Confluent, Inc. (CFLT) Research

Confluent, Inc. operates a global data streaming platform, serving clients across the United States and internationally. The company's core products include Confluent Cloud, a fully managed, cloud-native service designed for seamlessly connecting and processing data, and Confluent Platform, an enterprise-level, self-managed software solution. This platform acts as the fundamental "data in motion" layer, enabling real-time data integration and processing for businesses. Beyond its main platforms, Confluent provides several specialized tools: Kafka Connect, which allows users to create connectors for integrating Apache Kafka with various applications and data systems; ksqlDB, a dedicated database for stream processing applications; and a stream governance solution. This governance offering is uniquely tailored to manage the complexities of streaming data, empowering teams to expand their use of real-time data while ensuring adherence to risk management and regulatory compliance standards. Confluent also supports its customers through comprehensive training programs and professional services. Founded in 2014, the company was originally named Infinitem, Inc. before rebranding as Confluent, Inc. in September of the same year. Its corporate headquarters are situated in Mountain View, California.

Market snapshot

Symbol
CFLT
Price
$30.99
Day change
0.00%
Market cap
$11.1B
P/E ratio
-36.93x
52-week range
15.64-31
Sector
Technology
Industry
Software - Infrastructure
Analyst price target
$31.00

Recent news

  • IBM set for in-line Q1 as Confluent deal boosts outlook

    International Business Machines Corp (NYSE:IBM) is expected to report first-quarter results largely in line with forecasts on April 22, but Bank of America is adjusting estimates following the earlier-than-expected closing of its Confluent acquisition The bank said it anticipates an “inline quarter,” with recently acquired Confluent contributing roughly $50 million in revenue during the period after the deal closed on March 17, about one quarter earlier than previously assumed. Bank of America said IBM is likely to keep its full-year 2026 guidance unchanged, as management is expected to offset near-term dilution from the acquisition with a combination of additional revenue contribution and cost synergies.

Peer companies

  • Bullish (BLSH)
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Recent insider activity

  • Kreps Edward Jay — D-Return (301660 shares) on 2026-03-17
  • Kreps Edward Jay — D-Return (1000000 shares) on 2026-03-17
  • Kreps Edward Jay — D-Return (1725153 shares) on 2026-03-17
  • Kreps Edward Jay — D-Return (2347999 shares) on 2026-03-17
  • Phan Kong — D-Return (149758 shares) on 2026-03-17

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