Cloudflare (NET) Hisse Özeti
Cloudflare, Inc. dünya çapındaki işletmelere bir dizi hizmet sunan bir bulut hizmetleri sağlayıcısı olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
NET Community Fair Values
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Analyst Price Targets
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Read full narrativeCloudflare, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$248.59 |
| 52 Haftanın En Yüksek Seviyesi | US$260.00 |
| 52 Haftanın En Düşük Seviyesi | US$120.55 |
| Beta | 1.67 |
| 1 Aylık Değişim | 17.38% |
| 3 Aylık Değişim | 52.46% |
| 1 Yıllık Değişim | 104.25% |
| 3 Yıllık Değişim | 405.16% |
| 5 Yıllık Değişim | 256.71% |
| Halka arzdan bu yana değişim | 1,281.06% |
Son Haberler & Güncellemeler
Cloudflare Q1 Preview: Up 90% Since My Buy Call, But You're Too Late (Rating Downgrade)
May 04
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.
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.Recent updates
Cloudflare Q1 Preview: Up 90% Since My Buy Call, But You're Too Late (Rating Downgrade)
May 04NET: 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.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.
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.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.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.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.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.Earnings Update: Cloudflare, Inc. (NYSE:NET) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
Feb 13
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.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.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.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.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.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.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.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.Why Cloudflare's 31% Pullback Is A Golden Buying Opportunity In AI And Edge Computing
Apr 28Cloudflare: Valuations Have Really Flared Up
Mar 25Cloudflare: Balancing High Growth And Profitability
Mar 03Cloudflare Q4: AI Agents & Inference Driving Up Enterprise Momentum (Downgrade)
Feb 13Hissedar Getirileri
| NET | US IT | US Pazar | |
|---|---|---|---|
| 7D | 17.3% | 2.5% | 3.2% |
| 1Y | 104.2% | 0.2% | 31.0% |
Getiri vs. Endüstri: NET geçen yıl % 0.2 oranında getiri sağlayan US IT sektörünü aştı.
Getiri vs Piyasa: NET geçen yıl % 31 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| NET volatility | |
|---|---|
| NET Average Weekly Movement | 9.6% |
| IT Industry Average Movement | 10.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: NET son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: NET 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2009 | 5,156 | Matthew Prince | www.cloudflare.com |
Cloudflare, Inc. dünya çapındaki işletmelere bir dizi hizmet sunan bir bulut hizmetleri sağlayıcısı olarak faaliyet göstermektedir. Şirket, genel ve özel bulut, şirket içi, hizmet olarak yazılım uygulamaları ve nesnelerin interneti (IoT) cihazları dahil olmak üzere bir dizi platform kombinasyonunu güvence altına almak için bulut tabanlı bir güvenlik çözümü ve web uygulaması güvenlik duvarı, bot yönetimi, dağıtılmış hizmet reddi azaltma, API güvenliği, SSL/TLS şifreleme, istemci tarafı güvenliği ve güvenlik merkezi ürünlerinden oluşan uygulama güvenliği ürünleri sunmaktadır. Ayrıca içerik dağıtımı, yük dengeleme, DNS, akıllı kalkan, video akışı dağıtımı, web optimizasyonu, cloudfare bekleme odası ve cloudfare veri yerelleştirme paketi gibi uygulama performansı çözümleri; bulut tabanlı bir ağ ve hizmet olarak güvenlik sağlayan ağ hizmetleri ile Sıfır Güven ve işyeri güvenlik ürünlerini birleştiren SASE platformu; magic WAN, magic transit, magic firewall, cloudflare network interconnect ve spectrum dahil olmak üzere ağ hizmetleri sunmaktadır.
Cloudflare, Inc. Temel Bilgiler Özeti
| NET temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$86.03b |
| Kazançlar(TTM) | -US$102.27m |
| Gelir(TTM) | US$2.17b |
NET aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| NET gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.17b |
| Gelir Maliyeti | US$552.53m |
| Brüt Kâr | US$1.62b |
| Diğer Giderler | US$1.72b |
| Kazançlar | -US$102.27m |
Son Raporlanan Kazançlar
Dec 31, 2025
Sonraki Kazanç Tarihi
May 07, 2026
| Hisse başına kazanç (EPS) | -0.29 |
| Brüt Marj | 74.51% |
| Net Kâr Marjı | -4.72% |
| Borç/Özkaynak Oranı | 223.8% |
NET uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/06 04:21 |
| Gün Sonu Hisse Fiyatı | 2026/05/06 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Cloudflare, Inc. 53 Bu analistlerden 33, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Peter Weed | Bernstein |