Update shared on01 Aug 2025
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.
- Announced Confluent Cloud's inclusion in the new AI Agents and Tools category in AWS Marketplace, streamlining access and deployment for AWS customers.
- Launched new Confluent Cloud features, including snapshot queries for Apache Flink to unify streaming and historical data, new private networking options, and IP filtering for enhanced data security.
Valuation Changes
Summary of Valuation Changes for Confluent
- The Consensus Analyst Price Target has significantly fallen from $28.67 to $25.11.
- The Future P/E for Confluent has significantly fallen from 65.36x to 57.20x.
- The Consensus Revenue Growth forecasts for Confluent has fallen from 18.1% per annum to 16.7% per annum.
Disclaimer
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