Dave Vellante, chief analyst at theCUBE Research, noted that Salesforce is buying Informatica at a lower price than it was originally willing to pay. “Informatica did a good job when they went private in improving its margin profile — so Salesforce will be able to make this acquisition accretive in the near future,” he said.

Salesforce has acquired cloud data management firm Informatica in an $8 billion equity deal, marking a major move in its push to strengthen its AI and data infrastructure capabilities.

CRM's $8 billion Informatica buyout move sharpens AI focus, supporting a hold rating amid soft revenue growth and underperforming stock.

Salesforce appears to be getting a good deal on Informatica at $25 per share, about 33 percent above share trading before the rumors broke Friday, according to a Tuesday William Blair report. When rumors of a deal emerged last year, Informatica stock traded at $38 a share.