Is Confluent Stock a Good Investment?
Confluent Investment Advice | CFLT |
- Examine Confluent's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Confluent's leadership team and their track record. Good management can help Confluent navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Application Software space and any emerging trends that could impact Confluent's business and its evolving consumer preferences.
- Compare Confluent's performance and market position to its competitors. Analyze how Confluent is positioned in terms of product offerings, innovation, and market share.
- Check if Confluent pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Confluent's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Confluent stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Confluent is a good investment.
Sell | Buy |
Sell
Market Performance | Modest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Confluent Stock
Researching Confluent's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 95.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 0.6. Confluent recorded a loss per share of 0.97. The entity had not issued any dividends in recent years.
To determine if Confluent is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Confluent's research are outlined below:
| Confluent had very high historical volatility over the last 90 days | |
| The company reported the previous year's revenue of 963.64 M. Net Loss for the year was (345.06 M) with profit before overhead, payroll, taxes, and interest of 752.16 M. | |
| Confluent has a poor financial position based on the latest SEC disclosures | |
| Over 95.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from insidermonkey.com: Barclays Trims HubSpot Price Target, Maintaining Overweight Rating |
Confluent Quarterly Accounts Payable |
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Confluent uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Confluent. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Confluent's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Confluent's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Confluent's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2025-04-30 | 2025-03-31 | 0.07 | 0.08 | 0.01 | 14 | ||
2024-07-31 | 2024-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2025-02-11 | 2024-12-31 | 0.06 | 0.09 | 0.03 | 50 | ||
2024-05-07 | 2024-03-31 | 0.02 | 0.05 | 0.03 | 150 | ||
2023-11-01 | 2023-09-30 | -0.01 | 0.02 | 0.03 | 300 | ||
2022-08-03 | 2022-06-30 | -0.19 | -0.16 | 0.03 | 15 | ||
2024-02-07 | 2023-12-31 | 0.05 | 0.09 | 0.04 | 80 | ||
2022-11-02 | 2022-09-30 | -0.17 | -0.13 | 0.04 | 23 |
Know Confluent's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Confluent is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Confluent backward and forwards among themselves. Confluent's institutional investor refers to the entity that pools money to purchase Confluent's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | State Street Corp | 2025-03-31 | 4.4 M | Optimus Prime Fund Management Co., Ltd. | 2025-03-31 | 4.3 M | First Trust Advisors L.p. | 2025-03-31 | 3.9 M | Pictet Asset Manangement Sa | 2025-03-31 | 3.9 M | Slate Path Capital Lp | 2025-03-31 | 3.6 M | Elco Management Co., Llc | 2025-03-31 | 3.4 M | Bank Of New York Mellon Corp | 2025-03-31 | 2.9 M | Norges Bank | 2024-12-31 | 2.9 M | Ubs Group Ag | 2025-03-31 | 2.9 M | Blackrock Inc | 2025-03-31 | 28.4 M | Vanguard Group Inc | 2025-03-31 | 26.6 M |
Confluent's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 9.19 B.Market Cap |
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Confluent's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.14) | (0.14) | |
| Return On Capital Employed | (0.20) | (0.21) | |
| Return On Assets | (0.13) | (0.13) | |
| Return On Equity | (0.36) | (0.34) |
Determining Confluent's profitability involves analyzing its financial statements and using various financial metrics to determine if Confluent is a good buy. For example, gross profit margin measures Confluent's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Confluent's profitability and make more informed investment decisions.
Confluent's Earnings Breakdown by Geography
Please note, the imprecision that can be found in Confluent's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Confluent. Check Confluent's Beneish M Score to see the likelihood of Confluent's management manipulating its earnings.
