Confluent, Inc. Class A (CFLT)

Over the past six months, Confluent's stock has experienced several notable events. Since June 2025, the stock has seen a small loss of 1.2%, underperforming the S&P 500's gain. On October 27, 2025, Confluent reported its Q3 2025 earnings, surpassing analysts' estimates. A significant event impacting the company's stock was the announcement on December 8, 2025, that IBM would acquire Confluent for an $11 billion valuation. Analyst ratings have varied, and there has been significant insider selling over the past three months.

Information regarding the specific demand seasonality for Confluent, Inc.'s products and services is available through financial analysis platforms like Seeking Alpha. However, the detailed seasonal trends are not publicly available in the provided search results without specific access.

Confluent, Inc. is a technology company specializing in a data infrastructure platform focused on data in motion. The company operates within the information technology sector, specifically in the data streaming platform industry. Confluent's primary offerings enable organizations to connect their applications, systems, and data layers around real-time data streams. Its major products include Confluent Cloud, Confluent Platform, WarpStream BYOC, Connectors, Apache Flink services, Stream Governance, and Confluent Hub. Confluent also provides professional services, education offerings, and certification programs, serving diverse industries.

Confluent, Inc. operates its data streaming platform in the United States and internationally. Its headquarters are located in Mountain View, California.

Confluent has maintained a strong brand reputation, driven by robust customer demand and consistent subscription revenue growth. The company holds a premium position in the data streaming market, attributed to its comprehensive feature set. The Q3 2025 earnings report reinforced confidence in the company's growth trajectory. The announced acquisition by IBM can also be seen as a significant positive event, validating Confluent's market position and technology.

Confluent, Inc. is a publicly traded company with its ownership distributed among institutional, insider, and retail investors. Institutional holders collectively control the majority of outstanding shares. The company's founders and executive team also maintain a significant stake, aligning their interests with long-term growth. Notable individual owners include Jun Rao, Edward Kreps, David Stein, and Neha Narkhede.