Cloudflare (NET) Aktievy
Cloudflare, Inc. är en molntjänstleverantör som levererar en rad olika tjänster till företag över hela världen. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
NET Community Fair Values
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Analyst Price Targets
Software opportunity
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Fair Value from
US$6.8570.9% undervärderad intrinsisk rabatt
ZenaTech: A big bet on the rise of AI drones and drones-as-a-service
Key Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.
Read full narrativeCloudflare, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$193.52 |
| 52 veckors högsta | US$260.00 |
| 52 veckors lägsta | US$136.32 |
| Beta | 1.67 |
| 1 månads förändring | 15.89% |
| 3 månaders förändring | 7.52% |
| 1 års förändring | 35.94% |
| 3 års förändring | 277.89% |
| 5 års förändring | 172.72% |
| Förändring sedan börsintroduktionen | 975.11% |
Senaste nyheter och uppdateringar
Seeking Alpha • May 04
Cloudflare Q1 Preview: Up 90% Since My Buy Call, But You're Too Late (Rating Downgrade)
Summary NET is up 90%+ since my late-2024 Buy rating, but valuation has now caught up with the thesis. Q1 and Investor Day can support sentiment, especially if cRPO, large-customer growth, and AI tools remain strong. I rate NET a Hold: strong business, weak entry, limited margin of safety, and better 50%+ return setups elsewhere. Read the full article on Seeking Alpha
Analysuppdatering • 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.Recent updates
Seeking Alpha • May 04
Cloudflare Q1 Preview: Up 90% Since My Buy Call, But You're Too Late (Rating Downgrade)
Summary NET is up 90%+ since my late-2024 Buy rating, but valuation has now caught up with the thesis. Q1 and Investor Day can support sentiment, especially if cRPO, large-customer growth, and AI tools remain strong. I rate NET a Hold: strong business, weak entry, limited margin of safety, and better 50%+ return setups elsewhere. Read the full article on Seeking AlphaAnalysuppdatering • 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.
Analysuppdatering • 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.
Ny analys • Apr 09
Cloudflare, Inc. (NET): The "Connectivity Cloud" and the 2026 AI Inference Breakout
Cloudflare, Inc. (NET) , the powerhouse behind the "connectivity cloud," experienced a sharp technical correction on April 9, 2026, closing at $193.05 USD on the NYSE.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Ny analys • 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 AlphaSeeking 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 AlphaSeeking Alpha • Mar 03
Cloudflare: Balancing High Growth And Profitability
Summary I recognize that Cloudflare's valuation is high, but its strong growth potential keeps me interested. I believe its expanding free cash flow margins could make it an institutional favorite over time. I acknowledge the risks from competitors and IT budget constraints, but I see Cloudflare continuing to gain traction. I expect that if Cloudflare can sustain near-30% revenue growth, its premium valuation will remain justified. Read the full article on Seeking AlphaAktieägarnas avkastning
| NET | US IT | US Marknad | |
|---|---|---|---|
| 7D | -13.7% | -1.2% | 2.2% |
| 1Y | 35.9% | 0.2% | 31.1% |
Avkastning vs industri: NET översteg US IT branschen som gav 0.2 % under det senaste året.
Avkastning vs Marknaden: NET översteg US marknaden som gav 31.1 % under det senaste året.
Prisvolatilitet
| NET volatility | |
|---|---|
| NET Average Weekly Movement | 11.8% |
| IT Industry Average Movement | 10.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: NET s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: NET s veckovolatilitet ( 12% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2009 | 5,483 | Matthew Prince | www.cloudflare.com |
Cloudflare, Inc. är en leverantör av molntjänster som levererar en rad tjänster till företag över hela världen. Företaget tillhandahåller en molnbaserad säkerhetslösning för att säkra en rad olika kombinationer av plattformar, inklusive offentliga och privata moln, lokalt, software-as-a-service-applikationer och IoT-enheter (Internet of Things); och applikationssäkerhetsprodukter som omfattar brandvägg för webbapplikationer, bot-hantering, distribuerad denial of service mitigation, API-säkerhet, SSL/TLS-kryptering, säkerhet på klientsidan och produkter för säkerhetscenter. Företaget erbjuder även lösningar för applikationsprestanda, såsom innehållsleverans, lastbalansering, DNS, smart shield, leverans av videoströmmar, webboptimering, cloudfare waiting room och cloudfare data localization suite; SASE-plattformen som kombinerar nätverkstjänster och Zero Trust och säkerhetsprodukter för arbetsplatsen som tillhandahåller ett molnbaserat nätverk och security-as-a-service; nätverkstjänster, inklusive magic WAN, magic transit, magic firewall, cloudflare network interconnect och spectrum.
Cloudflare, Inc. Sammanfattning av grunderna
| NET grundläggande statistik | |
|---|---|
| Börsvärde | US$69.33b |
| Vinst(TTM) | -US$86.74m |
| Intäkter(TTM) | US$2.33b |
29.4x
P/S-förhållande-788.6x
P/E-förhållandeÄr NET övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| NET resultaträkning (TTM) | |
|---|---|
| Intäkter | US$2.33b |
| Kostnad för intäkter | US$621.11m |
| Bruttovinst | US$1.71b |
| Övriga kostnader | US$1.79b |
| Intäkter | -US$86.74m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -0.25 |
| Bruttomarginal | 73.33% |
| Nettovinstmarginal | -3.72% |
| Skuld/egenkapitalförhållande | 214.0% |
Hur har NET utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/11 21:37 |
| Aktiekurs vid dagens slut | 2026/05/11 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Cloudflare, Inc. bevakas av 54 analytiker. 33 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Mark Shmulik | Bernstein |