Streaming Agents Launch Could Be a Game Changer for Confluent (CFLT)

• On August 19, 2025, Confluent, Inc. introduced Streaming Agents for Confluent Cloud on Apache Flink, enabling enterprises to efficiently build, deploy, and scale AI agents that act on real-time data.
• This new capability removes key barriers to integrating live data with AI workflows, unlocking more accurate automation and creating opportunities for entirely new business models.
• Now, we'll assess how Streaming Agents' integration of real-time contextual data could influence Confluent's market positioning and growth outlook.

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Confluent Investment Narrative Recap

To be a Confluent shareholder, you need to believe that growing real-time AI workloads and the shift toward event-driven architectures will accelerate demand for managed data streaming, positioning Confluent as an essential platform. The rollout of Streaming Agents directly targets these trends, but its immediate impact on reversing sluggish Confluent Cloud consumption growth, Confluent’s primary near-term catalyst, remains unproven, so any effect on this key risk is not yet material.

Among recent announcements, the May 2025 introduction of enhanced private networking and IP filtering in Confluent Cloud aligns closely with the Streaming Agents launch, reinforcing Confluent’s focus on secure, enterprise-ready data solutions. These capabilities could support adoption of both new and core offerings by addressing customer requirements around data privacy and regulatory compliance, which ties back to adoption drivers for cloud usage.

However, while Streaming Agents aims to unlock new business models for Confluent, persistent headwinds linked to slower cloud consumption growth, especially among large clients, remain a risk investors should...

Read the full narrative on Confluent (it's free!)

Confluent's narrative projects $1.7 billion in revenue and $225.8 million in earnings by 2028. This requires 16.5% yearly revenue growth and a $537.5 million increase in earnings from the current level of -$311.7 million.

Uncover how Confluent's forecasts yield a $24.69 fair value, a 43% upside to its current price.

Exploring Other Perspectives

The Simply Wall St Community’s fair value estimates for Confluent range from US$24.69 to US$31.90, based on two contributors’ analyses. Given ongoing concerns about softening Confluent Cloud demand, it’s worth considering how these varied assessments reflect broader uncertainty and why engaging with multiple viewpoints is so important.

Explore 2 other fair value estimates on Confluent - why the stock might be worth as much as 85% more than the current price!

Build Your Own Confluent Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Confluent research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Confluent research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Confluent's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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