Timing of Confluent, IBM Deal Seen as Surprising -- Market Talk

Dow Jones

Dec 08, 2025

09:11 ET - The timing of Confluent and IBM's deal is surprising, though the deal itself is not, D.A. Davidson analysts say in a note. The analysts say they would have expected Confluent to try and record several quarters of strong results and shown stabilizing cloud growth before selling, given that would have helped its shares appreciate close to the rumored deal value, they say. "We would have figured the company would have held out for a while longer in hopes they could deliver strong results for more than just one quarter," they say. The note came after The Wall Street Journal reported on the deal talks late Sunday. The companies confirmed the deal Monday.(kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

December 08, 2025 09:11 ET (14:11 GMT)

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Davidson analysts say in a note. The analysts say they would have expected Confluent to try and record several quarters of strong results and shown stabilizing cloud growth before selling, given that would have helped its shares appreciate close to the rumored deal value, they say. \"We would have figured the company would have held out for a while longer in hopes they could deliver strong results for more than just one quarter,\" they say. The note came after The Wall Street Journal reported on the deal talks late Sunday. The companies confirmed the deal Monday.(kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 08, 2025 09:11 ET (14:11 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Timing of Confluent, IBM Deal Seen as Surprising -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiming of Confluent, IBM Deal Seen as Surprising -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-08 22:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  09:11 ET - The timing of Confluent and <a href=\"https://laohu8.com/S/IBM\">IBM</a>'s deal is surprising, though the deal itself is not, D.A. Davidson analysts say in a note. The analysts say they would have expected Confluent to try and record several quarters of strong results and shown stabilizing cloud growth before selling, given that would have helped its shares appreciate close to the rumored deal value, they say. \"We would have figured the company would have held out for a while longer in hopes they could deliver strong results for more than just one quarter,\" they say. The note came after The Wall Street Journal reported on the deal talks late Sunday. The companies confirmed the deal Monday.(kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 08, 2025 09:11 ET (14:11 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1894683264.USD","symbol_name":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2589279356","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589279356","pubTimestamp":1765203060,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"09:11 ET - The timing of Confluent and IBM's deal is surprising, though the deal itself is not, D.A. Davidson analysts say in a note. The analysts say they would have expected Confluent to try and record several quarters of strong results and shown stabilizing cloud growth before selling, given that would have helped its shares appreciate close to the rumored deal value, they say. \"We would have figured the company would have held out for a while longer in hopes they could deliver strong results for more than just one quarter,\" they say. The note came after The Wall Street Journal reported on the deal talks late Sunday. 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Davidson analysts say in a note. The analysts say they would have expected Confluent to try and record several quarters of strong results and shown stabilizing cloud growth before selling, given that would have helped its shares appreciate close to the rumored deal value, they say. \"We would have figured the company would have held out for a while longer in hopes they could deliver strong results for more than just one quarter,\" they say. The note came after The Wall Street Journal reported on the deal talks late Sunday. The companies confirmed the deal Monday.(kelly.cloonan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 08, 2025 09:11 ET (14:11 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}