CFLT

Confluent, Inc. (CFLT) | Rumor.io

Confluent

CFLT

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)14%

Price to earnings ratio0

Market capitalization0

Earnings per share0

Dividend yield (TTM)—

Revenue (annual)0

Net income (annual)0

Social

What share of all stock conversation is about CFLT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% 0	0% -0.01

May 19

Confluent's acquisition by CFLT has a significant impact on the $11.6B deal.
Confluent, Inc. has been re-rated with an 83% software margin.
The acquisition is expected to have a major impact on the software industry.

Generated by AI

Sentiment

Of the messages about CFLT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0%	11.11%	20% +8.46	70.87% -25.82
Bearish	100%	88.89%	80% -8.46	29.13% +25.82

Bullish· Dec 8

Confluent's (CFLT) stock has surged over 28% on a rumored $11 billion takeover offer from IBM.
The acquisition could boost IBM's cloud game, modernize its services, and expand its client base, potentially enhancing its market position.
Confluent's largest shareholders have already agreed to vote in favor of the transaction, which could increase the likelihood of a successful acquisition.

Bearish· Aug 7

Confluent's CEO is perceived as ineffective, with one user stating that at least another CEO is "doing something".
The company's stock buyback (SBC) is considered "horrible", which may be a negative sign for investors.
Confluent's stock is believed to be oversold, but one user thinks it may still fall to $15 or lower in a market correction.

Generated by AI

Topics

Of the messages about CFLT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	33.33%	33.33%	32.65%	4.39%
Announcements	0%	0%	0%	34.96%
Controversies	0%	0%	0%	0.24%
Earnings	33.33%	33.33%	32.65%	16.07%
Macro	33.33%	33.33%	32.65%	39.6%
Technical Analysis	0%	0%	2.04%	4.74%

Earnings· Oct 27

Confluent, Inc. reported Q3 2025 earnings with adjusted EPS of $0.13, beating the consensus estimate of $0.10.
Revenue for the quarter was $298.5M, exceeding the estimated $292.89M.
The company raised its full-year EPS view to $0.39-$0.40 and its subscription revenue view to $1.113B-$1.114B.

Analysts· Feb 11

Morgan Stanley raised the price target for Confluent ($CFLT) to $80 from $75, maintaining an Equalweight rating.
Deutsche Bank lowered the price target for Confluent ($CFLT) to $63 from $84, maintaining a Hold rating.
Credit Suisse lowered the price target for Confluent ($CFLT) to $100 from $115, maintaining an Outperform rating.

Announcements· Dec 9

IBM is acquiring Confluent, Inc. for $11 billion, or $31 per share, a deal expected to close by mid-2026.
Confluent's stock surged 29% on the news, while IBM's stock sank about 1% premarket.
The acquisition is expected to strengthen IBM's AI and cloud infrastructure capabilities by integrating Confluent's streaming technology into enterprise AI workflows.

Technical Analysis· May 4

Confluent (CFLT) is compared to small-cap ETFs GME, RTY, and IWM, showing a general trend of movement in unison.
The post highlights the influence of the overall market on macro patterns, including the 741 Theory, and its potential impact on CFLT.
Small-cap stocks like CFLT often follow the movement of RTY and IWM, excluding events like news, earnings, or rumors.

Generated by AI

Community

Of the messages about CFLT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	0%	43.91%
Newcomers	100%	100%	100%	56.09%

Regulars· Dec 9

Confluent, Inc. ($CFLT) shares surged 29% after IBM agreed to acquire the company for $11 billion, with Confluent shares set to be acquired at $31 per share.
A multimillionaire full-time trader booked a 72.43% profit on a 130-day positional trade on CFLT, investing $50,005.39 and earning $36,216.82.
IBM's acquisition of Confluent is seen as a significant development in the AI sector, with Confluent's data streaming technology being a crucial component in AI infrastructure.

Newcomers· Dec 9

Confluent, Inc. has been acquired by IBM for $11 billion, with Confluent stock surging 29% in response.
The acquisition is significant, with IBM averaging nearly $7 billion in net acquisitions annually over the past decade, despite declining EBIT and ROIC.
Confluent's last reported LTM operating loss was $387 million, and some analysts believe the deal is dilutive, eliminating 100% of the SBC of $399 million.

Generated by AI

News

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Detailed price information for Intl Business Machines (IBM-N) from The Globe and Mail including charting and trades.

2mo agoThe Globe and Mail

IBM Q2 Earnings Meet Estimates, Revenue Misses on Deal Delays

Detailed price information for Intl Business Machines (IBM-N) from The Globe and Mail including charting and trades.

2mo agoThe Globe and Mail

Bank of America says these stocks are a buy heading into earnings

Bank of America named a slew of stocks that are best positioned heading into quarterly reports.

2mo agoCNBC

Also Discussed

Investors talking about CFLT also mention

#	Name	Attention
1	HCP - HashiCorp, Inc.	——
2	Elastic N.V.ESTC	0%-0.01
3	GitLab Inc. Class A Common StockGTLB	0%0
4	MongoDB, Inc. Class A Common StockMDB	0.04%-0.32
5	Datadog IncDDOG	0.01%-0.01
6	Samsara Inc. Class A Common StockIOT	0%0
7	Snowflake Inc. Common StockSNOW	0%0
8	DigitalOcean Holdings Inc.DOCN	0%-0.02
9	monday.com Ltd.MNDY	0%+0
10	JFrog Ltd.FROG	0%0

Confluent, Inc.

