Cloudflare Future Growth
Future criteria checks 3/6
Cloudflare is forecast to grow earnings and revenue by 28.2% and 20% per annum respectively. EPS is expected to grow by 35.3% per annum. Return on equity is forecast to be 25% in 3 years.
Key information
28.2%
Earnings growth rate
35.3%
EPS growth rate
| IT earnings growth | 17.0% |
| Revenue growth rate | 20.0% |
| Future return on equity | 25.0% |
| Analyst coverage | Good |
| Last updated | 23 Apr 2024 |
Recent future growth updates
Recent updates
Cloudflare: Too Much Optimism
Apr 19Cloudflare: Navigating High Valuations With Growth Potential
Apr 03Is Cloudflare (NYSE:NET) Weighed On By Its Debt Load?
Mar 31
Is There Now An Opportunity In Cloudflare, Inc. (NYSE:NET)?
Mar 13Cloudflare: 2021 All Over Again?
Mar 03Cloudflare, Inc.'s (NYSE:NET) 34% Jump Shows Its Popularity With Investors
Feb 10Cloudflare: Build AI Edge Exit Strategy
Feb 09Estimating The Intrinsic Value Of Cloudflare, Inc. (NYSE:NET)
Feb 02Cloudflare: Near-Term Expectations Are Too High
Jan 31Cloudflare's Valuation Advantage: Progress Toward GAAP Breakeven (Upgrade)
Jan 09Cloudflare, Inc.'s (NYSE:NET) P/S Is On The Mark
Dec 22Cloudflare: Why I Am Now Downgrading The Stock
Dec 02Cloudflare (NYSE:NET) Has Debt But No Earnings; Should You Worry?
Nov 17How Cloudflare Anticipated The AI Revolution Years In Advance
Nov 16Cloudflare: Buy The Dips For This Expensive Stock? Don't Be Fooled
Oct 27What Is Cloudflare, Inc.'s (NYSE:NET) Share Price Doing?
Oct 27Cloudflare: AI Edge
Sep 27Cloudflare Has AI Upside
Sep 20Estimating The Intrinsic Value Of Cloudflare, Inc. (NYSE:NET)
Sep 14Cloudflare: Upgrading To Buy On Strong Execution In Sales Challenges
Aug 21Why We're Not Concerned About Cloudflare, Inc.'s (NYSE:NET) Share Price
Aug 11Cloudflare: Phenomenal Company But Now Isn't The Time
Jul 23Is Cloudflare (NYSE:NET) Using Too Much Debt?
Jul 16Cloudflare Boosts Strong Network Positioning For Long-Term Growth
Jul 15Cloudflare: Why It's Time To Downgrade The Stock
Jun 18Cloudflare: Eternal Optimism
May 30Is Cloudflare (NYSE:NET) Using Debt In A Risky Way?
Apr 17Cloudflare: ChatGPT, AI And The Competitive Advantage Most Miss
Feb 20Cloudflare Q4 Earnings: Recession? Not Here
Feb 13Why Cloudflare, Inc. (NYSE:NET) Could Be Worth Watching
Feb 08Cloudflare Q4 Earnings: Can The Share Price Be Justified?
Feb 07Cloudflare: Uncertain 2023
Jan 25Cloudflare, Inc. (NYSE:NET) Shares Could Be 22% Below Their Intrinsic Value Estimate
Jan 09Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 2,733 | -151 | 504 | 757 | 10 |
| 12/31/2025 | 2,117 | -138 | 229 | 502 | 30 |
| 12/31/2024 | 1,654 | -152 | 165 | 378 | 31 |
| 12/31/2023 | 1,297 | -184 | 119 | 254 | N/A |
| 9/30/2023 | 1,209 | -202 | 102 | 247 | N/A |
| 6/30/2023 | 1,127 | -221 | 63 | 222 | N/A |
| 3/31/2023 | 1,053 | -190 | 39 | 195 | N/A |
| 12/31/2022 | 975 | -193 | -40 | 124 | N/A |
| 9/30/2022 | 894 | -225 | -65 | 86 | N/A |
| 6/30/2022 | 813 | -290 | -100 | 36 | N/A |
| 3/31/2022 | 731 | -262 | -105 | 6 | N/A |
| 12/31/2021 | 656 | -260 | -43 | 65 | N/A |
| 9/30/2021 | 589 | -217 | -75 | 15 | N/A |
| 6/30/2021 | 531 | -136 | -53 | 24 | N/A |
| 3/31/2021 | 478 | -127 | -64 | 21 | N/A |
| 12/31/2020 | 431 | -119 | -92 | -17 | N/A |
| 9/30/2020 | 389 | -114 | -92 | -17 | N/A |
| 6/30/2020 | 349 | -128 | -108 | -37 | N/A |
| 3/31/2020 | 317 | -121 | -105 | -44 | N/A |
| 12/31/2019 | 287 | -106 | -96 | -39 | N/A |
| 9/30/2019 | 259 | -94 | -102 | -43 | N/A |
| 6/30/2019 | 235 | -91 | -90 | -39 | N/A |
| 3/31/2019 | 213 | -93 | -93 | -52 | N/A |
| 12/31/2018 | 193 | -87 | -78 | -43 | N/A |
| 12/31/2017 | 135 | -11 | -20 | 3 | N/A |
| 12/31/2016 | 85 | -17 | N/A | -13 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: NET is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: NET is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: NET is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: NET's revenue (20% per year) is forecast to grow faster than the US market (8% per year).
High Growth Revenue: NET's revenue (20% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: NET's Return on Equity is forecast to be high in 3 years time (25%)