Considering the strong growth projections in the enterprise data management and DataOps markets, alongside the recent overselling of INFA stock, I believe now is an opportune moment for long-term investment in Informatica, expecting a rebound as analysts recover their price targets and positive sentiments realign.

Despite the recent drop in price and mixed sentiments due to the earnings report, I believe that INFA's growing cloud business and increased buyback allocations present a significant opportunity for recovery. I'm planning to add more shares to my position as I see long-term potential here.

I believe Informatica is strategically positioned to capitalize on the ongoing shifts to cloud adoption and AI integration. With strong partnerships and a unique platform in a fragmented market, I see significant long-term growth potential for the company.