Group 1 - Salesforce announced a deal to acquire Informatica for $25 per share in cash, leading to a 0.5% pre-market increase in Salesforce's stock and a 5.7% increase in Informatica's stock [1] - The acquisition aims to create a comprehensive data platform by combining Salesforce's Data Cloud, MuleSoft, and Tableau with Informatica's advanced data management capabilities, enhancing solutions for businesses [1] - The deal has been approved by both companies' boards and is expected to close at the beginning of Salesforce's fiscal year 2027, pending customary closing conditions [1] Group 2 - Salesforce expects the acquisition to positively impact adjusted earnings per share, adjusted operating margin, and free cash flow in the second year post-transaction [2] - Previous acquisition talks between Salesforce and Informatica in 2024 did not result in an agreement, and Informatica was privatized in 2015 before going public again in 2021 [2] - Bank of America reiterated a "buy" rating for Salesforce with a target price of $350, suggesting that the potential acquisition could support long-term growth and enhance revenue growth through the transition of data gravity to data cloud [2]