Alight Capital Management LP acquired a new stake in Confluent, Inc. (NASDAQ: CFLT) in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 200,000 shares of the company's stock, valued at approximately $3,960,000. Alight Capital Management LP owned approximately 0.06%
Aurora Mobile (NASDAQ: JG - Get Free Report) and Confluent (NASDAQ: CFLT - Get Free Report) are both computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, profitability, earnings, dividends, valuation, risk and analyst recommendations. Analyst Ratings This is a summary of
The headline numbers for Confluent (CFLT) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Confluent (CFLT) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.09 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for Confluent (CFLT), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
IBM announced on Monday it is acquiring Confluent for $11 billion, sending shares of the data streaming platform up about 29% in morning trading.
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.
After a few months of takeover rumors , it finally happened.
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 ) 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.
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 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.