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Confluent Beheer
Beheer criteriumcontroles 0/4
Momenteel beschikken wij niet over voldoende informatie over de CEO.
Belangrijke informatie
Algemeen directeur
n/a
Totale compensatie
| Percentage CEO-salaris | n/a |
| Dienstverband CEO | no data |
| Eigendom CEO | n/a |
| Management gemiddelde ambtstermijn | 1.7yrs |
| Gemiddelde ambtstermijn bestuur | geen gegevens |
Recente managementupdates
Recent updates
Narratiefupdate • Mar 08
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.
Narratiefupdate • Feb 22
CFLT: Fair Value View Will Reflect IBM Takeover And Integration Risks
Narrative Update on Confluent Analysts have nudged their Confluent price target to $30.00 as they factor in slightly lower revenue growth and profit margin assumptions, alongside a higher future P/E of about 77x. This largely reflects the pending IBM takeover and recent downgrades tied to that deal.Narratiefupdate • Feb 08
CFLT: Fair Value Outlook Weighs IBM Takeover Risks And Execution Uncertainty
Analysts have lifted their fair value estimate for Confluent to US$30.00 from about US$28.35, reflecting updated assumptions on revenue growth, profit margins, discount rate and future P/E in light of the pending IBM takeover and recent rating changes. Analyst Commentary Recent research around the pending IBM acquisition has turned more cautious, with several bearish analysts flagging risks around both the deal outcome and Confluent's stand alone execution.
Narratiefupdate • Jan 25
CFLT: IBM Deal And Cloud Momentum Will Guide Future Share Performance
Narrative Update Analysts trimmed their fair value estimate for Confluent slightly from about $30.77 to $30.65, reflecting a mix of cautious views around the pending IBM acquisition and downgrades, as well as more upbeat commentary on stabilizing cloud growth, improving margins, and ongoing product momentum that supports a lower assumed future P/E multiple. Analyst Commentary Recent research has highlighted a split in how professionals view Confluent, with some focused on execution and product momentum and others centering on the pending IBM takeover and deal mechanics.Narratiefupdate • Jan 10
CFLT: Fair Value View Balances IBM Deal Overhang And Cloud Execution
Our fair value estimate for Confluent moves from about US$20.00 to roughly US$28.35 per share, as analysts point to stabilizing cloud consumption, stronger Confluent Cloud driven results, healthier optimization trends, and improved revenue outlooks following recent quarterly performance and price target increases across several firms. Analyst Commentary Recent Street research around Confluent has tilted more supportive on fundamentals, but there are still a few caution flags you should keep in mind as you think about valuation and execution risk.Narratiefupdate • Dec 25
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.Narratiefupdate • Dec 11
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.Narratiefupdate • Nov 27
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.Narratiefupdate • Nov 12
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.Narratiefupdate • Oct 28
Cloud Stability And Acquisition Interest Will Impact Future Market Potential
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.Seeking Alpha • Oct 28
Confluent: Robust Demand At A Great Price
Summary Confluent is a compelling "Buy" as Q3 results reinforce its robust ~20% subscription revenue growth and significant total addressable market. CFLT trades at attractive valuation multiples (6.3x EV/FY25 revenue), notably lower than peers with similar or slower growth profiles. The company's horizontal data streaming platform and strong customer expansion, even in a tough macro, support a durable growth thesis. Recent go-to-market improvements and a successful land-and-expand model drive continued enterprise adoption and justify maintaining a bullish outlook. Read the full article on Seeking AlphaNarratiefupdate • Oct 14
Real Time AI And Streaming Solutions Will Shape Future Markets
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.Analyseartikel • Aug 20
Confluent, Inc.'s (NASDAQ:CFLT) 32% Share Price Plunge Could Signal Some Risk
NasdaqGS:CFLT 1 Year Share Price vs Fair Value Explore Confluent's Fair Values from the Community and select yours...Analyseartikel • Jul 25
Confluent, Inc.'s (NASDAQ:CFLT) Intrinsic Value Is Potentially 53% Above Its Share Price
Key Insights Confluent's estimated fair value is US$40.76 based on 2 Stage Free Cash Flow to Equity Confluent's...Analyseartikel • Jul 03
Pinning Down Confluent, Inc.'s (NASDAQ:CFLT) P/S Is Difficult Right Now
Confluent, Inc.'s ( NASDAQ:CFLT ) price-to-sales (or "P/S") ratio of 8.6x might make it look like a strong sell right...Analyseartikel • May 22
Is Confluent, Inc. (NASDAQ:CFLT) Potentially Undervalued?
