Secular Cloud Adoption And Real-Time Data Will Accelerate Event Streaming

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

04 Aug 25

Updated

08 Mar 26

Views

49

08 Mar

US$30.99

AnalystHighTarget's Fair Value

US$31.00

0.03% undervalued

1Y

16.9%

7D

1.0%

Loading

1Y

16.9%

7D

1.0%

Author's Valuation

US$310.03% undervalued

AnalystHighTarget Fair Value

Shared on 08 Mar 26

Fair value Decreased 9.11%

CFLT: IBM Takeover And AI Features Will Shape Future Share Performance

Analysts now set their fair value estimate for Confluent at $31.00, down from $34.11, citing reduced revenue growth and margin expectations, along with the pending IBM takeover, as key drivers of the updated targets and P/E assumptions. Analyst Commentary Recent Street research around Confluent and the pending IBM acquisition has been mixed, but there are a few clear themes you can use to frame the setup.

3 views

Shared on 25 Dec 25

Fair value Increased 8.57%

CFLT: Cloud Demand And Sale Prospects Will Drive Shares Higher

Analysts have nudged our Confluent fair value estimate higher to approximately $34 from about $31, citing stabilizing cloud consumption, stronger than expected Confluent Cloud driven upside, and improving execution. This has led to a wave of Street price target increases into the high $20s to around $30.

9 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$31

0.03% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

14.42%

Historical revenue growth rate

27.82%

Software revenue growth rate

1.71%

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

8.76%

Calculation

US$220.74m

Earnings '29

x

74.82x

PE Ratio '29

=

US$16.52b

Market Cap '29

US$16.52b

Market Cap '29

/

414.84m

No. shares '29

=

US$39.81

Share Price '29

US$39.81 Share Price '29

Discounted to 2026 @ 8.77% p.a.

=

US$30.94

Fair Value '26