Cloudflare Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 0/6
Cloudflare yıllık ortalama 17.3% oranında kazançlarını artırırken, IT sektöründe kazançlar growing at 12.1% annual. Gelirler yılda ortalama 27.6% oranında büyüyor .
Anahtar bilgiler
17.30%
Kazanç büyüme oranı
19.82%
EPS büyüme oranı
| IT Sektör Büyümesi | 22.43% |
| Gelir büyüme oranı | 27.62% |
| Özkaynak getirisi | -12.73% |
| Net Marj | -8.21% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Seeking Alpha • Sep 11
Cloudflare Is Flying Too High, Time To Sell
Summary Cloudflare (NET) is rated Sell with a $262 price target, citing overvaluation despite strong fundamentals and recent 60% YTD rally. NET’s growth drivers include rising internet complexity, AI-driven cybersecurity demand, and high recurring revenue, but current multiples require 40-50% top-line growth to justify. Guidance remains conservative, with expected 34% revenue and 41% EPS growth, yet margins have not meaningfully expanded and free cash flow remains thin. Valuation metrics (225x forward earnings, 143.9x EV/EBITDA) far exceed peers, exposing NET to downside risk if growth does not accelerate further. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Cloudflare nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 2,512 | -206 | 1,446 | 573 |
| 31 Mar 26 | 2,329 | -87 | 1,366 | 548 |
| 31 Dec 25 | 2,168 | -102 | 1,301 | 512 |
| 30 Sep 25 | 2,013 | -103 | 1,211 | 491 |
| 30 Jun 25 | 1,881 | -117 | 1,133 | 481 |
| 31 Mar 25 | 1,770 | -82 | 1,065 | 449 |
| 31 Dec 24 | 1,670 | -79 | 1,009 | 421 |
| 30 Sep 24 | 1,572 | -94 | 969 | 398 |
| 30 Jun 24 | 1,478 | -102 | 921 | 377 |
| 31 Mar 24 | 1,385 | -181 | 877 | 364 |
| 31 Dec 23 | 1,297 | -184 | 817 | 358 |
| 30 Sep 23 | 1,209 | -202 | 765 | 341 |
| 30 Jun 23 | 1,127 | -221 | 721 | 327 |
| 31 Mar 23 | 1,053 | -190 | 692 | 313 |
| 31 Dec 22 | 975 | -193 | 642 | 298 |
| 30 Sep 22 | 894 | -225 | 598 | 280 |
| 30 Jun 22 | 813 | -290 | 551 | 251 |
| 31 Mar 22 | 731 | -262 | 485 | 217 |
| 31 Dec 21 | 656 | -260 | 447 | 189 |
| 30 Sep 21 | 589 | -217 | 398 | 162 |
| 30 Jun 21 | 531 | -136 | 361 | 147 |
| 31 Mar 21 | 478 | -127 | 328 | 133 |
| 31 Dec 20 | 431 | -119 | 303 | 127 |
| 30 Sep 20 | 389 | -114 | 292 | 119 |
| 30 Jun 20 | 349 | -128 | 286 | 116 |
| 31 Mar 20 | 317 | -121 | 267 | 106 |
| 31 Dec 19 | 287 | -106 | 241 | 91 |
| 30 Sep 19 | 259 | -94 | 216 | 80 |
| 30 Jun 19 | 235 | -91 | 205 | 67 |
| 31 Mar 19 | 213 | -93 | 194 | 61 |
| 31 Dec 18 | 193 | -87 | 180 | 54 |
| 31 Dec 17 | 135 | -11 | 82 | 34 |
| 31 Dec 16 | 85 | -17 | 54 | 24 |
Kaliteli Kazançlar: NET şu anda kârlı değil.
Büyüyen Kar Marjı: NET şu anda kârlı değil.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: NET kârlı değildir, ancak son 5 yılda zararlarını yılda 17.3% oranında azaltmıştır.
Büyüme Hızlandırma: NET 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil
Kazançlar vs. Sektör: NET kârlı olmadığından, geçmiş yıl kazanç büyümesinin IT sektörüyle ( 1.5% ) karşılaştırılması zorlaşıyor.
Özkaynak Getirisi
Yüksek ROE: NET hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -12.73% ) sahiptir.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/14 04:09 |
| Gün Sonu Hisse Fiyatı | 2026/09/14 00:00 |
| Kazançlar | 2026/06/30 |
| 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 |
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| 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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. 57 Bu analistlerden 32, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Shrenik Kothari | Baird |
| "Saket Kalia | Barclays |
| Saket Kalia | Barclays |