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Confluent price target raised to $37 from $31 at TD Cowen

Confluent price target raised to $37 from $31 at TD Cowen

TD Cowen analyst Derrick Wood raised the firm’s price target on Confluent (CFLT) to $37 from $31 and keeps a Buy rating on the shares. The firm noted they hosted a call with one of the company’s partners that was bullish on 4Q performance and 2025 outlook, citing new GenAI growth levers starting to build and a notable improvement in Flink GTM motions. Cowen expects a solid 4Q beat and in-line guide, but think building growth levers should drive numbers higher through FY25.

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