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Cloudflare
97.3% 割高 内在価値ディスカウント
Q-Day: Quantum Hype vs Quantum-Safe Infrastructure
View narrativeDA
Published 7 Jul
Cloudflare, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$330.36 |
| 52週高値 | US$332.22 |
| 52週安値 | US$158.83 |
| ベータ | 1.66 |
| 1ヶ月の変化 | 4.62% |
| 3ヶ月変化 | 43.03% |
| 1年変化 | 46.17% |
| 3年間の変化 | 435.26% |
| 5年間の変化 | 159.74% |
| IPOからの変化 | 1,735.33% |
最新ニュース
Seeking Alpha • Sep 11
Cloudflare Is Flying Too High, Time To Sell
Summary Cloudflare (NET) is rated Sell with a $262 price target, citing overvaluation despite strong fundamentals and recent 60% YTD rally. NET’s growth drivers include rising internet complexity, AI-driven cybersecurity demand, and high recurring revenue, but current multiples require 40-50% top-line growth to justify. Guidance remains conservative, with expected 34% revenue and 41% EPS growth, yet margins have not meaningfully expanded and free cash flow remains thin. Valuation metrics (225x forward earnings, 143.9x EV/EBITDA) far exceed peers, exposing NET to downside risk if growth does not accelerate further. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 03
NET: Agentic AI And Security Platform Adoption Will Support Future Margin Expansion
Cloudflare's analyst fair value estimate has been raised to $400 from $305 as analysts respond to a cluster of higher Street price targets that follow what they describe as strong Q2 results, accelerating large customer momentum, and growing adoption of Workers, AI and broader platform services. Analyst Commentary Recent research shows a broad wave of positive commentary on Cloudflare, with many bullish analysts lifting their valuation frameworks after what they describe as a strong Q2 and constructive long term outlook.Recent updates
Seeking Alpha • Sep 11
Cloudflare Is Flying Too High, Time To Sell
Summary Cloudflare (NET) is rated Sell with a $262 price target, citing overvaluation despite strong fundamentals and recent 60% YTD rally. NET’s growth drivers include rising internet complexity, AI-driven cybersecurity demand, and high recurring revenue, but current multiples require 40-50% top-line growth to justify. Guidance remains conservative, with expected 34% revenue and 41% EPS growth, yet margins have not meaningfully expanded and free cash flow remains thin. Valuation metrics (225x forward earnings, 143.9x EV/EBITDA) far exceed peers, exposing NET to downside risk if growth does not accelerate further. Read the full article on Seeking Alphaナラティブ更新 • Sep 03
NET: Agentic AI And Security Platform Adoption Will Support Future Margin Expansion
Cloudflare's analyst fair value estimate has been raised to $400 from $305 as analysts respond to a cluster of higher Street price targets that follow what they describe as strong Q2 results, accelerating large customer momentum, and growing adoption of Workers, AI and broader platform services. Analyst Commentary Recent research shows a broad wave of positive commentary on Cloudflare, with many bullish analysts lifting their valuation frameworks after what they describe as a strong Q2 and constructive long term outlook.
ナラティブ更新 • Aug 13
NET: AI And Security Demand Will Test Fairly Priced Agentic Internet Platform
Cloudflare's analyst price target has been raised materially, with the fair value estimate moving from about $252 to roughly $334. Analysts highlight recent Q2 beats, higher long term guidance, stronger large customer traction, and growing monetization of its AI and Workers platform.
ナラティブ更新 • Jul 30
NET: AI And Edge Demand Will Continue To Outrun Sustainable Margin Execution
Cloudflare's fair value estimate has edged down to $150.47 from $155.03 as analysts raise Street price targets on the stock. They cite stronger AI driven demand for security, edge compute and developer services, along with sector wide multiple expansion.ナラティブ更新 • Jul 16
NET: AI Pivot And Security Demand Will Test Fairly Valued Shares
Cloudflare's analyst price target has moved higher, with the modeled fair value estimate shifting from about $234 to $252, as analysts point to strong Q2 setup checks, expanding AI and security use cases, and a more constructive view coming out of recent investor and analyst day events. Analyst Commentary Recent research on Cloudflare points to a cluster of higher price targets and upgraded views ahead of the Q2 report and following the company’s investor and analyst events.
