Added to YB: 2025-08-04
Pitch date: 2025-07-31
CFLT [bullish]
Confluent, Inc.
+71.42%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$17.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
-17.64
P/E
-23.05
EV/Sales
5.72
Sector
Software
Category
growth
Confluent Q2 2025 Earnings Analysis
CFLT (earnings update): Q2 rev $282.3M (+20.1% YoY), beat est by 1.5%. Non-GAAP op margin 6.3% (+5.8pp YoY), EPS $0.09 (+12.5% vs est). Cloud rev +28.2% YoY but optimization pressure: NRR 114% (vs 117% LQ), net new ARR -36.9% YoY. DSP growing 3x in 6mo to ~$10M ARR. Guide slightly raised for FY25.
Read full article (7 min)