Confluent CEO Edward Kreps sells shares worth $6.8 million

Published 10/03/2025, 23:40
Confluent CEO Edward Kreps sells shares worth $6.8 million

Edward Jay Kreps, the Chief Executive Officer of Confluent , Inc. (NASDAQ:CFLT), a company currently valued at $8.1 billion, recently executed a series of stock transactions involving the company’s Class A Common Stock. On March 6, 2025, Kreps sold a total of 232,500 shares, generating approximately $6.8 million in proceeds. The shares were sold at prices ranging from $28.82 to $30.79. According to InvestingPro data, the stock has seen significant volatility, dropping 18% in the past week despite a strong 26% gain over six months.

Following these transactions, Kreps holds 452,488 shares of Confluent directly. Additionally, he converted 232,500 shares of Class B Common Stock into Class A Common Stock, although this did not involve any cash transaction. The sales were conducted under a 10b5-1 trading plan that Kreps adopted on August 15, 2024. With 17 analysts recently revising earnings estimates upward and maintaining a bullish consensus, detailed analysis of Confluent’s prospects is available in the comprehensive Pro Research Report on InvestingPro, which covers over 1,400 US stocks.

In other recent news, Confluent Inc has garnered significant attention following its Investor Day event in San Francisco. Several firms have reaffirmed their ratings on the company, with Truist Securities maintaining a Buy rating and a $40 price target, and DA Davidson also holding a Buy rating with a $42 target. Meanwhile, JPMorgan continues to support an Overweight rating with a $38 target, citing Confluent’s evolution into a versatile data streaming platform. However, Loop Capital has adjusted its outlook, reducing the price target to $30 while maintaining a Hold rating, attributing this change to broader market conditions and peer performance.

The event highlighted Confluent’s strategic positioning in the AI sector, with partnerships such as the one with Databricks expected to open new sales avenues. Despite the optimism, Confluent did not provide specific revenue growth projections, focusing instead on profitability targets, aiming for operating margins of 12-15% by 2027. The resignation of Erica Schultz, President of Field Operations, was noted as a significant development, given her role in shifting the company’s sales model.

Analysts from Citizens JMP and DA Davidson emphasized the potential of Confluent’s Data Streaming Platform (DSP) in the AI market, with innovations like Tableflow and the bring your own cloud (BYOC) product being key strengths. Overall, the discussions at the Investor Day event have underscored Confluent’s potential for sustained growth, despite some uncertainties regarding long-term revenue forecasts.

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