imaginima Introduction & Investment Thesis Confluent (NASDAQ:NASDAQ:CFLT) is a data infrastructure platform focused on data in motion. The company has outperformed the S&P 500 and Nasdaq 100 YTD. It reported its Q4 FY23 earnings report in February, where revenue grew 33% YoY for the full fiscal year, while non-GAAP Operating Margin improved 2300 basis points to -7.4%, up from -30.4% a year earlier. The company expects to grow its revenue by 22.3% YoY to $950M, while breaking even on non-GAAP operating i ...

The cloud software company is facing challenges, but Mizuho remains optimistic.Analysts at Mizuho have become a bit less optimistic about Confluent (CFLT 0.80%). On Monday, they lowered their price target on the data streaming company's shares from $38 to $36. However, that new target still represents a potential upside of 26% from the current price, and Mizuho maintained its buy rating on the stock.A mixed bagConfluent specializes in helping enterprises handle complex data streaming workloads using Apache ...

Quarterly financial reports play a vital role on Wall Street, as they help investors see how a company has performed and what might be coming down the road in the near-term. And out of all of the metrics and results to consider, earnings is one of the most important.Life and the stock market are both about expectations, and rising above what is expected is often rewarded, while falling short can come with negative consequences. Investors might want to try to capture stronger returns by finding positive earn ...

The cloud software company hasn't impressed the bulls.Confluent (CFLT 2.63%) and Salesforce (CRM -0.06%) both help companies analyze data with their cloud-based platforms. Confluent's platform processes "data in motion" in real time as it streams between applications. Salesforce is a much larger company that operates the world's largest cloud-based customer relationship management (CRM) platform. Salesforce also provides other e-commerce, marketing, analytics, data visualization, and enterprise collaboratio ...

Introducing Applied Machine Learning, generative AI, and Analytical Capabilities for Real-Time Oversight and Enhanced AML Operations in Fintech and BankingMENLO PARK, Calif., April 8, 2024 /PRNewswire/ -- Oscilar, a leading force in AI-Powered financial risk management, today publicly unveiled an industry-leading AI-Powered AML Risk Platform at the ACAMS Summit in Florida. This innovation represents a major leap forward in Anti-Money Laundering (AML) operations by equipping sponsor banks, fintechs, and fina ...

A plan to accelerate growth, a wonderful business, and an appealing stock price.In this video, Motley Fool contributor Jason Hall updates his latest thoughts on Confluent (CFLT 0.82%) and explains why an easily overlooked press release back in February may lead to accelerated growth and strong returns for investors.*Stock prices used were from the afternoon of April 2, 2024. The video was published on April 3, 2024. ...

pixdeluxe/E+ via Getty Images Investment Thesis Confluent, Inc. (NASDAQ:CFLT) is a contentious stock. The business's growth rates are moderating. More specifically, despite management declaring that this business can grow at 30% CAGR, including the presumption of revenue beats each quarter of 2024, its growth rates will still be sub 30%. However, Confluent's underlying profitability is expected to ramp up significantly in 2024, so that investors can see a path for Confluent to exit 2024 with 4% non-GAAP ...

The tech-heavy Nasdaq-100 index set a new all-time high at the end of 2023. In fact, it has soared by more than 25% since late October alone. But the index appears to be taking a break, because it has traded in a sideways range over the past month and sits 3% below its best-ever level. Look even closer, and some market darlings are faring even worse. Shares of artificial intelligence (AI) giant Nvidia have tumbled by 10% over the past week.History is proof that the stock market reaches new highs given enoug ...

LONDON--(BUSINESS WIRE)--Confluent, Inc. (NASDAQ: CFLT), the data streaming pioneer, announced exciting new Confluent Cloud capabilities making it easier for customers to stream, connect, govern, and process data for more seamless experiences and timely insights while keeping their data safe. Confluent Tableflow easily transforms Apache Kafka® topics and the associated schemas to Apache Iceberg® tables with a single click to better supply data lakes and data warehouses. Confluent’s fully managed connectors ...

LONDON--(BUSINESS WIRE)--Confluent, Inc. (NASDAQ:CFLT), the data streaming pioneer, announced the general availability of Confluent Cloud for Apache Flink®, a fully managed service for Apache Flink® that enables customers to process data in real time and create high-quality, reusable data streams. Confluent Cloud for Apache Flink® is available across Amazon Web Services (AWS), Google Cloud, and Microsoft Azure. Backed by Confluent’s 99.99% uptime SLA, Confluent’s cloud-native service for Flink enables relia ...