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CFLT.O Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
--
Open
--
VWAP
--
Vol
--
Mkt Cap
9.41B
Low
--
Amount
--
EV/EBITDA(TTM)
--
Total Shares
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EV
10.18B
EV/OCF(TTM)
158.32
P/S(TTM)
9.13
Confluent, Inc. provides a data streaming platform that enables customers to connect their applications, systems, and data layers and can be deployed as a fully-managed cloud-native software-as-a-service (SaaS) offering, Confluent Cloud, as a self-managed software offering, Confluent Platform, or as a Bring Your Own Cloud (BYOC) managed service offering where the raw data resides inside a customer’s own cloud environment, WarpStream. The Company also offers professional services and educational services. The Company is focused on developing a category of data infrastructure focused on data in motion for developers and enterprises. Its cloud-native offering works across multi-cloud and hybrid infrastructures and supports a variety of deployment models to support diverse customer requirements, delivering massive scalability, elasticity, security, and global interconnectedness, enabling agile development. WarpStream offers a lower-cost option for relaxed latency use cases for customers.
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Events Timeline

(ET)
2026-03-17
09:20:00
IBM Acquires Confluent for $31 per Share
select
2026-02-11 (ET)
2026-02-11
16:10:00
IBM to Acquire Confluent for $31 per Share
select
2026-02-11
16:10:00
Confluent Reports Q4 Revenue of $314.8M
select
2026-01-28 (ET)
2026-01-28
14:20:00
IBM Scheduled to Report Q4 Results on January 28, Price Target Raised to $360
select

News

PRnewswire
7.0
03-20PRnewswire
Pomerantz LLP Investigates Confluent for Securities Fraud
  • Securities Fraud Investigation: Pomerantz LLP is investigating claims against Confluent, Inc. and its executives for potential securities fraud or unlawful business practices, which could undermine investor confidence and lead to stock price volatility.
  • Declining Financial Performance: In Q2 2025, Confluent disclosed a significant reduction in Confluent Cloud usage due to a client's shift towards self-management of data platforms, forecasting a low single-digit decline in Q4 cloud revenue growth rate.
  • Stock Price Volatility: Following this news, Confluent's stock price plummeted by $8.67, or 32.86%, closing at $17.73 per share on July 31, 2025, reflecting market concerns about the company's future performance.
  • Legal Background: Pomerantz LLP, recognized as a leading firm in securities class action litigation, has a long history of advocating for victims of securities fraud, having recovered millions in damages for class members, underscoring its expertise and influence in such cases.
NASDAQ.COM
7.5
03-12NASDAQ.COM
IBM CFO Discusses Company Transformation and AI Future
  • Shareholder Value Creation: IBM has created more shareholder value in the past three years than in the previous 111 years combined, demonstrating significant achievements in its transformation and strong market recognition of its strategic shift.
  • Revenue Growth Model: Jim Kavanaugh noted that IBM's revenue growth model has achieved sustainable growth over the past three years, with operating margins improving by 1000 basis points, indicating success in optimizing business structure and enhancing profitability.
  • AI Business Expansion: IBM's AI business reached $12.5 billion by 2025, with quarterly growth exceeding $3 billion, showcasing the company's strong growth potential in enterprise AI and further solidifying its market position.
  • Strategic Investment and Acquisitions: The acquisition of Confluent is seen as a crucial part of IBM's AI strategy, expected to enhance the company's data streaming capabilities, drive widespread AI adoption, and improve overall competitiveness.
Fool
6.5
03-12Fool
IBM CFO Discusses Company Transformation and AI Strategy
  • Shareholder Value Creation: IBM has created more value for shareholders in the past three years than in the previous 111 years combined, showcasing significant achievements during its transformation and boosting investor confidence while attracting more investments.
  • Revenue Growth Model: Jim Kavanaugh noted that IBM's revenue growth model has achieved sustainable growth over the past three years, with operating margins improving by 1,000 basis points, indicating success in optimizing business structure and enhancing profitability.
  • AI Business Expansion: IBM's AI business reached $12.5 billion in 2025, growing 30% year-over-year, reflecting rapid growth in investment and market demand in the AI sector, further solidifying its market position.
  • Strategic Investment and Acquisitions: The acquisition of Confluent is seen as a crucial part of IBM's AI strategy, expected to enhance the company's data streaming capabilities and drive widespread AI technology adoption, thereby improving overall business competitiveness.
NASDAQ.COM
7.5
03-01NASDAQ.COM
BigBear.ai Faces Market Challenges Amid AI Boom
  • Insufficient Market Demand: BigBear.ai's TrueFace facial recognition platform boasts a 99.1% success rate against a database of 12 million identities, yet its primary clients are U.S. government entities, limiting its expansion into commercial markets and negatively impacting revenue growth.
  • Weak Revenue Growth: In stark contrast to Palantir Technologies, which has seen a 125% revenue increase over the past three years, BigBear.ai's revenue has declined by 10.3%, highlighting its competitive disadvantage and contributing to a 42% drop in stock price over the past year.
  • Limited Product Applications: While TrueFace and ConductorOS are critical in government and military applications, most corporations do not require these costly security solutions, which restricts BigBear.ai's market potential and affects its long-term strategic development.
  • Competitor Advantages: Following IBM's acquisition of Confluent, the company has solidified its position in the AI sector with extensive cloud computing infrastructure and 912 generative AI patents, intensifying market pressure on BigBear.ai and prompting investors to reassess its investment value.
Fool
8.5
03-01Fool
IBM's Acquisition of Confluent Enhances AI Competitiveness
  • Market Demand Discrepancy: BigBear.ai focuses on AI applications for government and security systems, and while its TrueFace facial recognition platform boasts a 99.1% success rate against a database of 12 million identities, its limited market demand has led to lagging revenue growth and a 42% stock price decline over the past year.
  • Customer Base Limitations: BigBear.ai's products primarily serve U.S. government clients, but most corporations do not require costly facial recognition solutions, which restricts the potential for customer expansion and impacts the company's long-term growth prospects.
  • IBM's Strategic Acquisition: IBM's decision to acquire Confluent aims to enhance data access efficiency for AI systems through its cloud data streaming platform, bolstering its competitive position in cloud computing infrastructure, despite a 26% drop in IBM's stock price post-acquisition.
  • Industry Comparison: In contrast to BigBear.ai's 10.3% revenue decline, Palantir Technologies has seen a 125% revenue increase over the past three years, highlighting the intense competition in the AI market, with IBM's integration of Confluent expected to improve its market performance.
CNBC
6.5
03-01CNBC
Jefferies Analysts Warn of AI Disruption Risks
  • Market Panic Intensifies: Jefferies analysts highlight that the rapid advancement of artificial intelligence could disrupt traditional business models, leading to sell-offs in sectors like software-as-a-service, insurance, logistics, and real estate, with the iShares Expanded Tech-Software Sector ETF (IGV) down over 23% this year, entering a bear market, reflecting investor anxiety about the future.
  • AI Risk Stock Basket: Jefferies has created an 'AI risk' basket comprising 150 stocks with market caps above $1 billion that face potential risks such as asset repricing, demand substitution, and labor substitution, indicating a heightened vigilance among investors regarding the potential impacts of AI.
  • Unity Software Struggles: Unity Software's stock has plunged 59% in 2026, with analysts noting that AI content may lower switching costs, allowing developers to more easily recreate and migrate assets, thereby weakening the moat-like appeal of Unity's ecosystem and exacerbating investor fears.
  • Other Affected Companies: In addition to Unity, companies like Datadog, MongoDB, and ServiceNow are also impacted by AI disruption fears, particularly as MongoDB's moat could be threatened by AI coding tools, reducing developers' reliance on a single database architecture.
Wall Street analysts forecast CFLT.O stock price to rise
22 Analyst Rating
Wall Street analysts forecast CFLT.O stock price to rise
0 Buy
21 Hold
1 Sell
Hold
Current: 0.000
sliders
Low
24.00
Averages
30.53
High
31.00
Current: 0.000
sliders
Low
24.00
Averages
30.53
High
31.00
Bernstein
Outperform -> Market Perform
downgrade
$31
AI Analysis
2026-01-23
Reason
Bernstein
Price Target
$31
AI Analysis
2026-01-23
downgrade
Outperform -> Market Perform
Reason
Bernstein downgraded Confluent to Market Perform from Outperform with a $31 price target. The firm cites IBM's intention to acquire Confluent for $31 per share in an all cash deal for the downgrade. With no competing bids emerging, Bernstein downgrades Confluent.
Citizens
Outperform -> Market Perform
downgrade
2026-01-09
Reason
Citizens
Price Target
2026-01-09
downgrade
Outperform -> Market Perform
Reason
Citizens downgraded Confluent to Market Perform from Outperform without a price target. The firm cites the pending takeover by IBM for the downgrade. It does not expect a competing bid.
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Valuation Metrics

