Confluent (CFLT) to Report Q4 Earnings: February 14, 2026

Confluent (NASDAQ:CFLT) will report Q4 earnings Wednesday, February 14, 2026, after market close. Last quarter, the data streaming platform beat revenue expectations by 2.1% to $298.5M, up 19.3% YoY. The quarter added 48 enterprise customers paying over $100k annually, bringing total paying customers to 1,487. This quarter, revenue is forecast to grow 17.9% YoY to $307.9M, with adjusted earnings of $0.10 per share. Analysts have reconfirmed estimates recently, and the company has beaten revenue guidance by about 2.3% on average over the past two years. Data and analytics peers showed varied performance recently, with Palantir Technologies up 6.8% and Strategy up 24.9% after respective earnings. Confluent’s stock has been flat recently, trading at $30.52 vs an average analyst price target of $30.89.