Location

Social

What share of all stock conversation is about CFLT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% 0	0% -0.01

May 19

Confluent's acquisition by CFLT has a significant impact on the $11.6B deal.
Confluent, Inc. has been re-rated with an 83% software margin.
The acquisition is expected to have a major impact on the software industry.

Generated by AI

Sentiment

Of the messages about CFLT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0%	11.11%	20% +8.46	70.87% -25.82
Bearish	100%	88.89%	80% -8.46	29.13% +25.82

Bullish· Dec 8

Confluent's (CFLT) stock has surged over 28% on a rumored $11 billion takeover offer from IBM.
The acquisition could boost IBM's cloud game, modernize its services, and expand its client base, potentially enhancing its market position.
Confluent's largest shareholders have already agreed to vote in favor of the transaction, which could increase the likelihood of a successful acquisition.

Bearish· Aug 7

Confluent's CEO is perceived as ineffective, with one user stating that at least another CEO is "doing something".
The company's stock buyback (SBC) is considered "horrible", which may be a negative sign for investors.
Confluent's stock is believed to be oversold, but one user thinks it may still fall to $15 or lower in a market correction.

Generated by AI

Topics

Of the messages about CFLT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	33.33%	33.33%	32.65%	4.39%
Announcements	0%	0%	0%	34.96%
Controversies	0%	0%	0%	0.24%
Earnings	33.33%	33.33%	32.65%	16.07%
Macro	33.33%	33.33%	32.65%	39.6%
Technical Analysis	0%	0%	2.04%	4.74%

Earnings· Oct 27

Confluent, Inc. reported Q3 2025 earnings with adjusted EPS of $0.13, beating the consensus estimate of $0.10.
Revenue for the quarter was $298.5M, exceeding the estimated $292.89M.
The company raised its full-year EPS view to $0.39-$0.40 and its subscription revenue view to $1.113B-$1.114B.

Analysts· Feb 11

Morgan Stanley raised the price target for Confluent ($CFLT) to $80 from $75, maintaining an Equalweight rating.
Deutsche Bank lowered the price target for Confluent ($CFLT) to $63 from $84, maintaining a Hold rating.
Credit Suisse lowered the price target for Confluent ($CFLT) to $100 from $115, maintaining an Outperform rating.

Announcements· Dec 9

IBM is acquiring Confluent, Inc. for $11 billion, or $31 per share, a deal expected to close by mid-2026.
Confluent's stock surged 29% on the news, while IBM's stock sank about 1% premarket.
The acquisition is expected to strengthen IBM's AI and cloud infrastructure capabilities by integrating Confluent's streaming technology into enterprise AI workflows.

Technical Analysis· May 4

Confluent (CFLT) is compared to small-cap ETFs GME, RTY, and IWM, showing a general trend of movement in unison.
The post highlights the influence of the overall market on macro patterns, including the 741 Theory, and its potential impact on CFLT.
Small-cap stocks like CFLT often follow the movement of RTY and IWM, excluding events like news, earnings, or rumors.

Generated by AI

Community

Of the messages about CFLT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	0%	43.91%
Newcomers	100%	100%	100%	56.09%

Regulars· Dec 9

Confluent, Inc. ($CFLT) shares surged 29% after IBM agreed to acquire the company for $11 billion, with Confluent shares set to be acquired at $31 per share.
A multimillionaire full-time trader booked a 72.43% profit on a 130-day positional trade on CFLT, investing $50,005.39 and earning $36,216.82.
IBM's acquisition of Confluent is seen as a significant development in the AI sector, with Confluent's data streaming technology being a crucial component in AI infrastructure.

Newcomers· Dec 9

Confluent, Inc. has been acquired by IBM for $11 billion, with Confluent stock surging 29% in response.
The acquisition is significant, with IBM averaging nearly $7 billion in net acquisitions annually over the past decade, despite declining EBIT and ROIC.
Confluent's last reported LTM operating loss was $387 million, and some analysts believe the deal is dilutive, eliminating 100% of the SBC of $399 million.

Generated by AI

Confluent

Social

May 19

Bullish· Dec 8

Bearish· Aug 7

Earnings· Oct 27

Analysts· Feb 11

Announcements· Dec 9

Technical Analysis· May 4

Regulars· Dec 9

Newcomers· Dec 9

IBM Earnings Call: Recurring Strength Amid Deal Delays

IBM Q2 Earnings Meet Estimates, Revenue Misses on Deal Delays

Bank of America says these stocks are a buy heading into earnings

Also Discussed

Confluent, Inc.

Company Information

Location

IBM Earnings Call: Recurring Strength Amid Deal Delays

IBM Q2 Earnings Meet Estimates, Revenue Misses on Deal Delays

Bank of America says these stocks are a buy heading into earnings

Also Discussed

Social

May 19

Bullish· Dec 8

Bearish· Aug 7

Earnings· Oct 27

Analysts· Feb 11

Announcements· Dec 9

Technical Analysis· May 4

Regulars· Dec 9

Newcomers· Dec 9