentforce may take time to materialize significantly, with some analysts not expecting substantial revenue contributions until fiscal 2027 or later.
The integration of Informatica, a large acquisition, will be critical and is not expected to close until early in Salesforce's fiscal 2027, meaning its direct impact on fiscal 2026 results will be limited.
While the company is optimistic, previous full-year guidance (issued in early 2025) had been met with some disappointment, and growth in some core cloud products had shown signs of deceleration in the preceding quarter.
Investors reacted positively to Salesforce's upbeat projections, sending shares up approximately 3% in extended trading. The company's pivot toward AI-enhanced cloud solutions, combined with strategic acquisitions, positions Salesforce well to capture growing demand for automation and data management in the enterprise sector.
Despite strong quarterly results and raised guidance, Salesforce faces increased scrutiny regarding its ability to sustain growth without reliance on large acquisitions. Nonetheless, the company's aggressive AI strategy, supported by robust enterprise spending, indicates continued momentum in the competitive cloud software market.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Salesforce (CRM) Boosts 2026 Revenue Forecast Amid Robust Cloud and AI Demand

Salesforce, Inc. CRM will report its first-quarter fiscal 2026 results on Wednesday after market close. Thus, let’s examine Salesforce’s projected earnings, long-term growth factors, and post-earnings stock trading strategies.
Salesforce’s Q1 Earnings: What Should We Anticipate?
Salesforce expects fiscal first-quarter revenues to come in at $9.74 billion, suggesting an increase of 6.6% from the year-ago quarter. Earnings per share (EPS) are projected at $2.54, indicating 4.1% growth year over year.
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Moreover, over the last four quarters, Salesforce has achieved an average positive earnings surprise of 4.4%, signaling that it may meet its desired earnings growth in the fiscal first quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
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Strong momentum in Salesforce’s artificial intelligence (AI) platform, Agentforce, is expected to boost earnings in the fiscal first quarter. With the help of Agentforce, Salesforce can provide its customers out-of-the-box AI agents that can handle tasks related to customer service and technical issues.
Agentforce enhances workers’ efficiency regarding productivity. Salesforce first released Agentforce in September 2024, and in December of the same year, the updated version, Agentforce 2.0, was made available.
What Factors Will Drive Salesforce’s Long-Term Growth?
While positive first-quarter fiscal results are anticipated to raise Salesforce’s stock price, a recent deal with Informatica Inc. INFA has already made a significant impact.
In an all-cash transaction, Salesforce will acquire Informatica for $8 billion. Earlier in April 2024, Salesforce was expected to purchase Informatica at a mid-$30 per share price point. However, now Salesforce is acquiring it at a much reduced price of $25 per share.
Salesforce’s AI strategy is anticipated to be strengthened by the deal, which is expected to close in the next fiscal year. Informatica’s integration into the Salesforce platform would improve its data foundation, leading to substantial growth.
Anyway, the Customer Relationship Management (CRM) market, where Salesforce holds the top spot globally, is projected to witness a robust 14.6% CAGR from 2025 to 2030, according to Grand View Research. Consequently, Salesforce anticipates its fiscal 2026 revenues to increase by 7% to 8%, reaching a range of $40.5 billion to $40.9 billion, and adjusted EPS to similarly improve.
How to Trade Salesforce Stock Post Q1 Earnings?
With Agentforce expected to boost fiscal first-quarter results, the Informatica deal, and a competitive edge in the CRM market, should compel the existing stakeholders to hold onto Salesforce stock. Salesforce is also cash-rich, which should help it pay off debts, pursue strategic acquisitions, and increase investments in growth opportunities.
However, regardless of fiscal first-quarter results, Salesforce’s stock price could be volatile due to U.S. market saturation, competition from cloud-based players like Microsoft Corporation MSFT and Oracle Corporation ORCL, and reduced IT spending caused by high interest rates and inflation. So, new entrants should avoid investing in Salesforce stock until these challenges are resolved.
Salesforce stock, for now, has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Should You Buy, Hold, or Sell Salesforce Stock After May 28?

The S&P 500 Index ($SPX) (SPY) Tuesday closed up +2.05%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +1.78%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +2.39%. June E-mini S&P futures (ESM25) are up +2.11%, and June E-mini Nasdaq futures (NQM25) are up +2.36%.
