IBM Acquisition Buzz: Recent chatter on social media has centered around IBM's $11 billion acquisition deal for Confluent, Inc., with a cash offer of $31 per share. Many users are discussing the implications of this merger for the cloud and data infrastructure space. The conversation reflects curiosity about how this will impact Confluent's future offerings.
Stock Price Reactions: There's also significant focus on the stock's movement, with some noting it trades just below the offer price, sparking debate among merger-arbitrage traders. A few voices on social media have expressed disappointment over the deal value compared to past IPO pricing. The discussions highlight uncertainty as deadlines approach.
Note: This discussion summary was generated from an AI condensation of post data.
Confluent, Inc. Insider Trading Activity
Confluent, Inc. insiders have traded $CFLT stock on the open market 41 times in the past 6 months. Of those trades, 0 have been purchases and 41 have been sales.
Here’s a breakdown of recent trading of $CFLT stock by insiders over the last 6 months:
- EDWARD JAY KREPS (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 9 sales selling 1,511,414 shares for an estimated $37,480,653.
- NEHA NARKHEDE has made 0 purchases and 6 sales selling 306,300 shares for an estimated $7,005,920.
- ERIC VISHRIA has made 0 purchases and 4 sales selling 92,858 shares for an estimated $2,276,872.
- BAN RYAN NORRIS MAC (Chief Revenue Officer) has made 0 purchases and 6 sales selling 79,866 shares for an estimated $2,063,052.
- ALYSSA HENRY sold 62,500 shares for an estimated $1,875,000
- ROHAN SIVARAM (CHIEF FINANCIAL OFFICER) has made 0 purchases and 6 sales selling 73,955 shares for an estimated $1,535,013.
- MICHELANGELO VOLPI has made 0 purchases and 2 sales selling 50,000 shares for an estimated $1,488,500.
- KONG PHAN (Chief Accounting Officer) has made 0 purchases and 6 sales selling 19,237 shares for an estimated $469,885.
- LARA CAIMI sold 1,074 shares for an estimated $32,220
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Confluent, Inc. Revenue
Confluent, Inc. had revenues of $298.5M in Q3 2025. This is an increase of 19.31% from the same period in the prior year.
You can track CFLT financials on Quiver Quantitative's CFLT stock page.
Confluent, Inc. Hedge Fund Activity
We have seen 211 institutional investors add shares of Confluent, Inc. stock to their portfolio, and 197 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 8,452,158 shares (-70.8%) from their portfolio in Q3 2025, for an estimated $167,352,728
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 8,266,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $163,666,800
- AQR CAPITAL MANAGEMENT LLC added 4,773,548 shares (+3646.4%) to their portfolio in Q3 2025, for an estimated $94,516,250
- ALTIMETER CAPITAL MANAGEMENT, LP removed 4,271,183 shares (-27.5%) from their portfolio in Q3 2025, for an estimated $84,569,423
- CITADEL ADVISORS LLC added 4,197,033 shares (+355.0%) to their portfolio in Q3 2025, for an estimated $83,101,253
- FMR LLC removed 4,029,238 shares (-64.9%) from their portfolio in Q3 2025, for an estimated $79,778,912
- UBS GROUP AG added 3,332,929 shares (+277.8%) to their portfolio in Q3 2025, for an estimated $65,991,994
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Confluent, Inc. Analyst Ratings
Wall Street analysts have issued reports on $CFLT in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 10/28/2025
- Wells Fargo issued a "Overweight" rating on 10/28/2025
- Truist Securities issued a "Buy" rating on 10/28/2025
- Stephens & Co. issued a "Overweight" rating on 10/28/2025
- Evercore ISI Group issued a "Outperform" rating on 10/28/2025
- Barclays issued a "Overweight" rating on 10/28/2025
- UBS issued a "Buy" rating on 07/31/2025
To track analyst ratings and price targets for Confluent, Inc., check out Quiver Quantitative's $CFLT forecast page.
Confluent, Inc. Price Targets
Multiple analysts have issued price targets for $CFLT recently. We have seen 21 analysts offer price targets for $CFLT in the last 6 months, with a median target of $29.0.
Here are some recent targets:
- Radi Sultan from UBS set a target price of $31.0 on 12/09/2025
- Matthew Hedberg from RBC Capital set a target price of $31.0 on 12/09/2025
- Tyler Radke from Citigroup set a target price of $31.0 on 12/09/2025
- William Power from Baird set a target price of $31.0 on 12/09/2025
- Kingsley Crane from Canaccord Genuity set a target price of $31.0 on 12/09/2025
- Rudy Kessinger from DA Davidson set a target price of $31.0 on 12/09/2025
- Ryan Macwilliams from Wells Fargo set a target price of $31.0 on 12/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
