Cloudflare, Inc.

NYSE:NET Rapport sur les actions

Capitalisation boursière : US$74.6b

Cloudflare Dividendes et rachats

Dividende contrôle des critères 0/6

Cloudflare n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

-0.01%

Rendement des rachats

Rendement total pour l'actionnaire-0.01%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Pas de mise à jour

Recent updates

Cloudflare's Agentic AI Premium Overly Done - Further Consolidation Likely

Apr 23

NET: AI And Security Hype Will Continue To Outpace Real Earnings Power

Cloudflare's updated analyst price target edges lower by around $1 to $148, as analysts balance tempered fair value and profit margin assumptions with slightly higher revenue growth expectations and a richer future P/E multiple. Analyst Commentary Street research on Cloudflare over the recent period has sent mixed messages, with a cluster of price target cuts sitting alongside several upgrades and higher targets.

Cloudflare, Inc. (NET): The "Connectivity Cloud" and the 2026 AI Inference Breakout

Cloudflare, Inc. (NET) , the powerhouse behind the "connectivity cloud," experienced a sharp technical correction on April 9, 2026, closing at $193.05 USD on the NYSE.

NET: AI Security Hype Will Outrun Real Platform Monetization Progress

Cloudflare's fair value estimate has shifted from $145.00 to about $149.16 as analysts weigh mixed price target changes, a modestly higher discount rate, and slightly stronger expectations for revenue growth and profit margins, while also pointing to broad cybersecurity sector commentary that questions recent selloffs tied to AI security headlines. Analyst Commentary Recent research on Cloudflare highlights a split in views, with some firms pointing to potential upside tied to cybersecurity and AI infrastructure themes, while a separate group of bearish analysts is more focused on valuation and execution risks following the stock's run and sector volatility.

NET: AI Infrastructure Momentum And Security Partnerships Will Shape Balanced Outlook

Cloudflare's updated analyst price target edges higher to about $232, as analysts balance a series of recent target cuts and upgrades with views that the recent sector selloff tied to Claude Code Security appears disconnected from the core cybersecurity businesses they cover. Analyst Commentary Recent research on Cloudflare reflects a split tape, with several firms cutting price targets while others issue upgrades or modest target increases.

NET: AI Infrastructure And JD Cloud Partnership Will Drive Future Upside

Analysts have trimmed their average Cloudflare price target slightly by about $1 to reflect a higher discount rate and sharply lower modeled profit margins, while still highlighting continued revenue strength and questioning recent security sector selling linked to Claude Code Security news. Analyst Commentary Recent research on Cloudflare reflects a split tape, with several banks trimming price targets on valuation and margin assumptions at the same time others are upgrading ratings or lifting targets on product momentum and AI exposure.

NET: AI Infrastructure Hype Will Outpace Real Security Monetization Risks

Cloudflare's fair value estimate has moved from $132.68 to $145.00 as analysts balance a mix of lower individual price targets, fresh upgrades, and continued interest in the stock's role in AI infrastructure and security workloads. Analyst Commentary Recent Street research on Cloudflare reflects a split view, with some firms lifting targets or upgrading on AI infrastructure and security demand while a group of more cautious voices trims expectations and stresses execution and valuation risks.

Earnings Update: Cloudflare, Inc. (NYSE:NET) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

Feb 13
Earnings Update: Cloudflare, Inc. (NYSE:NET) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

NET: AI And Security Hype Will Likely Outrun Near Term Execution

Analysts slightly raised their Cloudflare fair value estimate to about $133 per share, citing updated price targets that reflect growing interest in its role in AI infrastructure and security, even as some firms recently trimmed their official targets. Analyst Commentary Recent research opinions on Cloudflare present a mixed picture, with some firms pointing to AI infrastructure and security as important demand drivers, while others are growing more cautious about how much of that potential is already reflected in the share price.

NET: AI Security Platform And JD Cloud Expansion Will Drive Future Upside

Cloudflare's updated fair value estimate has eased to about $232.78 from $242.46. This reflects a series of recent analyst price target trims that balance earlier optimism around AI, security and SASE traction with more cautious views on sector sentiment and valuation, and slightly lower assumed future P/E levels.

NET: AI And Security Hype Will Likely Magnify Future Outage Risks

Analysts have trimmed their fair value estimate for Cloudflare from US$135.41 to US$132.40, citing a mix of higher projected profitability, faster revenue growth, a lower assumed future P/E multiple, and recent Street research that highlights both strong Q3 execution and growing interest in Cloudflare's role at the intersection of AI and security. Analyst Commentary Recent Street research on Cloudflare points to strong Q3 execution, with several firms lifting their price targets after what they describe as an impressive quarter.

NET: Elevated Expectations Will Likely Amplify Downside Risk From Future Outages

The analyst price target for Cloudflare has been raised from approximately $116 to about $135 per share, as analysts point to accelerating revenue growth, strong Q3 execution, and Cloudflare's strengthening position across AI, security, and SASE as key drivers supporting a higher fair value, despite modestly higher risk assumptions. Analyst Commentary Street research following Cloudflare's latest quarterly report has skewed positive, with multiple firms lifting price targets on the back of accelerating revenue growth and stronger than expected execution.

NET: Surging AI Momentum And Enterprise Expansion Will Drive Shareholder Value

Cloudflare’s fair value estimate has been raised by analysts from $239.35 to $242.46 per share, as recent price target increases across the Street reflect ongoing AI-driven momentum, solid revenue growth, and expanding enterprise adoption despite recent operational risks. Analyst Commentary Recent Street research continues to highlight the shifting landscape for Cloudflare, with analysts showing confidence in the company’s trajectory while also identifying areas of caution.

NET: Continued Acceleration With Large Enterprises Will Drive Shareholder Value

Cloudflare's analyst price target has been increased from $232 to $239. This change reflects stronger Q3 results and ongoing product momentum, according to analysts.

NET: Revenue Acceleration and New Collaborations Will Drive Market Expansion

Cloudflare's analyst price target has increased from $209.01 to $232.49. This reflects improved growth and profitability metrics as analysts cite accelerating revenue and strong quarterly performance.

AI And IoT Adoption Will Transform Cloud Infrastructure

Key Takeaways Strong demand for cloud-native security and resilient infrastructure, with expanding high-value partnerships and rising adoption of zero-trust, is driving long-term growth and customer retention. Operational efficiencies, cross-selling, and innovation initiatives are improving profitability and margin outlook while unlocking new, high-margin business opportunities.

Investors Appear Satisfied With Cloudflare, Inc.'s (NYSE:NET) Prospects As Shares Rocket 28%

May 04
Investors Appear Satisfied With Cloudflare, Inc.'s (NYSE:NET) Prospects As Shares Rocket 28%

Why Cloudflare's 31% Pullback Is A Golden Buying Opportunity In AI And Edge Computing

Apr 28

Cloudflare: Valuations Have Really Flared Up

Mar 25

Cloudflare: Balancing High Growth And Profitability

Mar 03

Cloudflare Q4: AI Agents & Inference Driving Up Enterprise Momentum (Downgrade)

Feb 13

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de NET ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de NET ont augmenté.


Rendement des dividendes par rapport au marché

Cloudflare Rendement des dividendes par rapport au marché
Comment le rendement du dividende de NET se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (NET)n/a
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (IT)3.1%
Analyste prévisionnel (NET) (jusqu'à 3 ans)0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de NET par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de NET par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de NET afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car NET n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/30 21:56
Cours de l'action en fin de journée2026/04/30 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Cloudflare, Inc. est couverte par 53 analystes. 33 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Shrenik KothariBaird
Saket KaliaBarclays
Peter WeedBernstein