CFLT
Confluent, Inc.
No data for this timeframe.
Vol
Inst. Holders1 funds
Inst. Value$1.0M
Inst. Activity0 buys / 35 sells
Insider Activity0B / 5S
Insider Net $-$2.6M
Reddit Sentiment50° Neutral
SEC Reports6
Recent Activity
Jun 11, 2026
SEC
{
"summary": "In Q3 2024, Confluent saw a mixed institutional cluster: 21 buyers added $66.7M (including major new pos
INST-CLUSTER — Impact 5/10
Jun 5, 2026
earnings_calendar
CFLT Q1 2026 Earnings After Market Close — 2026-06-05
Mar 27, 2026
SEC
Confluent, Inc. (CFLT) has filed Form 15-12G to terminate its SEC registration and suspend reporting obligations followi
15-12G — Impact 7/10
Mar 17, 2026
Insider
Volpi Michelangelo disposed of 235,041 shares
Director
Mar 17, 2026
Insider
Caimi Lara disposed of 3,222 shares
Director
Mar 17, 2026
Insider
Chadwick Jonathan disposed of 485,938 shares
Director
Feb 28, 2026
SEC
In Q4 2025, a mixed institutional cluster emerged in Confluent (CFLT): two major institutions — Norges Bank and Morgan S
INST-CLUSTER — Impact 6/10
Inst.
WEALTH ENHANCEMENT ADVISORY SERVICES, — NEAR_EXIT
33,240 shares ($1.0M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$31.00 (Jan 2026)
Current $30.99
Low $31.00
Median $31.00
High $31.00
8 analysts
$31.00
$31.00
Analyst Ratings
2Strong Buy
4Buy
27Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 23, 2026 | Bernstein | DOWNGRADE | Outperform → Market Perform |
| Jan 9, 2026 | Citizens | DOWNGRADE | Market Outperform → Market Perform |
| Dec 10, 2025 | Guggenheim | DOWNGRADE | Buy → Neutral |
| Dec 9, 2025 | Citigroup | MAINTAIN | Neutral → Neutral |
| Dec 9, 2025 | DA Davidson | DOWNGRADE | Buy → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Next Q | $0.12 ▼ -1.2% | $0.11 — $0.14 | 32% YoY | 8 |
| Current Q | $0.11 ▲ +0.5% | $0.10 — $0.12 | 40% YoY | 8 |
| Current FY | $0.51 ▼ -1.0% | $0.48 — $0.58 | 22% YoY | 8 |
| Next FY | $0.65 ▼ -1.9% | $0.56 — $0.75 | 27% YoY | 10 |
Latest Reports
NEUTRAL
INST-CLUSTER
5/10
{
"summary": "In Q3 2024, Confluent saw a mixed institutional cluster: 21 buyers added $66.7M (including major new pos
Jun 11, 2026
NEUTRAL
15-12G
7/10
Confluent, Inc. (CFLT) has filed Form 15-12G to terminate its SEC registration and suspend reporting obligations followi
Mar 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, | $1.0M | NEAR_EXIT |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 17, 2026 | Volpi Michelangelo | D | $0.00 |
| Mar 17, 2026 | Caimi Lara | D | $0.00 |
| Mar 17, 2026 | Chadwick Jonathan | D | $0.00 |
| Mar 17, 2026 | Chadwick Jonathan | D | $0.00 |
| Mar 17, 2026 | Caimi Lara | D | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
1 institutional holders with $1.0M total value (33,240 shares) as of 2026-Q1. Top holders: WEALTH. Net selling activity: 35 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33,240 | $1.0M | 100.0% | NEAR_EXIT -78.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | NEAR_EXIT | 155,184 | 33,240 | -78.6% | $1.0M | 2026-Q1 |
| BlackRock, Inc. | EXIT | 29,868,883 | 0 | -100.0% | $0.00 | 2026-Q1 |
| STATE STREET CORP | EXIT | 5,059,728 | 0 | -100.0% | $0.00 | 2026-Q1 |
| FMR LLC | EXIT | 805,366 | 0 | -100.0% | $0.00 | 2026-Q1 |
| MORGAN STANLEY | EXIT | 4,567,873 | 0 | -100.0% | $0.00 | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | EXIT | 1,742,840 | 0 | -100.0% | $0.00 | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 2,766,707 | 0 | -100.0% | $0.00 | 2026-Q1 |
| NORGES BANK | EXIT | 8,785,360 | 0 | -100.0% | $0.00 | 2026-Q1 |
| TREMBLANT CAPITAL GROUP | EXIT | 449,655 | 0 | -100.0% | $0.00 | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC | EXIT | 2,689,913 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Nuveen, LLC | EXIT | 1,017,836 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Amundi | EXIT | 4,837,320 | 0 | -100.0% | $0.00 | 2026-Q1 |
| DEUTSCHE BANK AG\ | EXIT | 1,478,296 | 0 | -100.0% | $0.00 | 2026-Q1 |
| HSBC HOLDINGS PLC | EXIT | 694,497 | 0 | -100.0% | $0.00 | 2026-Q1 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | EXIT | 391,049 | 0 | -100.0% | $0.00 | 2026-Q1 |
