Added to YB: 2025-05-05
Pitch date: 2025-05-01
CFLT [neutral]
Confluent, Inc.
+51.41%
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
$19.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
-17.64
P/E
-23.05
EV/Sales
5.72
Sector
Software
Category
growth
Confluent Q1 2025 Earnings Analysis
CFLT (earnings update): Q1 rev $271.1M +24.8% YoY beat est by 2.7%, Cloud $142.7M +33.6% YoY. EPS $0.08 beat est by 14.3%. OpMargin 4.3% +5.8pp YoY, FCF margin 1.8%. DBNR flat 117%, $1M+ customers +25% YoY. FY25 guide lowered to $1.10-1.11B due to large customer cloud spend slowdown in March.
Read full article (9 min)