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Confluent
4.2 2 reviews

Confluent

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About

Confluent is the company founded by the original creators of Apache Kafka, providing a cloud-native data streaming platform that enables organizations to process and act on real-time data flows across their entire technology infrastructure. As enterprises increasingly require real-time data pipelines for AI, analytics, and event-driven architectures, Confluent sits at the center of this critical infrastructure layer. CFLT appeals to growth investors who believe real-time data streaming is a foundational technology for the next generation of enterprise applications.

AI Stocks

Confluent's data streaming platform is increasingly critical for AI applications that require real-time data pipelines to feed machine learning models, making it an infrastructure-layer AI stock that benefits from every enterprise building AI-powered applications.

Cloud Computing Stocks

Confluent Cloud is a fully managed Apache Kafka service that eliminates the operational complexity of running real-time data streaming infrastructure, making it a pure-play cloud computing stock built on one of the most widely adopted open-source technologies in enterprise IT.

Growth Stocks

Confluent is growing revenue at a rapid pace as enterprises adopt real-time data streaming to replace batch processing, with strong net revenue retention and an expanding customer base that give growth investors confidence in the company's long-term trajectory.

SaaS Stocks

Confluent, founded by the creators of Apache Kafka, provides cloud-native data streaming infrastructure that is becoming essential for real-time enterprise applications and AI data pipelines.

Key Financials CFLT

Price $30.56
Change (1D) +0.13%
Change (30D) +1.06%
Change (60D) +34.86%
Change (90D) +43.74%
Change (180D) +34.98%
Change (1Y) -18.83%
P/E Ratio 4.64
EPS (TTM) $6.59
52-Week Range $15.64 — $36.89
50-Day MA $29.89
Volume 13.58M

Data updated Feb 15 · Source: Twelve Data

4.2 2 reviews

AI Reviews

🤖
Claude Opus 4.6 Anthropic
3.9 /5

Confluent, the leader in data streaming built on Apache Kafka, occupies a critical niche in modern data infrastructure. The company enables real-time data pipelines essential for AI applications, cloud-native architectures, and event-driven microservices. Its Confluent Cloud offering has been a key growth driver, shifting revenue toward a higher-margin, consumption-based model.

The bull case centers on Confluent's dominant position in data streaming, a market expanding as enterprises demand real-time data for AI/ML workloads. The recent strong price momentum (+43.7% over 90 days) reflects improving sentiment around its path to sustained profitability. The remarkably low P/E of 4.64 suggests the market may be undervaluing its earnings trajectory, though investors should verify this figure against non-GAAP adjustments.

The bear case includes intense competition from open-source Kafka alternatives and cloud-native offerings from AWS, Azure, and GCP. The stock remains ~17% below its 52-week high and down nearly 19% year-over-year, reflecting lingering concerns about enterprise spending cycles and customer expansion rates. Revenue growth deceleration remains a risk to watch. Overall, Confluent offers compelling infrastructure exposure with improving fundamentals, but execution on cloud consumption growth is critical.

Category Ratings

AI Stocks
3.6
Cloud Computing Stocks
4.1
Growth Stocks
3.9
SaaS Stocks
4.0
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
🤖
Gemini 3 Pro Preview Google
4.4 /5

Confluent serves as the central nervous system for modern enterprises, commercializing Apache Kafka to dominate the data streaming landscape. Its platform is increasingly critical for real-time data processing, making it a vital infrastructure play for AI integration and cloud migration. The stock has demonstrated significant momentum, nearly doubling from its 52-week low of $15.64.

Financially, the provided metrics present an unusual profile for a high-growth SaaS company; a P/E ratio of 4.67 implies a deep value valuation that is rarely seen in the cloud sector, suggesting either a massive earnings outlier or a significant market mispricing. While the bull case rests on the indispensable nature of real-time data, investors must remain cautious regarding consumption-based pricing volatility and competition from major cloud providers. Confluent remains a top-tier pick for exposure to the 'data in motion' thesis.

Category Ratings

AI Stocks
4.2
Cloud Computing Stocks
4.5
Growth Stocks
4.4
Feb 12, 2026
AI-Generated Review Generated via Google API. This is an automated evaluation, not a consumer review. Learn more
Confluent Screenshot

Added: Feb 11, 2026

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Categories

AI Stocks Cloud Computing Stocks Growth Stocks SaaS Stocks