William Blair has downgraded Confluent Inc (CFLT) to Market Perform from Outperform, effective December 7, 2025. The stock is currently priced at $29.84.
This downgrade suggests increased caution regarding Confluent's outlook, potentially reflecting concerns about competitive pressures, market conditions, or execution risks that could affect the company's performance.
Confluent, headquartered in Mountain View, California, operates in the technology sector, focusing on creating a data infrastructure platform for data in motion. The firm employs 3,060 full-time employees and went public on June 24, 2021. It aims to support diverse customer requirements through its cloud-native offerings, which are designed for multi-cloud and hybrid infrastructures.
As of December 4, 2025, Confluent's market capitalization stands at $8.3 billion, with a trailing twelve-month earnings per share (EPS) of -0.90. The company has upcoming earnings reports scheduled for April 28, 2026, and July 28, 2026, with estimated EPS of $0.10 and $0.12, respectively.
Analyst consensus as of December 1, 2025, shows 8 Strong Buy, 20 Buy, 10 Hold, 1 Sell, and no Strong Sell ratings, indicating a general sentiment of Buy among analysts. However, the recent downgrade by William Blair highlights the evolving nature of analyst opinions as new information becomes available.
Investment decisions should consider a range of factors, including company fundamentals and market trends, with analyst ratings serving as one of many inputs in the decision-making process.