Confluent, Inc. ( NASDAQ:CFLT ), might not be a large cap stock, but it saw significant share price movement during...Seeking Alpha • Apr 20
Confluent: Cloud Momentum Drives Re-Rating
Summary I initiate coverage on Confluent with a Buy rating and $36 PT, predicated on cloud momentum and a 21.5% CY25E revenue estimate. Confluent trades at a 19.1% discount to peer group despite strong fundamentals (45% YoY cloud growth, $1.01bn RPO, 58% CY25E revs visibility). Cloud, now 55% of sub revs, is a key lever for Confluent growth, supported by non-GAAP operating margin expansion and enterprise demand for AI/ML workloads. Risks include hyperscaler competition, Kafka dependency, and regulatory headwinds, but we see these priced into shares, justifying our Buy rating and 9.5x EV/Sales multiple. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Confluent: A Software Powerhouse That's Just Too Pricey
Summary I love Confluent’s business model and its strong revenue growth, but 105x forward free cash flow is just too rich for me. The company’s $1 billion subscription revenue milestone and 800% free cash flow growth are impressive, but not enough to justify a buy at this valuation. With institutional investors likely stepping in, Confluent’s stock could remain elevated—but that doesn’t mean I want to chase it. While I no longer see a reason to be bearish, I’m not ready to be bullish either—so I’m staying neutral for now. Read the full article on Seeking Alpha
Nieuw narratief • Mar 20
Partnership With Databricks Will Integrate Data Streaming With Real-Time AI Analytics
Strategic partnerships and new products enhance Confluent's market reach and customer adoption, potentially boosting revenue and solidifying its leadership in data streaming.Seeking Alpha • Mar 06
Confluent: Product Innovation Yet To Pay Off
Summary While Confluent's stock has performed well recently, fundamental business issues persist, including weak customer growth and a declining net retention rate. Expansion of the company's product portfolio and a shift in sales strategy could eventually turn this situation around, but there are no signs of this so far. The macro environment likely isn't helping the situation but I continue to question the breadth of Confluent's appeal given the cost of its products. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Confluent: Strong Subscription Momentum
Summary Confluent's strong Q4 results and bullish FY25 outlook indicate the stock's rally has further momentum, making it a compelling buy for long-term holders. Confluent's leadership in data streaming, wide applicability across industries in a $100 billion TAM, and nearly pure subscription revenue base create a reliable and sticky revenue stream. The company's Q4 revenue grew 23% y/y to $261.2 million, beating expectations, with subscription revenue expected to maintain above 20% growth in FY25. I'm reiterating my buy rating on CFLT with a $32 price target. Read the full article on Seeking AlphaCEO
Confluent heeft geen CEO, of we hebben geen gegevens over hen.
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 11.5yrs | geen gegevens | 6.4% $ 709.8m | |
| Chief Technology Officer | less than a year | geen gegevens | geen gegevens | |
| Chief Legal Officer | 1.2yrs | geen gegevens | geen gegevens | |
| Chief People Officer | 2.2yrs | geen gegevens | geen gegevens | |
| Chief Customer Officer | 3.3yrs | geen gegevens | geen gegevens | |
| Chief Product Officer | 3.3yrs | geen gegevens | geen gegevens | |
| VP of Product Management and Head of Kafka & Streaming | no data | geen gegevens | geen gegevens | |
| Head of Technical Marketing | no data | geen gegevens | geen gegevens | |
| Senior Vice President & General Manager for APAC | less than a year | geen gegevens | geen gegevens | |
| Senior Vice President of Global Partners & Technology Group | less than a year | geen gegevens | geen gegevens | |
| Senior VP & Head of Finance | no data | geen gegevens | geen gegevens | |
| Treasurer | no data | geen gegevens | geen gegevens |
1.7yrs
Gemiddelde duur
Ervaren management: Het managementteam van CFLT wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.7 jaar), wat duidt op een nieuw team.
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/03/20 17:29 |
| Aandelenkoers aan het einde van de dag | 2026/03/16 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
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| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
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| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Confluent, Inc. wordt gevolgd door 12 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Tyler Radke | Citigroup Inc |
| Patrick Walravens | Citizens JMP Securities, LLC |