| FIRST TRUST ADVISORS LP | EXIT | 3,716,584 | 0 | -100.0% | $0.00 | 2026-Q1 |
| MARSHALL WACE, LLP | EXIT | 620,137 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Allianz Asset Management GmbH | EXIT | 725,600 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Pictet Asset Management Holding SA | EXIT | 3,338,152 | 0 | -100.0% | $0.00 | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | EXIT | 4,362,956 | 0 | -100.0% | $0.00 | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | EXIT | 686,717 | 0 | -100.0% | $0.00 | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | EXIT | 500,000 | 0 | -100.0% | $0.00 | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | EXIT | 3,950,025 | 0 | -100.0% | $0.00 | 2026-Q1 |
| LMR Partners LLP | EXIT | 799,778 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Alyeska Investment Group, L.P. | EXIT | 456,976 | 0 | -100.0% | $0.00 | 2026-Q1 |
12 unique insiders with 37 transactions. Net insider value: -$2.6M ($0.00 bought, $2.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 17, 2026 | Volpi Michelangelo | Director | D | 235,041 | — | — |
| Mar 17, 2026 | Caimi Lara | Director | D | 3,222 | — | — |
| Mar 17, 2026 | Chadwick Jonathan | Director | D | 485,938 | — | — |
| Mar 17, 2026 | Chadwick Jonathan | Director | D | 8,302 | — | — |
| Mar 17, 2026 | Caimi Lara | Director | D | 186,107 | — | — |
| Mar 17, 2026 | Vishria Eric | Director | D | 12,559 | — | — |
| Mar 17, 2026 | Henry Alyssa | Director | D | 187,500 | — | — |
| Mar 17, 2026 | Kreps Edward Jay | CHIEF EXECUTIVE OFFICER | D | 301,660 | — | — |
| Mar 17, 2026 | MILLER MATTHEW CRAIG | Director | D | 9,886 | — | — |
| Mar 17, 2026 | Henry Alyssa | Director | D | 20,247 | — | — |
| Mar 17, 2026 | Vishria Eric | Director | D | 8,302 | — | — |
| Mar 17, 2026 | Kreps Edward Jay | CHIEF EXECUTIVE OFFICER | D | 14,017,500 | — | — |
| Mar 17, 2026 | Sivaram Rohan | CHIEF FINANCIAL OFFICER | D | 212,681 | — | — |
| Mar 17, 2026 | SCHOTT GREGORY GEORGE | Director | D | 450,944 | — | — |
| Mar 17, 2026 | Henry Alyssa | Director | D | 8,302 | — | — |
| Mar 17, 2026 | Sivaram Rohan | CHIEF FINANCIAL OFFICER | D | 319,290 | — | — |
| Mar 17, 2026 | Kreps Edward Jay | CHIEF EXECUTIVE OFFICER | D | 1,219,153 | — | — |
| Mar 17, 2026 | SCHOTT GREGORY GEORGE | Director | D | 12,559 | — | — |
| Mar 17, 2026 | SCHOTT GREGORY GEORGE | Director | D | 8,302 | — | — |
| Mar 17, 2026 | Phan Kong | Chief Accounting Officer | D | 11,103 | — | — |
| Mar 17, 2026 | Phan Kong | Chief Accounting Officer | D | 96,078 | — | — |
| Mar 17, 2026 | Phan Kong | Chief Accounting Officer | D | 149,758 | — | — |
| Mar 17, 2026 | Sivaram Rohan | CHIEF FINANCIAL OFFICER | D | 91,813 | — | — |
| Mar 17, 2026 | Narkhede Neha | Director | D | 8,302 | — | — |
| Mar 17, 2026 | Narkhede Neha | Director | D | 20,247 | — | — |
| Mar 17, 2026 | Narkhede Neha | Director | D | 1,083,729 | — | — |
| Mar 17, 2026 | Narkhede Neha | Director | D | 629,368 | — | — |
| Mar 17, 2026 | Narkhede Neha | Director | D | 377,502 | — | — |
| Mar 17, 2026 | Caimi Lara | Director | D | 8,302 | — | — |
| Mar 12, 2026 | Sivaram Rohan | CHIEF FINANCIAL OFFICER | SELL | 29,996 | $30.67 | $920.0K |
| Mar 5, 2026 | Phan Kong | Chief Accounting Officer | EXERCISE | 6,377 | $15.68 | $100.0K |
| Feb 24, 2026 | Mac Ban Ryan Norris | Chief Revenue Officer | SELL | 19,756 | $30.66 | $605.7K |
| Feb 20, 2026 | Sivaram Rohan | CHIEF FINANCIAL OFFICER | SELL | 21,503 | $30.70 | $660.1K |
| Feb 20, 2026 | Kreps Edward Jay | CHIEF EXECUTIVE OFFICER | CONVERT | 232,500 | — | — |
| Feb 20, 2026 | Phan Kong | Chief Accounting Officer | SELL | 2,277 | $30.70 | $69.9K |
| Feb 20, 2026 | Mac Ban Ryan Norris | Chief Revenue Officer | SELL | 11,517 | $30.70 | $353.6K |
| Feb 20, 2026 | Kreps Edward Jay | CHIEF EXECUTIVE OFFICER | CONVERT | 232,500 | — | — |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 3 neutral. Avg impact: 5.8/10.