新しいナラティブ • Jul 07
Q-Day: Quantum Hype vs Quantum-Safe Infrastructure
Is the market paying more for companies that might build the quantum future, or for companies that may help secure the transition into it? Cloudflare is not a quantum computer company.ナラティブ更新 • Jul 02
NET: Agentic AI Platform Expansion Will Drive Long Term Margin Upside
The analyst price target for Cloudflare is updated to $305 from $318, with analysts pointing to clearer long-term margin and revenue frameworks, AI and agentic internet opportunities, and a more detailed platform roadmap emerging from recent investor and analyst day discussions. Analyst Commentary Recent research commentary around Cloudflare highlights a cluster of bullish analysts increasing price targets after the company’s 2026 Investor and Analyst Day, with most tying their views to clearer long term financial targets, AI related opportunities, and execution on the broader platform vision.ナラティブ更新 • Jun 17
NET: AI Agent Hype Will Continue To Outrun Sustainable Margin Delivery
Cloudflare's updated analyst price target implies fair value rising from about $148.41 to $155.03, as analysts factor in slightly lower discount rates, modestly adjusted growth assumptions, and improved long term margin and P/E expectations related to the company's AI and agentic internet positioning. Analyst Commentary on Cloudflare Stock Recent research on Cloudflare clusters around a constructive long term story, but there are still pockets of caution that matter if you are weighing the risk and reward around the current valuation.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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.株主還元
| NET | US IT | US 市場 | |
|---|---|---|---|
| 7D | 18.4% | -1.0% | -0.9% |
| 1Y | 46.2% | 2.2% | 13.9% |
業界別リターン: NET過去 1 年間で2.2 % の収益を上げたUS IT業界を上回りました。
リターン対市場: NET過去 1 年間で13.9 % の収益を上げたUS市場を上回りました。
価格変動
| NET volatility | |
|---|---|
| NET Average Weekly Movement | 7.9% |
| IT Industry Average Movement | 10.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: NET 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NETの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2009 | 5,483 | Matthew Prince | www.cloudflare.com |
は、世界中の企業にさまざまなサービスを提供するクラウドサービスプロバイダーとして事業を展開している。同社は、パブリッククラウドやプライベートクラウド、オンプレミス、SaaSアプリケーション、モノのインターネット（IoT）デバイスなど、さまざまなプラットフォームの組み合わせを保護するクラウドベースのセキュリティソリューションや、Webアプリケーションファイアウォール、ボット管理、分散型サービス拒否の緩和、APIセキュリティ、SSL/TLS暗号化、クライアントサイドセキュリティ、セキュリティセンター製品で構成されるアプリケーションセキュリティ製品を提供している。また、コンテンツ配信、ロードバランシング、DNS、スマートシールド、ビデオストリーム配信、ウェブ最適化、クラウドファーレ待合室、クラウドファーレデータローカリゼーションスイートなどのアプリケーションパフォーマンスソリューション、クラウドベースのネットワークとセキュリティ・アズ・ア・サービスを提供するネットワークサービスとゼロトラストおよびワークプレイスセキュリティ製品を組み合わせたSASEプラットフォーム、マジックWAN、マジックトランジット、マジックファイアウォール、クラウドフレアネットワークインターコネクト、スペクトラムなどのネットワークサービスも提供している。さらに、クラウドフレアのゼロトラストネットワークアクセス、セキュアウェブゲートウェイ、ワンクライアントを含むゼロトラストセキュリティサービス、リモートブラウザ隔離、クラウドアクセスセキュリティブローカー、クラウドメールセキュリティ、デジタルエクスペリエンスモニタリング、データ損失防止製品も提供している。さらに、ワーカーAI、ベクタライズ、AIゲートウェイ、クラウドフレアワーカー、クラウドフレアページ、R2オブジェクトストレージ、ワーカーKV、耐久性のあるオブジェクト、D1、ハイパードライブ、キュー、クラウドフレアストリーム、クラウドフレアイメージ、クラウドフレアリアルタイムなどの開発者ベースのソリューションや、1.1.1.1 DNS、WARPm、ドメイン名の安全な登録と管理を提供するクラウドフレアレジストラなどのコンシューマー向け製品も提供している。同社は、テクノロジー、ヘルスケア、金融サービス、消費者、小売、産業、非営利団体、政府機関などの顧客にサービスを提供している。同社は2009年に法人化され、カリフォルニア州サンフランシスコに本社を置いている。
Cloudflare, Inc. 基礎のまとめ
| NET 基礎統計学 | |
|---|---|
| 時価総額 | US$109.15b |
| 収益（TTM） | -US$206.27m |
| 売上高(TTM) | US$2.51b |
46.8x
P/Sレシオ-570.3x
PER（株価収益率NET は割高か？
公正価値と評価分析を参照収益と収入
| NET 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.51b |
| 売上原価 | US$688.97m |
| 売上総利益 | US$1.82b |
| その他の費用 | US$2.03b |
| 収益 | -US$206.27m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.58 |
| グロス・マージン | 72.58% |
| 純利益率 | -8.21% |
| 有利子負債／自己資本比率 | 201.9% |
NET の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/14 21:53 |
| 終値 | 2026/09/14 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cloudflare, Inc. 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。56
| アナリスト | 機関 |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Mark Moerdler | Bernstein |