Cloudflare, Inc.

NYSE:NET 株式レポート

時価総額：US$80.8b

Cloudflare 配当と自社株買い

配当金 基準チェック /06

Cloudflare配当金を支払った記録がありません。

主要情報

n/a

配当利回り

0.003%

バイバック利回り

総株主利回り0.003%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブの更新 • 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.
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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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 Alpha
Seeking 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: NETの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: NETの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Cloudflare 配当利回り対市場
NET 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (NET)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.1%
業界平均 (IT)2.9%
アナリスト予想 (NET) (最長3年)0%

注目すべき配当: NETは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: NETは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: NETの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: NETが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/15 14:10
終値2026/06/12 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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。55

アナリスト機関
Shrenik KothariBaird
Saket KaliaBarclays
Mark MoerdlerBernstein