Confluent (CFLT) FY Conference June 05, 2025 11:00 AM ET Speaker0 All right. Good morning, everyone. Thanks for being here on the third day of the conference. I'm Jason Ader with William Blair. I'm pleased to introduce Rohan Subram, CFO of Confluent. Before we begin, I'm required to inform you that a complete list of research exposures or potential conflicts of interest is available on our website at williamblair.com. With that out the way, Rohan, thanks for being here. And, we're gonna just do the fireside ...

Confluent (CFLT) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this data infrastructure software maker reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation bet ...

Confluent (CFLT) closed the last trading session at $19.73, gaining 0.3% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $28.45 indicates a 44.2% upside potential. The average comprises 29 short-term price targets ranging from a low of $22 to a high of $36, with a standard deviation of $3.47. While the lowest estimate indicates an increase of 11.5% from the current price level, the ...

Data streaming is a technology investors might want to learn more about, because it's powering more digital experiences each day. Businesses can use it to show live inventory information on their websites so people know if a product is available before they buy, and stock trading platforms can use it to feed live prices directly to investors' smartphones. Confluent (CFLT -0.10%) is one of the world's top providers of data streaming technologies, and it values its addressable market at an eye-popping $100 bi ...

Confluent, Inc. (NASDAQ: CFLT ) has recently reported its Q1 earnings that showed strong YoY revenue growth and improved bottom line performance. Despite the company’s strong earnings, its stock is down 19% since releasing its earnings report, due to weak demand from its larger customersAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic back ...

For the most part, the majority of small and mid-cap software companies have delivered positive earnings surprises so far in the Q1 earnings season, helping to combat the volatility that began with the onset of Trump's newWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeki ...

文章核心观点 - 数据流媒体专家Confluent股价近一个月受挫 过去几天继续下跌 一季度财报虽营收和净利润双位数增长超预期 但因全年增长指引不佳致股价大跌 分析师纷纷下调目标价 目前或被超卖 [1][3][4] 股价表现 - 过去一个月左右Confluent是受挫较重的科技股之一 截至周四晚间本周股价已下跌超19% [1] - 周四市场对Confluent一季度财报做出反应 投资者大量抛售股票致当日股价大幅下跌 [2][3] 财报情况 - 公司一季度营收和非GAAP（调整后）净利润均实现双位数百分比增长 且均超过分析师平均预期 [3] - 问题不在于过往业绩 而在于指引 管理层对全年的展望预计关键类别（如重要的订阅收入）增长显著放缓 [4] 分析师动态 - 跟踪该股票的分析师对Confluent表现不满 公布季度业绩后迅速下调其目标价 [5] - Needham的Mike Cikos将目标价从40美元大幅下调至26美元 但仍维持买入评级 [5] 投资建议 - 目前Confluent可能因投资者对潜在增长率下降的担忧而被超卖 鉴于股价大幅走弱 此时或为不错的投资时机 [6]

Confluent (CFLT -18.16%) stock is getting crushed in Thursday's trading following the company's quarterly report yesterday. The company's share price was down 17.3% as of 12:45 p.m. ET, despite the S&P 500 (^GSPC 1.12%) being up 0.9% and the Nasdaq Composite (^IXIC 2.00%) being up 1.9%.After market close yesterday, Confluent published results yesterday for the first quarter of its 2025 fiscal year, which ended March 31. The company actually reported sales and earnings for the period that came in ahead of Wa ...

Confluent (CFLT) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 14.29%. A quarter ago, it was expected that this data infrastructure software maker would post earnings of $0.05 per share when it actually produced earnings of $0.09, delivering a surprise of 80%.Over the last four quar ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40526 CONFLUENT, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 47-1824387 (State or othe ...