Stock indexes rallied sharply on Tuesday after President Trump over the weekend extended the deadline for the European Union to face 50% tariffs until July 9 after threatening to impose a 50% tariff on US importers of EU goods starting June 1. Stocks also garnered support from Tuesday’s comments from National Economic Council Director Hasset, who said, “We’ll probably see a few more trade deals, even this week,” with India among the countries that are close to securing a deal. Gains in stocks accelerated on Tuesday after the Conference Board’s US May consumer confidence index rose more than expected to a three-month high.
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Stocks also found support on a slide in bond yields spurred on by speculation that Japan could change its debt sales plans, which could lead to stronger demand for US debt securities if Japan cuts its debt issuance. The 10-year T-note yield fell -8 bp to 4.43%. Bloomberg News reported that Japan’s Finance Ministry sent a questionnaire to market participants regarding the appropriate issuance amounts for government bonds, a sign that the ministry may seek to reduce debt issuance.
US Apr capital goods new orders nondefense ex-aircraft and parts fell -1.3% m/m, weaker than expectations of -0.2% m/m and the biggest decline in 6 months.
The US Mar S&P CoreLogic composite-20 home price index rose +4.07% y/y, weaker than expectations of 4.50% y/y and the smallest increase in 1-1/2 years.
The Conference Board US May consumer confidence index rose +12.3 to a 3-month high of 98.0, stronger than expectations of 87.1.
The US May Dallas Fed manufacturing survey of general business activity rose +20.5 to -15.3, stronger than expectations of -23.1.
Minneapolis Fed President Kashkari said he favors maintaining the fed funds rate at current levels until there is more clarity on the path of tariffs and their impact on prices.
The markets are discounting the chances at 6% for a -25 bp rate cut at the next FOMC meeting on June 17-18.
The markets this week will focus on any tariff news or signs of new trade deals. On Wednesday, the minutes of the May 6-7 FOMC meeting will be released. Also, after Wednesday’s close, Nvidia will report its quarterly earnings. On Thursday, weekly initial unemployment claims are expected to climb +3,000 to 230,000. Also, Q1 GDP is expected unchanged at -0.3% (q/q annualized). In addition, Apr pending home sales on Thursday are expected to fall -1.0% m/m. On Friday, Apr personal spending is expected up +0.2% m/m, and Apr personal income is expected up +0.3% m/m. Also, the Apr core PCE price index, the Fed’s preferred inflation gauge, is expected to rise +0.1% m/m and +2.5% y/y. Finally, on Friday, the University of Michigan May consumer sentiment index is expected to be revised upward by +0.2 points to 51.0 from the previously reported 50.8.
Q1 earnings reporting season is winding down. So far, more than 90% of companies in the S&P 500 have reported quarterly results, and 77% have beaten estimates, the highest percentage since Q2 of 2024. Earnings growth in Q1 is running at +13.1%, compared with just +6.6% expected before the start of the season. Full-year 2025 corporate profits for the S&P 500 are seen rising +9.4%, down from the forecast of +12.5% in early January.
Overseas stock markets on Tuesday settled mixed. The Euro Stoxx 50 closed up by +0.37%. China’s Shanghai Composite fell to a 2-1/2 week low and closed down -0.18%. Japan’s Nikkei Stock 225 closed up +0.51%.
Interest Rates
June 10-year T-notes (ZNM25) Tuesday closed up by +14 ticks. The 10-year T-note yield fell -8.5 bp to 4.426%. June T-notes rallied Tuesday on positive carryover from strength in 10-year German bunds. T-notes also have support after Bloomberg News reported that Japan’s finance ministry sent a questionnaire to market participants regarding appropriate issuance amounts for government bonds, which could lead to stronger demand for US debt securities if Japan cuts its debt issuance. Weaker-than-expected US economic news on Tuesday, including April capital goods new orders (nondefense ex-aircraft and parts) and the March S&P CoreLogic composite-20 home price index, also gave T-notes a boost.
Tuesday’s soaring stocks reduced safe-haven demand for government debt and limited gains in T-notes. Also, tepid demand for the Treasury’s $69 billion 2-year T-note auction was negative for T-notes as the auction had a 2.57 bid-to-cover ratio, below the 10-auction average of 2.65.
European government bond yields on Tuesday moved lower. The 10-year German bund yield fell to a 2-1/2 week low of 2.513% and finished down -2.8 bp at 2.532%. The 10-year UK gilt yield dropped to a 2-week low of 4.602% and finished down -1.5 bp to 4.666%.
