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Cloudflare, Inc. Stock Price

NYSE:NET Community·US$63.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 351 Fair Values set on narratives written by author

NET Share Price Performance

US$185.89
42.14 (29.31%)
US$231.30
Fair Value
US$185.89
42.14 (29.31%)
20.1% undervalued intrinsic discount
US$232.78
Fair Value
Price US$185.89
AnalystConsensusTarget US$232.78
AnalystLowTarget US$145.00
AnalystHighTarget US$318.00

NET Community Narratives

AnalystConsensusTarget·
Fair Value US$231.3 19.6% undervalued intrinsic discount

NET: Revenue Acceleration and New Collaborations Will Drive Market Expansion

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160users have followed this narrative
AnalystLowTarget·
Fair Value US$145 28.2% overvalued intrinsic discount

Rising Cybersecurity Regulation And Hyperscaler Pressure Will Erode Margins

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8users have followed this narrative
AnalystHighTarget·
Fair Value US$318 41.5% undervalued intrinsic discount

AI And Multi Cloud Adoption Will Drive Powerful Long Term Upside Potential

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1users have followed this narrative
US$318
41.5% undervalued intrinsic discount
Profit Margin
3.72%
Future PE
888.16x
Price in 2028
US$412.84

Trending Discussion

Updated Narratives

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NET: AI Infrastructure And JD Cloud Partnership Will Drive Future Upside

Fair Value: US$231.3 19.6% undervalued intrinsic discount
160 users have followed this narrative
0 users have commented on this narrative
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NET: AI Infrastructure Hype Will Outpace Real Security Monetization Risks

Fair Value: US$145 28.2% overvalued intrinsic discount
8 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
NET logo

AI And Multi Cloud Adoption Will Drive Powerful Long Term Upside Potential

Fair Value: US$318 41.5% undervalued intrinsic discount
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

1 Risk
1 Reward

Cloudflare, Inc. Key Details

US$2.2b

Revenue

US$552.5m

Cost of Revenue

US$1.6b

Gross Profit

US$1.7b

Other Expenses

-US$102.3m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
-0.29
74.51%
-4.72%
223.8%
View Full Analysis

About NET

Founded
2009
Employees
5156
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 a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-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 which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, 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, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

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