Confluent's Potential Sale to IBM Makes Sense, Analysts Say -- Market Talk

Dow Jones

Dec 08, 2025

0900 ET - Confluent's plans to sell itself to IBM for $11 billion make sense, reflecting a combination of the value of its platform and current valuation and following recent struggles to reaccelerate growth, Oppenheimer analysts say in a note. Confluent has not managed to prove its relevance in the artificial intelligence shift, with its technology appearing more complementary than core to artificial-intelligence adoption and data architecture, the analysts say. As a result, IBM, and its broad data portfolio and open-source assets make a good fit for Confluent, they say. The deal size appears reasonable given Confluent's growth and execution struggles, they say. The analysts' note came after The Wall Street Journal first reported on the deal talks. The companies confirmed the deal Monday. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

December 08, 2025 09:01 ET (14:01 GMT)

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Confluent has not managed to prove its relevance in the artificial intelligence shift, with its technology appearing more complementary than core to artificial-intelligence adoption and data architecture, the analysts say. As a result, IBM, and its broad data portfolio and open-source assets make a good fit for Confluent, they say. The deal size appears reasonable given Confluent's growth and execution struggles, they say. The analysts' note came after The Wall Street Journal first reported on the deal talks. 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 09:01 ET (14:01 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":"BK4612","symbol_name":"AI芯片","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2589569283","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589569283","pubTimestamp":1765202460,"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":"0900 ET - Confluent's plans to sell itself to IBM for $11 billion make sense, reflecting a combination of the value of its platform and current valuation and following recent struggles to reaccelerate growth, Oppenheimer analysts say in a note. 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Confluent has not managed to prove its relevance in the artificial intelligence shift, with its technology appearing more complementary than core to artificial-intelligence adoption and data architecture, the analysts say. As a result, IBM, and its broad data portfolio and open-source assets make a good fit for Confluent, they say. The deal size appears reasonable given Confluent's growth and execution struggles, they say. The analysts' note came after The Wall Street Journal first reported on the deal talks. 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 09:01 ET (14:01 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}