NEUTRAL
INST-CLUSTER
5/10
{
"summary": "In Q3 2024, Confluent saw a mixed institutional cluster: 21 buyers added $66.7M (inc
Jun 11, 2026
NEUTRAL
15-12G
7/10
Confluent, Inc. (CFLT) has filed Form 15-12G to terminate its SEC registration and suspend reporting
Mar 27, 2026
MIXED
INST-CLUSTER
6/10
In Q4 2025, a mixed institutional cluster emerged in Confluent (CFLT): two major institutions — Norg
Feb 28, 2026
NEUTRAL
8-K
3/10
Confluent, Inc. announced the resignation of Kong Phan, its Chief Accounting Officer and principal a
Feb 25, 2026
BEARISH
CLUSTER
7/10
Multiple C-suite executives at Confluent, Inc. sold shares in a concentrated 7-day window, including
Feb 25, 2026
BEARISH
CLUSTER, CLUSTER
7/10
Multiple C-suite executives at Confluent, Inc. (CFLT) sold shares worth over $1.7M in the past week,
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 18% buy across 33 analysts — 2 strong buy, 4 buy, 27 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$31.00 mean target (Jan 2026)
$31.00 Low
$31.00 High
| Metric | Value |
|---|---|
| Current Price | $30.99 |
| Target Low | $31.00 |
| Target Mean | $31.00 |
| Target Median | $31.00 |
| Target High | $31.00 |
| # Analysts | 8 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Next Q 2026-06-30 |
$0.12 | $0.11 | $0.14 | 32.5% | -1.2% | 5↑ 1↓ | $0.3B | 18.6% | 8 |
| Current Q 2026-03-31 |
$0.11 | $0.10 | $0.12 | 40.2% | +0.5% | 5↑ 1↓ | $0.3B | 19.0% | 8 |
| Current FY 2026-12-31 |
$0.51 | $0.48 | $0.58 | 21.7% | -1.0% | 9↑ 0↓ | $1.4B | 17.7% | 8 |
| Next FY 2027-12-31 |
$0.65 | $0.56 | $0.75 | 27.3% | -1.9% | 4↑ 2↓ | $1.6B | 15.4% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.112 | |
| 7d ago | $0.112 | +0.001 |
| 30d ago | $0.112 | +0.001 |
| 60d ago | $0.097 | +0.016 |
| 90d ago | $0.096 | +0.016 |
23 analyst firms have rated this stock: 0 upgrades, 13 downgrades, 2 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 23, 2026 | Bernstein | DOWNGRADE | Outperform | Market Perform |
| Jan 9, 2026 | Citizens | DOWNGRADE | Market Outperform | Market Perform |
| Dec 10, 2025 | Guggenheim | DOWNGRADE | Buy | Neutral |
| Dec 9, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Dec 9, 2025 | DA Davidson | DOWNGRADE | Buy | Neutral |
| Dec 9, 2025 | Canaccord Genuity | DOWNGRADE | Buy | Hold |
| Dec 9, 2025 | Raymond James | DOWNGRADE | Outperform | Market Perform |
| Dec 9, 2025 | Oppenheimer | DOWNGRADE | Outperform | Perform |
| Dec 9, 2025 | UBS | DOWNGRADE | Buy | Neutral |
| Dec 9, 2025 | Baird | MAINTAIN | Neutral | Neutral |
| Dec 9, 2025 | RBC Capital | DOWNGRADE | Outperform | Sector Perform |
| Dec 9, 2025 | Needham | DOWNGRADE | Buy | Hold |
| Dec 8, 2025 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Dec 8, 2025 | William Blair | DOWNGRADE | Outperform | Market Perform |
| Dec 8, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
| Oct 29, 2025 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Oct 28, 2025 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Oct 28, 2025 | UBS | MAINTAIN | Buy | Buy |
| Oct 28, 2025 | Mizuho | MAINTAIN | Outperform | Outperform |
| Oct 28, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Oct 28, 2025 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Oct 28, 2025 | Truist Securities | MAINTAIN | Buy | Buy |
| Oct 28, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
| Oct 28, 2025 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Oct 28, 2025 | Raymond James | REITERATE | Outperform | Outperform |
| Oct 28, 2025 | Stifel | MAINTAIN | Hold | Hold |
| Oct 28, 2025 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Oct 28, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Oct 28, 2025 | Stephens & Co. | MAINTAIN | Overweight | Overweight |
