Cloudflare Performance degli utili passati
Criteri Il passato verificati 0/6
Cloudflare ha registrato una crescita degli utili a un tasso medio annuo di 17.7%, mentre il settore IT ha registrato utili in crescita a un tasso medio annuo di 9.1%. I ricavi sono stati in crescita a un tasso medio annuo di 28.2%.
Informazioni chiave
17.70%
Tasso di crescita degli utili
20.00%
Tasso di crescita dell'EPS
| IT Crescita del settore | 22.43% |
| Tasso di crescita dei ricavi | 28.19% |
| Rendimento del capitale proprio | -5.68% |
| Margine netto | -3.72% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • Jun 03
NET: AI First Pivot And Extremist Content Risks Will Pressure Outlook
Narrative Update: Cloudflare Cloudflare's updated analyst price target edges higher to $234.18 from $231.85 as analysts factor in a lower discount rate, higher modeled profit margins, and a reset to a more moderate future P/E multiple, despite slightly tempered revenue growth expectations. Analyst Commentary Recent research paints a mixed picture, with several bullish analysts lifting price targets and one bearish analyst trimming expectations.Seeking Alpha • May 26
Cloudflare Is Priced For Perfection
Summary Cloudflare, Inc. combines accelerating top-line growth, robust AI-driven demand, and a clear path to margin expansion. Despite 34% YoY revenue growth and a major workforce reduction to boost profitability, NET trades at an aggressive 27x sales. NET management's shift to an AI-operating model and strong cash position underscore strategic discipline, but valuation remains a key risk. I reiterate my Sell rating for NET, citing insufficient margin of safety and risk of multiple compression despite NET’s leadership and execution. Read the full article on Seeking AlphaAggiornamento della narrazione • May 02
NET: AI Security Partnerships And Legal Risks Will Shape Balanced Outlook
The updated analyst price target for Cloudflare edges slightly lower to about $232 from roughly $233, as analysts balance a mixed set of recent target cuts and upgrades with views that revenue, profitability and future P/E expectations now justify a modestly adjusted fair value. Analyst Commentary Recent Street research around Cloudflare reflects a split view, with some firms boosting ratings or targets and others trimming price objectives.
Aggiornamento della narrazione • Apr 18
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.Aggiornamento della narrazione • Apr 03
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.Aggiornamento della narrazione • Mar 20
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.Aggiornamento della narrazione • Mar 05
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.Aggiornamento della narrazione • Feb 18
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.Articolo di analisi • Feb 13
Earnings Update: Cloudflare, Inc. (NYSE:NET) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
It's been a pretty great week for Cloudflare, Inc. ( NYSE:NET ) shareholders, with its shares surging 14% to US$185 in...Aggiornamento della narrazione • Feb 04
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.Aggiornamento della narrazione • Jan 21
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.Aggiornamento della narrazione • Jan 07
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.Aggiornamento della narrazione • Dec 14
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.Aggiornamento della narrazione • Nov 30
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.Aggiornamento della narrazione • Nov 16
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.Aggiornamento della narrazione • Nov 01
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.Nuova narrazione • Sep 16
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.Seeking Alpha • Apr 28
Why Cloudflare's 31% Pullback Is A Golden Buying Opportunity In AI And Edge Computing
Summary Cloudflare's stock has dropped 31% since mid-February, creating a potential buying opportunity due to its role in AI and edge computing. Despite short-term macroeconomic headwinds, Cloudflare's scalable architecture and innovation in AI position it for long-term growth. Geopolitical dynamics and rising cybersecurity demands enhance Cloudflare’s strategic advantages, particularly with its extensive global edge network. Although Cloudflare's valuation is high, bullish options market dynamics and institutional buying suggest strong support and potential upside. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Cloudflare: Valuations Have Really Flared Up
Summary Cloudflare's stock remains overvalued at 150 times forward earnings, despite a recent 33% drop from its peak and decelerating revenue growth. The company's reliance on new customer acquisition and stock-based compensation raises concerns about sustainable growth and profitability. Operating margin expansion is expected to slow, with limited room for improvement in gross margin, R&D, and G&A expenses. Ultra-premium valuations and market conditions suggest more downside potential for Cloudflare's stock despite recent sell-offs. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Cloudflare guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 2,329 | -87 | 1,369 | 548 |
| 31 Dec 25 | 2,168 | -102 | 1,304 | 512 |
| 30 Sep 25 | 2,013 | -103 | 1,215 | 491 |
| 30 Jun 25 | 1,881 | -117 | 1,137 | 481 |
| 31 Mar 25 | 1,770 | -82 | 1,065 | 449 |
| 31 Dec 24 | 1,670 | -79 | 1,009 | 421 |
| 30 Sep 24 | 1,572 | -94 | 969 | 398 |
| 30 Jun 24 | 1,478 | -102 | 921 | 377 |
| 31 Mar 24 | 1,385 | -181 | 877 | 364 |
| 31 Dec 23 | 1,297 | -184 | 817 | 358 |
| 30 Sep 23 | 1,209 | -202 | 765 | 341 |
| 30 Jun 23 | 1,127 | -221 | 721 | 327 |
| 31 Mar 23 | 1,053 | -190 | 692 | 313 |
| 31 Dec 22 | 975 | -193 | 642 | 298 |
| 30 Sep 22 | 894 | -225 | 598 | 280 |
| 30 Jun 22 | 813 | -290 | 551 | 251 |
| 31 Mar 22 | 731 | -262 | 485 | 217 |
| 31 Dec 21 | 656 | -260 | 447 | 189 |
| 30 Sep 21 | 589 | -217 | 398 | 162 |
| 30 Jun 21 | 531 | -136 | 361 | 147 |
| 31 Mar 21 | 478 | -127 | 328 | 133 |
| 31 Dec 20 | 431 | -119 | 303 | 127 |
| 30 Sep 20 | 389 | -114 | 292 | 119 |
| 30 Jun 20 | 349 | -128 | 286 | 116 |
| 31 Mar 20 | 317 | -121 | 267 | 106 |
| 31 Dec 19 | 287 | -106 | 241 | 91 |
| 30 Sep 19 | 259 | -94 | 216 | 80 |
| 30 Jun 19 | 235 | -91 | 205 | 67 |
| 31 Mar 19 | 213 | -93 | 194 | 61 |
| 31 Dec 18 | 193 | -87 | 180 | 54 |
| 31 Dec 17 | 135 | -11 | 82 | 34 |
| 31 Dec 16 | 85 | -17 | 54 | 24 |
Guadagni di qualità: NET al momento non è redditizia.
Margine di profitto in crescita: NET al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: NET non è redditizia, ma ha ridotto le perdite negli ultimi 5 anni a un tasso pari a 17.7% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di NET nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: NET non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore IT ( 2% ).
Rendimento del capitale proprio
ROE elevato: NET ha un Return on Equity negativo ( -5.68% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/10 22:20 |
| Prezzo dell'azione a fine giornata | 2026/06/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cloudflare, Inc. è coperta da 55 analisti. 32 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Mark Moerdler | Bernstein |