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

We came across a bullish thesis on Confluent, Inc. on Outperforming the Market’s Substack by Simple Investing. In this article, we will summarize the bulls’ thesis on CFLT. Confluent, Inc.'s share was trading at $30.53 as of January 28th. CFLT’s forward P/E was 62.50 according to Yahoo Finance.

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Confluent, Inc. operates a data streaming platform in the United States and internationally. CFLT demonstrated resilience in 3Q25, highlighting that its focus on fundamentals is beginning to pay off....