The Eurozone May economic confidence indicator rose +1.0 to 94.8, stronger than expectations of 94.1.
Eurozone Apr new car registrations rose +1.3% y/y to 925,000 units, the first increase in four months.
ECB Governing Council member Holzmann said the ECB moving interest rates “further south would be more risky than staying where we are and waiting until September.”
Swaps are discounting the chances at 98% for a -25 bp rate cut by the ECB at the June 5 policy meeting.
US Stock Movers
The Magnificent Seven stocks rallied Tuesday and boosted the overall market. Tesla (TSLA) closed up more than +6% and Nvidia (NVDA) closed up more than +3%. Also, Alphabet (GOOGL), Meta Platforms (META), Amazon.com (AMZN), Apple (AAPL), and Microsoft (MSFT) closed up more than +2%.
Chip stocks moved higher Tuesday and supported gains in the broader market. Marvel Technology (MRVL) and ARM Holdings Plc (ARM) closed up more than +5%, and Microchip Technology (MCHP) and ON Semiconductor (ON) closed up more than +4%. Also, Advanced Micro Devices (AMD), KLA Corp (KLAC), NXP Semiconductors NV (NXPI), and Texas Instruments (TXN) closed up more than +3%. In addition, Lam Research (LRCX), Analog Devices (ADI), Micron Technology (MU), Applied Materials (AMAT), Broadcom (AVGO), ASML Holding NV (ASML), and Qualcomm (QCOM) closed up more than +2%.
Travel stocks and cruise line operators moved higher on Tuesday. Carnival (CCL) and Royal Caribbean Cruises Ltd (RCL) closed up more than +6%, and Southwest Airlines (LUV) and Host Hotels and Resorts (HST) closed up more than +5%. Also, United Airlines Holdings (UAL) and Norwegian Cruise Line Holdings (NCLH) closed up more than +4%, and Delta Air Lines (DAL), Expedia Group (EXPE), Hilton Worldwide Holdings (HLT), and Mariott International (MAR) closed up more than +3%.
Hologic (HOLX) closed up more than +14% to lead gainers in the S&P 500 after the Financial Times reported the company rejected a non-binding offer from TPG and Blackstone to purchase it for $16 billion.
Informatica (INFA) closed up more than +6% after Salesforce Inc. agreed to buy the company for about $8 billion.
Block Inc. (XYZ) closed up more than +5% after BNP Paribas Exane upgraded the stock to outperform from neutral with a price target of $72.
Vertiv Holdings (VRT) closed up more than +5% after Evercore ISI raised its price target on the stock to $150 from $100.
Gold mining stocks slid on Tuesday as the price of gold fell nearly -2%. As a result, Gold Fields Ltd (GFI) closed down more than -4%, and Anglogold Ashanti Plc (AU) and Newmont (NEM) closed down more than -1%.
PDD Holdings (PDD) closed down more than -13% to lead losers in the Nasdaq 100 after reporting Q1 adjusted operating margin declined to -19.1%, the lowest since Q1 of 2022.
Fair Isaac (FICO) closed down more than -11% to lead losers in the S&P 500 after FHFA Director Pulte said he is “still not happy with FICO” and his agency will be making some decisions on the rising cost of credit score reports in the next one to three weeks.
AutoZone (AZO) closed down more than -3% after reporting a Q3 gross margin of 52.7%, weaker than the consensus of 53.4%.
Copart (CPRT) closed down more than -1% as analysts cut their price targets on the stock by an average of -5% since it reported earnings last Thursday.
Earnings Reports (5/28/2025)
Agilent Technologies Inc (A), Capri Holdings Ltd (CPRI), Dick’s Sporting Goods Inc (DKS), elf Beauty Inc (ELF), HP Inc (HPQ), Macy’s Inc (M), nCino Inc (NCNO), Nordson Corp (NDSN), Nutanix Inc (NTNX), NVIDIA Corp (NVDA), Pure Storage Inc (PSTG), Salesforce Inc (CRM), SentinelOne Inc (S), Synopsys Inc (SNPS), U-Haul Holding Co (UHAL), Veeva Systems Inc (VEEV).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Rally Sharply on Trade Optimism and Lower Bond Yields

Salesforce's (CRM) acquisition of Informatica for approximately $8 billion underscores the cloud-software giant’s renewed appetite for strategic deals as it intensifies competition in the rapidly evolving artificial intelligence sector. The move, Salesforce's most significant transaction since its nearly $28 billion purchase of Slack in 2021, bolsters the company’s capabilities in data management—a critical area as enterprises increasingly integrate generative AI tools into daily operations.
