IBM Makes a Big Acquisition (and Buys My Favorite SaaS Stock): What Investors Need to Know

By Jason Hall and Jeff Santoro – Dec 12, 2025 at 8:49AMNYSE: IBMInternational Business MachinesMarket Cap$290BToday's Changeangle-down(-0.06%) $0.19Current Price$310.55Price as of December 12, 2025 at 9:59 AM ETConfluent had sizable upside that now belongs to Big Blue. Here's what they got, and how it affects Confluent shareholders.In this video, Motley Fool contributors Jason Hall and Jeff Santoro break down the deal IBM (IBM 0.06%) just reached to buy Confluent (CFLT 0.36%) for $31 per share. *Stock prices used were from the afternoon of Dec. 8, 2025. The video was published on Dec. 11, 2025. About the AuthorJason Hall is a contributing Motley Fool stock market analyst with more than a decade of experience writing about dividend stocks and long-term investing. He has been with the company since 2012 and previously spent over 10 years in technical sales in the printing and information services industry. Jason also founded and operated a small food manufacturing business.TMFVelvetHammerX@thesmatteringRead NextDec 8, 2025 •By Joe TenebrusoAI Deal Alert: IBM to Acquire Confluent for $11 Billion.

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