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NET logo

Cloudflare, Inc. Stock Price

NYSE:NET Community·US$108.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 426 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NET Share Price Performance

US$285.51
77.46 (37.23%)
​
US$167.45
Fair Value
US$285.51
77.46 (37.23%)
70.5% overvalued intrinsic discount
US$167.45
Fair Value
Price US$285.51
DaneDruss US$167.45
AnalystConsensusTarget US$333.55
AnalystHighTarget US$305.00
Tue, 7 Jul 26
Fair ValueUS$167.45
Share Pricen/a

NET Community Narratives

DA
DaneDruss
DaneDruss's
Fair Value
·
Fair Value US$167.45 70.5% overvalued intrinsic discount

Q-Day: Quantum Hype vs Quantum-Safe Infrastructure

1users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$333.55 14.4% undervalued intrinsic discount

NET: Revenue Acceleration and New Collaborations Will Drive Market Expansion

0users have liked this narrative
0users have commented on this narrative
177users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$305 6.4% undervalued intrinsic discount

AI And Multi Cloud Adoption Will Drive Powerful Long Term Upside Potential

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
NET logo
Cloudflare
70.5% overvalued intrinsic discount

Q-Day: Quantum Hype vs Quantum-Safe Infrastructure

View narrative
DA
DaneDruss
DaneDruss
Published 7 Jul
Read Narrative
NET logo
Cloudflare
14.4% undervalued intrinsic discount

NET: Revenue Acceleration and New Collaborations Will Drive Market Expansion

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 13 Aug
Read Narrative
NET logo
Cloudflare
89.7% overvalued intrinsic discount

Rising Cybersecurity Regulation And Hyperscaler Pressure Will Erode Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 30 Jul
Read Narrative
NET logo
Cloudflare
6.4% undervalued intrinsic discount

AI And Multi Cloud Adoption Will Drive Powerful Long Term Upside Potential

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 2 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

DA
DaneDruss
NET logo

Q-Day: Quantum Hype vs Quantum-Safe Infrastructure

Fair Value: US$167.45 70.5% overvalued intrinsic discount
21 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
NET logo

NET: AI And Security Demand Will Test Fairly Priced Agentic Internet Platform

Fair Value: US$333.55 14.4% undervalued intrinsic discount
177 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
NET logo

NET: AI And Edge Demand Will Continue To Outrun Sustainable Margin Execution

Fair Value: US$150.47 89.7% overvalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with excellent balance sheet.

0 Risks
1 Reward
View Full Analysis

Cloudflare, Inc. Key Details

US$2.5b

Revenue

US$689.0m

Cost of Revenue

US$1.8b

Gross Profit

US$2.0b

Other Expenses

-US$206.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.58
72.58%
-8.21%
201.9%
View Full Analysis

About NET

Founded
2009
Employees
5483
CEO
Matthew Prince
WebsiteView website
www.cloudflare.com

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

Recent NET News & Updates

Recent updates

No updates

Cloudflare, Inc. Competitors

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