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

In this video, Motley Fool contributors Jason Hall and Jeff Santoro break down the deal IBM (NYSE: IBM) just reached to buy Confluent (NASDAQ: CFLT) for $31 per share.

*Stock prices used were from the afternoon of Dec. 8, 2025. The video was published on Dec. 11, 2025.

Jason Hall has positions in Confluent and has the following options: long January 2027 $13 calls on Confluent. Jeff Santoro has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends International Business Machines. The Motley Fool recommends Confluent. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.