CFLT stock price: IBM deal to buy Confluent for $11 billion shows investors still think AI is popping
IBM announced on Monday it is acquiring Confluent for $11 billion, sending shares of the data streaming platform up about 29% in morning trading.
Why Shares of AI Data Software Company Confluent Are Soaring on Monday
Shares of Confluent (CFLT) surged Monday morning after IBM (IBM) announced a deal to acquire the software maker for $31 per share, valuing Confluent at $11 billion.
Confluent Stock Surges on Multi-Billion IBM Acquisition
After a few months of takeover rumors , it finally happened.
5 Things to Know Before the Stock Market Opens
Stock futures are inching higher to start the week as the S&P 500 approaches a new record high; President Trump says he plans to be involved in the regulatory decisions around Netflix's planned acquisition of Warner Bros. Discovery; shares of Confluent are skyrocketing on news IBM has agreed to acquire the software maker; Carvana, CRH and Comfort Systems USA will each join the S&P 500 later this month; and China's trade surplus surpassed a record $1 trillion for the year through November.
Confluent, Inc. (CFLT) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
Confluent, Inc. ( CFLT ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 18, 2025 12:00 PM EST Company Participants Edward Kreps - Co-Founder, Chairman & CEO Conference Call Participants Matthew Hedberg - RBC Capital Markets, Research Division Presentation Unknown Attendee Research there real quick. But now the main event, we'll have our guest of honor, Jay Kreps, Co-Founder and CEO of Confluent, joined by -- joined with him is Matt Hedberg, our Global Head of Technology Research, and Matt played a significant role in the Imagin report.
Confluent: Buy The Data Streaming Leader Amidst Software Fears
I see double-digit upside potential driven by ongoing growth and sector recovery. Confluent maintains a strong net cash position with improving non-GAAP profitability. Despite competition fears and generative AI disruption concerns, the stock trades at compelling valuations and projects solid 18% YoY growth, even after losing a major customer.
Confluent: Robust Demand At A Great Price
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.
Confluent, Inc. (CFLT) Q3 2025 Earnings Call Transcript
Confluent, Inc. (NASDAQ:CFLT ) Q3 2025 Earnings Call October 27, 2025 4:30 PM EDT Company Participants Shane Xie - Senior Director & Head-Investor Relations Edward Kreps - Co-Founder, Chairman & CEO Rohan Sivaram - Chief Financial Officer Conference Call Participants Brad Zelnick - Deutsche Bank AG, Research Division Sanjit Singh - Morgan Stanley, Research Division Mark Murphy - JPMorgan Chase & Co, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Robbie Owens - Piper Sandler & Co., Research Division Jason Ader - William Blair & Company L.L.C., Research Division Aleksandr Zukin - Wolfe Research, LLC Michael Cikos - Needham & Company, LLC, Research Division Howard Ma - Guggenheim Securities, LLC, Research Division Eric Heath - KeyBanc Capital Markets Inc., Research Division Presentation Shane Xie Senior Director & Head-Investor Relations Welcome to the Confluent Third Quarter 2025 Earnings Conference Call.
Compared to Estimates, Confluent (CFLT) Q3 Earnings: A Look at Key Metrics
The headline numbers for Confluent (CFLT) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Confluent (CFLT) Q3 Earnings and Revenues Beat Estimates
Confluent (CFLT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago.
Strength Seen in Confluent (CFLT): Can Its 7.6% Jump Turn into More Strength?
Confluent (CFLT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Confluent stock surges 18% on report that the firm is exploring a potential sale
Shares of American software firm Confluent soared in premarket trading on Wednesday after reports that the company is exploring a potential sale following acquisition interest from private equity and technology firms. The stock rose 18%, its sharpest single-day jump in months, following a Reuters report that cited sources who said Confluent has hired an investment
