Just because it's not a household name doesn't mean it's not a magnificent investment.It's not exactly a secret that big technology stocks like Microsoft, Nvidia, and Alphabet have led the market for several years now. And rightfully so. After all, these companies have also ushered in some of the world's most revolutionary products and services.However, not every technology name worth investing in has to be a high-profile mega-company. A bunch of smaller ones are packing a proverbial punch, too.To this end, ...

Core Insights - The e-signature and "data in motion" markets are both experiencing growth, with Docusign leading in e-signature services and Confluent specializing in real-time data processing [1][2] Company Overview - Docusign serves over 1.4 million customers across 180 countries and has facilitated more than a billion transactions, primarily generating revenue from subscriptions to its e-signature platform and related services [4] - Confluent has 6,140 customers and operates on the Apache Kafka platform, offering additional analytics tools to differentiate itself, with revenue coming from subscriptions and consumption-based fees [5] Growth Comparison - Docusign's revenue grew at a CAGR of 20% from fiscal 2021 to fiscal 2025, with adjusted gross margins increasing from 79% to 82% [7] - Analysts project Docusign's revenue growth will slow to a CAGR of 8% from fiscal 2025 to fiscal 2028 due to market maturation and competitive pressures [8] - Confluent's revenue rose at a CAGR of 42% from 2020 to 2024, with adjusted gross margins expanding from 70% to 79% [10] - Analysts expect Confluent's revenue to grow at a CAGR of 19% from 2024 to 2027, driven by cloud platform growth and AI market expansion [11] Valuation Metrics - Docusign's stock trades at 61 times forward earnings and 5 times this year's sales, while Confluent trades at 7 times this year's sales [12] - Insider trading indicates a more favorable sentiment for Confluent, with insiders buying 17.2 million shares compared to Docusign's 1,300 shares bought [13] Investment Outlook - Docusign's stock has risen due to optimism around its AI-driven IAM platform, but it is valued as a growth stock amid a maturing core business [14] - Confluent is expected to grow at a faster rate and appears more reasonably valued relative to its growth potential [14][15]

Confluent (NASDAQ: CFLT ) is a leader within the data streaming industry as they allow enterprises to process and react to data streams in real time. Their business model revolves around the open source Apache Kafka and Apache FlinkHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a unique perspective to the realm of ...

Key Takeaways Five AI-focused mid-cap Internet Software stocks are poised for strong performance in second-half 2025. PATH, FIVN, FSLY, CALX, and CFLT have seen improved earnings estimates in recent weeks. Industry trends, including hybrid work demand and AI adoption, are fueling robust revenue and earnings growth.The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices amo ...

It has been just under four years since Confluent (CFLT 1.31%) made its stock market debut in June 2021. A look at its stock price chart will show that investors in the data streaming specialist have endured a difficult time since November of that same year.Confluent stock was in fine form in 2021 following its initial public offering. However, like many other young tech stocks in late 2021, the stock price began a downhill run late in the year. Some of these stocks eventually recovered. In Confluent's case ...

Core Insights - The article highlights three underappreciated AI-oriented stocks: Duolingo, Confluent, and MongoDB, which are expected to generate significant gains in the coming years [2][3] Duolingo - Duolingo utilizes generative AI to enhance its online courses, replacing many human contractors and expanding its premium tier with AI-driven features [5] - The company reported 130.2 million monthly active users (MAUs), 46.6 million daily active users (DAUs), and 10.3 million paid subscribers in Q1 2025, a substantial increase from 40.5 million MAUs, 9.6 million DAUs, and 2.5 million paid subscribers at the end of 2021 [6] - Analysts project Duolingo's revenue and EPS to grow at a CAGR of 29% and 51% from 2024 to 2027, driven by AI services, new subjects, pricing tiers, and gamification features [7] Confluent - Confluent's platform processes "data in motion" using Apache Kafka, integrating additional analytics services to stand out in the market [8] - The number of customers grew from 3,470 in 2021 to 6,140 in Q1 2025, with increasing demand for its streaming data services as the AI market expands [9] - Analysts expect Confluent's revenue to rise at a CAGR of 19% from 2024 to 2027, supported by partnerships with major cloud and AI companies [10] MongoDB - MongoDB provides a platform for organizing large amounts of unstructured data, differentiating itself from traditional relational databases [11] - The company's cloud service, Atlas, allows clients to analyze data, and its generative AI assistant, MongoDB Copilot, optimizes queries and detects anomalies [12] - Analysts forecast MongoDB's revenue to grow at a CAGR of 16% from fiscal 2025 to fiscal 2028, driven by the expansion of Atlas and new AI partnerships [13]

