CFLT logo

Confluent, Inc. Stock Price

NasdaqGS:CFLT Community·US$11.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 68 Fair Values set on narratives written by author

CFLT Share Price Performance

US$30.70
-0.39 (-1.25%)
US$30.65
Fair Value
US$30.70
-0.39 (-1.25%)
0.2% overvalued intrinsic discount
US$30.65
Fair Value
Price US$30.70
AnalystConsensusTarget US$30.65
AnalystHighTarget US$34.11
AnalystLowTarget US$30.00

CFLT Community Narratives

AnalystConsensusTarget·
Fair Value US$30.65 0.2% overvalued intrinsic discount

Cloud Stability And Acquisition Interest Will Impact Future Market Potential

0users have liked this narrative
0users have commented on this narrative
36users have followed this narrative
AnalystHighTarget·
Fair Value US$34.11 10.0% undervalued intrinsic discount

Secular Cloud Adoption And Real-Time Data Will Accelerate Event Streaming

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AnalystLowTarget·
Fair Value US$30 2.3% overvalued intrinsic discount

Competition And Regulation Will Limit Cloud Growth But Enable Recovery

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$30
2.3% overvalued intrinsic discount
Revenue
15.83% p.a.
Profit Margin
11.41%
Future PE
77.08x
Price in 2029
US$38.42
US$30.65
0.2% overvalued intrinsic discount
Revenue
16.77% p.a.
Profit Margin
12.75%
Future PE
69.86x
Price in 2029
US$41.57

Trending Discussion

Updated Narratives

CFLT logo

CFLT: Fair Value View Will Reflect IBM Takeover And Integration Risks

Fair Value: US$30 2.3% overvalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
CFLT logo

CFLT: IBM Deal And Cloud Momentum Will Guide Future Share Performance

Fair Value: US$30.65 0.2% overvalued intrinsic discount
36 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
CFLT logo

CFLT: Cloud Demand And Sale Prospects Will Drive Shares Higher

Fair Value: US$34.11 10.0% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with concerning outlook.

1 Risk
1 Reward

Confluent, Inc. Key Details

US$1.2b

Revenue

US$299.9m

Cost of Revenue

US$866.8m

Gross Profit

US$1.2b

Other Expenses

-US$295.3m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
-0.83
74.30%
-25.31%
93.7%
View Full Analysis

About CFLT

Founded
2014
Employees
3241
CEO
Edward Kreps
WebsiteView website
www.confluent.io

Confluent, Inc. operates a data streaming platform in the United States and internationally. The company provides platforms that allow customers to connect their applications, systems, and data layers comprising Confluent Cloud, a managed cloud-native software-as-a-service (SaaS); and Confluent Platform and Confluent Private Cloud, an enterprise-grade self-managed software. It also offers connectors for existing applications, and IT and cloud infrastructure; Apache Flink services that allows teams to create reusable data streams that can be delivered real-time; confluent intelligence, a suite of features built to address critical ai data needs by bringing real-time data directly to production ai systems; Tableflow, a fully managed service that materializes Kafka topics directly into open table formats, such as Apache Iceberg and Delta Lake; and WarpStream, a bring your own cloud managed streaming service. In addition, the company provides stream governance, a managed data governance suite that is designed for the intricacies of streaming data, which allows teams to accelerate data streaming initiatives without bypassing controls for risk management or regulatory compliance; Schema Validation that provides a direct interface between the broker and Schema Registry; and Schema Registry, which manages data structures and ensuring compatibility as data evolves. Further, it offers professional services comprising packaged and residency offerings; education offerings consisting of training and certification guidance, technical resources, and access to hands-on training and certification exams; and certification programs. It serves telecom, healthcare, banking, and financial services industries. The company was formerly known as Infinitem, Inc. and changed its name to Confluent, Inc. in September 2014. Confluent, Inc. was incorporated in 2014 and is headquartered in Mountain View, California.

Recent CFLT News & Updates

Recent updates

No updates