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
38% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 109
23% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 73
3.14% more ownership
Funds ownership: 89.22% [Q4 2024] → 92.36% (+3.14%) [Q1 2025]
3% more funds holding
Funds holding: 382 [Q4 2024] → 392 (+10) [Q1 2025]
8% less capital invested
Capital invested by funds: $6.44B [Q4 2024] → $5.9B (-$534M) [Q1 2025]
10% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 9 (-1) [Q1 2025]
Research analyst outlook
20 Wall Street Analysts provided 1 year price targets over the past 3 months
20 analyst ratings
Citigroup Tyler Radke | 6%upside $25 | Neutral Maintained | 12 May 2025 |
DA Davidson Rudy Kessinger | 18%upside $28 | Buy Maintained | 1 May 2025 |
Canaccord Genuity Kingsley Crane | 35%upside $32 | Buy Maintained | 1 May 2025 |
JMP Securities Greg Miller | 52%upside $36 | Market Outperform Maintained | 1 May 2025 |
Stifel Brad Reback | 27%upside $30 | Buy Maintained | 1 May 2025 |
Financial journalist opinion
Based on 11 articles about CFLT published over the past 30 days









