Cloudflare, Inc.

NYSE:NET Rapport sur les actions

Capitalisation boursière : US$72.1b

Cloudflare Gestion

Gestion contrôle des critères 4/4

Le PDG Cloudflare est Matthew Prince, nommé en Jul2009, a un mandat de 16.83 ans. La rémunération annuelle totale est $ 2.08M, composée du salaire de 19.2% et des bonus 80.8%, y compris les actions et options de la société. détient directement 7.35% des actions de la société, d'une valeur de $ 5.30B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 8.9 ans et 6.8 ans.

Informations clés

Matthew Prince

Directeur général

US$2.1m

Rémunération totale

Pourcentage du salaire du PDG19.22%
Durée du mandat du directeur général16.8yrs
Propriété du PDG7.4%
Durée moyenne d'occupation des postes de direction8.9yrs
Durée moyenne du mandat des membres du conseil d'administration6.8yrs

Mises à jour récentes de la gestion

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

Analyse de la rémunération des PDG

Comment la rémunération de Matthew Prince a-t-elle évolué par rapport aux bénéfices de Cloudflare?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025n/an/a

-US$102m

Sep 30 2025n/an/a

-US$103m

Jun 30 2025n/an/a

-US$117m

Mar 31 2025n/an/a

-US$82m

Dec 31 2024US$2mUS$400k

-US$79m

Sep 30 2024n/an/a

-US$94m

Jun 30 2024n/an/a

-US$102m

Mar 31 2024n/an/a

-US$181m

Dec 31 2023US$21mUS$400k

-US$184m

Sep 30 2023n/an/a

-US$202m

Jun 30 2023n/an/a

-US$221m

Mar 31 2023n/an/a

-US$190m

Dec 31 2022US$600kUS$400k

-US$193m

Sep 30 2022n/an/a

-US$225m

Jun 30 2022n/an/a

-US$290m

Mar 31 2022n/an/a

-US$262m

Dec 31 2021US$400kUS$400k

-US$260m

Sep 30 2021n/an/a

-US$217m

Jun 30 2021n/an/a

-US$136m

Mar 31 2021n/an/a

-US$127m

Dec 31 2020US$435kUS$400k

-US$119m

Sep 30 2020n/an/a

-US$114m

Jun 30 2020n/an/a

-US$128m

Mar 31 2020n/an/a

-US$121m

Dec 31 2019US$400kUS$400k

-US$106m

Rémunération vs marché: La rémunération totale de Matthew ($USD 2.08M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.54M ).

Rémunération et revenus: La rémunération de Matthew a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Matthew Prince (50 yo)

16.8yrs
Titularisation
US$2,081,094
Compensation

Mr. Matthew Prince, J.D., is Co-Founder of CloudFlare, Inc. in 2009 and serves as its Chief Executive Officer and served as its Chair of Board of Directors since July 2009 until February 2025 and serves as...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Matthew Prince
Co-Founder16.8yrsUS$2.08m7.35%
$ 5.3b
Michelle Zatlyn
Co-Founder16.5yrsUS$1.36m2.03%
$ 1.5b
Thomas Seifert
Chief Financial Officer8.9yrsUS$10.87m0.11%
$ 76.8m
Mark Anderson
President of Revenue2.3yrsUS$7.67kpas de données
Janel Riley
VP of Finance & Chief Accounting Officer2.9yrspas de données0.0020%
$ 1.4m
Philip Winslow
Vice President of Strategic Financeno datapas de donnéespas de données
W. Ling
Head of Governance Risk & Complianceno datapas de donnéespas de données
Alissa Starzak
Chief Legal Officer & Secretaryless than a yearpas de données0.0095%
$ 6.8m
Daniella Vallurupalli
VP & Head of Global Communicationsno datapas de donnéespas de données
Dane Knecht
Senior Vice President of Emerging Technology & Incubation14.1yrspas de donnéespas de données
Isaac Specter
Head of Product Strategy Operationsno datapas de donnéespas de données
Justin Paine
Head of Trust & Safetyno datapas de donnéespas de données
8.9yrs
Durée moyenne de l'emploi
51yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de NET est chevronnée et expérimentée (8.9 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Matthew Prince
Co-Founder17.3yrsUS$2.08m7.35%
$ 5.3b
Michelle Zatlyn
Co-Founder16.5yrsUS$1.36m2.03%
$ 1.5b
Scott Sandell
Lead Independent Director15.5yrsUS$242.71k0.063%
$ 45.3m
Carl Ledbetter
Independent Director16.5yrsUS$258.71k0.27%
$ 196.1m
John Graham-Cumming
Director1.2yrspas de données0.14%
$ 100.8m
Mark Hawkins
Independent Director3.9yrsUS$256.71k0.0026%
$ 1.9m
Karim Lakhani
Independent Director1.2yrspas de données0.00095%
$ 685.4k
Stacey Cunningham
Independent Director1.2yrspas de donnéespas de données
Katrin Suder
Independent Director6.8yrsUS$250.71k0.010%
$ 7.5m
6.8yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de NET sont considérés comme expérimentés (ancienneté moyenne 6.8 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/01 08:02
Cours de l'action en fin de journée2026/05/01 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
Mark ShmulikBernstein