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Cloudflare
Rising Cybersecurity Regulation And Hyperscaler Pressure Will Erode Margins
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 29 Analysts
Published
22 Aug 25
Updated
22 Aug 25
0
Set Fair Value
0
votes
Share
AnalystLowTarget
's Fair Value
US$116.43
68.5% overvalued
intrinsic discount
22 Aug
US$196.17
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1Y
140.3%
7D
-3.1%
Author's Valuation
US$116.4
68.5% overvalued
intrinsic discount
AnalystLowTarget Fair Value
View Valuation
Narrative
Updates
0
Valuator
Company Info
Notes
AnalystLowTarget Fair Value
US$116.4
68.5% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
-225m
4b
2016
2018
2020
2022
2024
2025
2026
2028
Revenue US$3.6b
Earnings US$254.4m
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
20.28%
IT revenue growth rate
0.49%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
8.87%
Calculation
US$254.36m
Earnings '28
x
214.86x
PE Ratio '28
=
US$54.65b
Market Cap '28
US$54.65b
Market Cap '28
/
364.84m
No. shares '28
=
US$149.80
Share Price '28
US$149.80
Share Price '28
Discounted to 2025 @ 8.85% p.a.
=
US$116.16
Fair Value '25