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Cloudflare, Inc. (NET)

212.36 +5.29 (+2.55%)
At close: April 27 at 4:00:43 PM EDT
209.00 -3.37 (-1.59%)
Pre-Market: 8:58:37 AM EDT
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News headlines Cloudflare (NET) has seen a 75.5% gain over the past year, raising questions about its valuation amid strong revenue growth. Analysts are cautious, highlighting insider selling and elevated valuation metrics that suggest potential risks ahead.

Cloudflare (NET) has seen a 75.5% gain over the past year, raising questions about its valuation amid strong revenue growth. Analysts are cautious, highlighting insider selling and elevated valuation metrics that suggest potential risks ahead.

Updated 9m ago · Powered by Yahoo Scout
  • Previous Close 207.07
  • Open 206.78
  • Bid 209.40 x 10000
  • Ask --
  • Day's Range 204.50 - 214.98
  • 52 Week Range 117.07 - 260.00
  • Volume 3,498,048
  • Avg. Volume 4,777,106
  • Market Cap (intraday) 74.747B
  • Beta (5Y Monthly) 1.88
  • PE Ratio (TTM) --
  • EPS (TTM) -0.30
  • Earnings Date May 7, 2026
  • Forward Dividend & Yield --
  • Ex-Dividend Date --
  • 1y Target Est 231.85

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

www.cloudflare.com

5,156

Full Time Employees

December 31

Fiscal Year Ends

Performance Overview: NET

Trailing total returns as of 4/27/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

NET
7.71%
S&P 500 (^GSPC)
4.80%

1-Year Return

NET
75.50%
S&P 500 (^GSPC)
29.84%

3-Year Return

NET
256.43%
S&P 500 (^GSPC)
73.48%

5-Year Return

NET
144.06%
S&P 500 (^GSPC)
71.35%

Earnings Trends: NET

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized
 

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q4 FY25
Revenue 614.51M
Earnings 106.78M

Q1

FY25

Q2

FY25

Q3

FY25

Q4

FY25

0
200M
400M
600M
 

Analyst Insights: NET

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Analyst Price Targets

135.00 Low
231.85 Average
212.36 Current
300.00 High
 

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell
 

Latest Rating

Date 4/15/2026
Analyst Piper Sandler
Rating Action Upgrade
Rating Overweight
Price Action Maintains
Price Target 222 -> 222
 

Statistics: NET

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Valuation Measures

Annual
As of 4/27/2026
  • Market Cap

    74.75B

  • Enterprise Value

    74.16B

  • Trailing P/E

    --

  • Forward P/E

    181.82

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    34.13

  • Price/Book (mrq)

    51.23

  • Enterprise Value/Revenue

    34.21

  • Enterprise Value/EBITDA

    700.97

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    -4.72%

  • Return on Assets (ttm)

    -2.69%

  • Return on Equity (ttm)

    -8.16%

  • Revenue (ttm)

    2.17B

  • Net Income Avi to Common (ttm)

    -102.27M

  • Diluted EPS (ttm)

    -0.30

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    4.1B

  • Total Debt/Equity (mrq)

    241.13%

  • Levered Free Cash Flow (ttm)

    388.03M

Compare To: NET

Select to analyze similar companies using key performance metrics; select up to 4 stocks.

Company Insights: NET

Fair Value

212.36 Current
 

Dividend Score

0 Low
Sector Avg.
100 High
 

Hiring Score

0 Low
Sector Avg.
100 High
 

Insider Sentiment Score

0 Low
Sector Avg.
100 High
 

Research Reports: NET

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  • Anthropic's Mythos Model's Security Capabilities Are Going to Increase Demand for Cybersecurity

    Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm’s edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.

    Rating
    Price Target
     
  • Anthropic's Mythos Model's Security Capabilities Are Going to Increase Demand for Cybersecurity

    Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm’s edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.

    Rating
    Price Target
     
  • Anthropic's Mythos Model's Security Capabilities Are Going to Increase Demand for Cybersecurity

    Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm’s edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.

    Rating
    Price Target
     
  • Moat, Valuation, and Uncertainty Changes as We Reassess our Cybersecurity Coverage With AI in Mind

    Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm’s edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.

    Rating
    Price Target
     

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