Confluent, a cloud-based data streaming platform provider, is quietly making waves in the AI software market. Despite a 16% stock drop in 2025, the company’s platform is gaining traction with over 100 AI-native customers, 21 of which generate over $100,000 in annual revenue. Their real-time data processing capabilities are key for powering event-based AI agents and large language models. With a 19% revenue increase year-over-year and a 43% rise in revenue backlog, Confluent is positioned for strong growth. Analysts are bullish on the stock, with a PEG ratio of just 0.34, signaling it’s undervalued and a smart buy for investors looking to capitalize on AI software growth.

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