Wall Street analysts don't always get things right, but it can pay to listen when they reach a consensus on a particular stock. The Wall Street Journal tracks 34 analysts who cover Confluent (CFLT -1.15%) stock, and the majority have assigned it a buy rating, with no analysts recommending selling. Confluent's subscription revenue came in at $260.9 million during the first quarter of 2025 (ended March 31), a 26% increase from the year-ago period. It marked an acceleration from the 24% growth the company deli ...

Confluent (CFLT) FY Conference June 05, 2025 11:00 AM ET Speaker0 All right. Good morning, everyone. Thanks for being here on the third day of the conference. I'm Jason Ader with William Blair. I'm pleased to introduce Rohan Subram, CFO of Confluent. Before we begin, I'm required to inform you that a complete list of research exposures or potential conflicts of interest is available on our website at williamblair.com. With that out the way, Rohan, thanks for being here. And, we're gonna just do the fireside ...

Core Insights - The article highlights the significance of Big Data in enhancing business decision-making, risk management, and operational efficiency through advanced analytics and AI technologies [3][4]. Company Summaries Confluent Inc. (CFLT) - Confluent operates a data streaming platform, providing managed cloud-native SaaS and self-managed software solutions [7]. - Expected revenue and earnings growth rates are 19% and 32.4%, respectively, for the current year, with a 20.5% improvement in earnings estimates over the past 30 days [8]. - The short-term average price target indicates a potential increase of 28.9% from the last closing price of $21.05, with a maximum upside of 71% [9]. Blackbaud Inc. (BLKB) - Blackbaud offers cloud software and services, achieving solid execution of strategic goals with organic revenue growth and stock buybacks [10][11]. - Expected revenue and earnings growth rates are -3.1% and 17.9%, respectively, with an 8.4% improvement in earnings estimates over the past 30 days [12]. - The short-term average price target suggests a 10.7% increase from the last closing price of $62.12, indicating a maximum upside of 36.8% [12]. Sprout Social Inc. (SPT) - Sprout Social provides a web-based social media management platform, offering AI-powered solutions for various social media functions [13][14]. - Expected revenue and earnings growth rates are 11.3% and 20.6%, respectively, with a 10.3% improvement in earnings estimates over the past 30 days [14]. - The short-term average price target indicates a potential increase of 30.7% from the last closing price of $21.55, with a maximum upside of 94.9% [15]. HubSpot Inc. (HUBS) - HubSpot delivers a cloud-based customer relationship management platform, experiencing steady adoption and integration of AI features [16][17]. - Expected revenue and earnings growth rates are 15.4% and over 100%, respectively, with a 49% improvement in earnings estimates over the past 30 days [18]. - The short-term average price target suggests a 19% increase from the last closing price of $621.25, indicating a maximum upside of 49.7% [18]. Teradata Corp. (TDC) - Teradata provides a hybrid cloud analytics platform, benefiting from strong cloud ARR growth and strategic partnerships with major tech companies [19][20]. - Expected revenue and earnings growth rates are -6.5% and -2.1%, respectively, with unchanged earnings estimates over the past 30 days [20]. - The short-term average price target indicates an 18.7% increase from the last closing price of $21.82, with a maximum upside of 60.4% [21].

Confluent (CFLT) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this data infrastructure software maker reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation bet ...