The current forward P/E ratio for Confluent Inc (CFLT.O) is 67.91, compared to its 5-year average forward P/E of -178.88. For a more detailed relative valuation and DCF analysis to assess Confluent Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-178.88
Current PE
67.91
Overvalued PE
702.02
Undervalued PE
-1059.78

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
16.35
Current EV/EBITDA
66.79
Overvalued EV/EBITDA
389.95
Undervalued EV/EBITDA
-357.25

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
12.89
Current PS
8.18
Overvalued PS
22.76
Undervalued PS
3.02

Financials

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Frequently Asked Questions

What is Confluent Inc (CFLT.O) stock price today?

The current price of CFLT.O is 0 USD — it has increased 1.03

What is Confluent Inc (CFLT.O)'s business?

Confluent, Inc. provides a data streaming platform that enables customers to connect their applications, systems, and data layers and can be deployed as a fully-managed cloud-native software-as-a-service (SaaS) offering, Confluent Cloud, as a self-managed software offering, Confluent Platform, or as a Bring Your Own Cloud (BYOC) managed service offering where the raw data resides inside a customer’s own cloud environment, WarpStream. The Company also offers professional services and educational services. The Company is focused on developing a category of data infrastructure focused on data in motion for developers and enterprises. Its cloud-native offering works across multi-cloud and hybrid infrastructures and supports a variety of deployment models to support diverse customer requirements, delivering massive scalability, elasticity, security, and global interconnectedness, enabling agile development. WarpStream offers a lower-cost option for relaxed latency use cases for customers.

What is the price predicton of CFLT.O Stock?

Wall Street analysts forecast CFLT.O stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CFLT.O is30.53 USD with a low forecast of 24.00 USD and a high forecast of 31.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Confluent Inc (CFLT.O)'s revenue for the last quarter?

Confluent Inc revenue for the last quarter amounts to 314.82M USD, increased 20.52

What is Confluent Inc (CFLT.O)'s earnings per share (EPS) for the last quarter?

Confluent Inc. EPS for the last quarter amounts to -0.23 USD, decreased -14.81

How many employees does Confluent Inc (CFLT.O). have?

Confluent Inc (CFLT.O) has 3241 emplpoyees as of March 29 2026.

What is Confluent Inc (CFLT.O) market cap?

Today CFLT.O has the market capitalization of 9.41B USD.