The deal represents Salesforce's response to activist investor pressure and rising market demands to demonstrate growth and profitability through high-impact acquisitions. Last year, Salesforce briefly shelved negotiations with Informatica, but interest from private equity firms and other tech giants reignited talks in April. Securing Informatica enhances Salesforce’s existing platforms and positions it firmly within the burgeoning enterprise data market, estimated at over $150 billion.
Market Overview:
Salesforce shares rise following announcement of strategic $8 billion Informatica acquisition.
Informatica stock gains as deal terms offer 30% premium to recent share prices.
Enterprise software market increasingly shaped by significant AI and data management investments.
Key Points:
Acquisition strengthens Salesforce's competitive edge in AI-driven data management.
Transaction driven by activist investor pressure for improved profitability.
Salesforce’s largest acquisition since the Slack purchase reflects renewed M&A strategy.
Looking Ahead:
Integration of Informatica expected to significantly boost Salesforce’s AI and data management offerings.
Potential for accelerated profitability and increased market share in enterprise AI.
Competitive responses from other tech giants expected, as industry-wide consolidation intensifies.
Bull Case:
The acquisition of Informatica for approximately $8 billion significantly enhances Salesforce's AI and data management capabilities, creating a comprehensive "agent-ready" data platform by combining Informatica's strengths in data integration, governance, quality, and Master Data Management (MDM) with Salesforce's Data Cloud, MuleSoft, and Tableau.
This strategic move positions Salesforce more strongly in the burgeoning enterprise data market, estimated at over $150 billion, and is expected to enable the development of more powerful, responsible, and scalable autonomous AI agents.
Analysts see the deal as a way for Salesforce to acquire a "gold mine of data" and Informatica's customer base, facilitating cross-selling opportunities and enhancing its AI strategy, especially as data is crucial in the AI revolution.
Salesforce plans to rapidly integrate Informatica's technology, particularly for its Agentforce platform, aiming to unlock synergies quickly in key sectors like Public Sector, Life Sciences, Healthcare, and Financial Services.
The deal comes after renewed talks and is seen as a response to market demands for growth and profitability, reflecting a decisive M&A strategy to bolster Salesforce's AI-driven growth.
Initial market reaction was positive, with both Salesforce and Informatica shares rising on the announcement.
Bear Case:
The acquisition price of $25 per share for Informatica, while a premium to recent prices, is notably lower than the mid-$30s or near $40 per share figures discussed in previous, unsuccessful negotiations, potentially signaling a less robust valuation or market conditions.
Integrating a large company like Informatica and its technology stack into Salesforce's ecosystem is a complex undertaking, with the deal not expected to close until early in Salesforce's fiscal year 2027, potentially delaying the realization of synergies.
Salesforce's stock has underperformed in 2025, and CEO Marc Benioff's aggressive M&A strategy has faced activist investor pressure in the past; the success of this large acquisition will be critical.
While the acquisition is aimed at turbocharging Salesforce's AI agent strategy, the company has so far failed to meet some lofty expectations in this area, and the integration needs to deliver tangible results quickly.
Informatica's own revenue growth projections for 2025 are modest (around 3%), which may temper the immediate financial uplift for Salesforce.
The success of the deal hinges on Salesforce's ability to effectively and swiftly integrate Informatica's capabilities to close competitive gaps, as rivals are also heavily investing in advanced data management solutions.
With the acquisition, Salesforce CEO Marc Benioff emphasized the creation of an unparalleled, AI-driven data platform designed to meet increasingly sophisticated enterprise needs. Informatica’s technology allows Salesforce greater oversight and integration of data flows, which is essential for refining generative AI tools like "Agentforce," its rapidly growing virtual representative platform.
This strategic purchase highlights the broader industry trend of technology giants leveraging AI-focused acquisitions to consolidate their market positions. Analysts from Scotiabank noted the deal could help Salesforce close competitive gaps, as rivals have similarly integrated advanced data management solutions. As Salesforce moves to finalize the deal early next fiscal year, the transaction's long-term success will depend on its ability to swiftly and effectively integrate Informatica’s capabilities.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.