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Cloudflare, Inc. Stock Price

NYSE:NET Community·US$74.5b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 288 Fair Values set on narratives written by author

NET Share Price Performance

US$213.82
120.07 (128.07%)
2.3% overvalued intrinsic discount
US$209.01
Fair Value
US$213.82
120.07 (128.07%)
2.3% overvalued intrinsic discount
US$209.01
Fair Value
Price US$213.82
AnalystConsensusTarget US$209.01
AnalystLowTarget US$116.43

NET Community Narratives

AnalystConsensusTarget·
Fair Value US$209.01 2.3% overvalued intrinsic discount

AI And IoT Adoption Will Transform Cloud Infrastructure

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AnalystLowTarget·
Fair Value US$116.43 83.6% overvalued intrinsic discount

Rising Cybersecurity Regulation And Hyperscaler Pressure Will Erode Margins

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Recent NET News & Updates

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.

Cloudflare, Inc. Key Details

US$1.9b

Revenue

US$448.9m

Cost of Revenue

US$1.4b

Gross Profit

US$1.5b

Other Expenses

-US$117.1m

Earnings

Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Oct 30, 2025
Earnings per share (EPS)
-0.34
Gross Margin
76.14%
Net Profit Margin
-6.22%
Debt/Equity Ratio
263.0%

Cloudflare, Inc. Competitors

 
 
 
 
 
 
 
 
 
 
 
 

Snowflake Analysis

Exceptional growth potential with excellent balance sheet.

1 Risk
1 Reward

About NET

Founded
2009
Employees
4616
CEO
Matthew Prince
WebsiteView website
www.cloudflare.com

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and website and application security products comprising web application firewall, bot management, distributed denial of service protection, API security, SSL/TLS encryption, script management, security center, and rate limiting products. It also offers website and application performance solutions, such as content delivery, load balancing, DNS, agro smart routing, video stream delivery, web optimization, cache reserve, cloudfare waiting room, and cloudfare data localization suite; SASE platform combines network services and Zero Trust security products that provides a cloud-based network-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services, including cloudflare access and gateway, remote browser isolation, cloud access security broker, cloud email security, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, cloudfare stream, cloudfare images, and cloudflare calls; and consumer offerings, such as 1.1.1.1, a DNS resolver, WARP, a virtual private network, and cloudfare registrar that secures registration and management of domain names. The company serves customers in the technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

Market Insight

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U.S. Market Performance

  • 7 Days: -2.7%
  • 3 Months: 5.1%
  • 1 Year: 13.4%
  • Year to Date: 11.7%
Over the last 7 days, the market has dropped 2.7%, driven by a loss of 2.5% in the Information Technology sector. In the last year, the market is actually up 13%. Earnings are forecast to grow by 15% annually. Market details ›