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Cloudflare, Inc. Stock Price

NYSE:NET Community·US$83.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 373 Fair Values set on narratives written by author

NET Share Price Performance

US$243.76
47.93 (24.48%)
US$234.18
Fair Value
US$243.76
47.93 (24.48%)
4.1% overvalued intrinsic discount
US$234.18
Fair Value
Price US$243.76
AnalystConsensusTarget US$234.18
AnalystLowTarget US$155.03
AnalystHighTarget US$318.00

NET Community Narratives

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Fair Value US$234.18 4.1% overvalued intrinsic discount

NET: Revenue Acceleration and New Collaborations Will Drive Market Expansion

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166users have followed this narrative
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Fair Value US$155.03 57.2% overvalued intrinsic discount

Rising Cybersecurity Regulation And Hyperscaler Pressure Will Erode Margins

0users have liked this narrative
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8users have followed this narrative
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Fair Value US$318 23.3% undervalued intrinsic discount

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

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4users have followed this narrative
US$155.03
57.2% overvalued intrinsic discount
Profit Margin
7.82%
Future PE
200.57x
Price in 2029
US$199.44
US$318
23.3% undervalued intrinsic discount
Profit Margin
3.72%
Future PE
888.16x
Price in 2028
US$412.84

Trending Discussion

Updated Narratives

NET logo

NET: AI Agent Hype Will Continue To Outrun Sustainable Margin Delivery

Fair Value: US$155.03 57.2% overvalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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NET: AI First Pivot And Extremist Content Risks Will Pressure Outlook

Fair Value: US$234.18 4.1% overvalued intrinsic discount
166 users have set this as their fair value
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 23.3% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with excellent balance sheet.

1 Risk
1 Reward

Cloudflare, Inc. Key Details

US$2.3b

Revenue

US$621.1m

Cost of Revenue

US$1.7b

Gross Profit

US$1.8b

Other Expenses

-US$86.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.25
73.33%
-3.72%
214.0%
View Full Analysis

About NET

Founded
2009
Employees
5483
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.

Recent NET News & Updates

Seeking Alpha Jun 27

Cloudflare: Structural Acceleration Driven By Agentic AI Traffic

Summary Cloudflare delivered a strong Q1 2026, with 34% YoY revenue growth to $640M, a free cash flow margin at 13%, and record large-customer additions. NET's four-act strategy—application services, Zero Trust/SASE, the Workers platform, and AI pay per crawl—positions it to capture the agentic AI re-platforming tailwind. We assign a Buy rating and $271 price target supported by premium growth, Workers platform acceleration, and a clear path to Rule-of-50 economics. Read the full article on Seeking Alpha

Recent updates

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