Nothing new on Confluentin the last three months. We read the news on it every day, write up anything that matters once a week, and tell you sooner if something can't wait. A quiet stretch is normal and is not a signal by itself.
Confluent analyst price targets
Average target$28.64-8%vs $30.99 today
TodayAvg price
Low $21High $32
Hold38 analysts
1Bearish
19Neutral
18Bullish
FirmRatingPrice TargetDate
Bernstein
Market Perform
$31
1/23/2026
Robert W. Baird
Neutral
$26→$31
12/9/2025
UBS
Neutral
$31
12/9/2025
RBC Capital
Sector Perform
$31
12/9/2025
D.A. Davidson
Neutral
$31
12/8/2025
Deutsche Bank
Hold
$31
12/8/2025
Canaccord Genuity
Hold
$31
12/8/2025
Evercore ISI
Outperform
$31
12/8/2025
Truist Financial
Buy
$31
12/8/2025
Stephens
Overweight
$31
12/8/2025
Wells Fargo
Equal Weight
$31
12/8/2025
Piper Sandler
Overweight
$31
12/8/2025
Confluent earnings
The company has a perfect track record of beating analyst profit targets over the last two years. This suggests management is very good at setting conservative goals they know they can clear.
Earnings history
EstimateBeatMiss
Confluent past earnings results
Expected
Actual
Surprise
EPS
$0.10
$0.12
+21.0%
Revenue
$308M
$315M
+2.2%
Metrics we are tracking
Metric
Expectations
Status
Confluent Cloud Growth
Sustaining year-over-year growth above 22%
23% YoY in Q4 2025
Net Revenue Retention (NRR)
Staying above 115% as customers expand usage
117% in Q3 2024
Customers >$100k ARR
Reaching more than 1,650 large customers by mid-2026
1,521 as of Q4 2025
Adjusted Free Cash Flow
Generating at least $100 million in annual FCF
$76 million in FY2025
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