IBM Acquisition of Confluent Supports AI, Hybrid Cloud Strategy, Oppenheimer Says

MT Newswires Live12-10

International Business Machines (IBM) could strengthen its AI and hybrid cloud positioning with the acquisition of data streaming platform Confluent (CFLT), Oppenheimer said in a Tuesday note.

The all-cash deal, valued at $11.4 billion or $31 per share, is in line with IBM's strategy to incorporate real-time data streaming and analytics into its software portfolio, the investment firm said.

Confluent's products, based on open-source technologies including Apache Kafka and Apache Flink, enable real-time data streaming, processing, governance, and connectivity to data lakes and warehouses. The company also offers a cloud-based product on its re-architected Kafka engine.

Oppenheimer noted that despite the platform's capabilities, Confluent has only 6,463 paying customers compared with more than 150,000 organizations using open-source Kafka, due to the technology's complexity.

IBM's consulting and technical resources could drive adoption across the broader Kafka ecosystem, potentially adding 20% to 50% incremental revenue within 12 to 18 months.

The note highlighted that Confluent's real-time capabilities support AI inferencing, distinct from AI training, and will enhance IBM's watsonx suite and Retrieval Augmented Generation functions, strengthening its position against AI-focused infrastructure software vendors.

Oppenheimer reiterated an outperform rating on IBM with a $360 price target.

Price: 311.77, Change: +2.59, Percent Change: +0.84

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2590323999?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-10 01:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2590323999","market":"sh","top_or_hot":-1,"title":"IBM Acquisition of Confluent Supports AI, Hybrid Cloud Strategy, Oppenheimer Says","media":"MT Newswires Live","content":"<html><body><p> International Business Machines (IBM) could strengthen its AI and hybrid cloud positioning with the acquisition of data streaming platform Confluent (CFLT), Oppenheimer said in a Tuesday note.</p><p>The all-cash deal, valued at $11.4 billion or $31 per share, is in line with <a href=\"https://laohu8.com/S/IBM\">IBM</a>'s strategy to incorporate real-time data streaming and analytics into its software portfolio, the investment firm said.</p><p>Confluent's products, based on open-source technologies including Apache Kafka and Apache Flink, enable real-time data streaming, processing, governance, and connectivity to data lakes and warehouses. The company also offers a cloud-based product on its re-architected Kafka engine.</p><p>Oppenheimer noted that despite the platform's capabilities, Confluent has only 6,463 paying customers compared with more than 150,000 organizations using open-source Kafka, due to the technology's complexity.</p><p>IBM's consulting and technical resources could drive adoption across the broader Kafka ecosystem, potentially adding 20% to 50% incremental revenue within 12 to 18 months.</p><p>The note highlighted that Confluent's real-time capabilities support AI inferencing, distinct from AI training, and will enhance IBM's watsonx suite and Retrieval Augmented Generation functions, strengthening its position against AI-focused infrastructure software vendors.</p><p>Oppenheimer reiterated an outperform rating on IBM with a $360 price target.</p><p>Price: 311.77, Change: +2.59, Percent Change: +0.84</p></body></html>","source":"mtnewswires_news","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>IBM Acquisition of Confluent Supports AI, Hybrid Cloud Strategy, Oppenheimer Says</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\">\nIBM Acquisition of Confluent Supports AI, Hybrid Cloud Strategy, Oppenheimer Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-12-10 01:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> International Business Machines (IBM) could strengthen its AI and hybrid cloud positioning with the acquisition of data streaming platform Confluent (CFLT), Oppenheimer said in a Tuesday note.</p><p>The all-cash deal, valued at $11.4 billion or $31 per share, is in line with <a href=\"https://laohu8.com/S/IBM\">IBM</a>'s strategy to incorporate real-time data streaming and analytics into its software portfolio, the investment firm said.</p><p>Confluent's products, based on open-source technologies including Apache Kafka and Apache Flink, enable real-time data streaming, processing, governance, and connectivity to data lakes and warehouses. The company also offers a cloud-based product on its re-architected Kafka engine.</p><p>Oppenheimer noted that despite the platform's capabilities, Confluent has only 6,463 paying customers compared with more than 150,000 organizations using open-source Kafka, due to the technology's complexity.</p><p>IBM's consulting and technical resources could drive adoption across the broader Kafka ecosystem, potentially adding 20% to 50% incremental revenue within 12 to 18 months.</p><p>The note highlighted that Confluent's real-time capabilities support AI inferencing, distinct from AI training, and will enhance IBM's watsonx suite and Retrieval Augmented Generation functions, strengthening its position against AI-focused infrastructure software vendors.</p><p>Oppenheimer reiterated an outperform rating on IBM with a $360 price target.</p><p>Price: 311.77, Change: +2.59, Percent Change: +0.84</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1674673428.USD","symbol_name":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2590323999","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590323999","pubTimestamp":1765299951,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"International Business Machines (IBM) could strengthen its AI and hybrid cloud positioning with the acquisition of data streaming platform Confluent (CFLT), Oppenheimer said in a Tuesday note.The all-","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4539":"次新股","BK4023":"应用软件","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","BK4543":"AI","OPY":"奥本海默控股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","CFLT":"Confluent, Inc.","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4587":"ChatGPT概念","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4528":"SaaS概念","BK4613":"AI应用软件","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4612":"AI芯片","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4538":"云计算","BMOKU":"BM Acquisition Corp.","BK4588":"碎股","BK4579":"人工智能","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","IBM":"IBM","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","BK4134":"信息科技咨询与其它服务","BK4551":"寇图资本持仓"},"translate_title":"奥本海默表示，IBM收购Confluent支持人工智能和混合云战略","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OPY":1.5,"CFLT":1.5,"IBM":1.5,"BMOKU":1.5},"content_text":"International Business Machines (IBM) could strengthen its AI and hybrid cloud positioning with the acquisition of data streaming platform Confluent (CFLT), Oppenheimer said in a Tuesday note.The all-cash deal, valued at $11.4 billion or $31 per share, is in line with IBM's strategy to incorporate real-time data streaming and analytics into its software portfolio, the investment firm said.Confluent's products, based on open-source technologies including Apache Kafka and Apache Flink, enable real-time data streaming, processing, governance, and connectivity to data lakes and warehouses. The company also offers a cloud-based product on its re-architected Kafka engine.Oppenheimer noted that despite the platform's capabilities, Confluent has only 6,463 paying customers compared with more than 150,000 organizations using open-source Kafka, due to the technology's complexity.IBM's consulting and technical resources could drive adoption across the broader Kafka ecosystem, potentially adding 20% to 50% incremental revenue within 12 to 18 months.The note highlighted that Confluent's real-time capabilities support AI inferencing, distinct from AI training, and will enhance IBM's watsonx suite and Retrieval Augmented Generation functions, strengthening its position against AI-focused infrastructure software vendors.Oppenheimer reiterated an outperform rating on IBM with a $360 price target.Price: 311.77, Change: +2.59, Percent Change: +0.84","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":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590323999","isCrawlerRequest":true}