Recent discussions on X about Confluent, Inc. (CFLT) have centered around the company's latest product launch and insider trading activity. The introduction of Streaming Agents for Confluent Cloud on Apache Flink has sparked interest, with many highlighting its potential to enhance real-time AI data integration for enterprises. This development is seen as a significant step in positioning Confluent as a key player in the AI infrastructure space.
Additionally, posts on X have noted recent insider sales by top executives, raising questions about the stock's near-term outlook among some users. Speculation about potential acquisition interest from larger tech firms has also emerged, adding an intriguing layer to the conversation. These mixed developments keep the dialogue around CFLT dynamic and closely watched.
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 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 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 10 sales selling 796,414 shares for an estimated $18,513,992.
- ERICA SCHULTZ (PRESIDENT, FIELD OPERATIONS) has made 0 purchases and 4 sales selling 177,458 shares for an estimated $5,323,299.
- NEHA NARKHEDE has made 0 purchases and 5 sales selling 120,000 shares for an estimated $2,881,310.
- ROHAN SIVARAM (CHIEF FINANCIAL OFFICER) has made 0 purchases and 7 sales selling 75,807 shares for an estimated $1,646,251.
- ERIC VISHRIA has made 0 purchases and 2 sales selling 46,429 shares for an estimated $1,065,699.
- JONATHAN CHADWICK sold 34,375 shares for an estimated $1,050,843
- BAN RYAN NORRIS MAC (Chief Revenue Officer) has made 0 purchases and 5 sales selling 40,361 shares for an estimated $800,882.
- MICHELANGELO VOLPI sold 25,000 shares for an estimated $625,000
- MELANIE DAVIS VINSON (Chief Legal Officer) has made 0 purchases and 2 sales selling 28,024 shares for an estimated $612,182.
- KONG PHAN (Chief Accounting Officer) has made 0 purchases and 9 sales selling 16,413 shares for an estimated $405,054.
- LARA CAIMI sold 2,864 shares for an estimated $69,022
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Confluent, Inc. Hedge Fund Activity
We have seen 215 institutional investors add shares of Confluent, Inc. stock to their portfolio, and 255 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POINT72 ASSET MANAGEMENT, L.P. added 14,432,165 shares (+1260.7%) to their portfolio in Q2 2025, for an estimated $359,793,873
- INFINITUM ASSET MANAGEMENT, LLC removed 11,842,000 shares (-91.9%) from their portfolio in Q2 2025, for an estimated $295,221,060
- JPMORGAN CHASE & CO removed 6,755,829 shares (-36.1%) from their portfolio in Q2 2025, for an estimated $168,422,816
- FMR LLC removed 4,429,572 shares (-41.6%) from their portfolio in Q2 2025, for an estimated $110,429,229
- SLATE PATH CAPITAL LP removed 3,580,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $89,249,400
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,058,644 shares (-61.1%) from their portfolio in Q2 2025, for an estimated $76,251,994
- SQUAREPOINT OPS LLC added 2,904,017 shares (+670.5%) to their portfolio in Q2 2025, for an estimated $72,397,143
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Confluent, Inc. Government Contracts
We have seen $31,450 of award payments to $CFLT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Confluent, Inc. Analyst Ratings
Wall Street analysts have issued reports on $CFLT in the last several months. We have seen 17 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 07/31/2025
- Oppenheimer issued a "Outperform" rating on 07/31/2025
- Needham issued a "Buy" rating on 07/31/2025
- Raymond James issued a "Outperform" rating on 07/31/2025
- RBC Capital issued a "Outperform" rating on 07/31/2025
- Wells Fargo issued a "Overweight" rating on 07/31/2025
- DA Davidson 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 24 analysts offer price targets for $CFLT in the last 6 months, with a median target of $26.5.
Here are some recent targets:
- Tyler Radke from Citigroup set a target price of $20.0 on 08/04/2025
- Raimo Lenschow from Barclays set a target price of $24.0 on 08/01/2025
- Brad Reback from Stifel set a target price of $21.0 on 07/31/2025
- Mark Cash from Raymond James set a target price of $25.0 on 07/31/2025
- Matthew Hedberg from RBC Capital set a target price of $25.0 on 07/31/2025
- Michael Turrin from Wells Fargo set a target price of $27.0 on 07/31/2025
- Ittai Kidron from Oppenheimer set a target price of $26.0 on 07/31/2025
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.
