Confluent Shares Surge as Artificial Intelligence Demand Accelerates

Confluent shares are maintaining strong upward momentum following an impressive quarterly earnings report that handily surpassed market projections. The data streaming specialist is capitalizing on explosive growth within the artificial intelligence sector, though investors are questioning whether cloud revenue can sustain this positive trajectory.

The company delivered outstanding results for the third quarter of 2025. Revenue expanded by 19% to reach $298.5 million, with cloud services demonstrating even more vigorous growth at 24% to $161 million. Adjusted earnings per share came in at $0.13, exceeding analyst forecasts.

The company’s contractual backlog showed remarkable expansion, with Remaining Performance Obligations surging 43% higher. Additionally, Confluent now serves 1,487 major clients generating over $100,000 in annual revenue—representing a 10% increase in this Read more...