Added to YB: 2025-10-30
Pitch date: 2025-10-28
CFLT [bullish]
Confluent, Inc.
+27.9%
current return
Author Info
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Company Info
Confluent, Inc. operates a data streaming platform in the United States and internationally. The company provides platforms that allow customers to connect their applications, systems, and data layers comprising Confluent Cloud, a managed cloud-native software-as-a-service (SaaS); and Confluent Platform, an enterprise-grade self-managed software.
Market Cap
$7.3B
Pitch Price
$23.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
-17.64
P/E
-23.05
EV/Sales
5.72
Sector
Software
Category
growth
Confluent Q3 2025 Earnings Analysis
CFLT (earnings): Q3 rev $298.5M (+19% YoY) beat est, EPS $0.13 beat by 30%. Cloud $161M (+24% YoY), Platform $125M (+14%). Op margin expanded 340bps to 9.7%, FCF margin 8.2%. RPO +43% YoY (4th straight accel). 1,487 customers $100k+ (+48 QoQ), 234 at $1M+ (+15). Flink ARR +70% sequential, WarpStream 8x growth.
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