Confluent (CFLT) – Analysts’ Weekly Ratings Changes

A number of firms have modified their ratings and price targets on shares of Confluent (NASDAQ: CFLT) recently:

• 12/22/2025 – Confluent had its “sell (d-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/15/2025 – Confluent had its “sell (d-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/9/2025 – Confluent was downgraded by analysts at Guggenheim from a “buy” rating to a “hold” rating.
• 12/9/2025 – Confluent had its price target raised by analysts at Robert W. Baird from $26.00 to $31.00. They now have a “neutral” rating on the stock.
• 12/9/2025 – Confluent had its price target raised by analysts at Citigroup Inc. from $26.00 to $31.00. They now have a “neutral” rating on the stock.
• 12/9/2025 – Confluent was downgraded by analysts at UBS Group AG from a “buy” rating to a “neutral” rating. They now have a $31.00 price target on the stock, up previously from $29.00.
• 12/9/2025 – Confluent was downgraded by analysts at Raymond James Financial, Inc. from an “outperform” rating to a “market perform” rating.
• 12/9/2025 – Confluent was downgraded by analysts at Oppenheimer Holdings, Inc. from an “outperform” rating to a “market perform” rating.
• 12/9/2025 – Confluent was downgraded by analysts at Royal Bank Of Canada from an “outperform” rating to a “sector perform” rating. They now have a $31.00 price target on the stock, up previously from $30.00.
• 12/8/2025 – Confluent was downgraded by analysts at Wolfe Research from an “outperform” rating to a “hold” rating.
• 12/8/2025 – Confluent had its “neutral” rating reaffirmed by analysts at DA Davidson. They now have a $31.00 price target on the stock, up previously from $29.00.
• 12/8/2025 – Confluent was given a new $31.00 price target on by analysts at Deutsche Bank Aktiengesellschaft. They now have a “hold” rating on the stock.
• 12/8/2025 – Confluent was downgraded by analysts at Canaccord Genuity Group Inc. from a “buy” rating to a “hold” rating. They now have a $31.00 price target on the stock, up previously from $27.00.
• 12/8/2025 – Confluent was downgraded by analysts at Needham & Company LLC from a “buy” rating to a “hold” rating.
• 12/8/2025 – Confluent was given a new $31.00 price target on by analysts at Evercore ISI.
• 12/8/2025 – Confluent was downgraded by analysts at William Blair from an “outperform” rating to a “market perform” rating.
• 12/8/2025 – Confluent was given a new $31.00 price target on by analysts at Truist Financial Corporation.
• 12/8/2025 – Confluent had its “equal weight” rating reaffirmed by analysts at Wells Fargo & Company. They now have a $31.00 price target on the stock.
• 12/8/2025 – Confluent was downgraded by analysts at Piper Sandler from an “overweight” rating to a “hold” rating. They now have a $31.00 price target on the stock.
• 12/8/2025 – Confluent had its “buy” rating reaffirmed by analysts at Guggenheim. They now have a $29.00 price target on the stock.
• 12/8/2025 – Confluent was downgraded by analysts at Mizuho from a “strong-buy” rating to a “hold” rating.
• 12/8/2025 – Confluent was downgraded by analysts at Evercore ISI from a “strong-buy” rating to a “hold” rating.
• 12/8/2025 – Confluent was downgraded by analysts at Wells Fargo & Company from an “overweight” rating to an “equal weight” rating. They now have a $31.00 price target on the stock.
• 12/8/2025 – Confluent was downgraded by analysts at Truist Financial Corporation from a “strong-buy” rating to a “hold” rating.
• 10/30/2025 – Confluent was given a new $29.00 price target on by analysts at New Street Research.
• 10/29/2025 – Confluent had its “buy” rating reaffirmed by analysts at Canaccord Genuity Group Inc.. They now have a $27.00 price target on the stock.
• 10/28/2025 – Confluent had its “outperform” rating reaffirmed by analysts at FBN Securities. They now have a $28.00 price target on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at Truist Financial Corporation from $27.00 to $29.00. They now have a “buy” rating on the stock.
• 10/28/2025 – Confluent had its “hold” rating reaffirmed by analysts at Cowen Inc.
• 10/28/2025 – Confluent was given a new $28.00 price target on by analysts at UBS Group AG.
• 10/28/2025 – Confluent had its “outperform” rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $30.00 price target on the stock.
• 10/28/2025 – Confluent had its “outperform” rating reaffirmed by analysts at Raymond James Financial, Inc.. They now have a $30.00 price target on the stock, up previously from $25.00.
• 10/28/2025 – Confluent had its price target raised by analysts at DA Davidson from $27.00 to $29.00. They now have a “buy” rating on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at Oppenheimer Holdings, Inc. from $26.00 to $29.00. They now have an “outperform” rating on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at Wells Fargo & Company from $24.00 to $30.00. They now have an “overweight” rating on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at Mizuho from $24.00 to $26.00. They now have an “outperform” rating on the stock.
• 10/28/2025 – Confluent had its “buy” rating reaffirmed by analysts at UBS Group AG. They now have a $29.00 price target on the stock, up previously from $28.00.
• 10/28/2025 – Confluent had its price target raised by analysts at Barclays PLC from $24.00 to $27.00. They now have an “overweight” rating on the stock.
• 10/28/2025 – Confluent had its “outperform” rating reaffirmed by analysts at Wolfe Research. They now have a $32.00 price target on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at The Goldman Sachs Group, Inc. from $21.00 to $24.00. They now have a “neutral” rating on the stock.
• 10/28/2025 – Confluent had its “market outperform” rating reaffirmed by analysts at Citigroup Inc..
• 10/28/2025 – Confluent was upgraded by analysts at FBN Securities to a “strong-buy” rating.
• 10/28/2025 – Confluent had its price target raised by analysts at Stifel Nicolaus from $21.00 to $25.00. They now have a “hold” rating on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at Evercore ISI from $23.00 to $28.00. They now have an “outperform” rating on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at Stephens from $25.00 to $29.00. They now have an “overweight” rating on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at Robert W. Baird from $20.00 to $26.00. They now have a “neutral” rating on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at Morgan Stanley from $25.00 to $27.00. They now have an “equal weight” rating on the stock.
• 10/28/2025 – Confluent had its price target raised by analysts at Piper Sandler from $27.00 to $28.00. They now have an “overweight” rating on the stock.

