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. Photo by Luke Chesser on Unsplash 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 operational ...