Confluent, Inc. Stock Price, News & Analysis

IBM (NYSE: IBM) will acquire Confluent for $31 per share, representing an $11 billion enterprise value to create a smart data platform for enterprise generative AI.

The transaction is expected to be accretive to adjusted EBITDA within the first full year and to generate free cash flow in year two after close; closing is expected by mid-2026. Confluent serves >6,500 clients, including >40% of the Fortune 500, and its TAM is noted to have doubled to $100 billion in the last four years.

Confluent (NASDAQ:CFLT) was named a Leader in The Forrester Wave: Streaming Data Platforms, Q4 2025. The company received the highest possible scores in 14 criteria, including messaging, processing, governance, developer experience, event-driven agents, platform management, resource optimization, fault tolerance, and performance architecture.

Forrester highlighted Confluent’s strengths for enterprise use cases, cloud-native deployment options, governance tooling, and responsive customer support, positioning the platform for real-time data and AI-driven decisioning across organizations.

Confluent (NASDAQ: CFLT) said its management will present at the RBC Global Technology, Internet, Media and Telecommunications Conference on Tuesday, November 18, 2025 at 9:00 a.m. PT / 12:00 p.m. ET. A live webcast and replay will be available on Confluent’s investor relations site at investors.confluent.io. The presentation offers investors a direct update from management and will be accessible online.

Confluent (Nasdaq:CFLT) on October 29, 2025 announced Streaming Agents, new capabilities to build event-driven AI agents that observe, reason, and act in real time. Key features include Agent Definition (create production-ready agents in a few lines of code), built-in observability and debugging with replayability and tamper-proof decision logs, and a fully managed Real-Time Context Engine with RBAC and audit logging. Streaming Agents runs on Confluent Cloud, supports major clouds and integrations, and has an open-source Flink Agents project for community contribution.

Confluent (Nasdaq:CFLT) launched Confluent Intelligence on October 29, 2025, a fully managed platform on Confluent Cloud to stream and serve real-time, context-rich data into AI applications.

Key features: Real-Time Context Engine (Early Access) to deliver continuous context to agents, Streaming Agents (Open Preview) to build event-driven agents on Flink, and built-in ML functions in Flink SQL (General Availability). Confluent also named Anthropic’s Claude the default LLM for Streaming Agents to enable agentic AI use cases.

Confluent (Nasdaq:CFLT) announced General Availability of Delta Lake and Databricks Unity Catalog integrations in Tableflow and Early Access on Microsoft OneLake on October 29, 2025.

Tableflow now materializes Kafka topics as Delta Lake or Iceberg tables with automated schema sync, upsert support, dead‑letter handling, BYOK, and enterprise governance for multicloud analytics and AI workflows. OneLake EA adds Azure-native Delta Lake and Unity Catalog support for Microsoft Fabric and Azure Databricks.

Confluent (Nasdaq:CFLT) on October 29, 2025 launched Confluent Private Cloud, a generally available solution to run Confluent’s cloud-native streaming features on private infrastructure for regulated and on-prem environments.

Key capabilities highlighted include centralized governance via a Private Cloud Gateway, unified compliance with Unified Stream Manager for hybrid auditing and schema management, and Intelligent Replication that delivers up to 10x performance for on-prem data streaming. The product targets platform teams, service providers, and regulated industries aiming to combine cloud agility with on-prem security.

Confluent (Nasdaq:CFLT) on October 29, 2025 launched Real-Time Context Engine, a fully managed service that uses the Model Context Protocol (MCP) to deliver structured, real-time context to AI agents, copilots, and LLM-powered apps.

The service unifies continuous data processing, reprocessing, and serving so AI receives fresh, audited, and metadata-rich context rather than stale or fragmented data. Key features include real-time streaming context, governance and request logging for auditability, and metadata to improve AI reasoning. The product is available in Early Access. Confluent also announced Streaming Agents and Confluent Private Cloud alongside this release.

Confluent (NASDAQ: CFLT) reported Q3 2025 results for the quarter ended September 30, 2025. Key metrics: Subscription revenue $286.3M (+19% YoY), Total revenue $298.5M (+19% YoY), Confluent Cloud revenue $161M (+24% YoY), and 1,487 customers with ≥$100,000 ARR (+10% YoY).

Profitability and cash: Non-GAAP operating income $29.1M (non-GAAP margin 9.7%), Adjusted free cash flow $24.6M, and Net cash provided by operations $30.8M. GAAP operating loss was $(83.3)M and GAAP net loss per share $(0.19).

Outlook: Q4 2025 subscription revenue $295.5–$296.5M, FY 2025 subscription revenue $1,113.5–$1,114.5M, and non-GAAP operating margin ~7%.