Insiders Place Their Bets

In related news, CEO Edward Jay Kreps sold 506,000 shares of Confluent stock in a transaction on Friday, December 12th. The shares were sold at an average price of $30.04, for a total value of $15,200,240.00. Following the transaction, the chief executive officer owned 339,367 shares in the company, valued at $10,194,584.68. This trade represents a 59.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Neha Narkhede sold 40,000 shares of the firm’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $29.77, for a total value of $1,190,800.00. Following the completion of the sale, the director directly owned 28,549 shares in the company, valued at approximately $849,903.73. This represents a 58.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,455,620 shares of company stock worth $40,630,407 in the last ninety days. 9.20% of the stock is owned by insiders.

Confluent, Inc (NASDAQ: CFLT) is a leading provider of an event streaming platform built on Apache Kafka. The company’s flagship offerings include Confluent Platform—a self-managed software solution—and Confluent Cloud, a fully managed service designed to simplify real-time data processing across hybrid and multi-cloud environments. These products enable enterprises to collect, process and distribute high volumes of data in real time, supporting use cases such as fraud detection, supply chain optimization and personalized customer experiences.

Founded in 2014 by Apache Kafka co-creators Jay Kreps, Neha Narkhede and Jun Rao, Confluent has driven the commercialization of Kafka technologies and extended the platform with tools for data integration, stream processing and enterprise-grade security.