Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Confluent, Inc. (CFLT): A Bull Case Theory

 We came across a bullish thesis on Confluent, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on CFLT. Confluent, Inc.'s share was trading at $21.87 as of December 1st. CFLT’s forward P/E was 45.45 according to Yahoo Finance.

[caption id="attachment_953787" align="aligncenter" width="750"] Photo by Luke Chesser on Unsplash[/caption]

Confluent (CFLT) delivered a strong Q3 2025 performance with $298.5 million in revenue, up 19.3% year over year and ahead of estimates, driven by robust subscription growth and...