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AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Published
20 Mar 25
Updated
01 Aug 25
AnalystConsensusTarget's Fair Value
US$25.11
32.6% undervalued intrinsic discount
01 Aug
US$16.93
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1Y
-15.0%
7D
-4.5%

Author's Valuation

US$25.1

32.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 Aug 25
Fair value Decreased 12%

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 on01 May 25
Fair value Decreased 22%

Shared on24 Apr 25
Fair value Decreased 1.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 4.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.