Cloudflare Balansräkning Hälsa
Finansiell hälsa kriterier kontrolleras 5/6
Cloudflare har ett totalt eget kapital på $1.6B och en total skuld på $3.3B vilket ger sin skuldsättningsgrad till 201.9%. Dess totala tillgångar och totala skulder är $6.5B respektive $4.9B.
Viktig information
201.87%
Skuldsättning i förhållande till eget kapital
US$3.27b
Skuld
| Räntetäckningsgrad | n/a |
| Kontanter | US$4.16b |
| Eget kapital | US$1.62b |
| Summa skulder | US$4.85b |
| Totala tillgångar | US$6.47b |
Nya uppdateringar om finansiell hälsa
Inga uppdateringar
Recent updates
Uppdatering av berättelse • Sep 03
NET: Agentic AI And Security Platform Adoption Will Support Future Margin Expansion
Cloudflare's analyst fair value estimate has been raised to $400 from $305 as analysts respond to a cluster of higher Street price targets that follow what they describe as strong Q2 results, accelerating large customer momentum, and growing adoption of Workers, AI and broader platform services. Analyst Commentary Recent research shows a broad wave of positive commentary on Cloudflare, with many bullish analysts lifting their valuation frameworks after what they describe as a strong Q2 and constructive long term outlook.Seeking Alpha • Aug 14
Cloudflare: The Valuation Leaves Little Room For Error (Downgrade)
Summary Cloudflare has rallied ~70% YTD, driven by robust Q2 results and an upgraded full-year outlook. NET now guides to 32% revenue growth and 15-16% pro forma operating margin for FY26, with long-term margin targets raised to 30%+. Valuation has stretched to 40.7x EV/FY26 revenue and ~200x FY27 P/E, pricing in six years of strong growth. I am moderating my rating to neutral and recommending de-risking or trimming positions at current valuation extremes. Read the full article on Seeking Alpha
Uppdatering av berättelse • Aug 13
NET: AI And Security Demand Will Test Fairly Priced Agentic Internet Platform
Cloudflare's analyst price target has been raised materially, with the fair value estimate moving from about $252 to roughly $334. Analysts highlight recent Q2 beats, higher long term guidance, stronger large customer traction, and growing monetization of its AI and Workers platform.
Uppdatering av berättelse • Jul 30
NET: AI And Edge Demand Will Continue To Outrun Sustainable Margin Execution
Cloudflare's fair value estimate has edged down to $150.47 from $155.03 as analysts raise Street price targets on the stock. They cite stronger AI driven demand for security, edge compute and developer services, along with sector wide multiple expansion.Uppdatering av berättelse • Jul 16
NET: AI Pivot And Security Demand Will Test Fairly Valued Shares
Cloudflare's analyst price target has moved higher, with the modeled fair value estimate shifting from about $234 to $252, as analysts point to strong Q2 setup checks, expanding AI and security use cases, and a more constructive view coming out of recent investor and analyst day events. Analyst Commentary Recent research on Cloudflare points to a cluster of higher price targets and upgraded views ahead of the Q2 report and following the company’s investor and analyst events.
Ny berättelse • Jul 07
Q-Day: Quantum Hype vs Quantum-Safe Infrastructure
Is the market paying more for companies that might build the quantum future, or for companies that may help secure the transition into it? Cloudflare is not a quantum computer company.Uppdatering av berättelse • Jul 02
NET: Agentic AI Platform Expansion Will Drive Long Term Margin Upside
The analyst price target for Cloudflare is updated to $305 from $318, with analysts pointing to clearer long-term margin and revenue frameworks, AI and agentic internet opportunities, and a more detailed platform roadmap emerging from recent investor and analyst day discussions. Analyst Commentary Recent research commentary around Cloudflare highlights a cluster of bullish analysts increasing price targets after the company’s 2026 Investor and Analyst Day, with most tying their views to clearer long term financial targets, AI related opportunities, and execution on the broader platform vision.Uppdatering av berättelse • Jun 17
NET: AI Agent Hype Will Continue To Outrun Sustainable Margin Delivery
Cloudflare's updated analyst price target implies fair value rising from about $148.41 to $155.03, as analysts factor in slightly lower discount rates, modestly adjusted growth assumptions, and improved long term margin and P/E expectations related to the company's AI and agentic internet positioning. Analyst Commentary on Cloudflare Stock Recent research on Cloudflare clusters around a constructive long term story, but there are still pockets of caution that matter if you are weighing the risk and reward around the current valuation.Uppdatering av berättelse • Jun 03
NET: AI First Pivot And Extremist Content Risks Will Pressure Outlook
Narrative Update: Cloudflare Cloudflare's updated analyst price target edges higher to $234.18 from $231.85 as analysts factor in a lower discount rate, higher modeled profit margins, and a reset to a more moderate future P/E multiple, despite slightly tempered revenue growth expectations. Analyst Commentary Recent research paints a mixed picture, with several bullish analysts lifting price targets and one bearish analyst trimming expectations.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 berättelse • 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.Analys av finansiell ställning
Kortfristiga skulder: NET s kortfristiga tillgångar ( $4.8B ) överstiger dess kortfristiga skulder ( $2.6B ).
Långfristiga skulder: NET s kortfristiga tillgångar ( $4.8B ) överstiger dess långfristiga skulder ( $2.2B ).
Skuld till eget kapital Historik och analys
Skuldnivå: NET har mer kontanter än sin totala skuld.
Minska skulden: NET s skuldsättningsgrad har ökat från 50.1% till 201.9% under de senaste 5 åren.
Balansräkning
Analys av kontantbanan
För företag som i genomsnitt har gått med förlust tidigare bedömer vi om de har minst 1 års kassaflöde.
Stabil Cash Runway: Även om olönsamma NET har tillräckligt med cash runway i mer än 3 år om den bibehåller sin nuvarande positiva fritt kassaflöde-nivå.
Prognos Cash Runway: NET är olönsam men har tillräckligt med kassaflöde i mer än 3 år, på grund av att det fria kassaflödet är positivt och växer med 56 % per år.
Upptäck friska företag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/10 04:12 |
| Aktiekurs vid dagens slut | 2026/09/10 00:00 |
| Intäkter | 2026/06/30 |
| 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 |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* 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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det 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 56 analytiker. 32 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 Moerdler | Bernstein |