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Cloudflare, Inc.
NET
NYSE·Technology·Software - Infrastructure·Mkt cap $87.4B
$242.14
▼ -1.69%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$158.83 - $276.82
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 32.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Global Anycast Network - Distributed infrastructure providing low-latency access and DDoS mitigation at scale
- Integrated Platform - Unified security, performance, and reliability solutions reduce complexity and vendor sprawl
- Developer-First Approach - Programmable network and APIs enable customization and innovation for technical users
- Market Leadership - Trusted by millions of internet properties with strong brand recognition and network effects
Bear Case
2 risks
- Above-average volatility (beta 1.7).
- Growth premium of 10.3x vs Enterprise SaaS peers. Significant premium - requires sustained high growth to justify.
Growth
Turning profitable
Increasing cybersecurity threats driving demand for advanced DDoS and bot management solutions
Value
Growth premium of 10.3x vs Enterprise SaaS peers. Significant premium - requires sustained high growth to justify.
Momentum
Strong
+16.4% over 3m
Quality
Excellent
High-growth business (32% revenue growth, 73% gross margin). Pre-profit but investing in growth.
Dividend
None
No dividend
Smart-money signal
Who's buying NET right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 30, 2026
MAY 7, 2026
Reported EPS of $0.25 vs $0.23 consensus (+8.4% surprise). Revenue of $639.8M vs $620.8M expected (+3.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+8.4%
Next: Apr 30, 2026
Revenue trend · last 8Q
—
—
+27%
+27%
+28%
+31%
+34%
+34%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$401.0M
$430.1M
$459.9M
$479.1M
$512.3M
$562.0M
$614.5M
$639.8M
Margins · last 8Q
Gross
71.2%
Operating
-9.6%
Profit
-3.6%
Wall Street consensus
18 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
28%
Sell
6%
Median Price Target
$242.50
▲ +0.1% vs $242.14
Latest: Citi · Jun 15, 2026
4 analysts covering