Confluent, Inc. Class A (CFLT)

Confluent's stock price has fluctuated, declining by 34.66% from November 2024 to November 2025. The stock has delivered a -28.88% change over the past year, with a 52-week range between $15.64 and $37.90. A significant stock drop occurred due to weaker consumption trends, and the FY25 outlook for subscription revenue growth was cut to 20%. Q2 earnings led to a stock tank as Confluent Cloud growth slowed to 28%. However, Q1 2025 saw revenue grow by 25% year-over-year, with subscription revenue increasing by 26% year-over-year, and the company added 340 net-new customers. On October 28, 2025, the stock experienced a 7.56% increase. Confluent presented at the RBC Global Technology, Internet, Media and Telecommunications Conference on November 18, 2025, and held its Q3 2025 Earnings Call on October 27, 2025.

Confluent's consumption-based cloud revenue is sensitive to customer demand. While its products help organizations manage demand fluctuations, Confluent itself can experience variations in consumption. A reduction in consumption was noted among some larger cloud customers in March, reflecting a broader slowdown in the SaaS landscape, indicating that Confluent's revenue can be impacted by broader economic trends affecting customer spending on cloud services.

Confluent, Inc. is a technology company providing a data streaming platform built on Apache Kafka, enabling organizations to manage and process data in real time. The company operates in the Technology sector, specifically in the Software - Infrastructure and Prepackaged Software industries. Confluent offers Confluent Cloud, a fully managed SaaS offering; Confluent Platform, an enterprise-grade software; WarpStream, a managed streaming service; Apache Flink services; Stream Governance, a managed data governance suite; Connectors for integrating infrastructure; and Professional and Education Services.

Confluent has a global presence with its corporate headquarters in Mountain View, California. It has key office locations in New York and Reston in the United States, Paris, Singapore, Barcelona, Dubai, and London. The company has employees across six continents, supporting its international clientele.

Confluent has maintained a strong brand reputation, particularly within the data streaming and AI ecosystems. It was named a leader in streaming data platforms in November 2025. The company's focus on providing real-time context for AI systems and its involvement in AI-related technologies are key drivers of its positive reputation and future growth. Confluent's platform is essential for powering resilient event-driven applications and agents, fueling AI with trusted data, and unifying data across hybrid cloud environments. The annual "Current" event showcases real-world examples of how its data streaming platform helps businesses achieve data value and deliver real-time experiences.

Confluent, Inc. has significant institutional ownership, with 736 institutional owners and shareholders holding between 65% to 90.08% of the company. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Point72 Asset Management, L.P., Altimeter Capital Management, LP, Champlain Investment Partners, LLC, and William Blair Investment Management, Llc. Individual insiders, including Jun Rao and Edward Kreps, also hold a meaningful proportion of shares.