ConfluentCFLT
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
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
92% more call options, than puts
Call options by funds: $275M | Put options by funds: $143M
39% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 109
23% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 73
3.32% more ownership
Funds ownership: 89.22% [Q4 2024] → 92.54% (+3.32%) [Q1 2025]
3% more funds holding
Funds holding: 382 [Q4 2024] → 393 (+11) [Q1 2025]
8% less capital invested
Capital invested by funds: $6.44B [Q4 2024] → $5.92B (-$523M) [Q1 2025]
10% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 9 (-1) [Q1 2025]
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
17 analyst ratings
Barclays Raimo Lenschow | 17%upside $31 | Overweight Maintained | 21 Jul 2025 |
Stephens & Co. Brett Huff | 17%upside $31 | Overweight Initiated | 18 Jul 2025 |
UBS Radi Sultan | 21%upside $32 | Buy Maintained | 11 Jul 2025 |
Citigroup Tyler Radke | 5%downside $25 | Neutral Maintained | 12 May 2025 |
DA Davidson Rudy Kessinger | 6%upside $28 | Buy Maintained | 1 May 2025 |
Financial journalist opinion
Based on 10 articles about CFLT published over the past 30 days