Evaluate Confluent's management efficiency
Confluent has return on total asset (ROA) of (0.0995) % which means that it has lost $0.0995 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.3418) %, meaning that it created substantial loss on money invested by shareholders. Confluent's management efficiency ratios could be used to measure how well Confluent manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to -0.14 in 2025. Return On Capital Employed is likely to drop to -0.21 in 2025. Non Current Liabilities Other is likely to gain to about 13.9 M in 2025, whereas Total Current Liabilities is likely to drop slightly above 395.5 M in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 2.99 | 3.14 | |
| Tangible Book Value Per Share | 2.45 | 2.57 | |
| Enterprise Value Over EBITDA | (23.20) | (24.36) | |
| Price Book Value Ratio | 9.36 | 9.83 | |
| Enterprise Value Multiple | (23.20) | (24.36) | |
| Price Fair Value | 9.36 | 9.83 | |
| Enterprise Value | 9.7 B | 12.4 B |
The decision-making processes within Confluent are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Beta 0.995 |
Basic technical analysis of Confluent Stock
As of the 29th of July, Confluent shows the Downside Deviation of 3.81, risk adjusted performance of 0.0975, and Mean Deviation of 2.03. Confluent technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Confluent's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Confluent insiders, such as employees or executives, is commonly permitted as long as it does not rely on Confluent's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Confluent insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Confluent's Outstanding Corporate Bonds
Confluent issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Confluent uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Confluent bonds can be classified according to their maturity, which is the date when Confluent has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Confluent's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Confluent's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0975 | |||
| Market Risk Adjusted Performance | 0.2536 | |||
| Mean Deviation | 2.03 | |||
| Semi Deviation | 3.41 | |||
| Downside Deviation | 3.81 | |||
| Coefficient Of Variation | 855.97 | |||
| Standard Deviation | 3.28 | |||
| Variance | 10.74 | |||
| Information Ratio | 0.0585 | |||
| Jensen Alpha | 0.0958 | |||
| Total Risk Alpha | (0.40) | |||
| Sortino Ratio | 0.0503 | |||
| Treynor Ratio | 0.2436 | |||
| Maximum Drawdown | 25.2 | |||
| Value At Risk | (3.32) | |||
| Potential Upside | 4.02 | |||
| Downside Variance | 14.53 | |||
| Semi Variance | 11.65 | |||
| Expected Short fall | (2.26) | |||
| Skewness | (2.63) | |||
| Kurtosis | 16.02 |
| Risk Adjusted Performance | 0.0975 | |||
| Market Risk Adjusted Performance | 0.2536 | |||
| Mean Deviation | 2.03 | |||
| Semi Deviation | 3.41 | |||
| Downside Deviation | 3.81 | |||
| Coefficient Of Variation | 855.97 | |||
| Standard Deviation | 3.28 | |||
| Variance | 10.74 | |||
| Information Ratio | 0.0585 | |||
| Jensen Alpha | 0.0958 | |||
| Total Risk Alpha | (0.40) | |||
| Sortino Ratio | 0.0503 | |||
| Treynor Ratio | 0.2436 | |||
| Maximum Drawdown | 25.2 | |||
| Value At Risk | (3.32) | |||
| Potential Upside | 4.02 | |||
| Downside Variance | 14.53 | |||
| Semi Variance | 11.65 | |||
| Expected Short fall | (2.26) | |||
| Skewness | (2.63) | |||
| Kurtosis | 16.02 |
Consider Confluent's intraday indicators
Confluent intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Confluent stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Confluent Corporate Filings
| 15th of July 2025 Other Reports | ViewVerify | |
| 24th of June 2025 Other Reports | ViewVerify | |
8K | 13th of June 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 12th of June 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Confluent Stock media impact
There is far too much social signal, news, headlines, and media speculation about Confluent that are available to investors today. This information is accessible both publicly - through Confluent's media outlets and privately, via word of mouth or internal channels. However, regardless of the source, the sheer volume of Confluent-related data is difficult to distill into actionable insights, especially for investors who are not well-versed in the rapidly evolving tools and techniques of investment management.
A primary focus of Confluent news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Confluent relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Confluent's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Confluent alpha.
Confluent Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Confluent can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Confluent Historical Investor Sentiment
Investor biases related to Confluent's public news can be used to forecast risks associated with an investment in Confluent. The trend in average sentiment can be used to explain how an investor holding Confluent can time the market purely based on public headlines and social activities around Confluent. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Confluent's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Confluent and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Confluent news discussions. The higher the estimate score, the more favorable the investor's outlook on Confluent.
Confluent Maximum Pain Price Across October 17th 2025 Option Contracts
Confluent's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Confluent close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Confluent's options.
Confluent Corporate Management
| Addison Huddy | VP Streaming | Profile | |
| Kong Phan | Chief Officer | Profile | |
| Melanie Vinson | Chief Officer | Profile | |
| Shaun Clowes | Chief Officer | Profile | |
| Colleen McCreary | Chief Officer | Profile | |
| Ying Liu | Chief Officer | Profile | |
| Gunjan Aggarwal | Chief Officer | Profile |
Additional Tools for Confluent Stock Analysis
When running Confluent's price analysis, check to measure Confluent's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Confluent is operating at the current time. Most of Confluent's value examination focuses on studying past and present price action to predict the probability of Confluent's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Confluent's price. Additionally, you may evaluate how the addition of Confluent to your portfolios can decrease your overall portfolio volatility.