| Oct 28, 2025 | Baird | MAINTAIN | Neutral | Neutral |
| Oct 28, 2025 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Oct 28, 2025 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Oct 9, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Oct 1, 2025 | Wells Fargo | INITIATE | — | Overweight |
| Aug 4, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Aug 1, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Jul 31, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
| Jul 31, 2025 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jul 31, 2025 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jul 31, 2025 | Raymond James | MAINTAIN | Outperform | Outperform |
| Jul 31, 2025 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jul 31, 2025 | Guggenheim | MAINTAIN | Buy | Buy |
| Jul 31, 2025 | UBS | MAINTAIN | Buy | Buy |
| Jul 31, 2025 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Jul 31, 2025 | Stifel | DOWNGRADE | Buy | Hold |
| Jul 31, 2025 | Needham | MAINTAIN | Buy | Buy |
| Jul 25, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jul 21, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Jul 18, 2025 | Stephens & Co. | INITIATE | — | Overweight |
| Jul 11, 2025 | UBS | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 27 | 0 | 0 | 18% | |
| May 1, 2026 | 2 | 4 | 27 | 0 | 0 | 18% | |
| Apr 1, 2026 | 2 | 4 | 27 | 0 | 0 | 18% | |
| Mar 1, 2026 | 2 | 4 | 27 | 0 | 0 | 18% | |
| Feb 1, 2026 | 2 | 4 | 27 | 0 | 0 | 18% | |
| Jan 1, 2026 | 3 | 5 | 25 | 0 | 0 | 24% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 23, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 23, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Major SaaS Earnings Calendar: April – June
▲ 1
💬 0
⚡ 0.5
Major SaaS Earnings Calendar
▲ 1
💬 0
⚡ 0.5
Jun 5, 2026
earnings_calendar
CFLT Q1 2026 Earnings After Market Close — 2026-06-05
Apr 28, 2026
earnings_calendar
CFLT Q1 2026 Earnings After Market Close — 2026-04-28
Mar 16, 2026
dark_pool
Dark Pool: CFLT — 3.8M shares, 11,419 trades
Week starting 2026-03-16. Total ATS volume: 3,814,795 shares across 11,419 trades.
Mar 9, 2026
dark_pool
Dark Pool: CFLT — 6.5M shares, 45,705 trades
Week starting 2026-03-09. Total ATS volume: 6,472,436 shares across 45,705 trades.
Mar 2, 2026
dark_pool
Dark Pool: CFLT — 8.8M shares, 48,778 trades
Week starting 2026-03-02. Total ATS volume: 8,847,481 shares across 48,778 trades.
Mar 2, 2026
short_interest
FTD: CFLT — 33,545 shares ($1.0M) failed to deliver
Settlement: 20260302, Price: $30.67, FTD Value: $1,028,825.15, CONFLUENT INC CL A (DE)
Feb 27, 2026
short_interest
FTD: CFLT — 1,647,530 shares ($50.5M) failed to deliver
Settlement: 20260227, Price: $30.63, FTD Value: $50,463,843.9, CONFLUENT INC CL A (DE)
Feb 26, 2026
short_interest
FTD: CFLT — 813,327 shares ($24.9M) failed to deliver
Settlement: 20260226, Price: $30.64, FTD Value: $24,920,339.28, CONFLUENT INC CL A (DE)
Feb 23, 2026
dark_pool
Dark Pool: CFLT — 10.3M shares, 51,579 trades
Week starting 2026-02-23. Total ATS volume: 10,283,810 shares across 51,579 trades.
Feb 16, 2026
dark_pool
Dark Pool: CFLT — 6.8M shares, 38,207 trades
Week starting 2026-02-16. Total ATS volume: 6,795,565 shares across 38,207 trades.
Feb 13, 2026
short_interest
FTD: CFLT — 30,039 shares ($0.9M) failed to deliver
Settlement: 20260213, Price: $30.52, FTD Value: $916,790.28, CONFLUENT INC CL A (DE)
Feb 9, 2026
dark_pool
Dark Pool: CFLT — 10.2M shares, 60,824 trades
Week starting 2026-02-09. Total ATS volume: 10,181,437 shares across 60,824 trades.
Feb 2, 2026
dark_pool
Dark Pool: CFLT — 18.1M shares, 80,553 trades
Week starting 2026-02-02. Total ATS volume: 18,133,028 shares across 80,553 trades.