Cloud Stability And Acquisition Interest Will Impact Future Market Potential

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

20 Mar 25

Updated

11 Dec 25

Views

345

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

6.3%

7D

0.07%

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1Y

6.3%

7D

0.07%

You can edit this narrative until Dec 12 8:10 AM. Then, changes will post as Updates.

Author's Valuation

US$30.770.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 10%

CFLT: Sale Exploration And Cloud Stabilization Will Shape Future Share Performance

Analysts have nudged their fair value estimate for Confluent higher from approximately $27.87 to $30.77 per share, reflecting increased confidence in stabilizing cloud consumption, stronger than expected subscription and cloud growth, and improved execution that has driven a series of upward price target revisions across the Street. Analyst Commentary Recent Street research has skewed clearly positive, with multiple firms lifting price targets in response to Confluent's improving cloud trends, stronger than expected subscription performance, and a more constructive demand backdrop.

Shared on 27 Nov 25

CFLT: Recent Sale Exploration And Cloud Stabilization Will Drive Share Price Momentum

Confluent's analyst price target has been raised by as much as $6. The new average reflects increased confidence in the company's stabilized growth and improving execution, according to analysts.

Shared on 12 Nov 25

CFLT: Cloud Momentum And Acquisition Interest Will Drive Renewed Upside Potential

Confluent's analyst price target was raised by $1 to $29. Analysts cited solid cloud consumption trends, strong quarterly results, and signs of improving execution, which are driving renewed confidence in the company's growth outlook.

Shared on 28 Oct 25

Fair value Increased 11%

Analysts have raised their price target for Confluent from approximately $25.20 to $27.87 per share. They cite stabilizing cloud consumption and improving growth prospects as the primary drivers for the upward revision.

Shared on 14 Oct 25

Fair value Increased 2.09%

Analysts have raised their price target for Confluent from $24.69 to $25.20. They cite continued takeover interest, strong positioning in data streaming, and positive momentum among enterprise customers as supporting factors for the modest increase.

Shared on 01 Aug 25

Fair value Decreased 14%

The consensus analyst price target for Confluent has been revised downward, primarily due to reduced revenue growth forecasts and a lower projected future P/E multiple, resulting in the fair value estimate decreasing from $28.67 to $25.11. What's in the News Provided Q3 2025 subscription revenue guidance of $281–$282 million and full-year guidance of $1.105–$1.11 billion.

Shared on 01 May 25

Fair value Decreased 22%

Shared on 24 Apr 25

Fair value Decreased 1.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 4.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$30.77

0.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

13.28%

Software revenue growth rate

1.35%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.70%

Calculation

US$220.01m

Earnings '28

x

72.19x

PE Ratio '28

=

US$15.88b

Market Cap '28

US$15.88b

Market Cap '28

/

401.87m

No. shares '28

=

US$39.52

Share Price '28

US$39.52 Share Price '28

Discounted to 2025 @ 8.78% p.a.

=

US$30.71

Fair Value '25