Posts on CFLT

Latest ideas and analyses related to Confluent Inc. Class A Common Stock

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CRWD , INTU , MSFT , PANW , CRM , NOW , ZI , INST , VEEV , TEAM , DDOG , HUBS , MDB , SNOW , TWLO , NET , CFLT , HCP , SHOP

+46 pts



Software Gut Check – Entering Confession Season

By mooreideas on July 21, 2022, 3:18 p.m.
Tagged topics: analyst checks

Views: 60, Votes: 5, Responses: 1, Attachments: 1
TWLO , HUBS , FRSH , AMPL , GTLB , CFLT

+42 pts



Software Summer: Still Some Sunshine Through the Clouds

By CdnInvstr on June 9, 2022, 3:43 p.m.
Tagged topics: initiation report

Views: 43, Votes: 6, Responses: 0, Attachments: 1
CFLT

+38 pts



CONFLUENT, INC BEAT AND RAISE BUT AT LOWER MAGNITUDE

By Thomasidea on May 15, 2022, 12:27 a.m.
Tagged topics: software

Views: 29, Votes: 5, Responses: 0, Attachments: 1
CFLT

+35 pts



Affirm Holdings Inc | North America Affirm Holdings North America Everything We Wanted, Nothing We Didn't Blowout delivered what we wanted (GMV, customer growth, increased usage). Credit, funding costs, performance all look good. Only mix shift might be confusing.

By tvalerttelegram on Feb. 11, 2022, 12:04 p.m.
Tagged topics: Morgan Stanley

Views: 27, Votes: 4, Responses: 0, Attachments: 1
CFLT

+36 pts



Confluent, Inc. North America 4Q21 Results: Beat & Raise With Strong Bookings Results Bodes Well for FY22, Raising PT to $80

By tvalerttelegram on Feb. 11, 2022, 12:04 p.m.
Tagged topics: Morgan Stanley

Views: 27, Votes: 4, Responses: 0, Attachments: 1
DDOG , CFLT

+49 pts



$DDOG - large under-penetrated opportunity, rapid innovation, and established track record help justify stock's premium valuation

By josiebe on Nov. 5, 2021, 11:11 a.m.
Tagged topics: strong fundamentals , premium valuation , underpenetrated TAM

Views: 276, Votes: 8, Responses: 1, Attachments: 1