ConfluentCFLT
CFLT
About: 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. Its products include Confluent Cloud, a self-managed software offering, Confluent Platform, a managed service offering where the raw data resides inside a customer's cloud environment, and WarpStream, among others. Confluent also offers professional services and education services. The company generates revenue from the sale of subscriptions and services. Geographically, it generates a majority of its revenue from its business in the United States and the rest from International markets.
Employees: 3,060
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 18 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
118% more call options, than puts
Call options by funds: $220M | Put options by funds: $101M
111% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 46
43% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 10 (+3) [Q4]
32% more capital invested
Capital invested by funds: $4.86B [Q3] → $6.44B (+$1.58B) [Q4]
13% more funds holding
Funds holding: 337 [Q3] → 382 (+45) [Q4]
3% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 121
5.96% less ownership
Funds ownership: 95.18% [Q3] → 89.22% (-5.96%) [Q4]
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
12%
upside
Avg. target
$37
40%
upside
High target
$42
57%
upside
18 analyst ratings
13 positive
72%
4 neutral
22%
1 negative
6%
Citizens Capital Markets Patrick Walravens 32% 1-year accuracy 37 / 117 met price target | 50%upside $40 | Market Outperform Reiterated | 12 Mar 2025 |
Loop Capital Yun Kim 23% 1-year accuracy 3 / 13 met price target | 12%upside $30 | Hold Maintained | 10 Mar 2025 |
Needham Mike Cikos 26% 1-year accuracy 28 / 107 met price target | 50%upside $40 | Buy Reiterated | 7 Mar 2025 |
UBS Austin Dietz 50% 1-year accuracy 3 / 6 met price target | 42%upside $38 | Buy Upgraded | 26 Feb 2025 |
Morgan Stanley Sanjit Singh 38% 1-year accuracy 6 / 16 met price target | 20%upside $32 | Equal-Weight Maintained | 12 Feb 2025 |
Financial journalist opinion
Based on 14 articles about CFLT published over the past 30 days
Negative
The Motley Fool
6 days ago
Why Confluent Stock Is Sinking Today
Confluent (CFLT -7.19%) stock is seeing a big valuation pullback Friday. The company's share price was down 7.9% as of 2:30 p.m.
Neutral
Business Wire
1 week ago
Confluent Announces Partnership With sccc by stc to Bring Enterprise-Ready Data Streaming to Saudi Arabia
RIYADH, Saudi Arabia--(BUSINESS WIRE)--Confluent, Inc. (NASDAQ:CFLT), the data streaming pioneer, today announced sccc by stc—a leading cloud services provider in Saudi Arabia—has joined the Confluent OEM Program as a managed service provider (MSP) to make data streaming more accessible in Saudi Arabia. The new partnership aligns with Saudi Vision 2030, an initiative that prioritizes technical innovation, by helping accelerate digital transformations across key industries including finance, ret.
Positive
Seeking Alpha
2 weeks ago
Confluent: Strong Subscription Momentum
Confluent's strong Q4 results and bullish FY25 outlook indicate the stock's rally has further momentum, making it a compelling buy for long-term holders. Confluent's leadership in data streaming, wide applicability across industries in a $100 billion TAM, and nearly pure subscription revenue base create a reliable and sticky revenue stream. The company's Q4 revenue grew 23% y/y to $261.2 million, beating expectations, with subscription revenue expected to maintain above 20% growth in FY25.
Neutral
Business Wire
2 weeks ago
Confluent to Present at Upcoming Investor Conference
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Confluent, Inc. (NASDAQ: CFLT), the data streaming pioneer, today announced that its management will present at the following upcoming investor conference: Morgan Stanley Technology, Media & Telecom Conference Date: Wednesday, March 5, 2025 Time: 10:45 a.m. PT / 1:45 p.m. ET A live webcast and a replay of each presentation will be available on Confluent's investor relations website at investors.confluent.io. About Confluent Confluent is the data strea.
Positive
The Motley Fool
3 weeks ago
1 Magnificent Growth Stock to Buy Hand Over Fist Before It Is Too Late
Confluent (CFLT -4.89%) stock has been on a stunning run in the past six months, rising an impressive 59% as of this writing. That red-hot run by the data-streaming platform provider is poised to continue following the release of its fourth-quarter 2024 results.
Neutral
Business Wire
3 weeks ago
Confluent to Host Investor Day on Thursday, March 6, 2025
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Confluent, Inc. (NASDAQ: CFLT), the data streaming pioneer, today announced the webcast details and timing for its upcoming Investor Day 2025. During the webcast, management will discuss Confluent's vision and strategy, its data streaming platform, go-to-market approach, and financials. Webcast Information Date: Thursday, March 6, 2025 Time: 1:00 p.m. PT / 4:00 p.m. ET Webcast: https://investors.confluent.io Note: A replay of the webcast will be made avai.
Positive
The Motley Fool
3 weeks ago
1 Magnificent Growth Stock Down 62% to Buy Hand Over Fist, According to Wall Street
The S&P 500 (^GSPC 0.24%) continues to set new record highs, extending the raging bull market which began when the index bottomed in October 2022. However, not every stock has followed along.
Positive
Market Watch
3 weeks ago
Software stocks are on fire — and the party can keep on going this year
Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AI.
Positive
The Motley Fool
4 weeks ago
Why Confluent Stock Was Racing Higher This Week
Data streaming company Confluent (CFLT -3.77%) was streaming stock market success in recent trading sessions. Following the release of its fourth-quarter and full-year 2024 financial results, investors leaped on the stock; as of early Friday morning its price had risen by almost 21% week to date, according to data compiled by S&P Global Market Intelligence.
Positive
Seeking Alpha
4 weeks ago
Confluent Q4 Earnings: The Stream Is Strong With Surging Profits And Bright Outlook
Confluent reported record revenues, non-GAAP net income, and free cash flow in Q4 2024. Confluent's strong liquidity position and free cash flow generation could help it pursue growth opportunities or initiate share buyback programs to limit the dilutive impact of its SBC. Confluent's diversified offerings portfolio and latest partnership with Databricks could accelerate new customer adds.
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