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Confluent price target lowered to $30 from $40 at Piper Sandler

Piper Sandler lowered the firm’s price target on Confluent to $30 from $40 and keeps an Overweight rating on the shares. Headline revenue/ op. margin results topped the high end of guidance, but were overshadowed by cloud coming in below guidance, and 2024 growth being set 600 bps below Street at 22%, the firm says. Alongside this, accelerated changes to the GTM structure drive additional changes to the narrative, Piper adds.

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