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Cloudflare Inc (DE:8CF)
NYSE:8CF

Cloudflare (8CF) Price & Analysis

27 Followers

8CF Stock Chart & Stats

€167.70
€2.10(1.92%)
At close: 4:00 PM EST
€167.70
€2.10(1.92%)

Bulls Say, Bears Say

Bulls Say
Revenue Scale & High Gross MarginsCloudflare’s revenue has scaled to multi‑billion levels while maintaining high gross margins (~73–77%), reflecting durable pricing power and efficient delivery of network services. Scale and margin profile support continued reinvestment in infrastructure and product innovation, underpinning long‑term competitive positioning in cloud security and edge services.
Strong Operating Cash Flow & Free Cash FlowOperating cash flow and free cash flow have strengthened materially, with OCF ~$702M and FCF ~$379M TTM. Persistent positive cash generation funds network CapEx, strategic AI investments, and buybacks or debt servicing without relying on equity raises, improving financial optionality and resilience over the medium term.
Enterprise Customer Expansion & High RetentionRapid growth in large customers (4,416 paying >$100k, +25% YoY) plus a DBNR of 118% indicate strong enterprise adoption, expansion within accounts, and sticky recurring revenue. Large, expanding customers and record enterprise deals materially increase low‑volatility revenue and upsell runway, enhancing long‑term revenue durability.
Bears Say
Elevated Financial LeverageDebt materially above equity (total debt ~$3.7B vs equity ~$1.46B) leaves Cloudflare with elevated leverage. This increases refinancing and interest‑rate sensitivity, constrains capital allocation flexibility, and raises solvency risk if operating improvements stall, making sustained profitability crucial to de‑risk the balance sheet.
Margin Pressure From Product Mix ShiftA meaningful mix shift toward lower‑margin developer and Workers products is compressing gross margin and may persist as developer adoption grows. Unless offset by pricing, efficiency gains, or higher‑margin upsells, this structural mix change risks lower long‑term gross margins and reduced operating leverage despite revenue growth.
Execution & Transition Risk From Large RestructuringA large reorganization (~20% headcount reduction with ~$140–150M charges) to pivot to an AI‑first model creates execution, morale, and timing risks. Successful integration is required to realize cost savings and product roadmap changes; misexecution could slow sales, delay AI monetization, and weaken customer service over the medium term.

Cloudflare News

8CF FAQ

What was Cloudflare Inc’s price range in the past 12 months?
Cloudflare Inc lowest stock price was €135.32 and its highest was €236.80 in the past 12 months.
    What is Cloudflare Inc’s market cap?
    Cloudflare Inc’s market cap is €70.85B.
      When is Cloudflare Inc’s upcoming earnings report date?
      Cloudflare Inc’s upcoming earnings report date is Jul 30, 2026 which is in 34 days.
        How were Cloudflare Inc’s earnings last quarter?
        Cloudflare Inc released its earnings results on May 07, 2026. The company reported €0.215 earnings per share for the quarter, beating the consensus estimate of €0.199 by €0.016.
          Is Cloudflare Inc overvalued?
          According to Wall Street analysts Cloudflare Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cloudflare Inc pay dividends?
            Cloudflare Inc does not currently pay dividends.
            What is Cloudflare Inc’s EPS estimate?
            Cloudflare Inc’s EPS estimate is 0.23.
              How many shares outstanding does Cloudflare Inc have?
              Cloudflare Inc has 321,184,840 shares outstanding.
                What happened to Cloudflare Inc’s price movement after its last earnings report?
                Cloudflare Inc reported an EPS of €0.215 in its last earnings report, beating expectations of €0.199. Following the earnings report the stock price went down -23.307%.
                  Which hedge fund is a major shareholder of Cloudflare Inc?
                  Currently, no hedge funds are holding shares in DE:8CF
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Cloudflare Inc

                    Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including "on-ramps" that facilitate seamless connections for users, devices, or locations to its expansive network, alongside "filters" engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.

                    Cloudflare (8CF) Earnings & Revenues

                    8CF Company Deck

                    8CF Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents a strongly positive operational and financial momentum—robust revenue growth (34% YoY), expanding large-customer base, record large deals, solid profitability, and strong free cash flow—paired with aggressive strategic moves to replatform the company for agentic AI. Key near-term negatives include a substantial workforce reduction (~20%) with related $140M–$150M restructuring charges, and pressure on gross margins from mix shifts toward lower-margin developer products and reclassification of traffic costs. On balance, the growth, cash generation, customer wins, and clear strategic positioning for AI materially outweigh the immediate costs and execution risks of the transition.View all DE:8CF earnings summaries

                    8CF Revenue Breakdown

                    84.39%84.39%15.61%
                    84.39% Direct customers
                    15.61% Channel partners
                    tipranks

                    8CF Stock 12 Month Forecast

                    Average Price Target

                    €216.37
                    ▲(29.02% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 27,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":157.16,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 18, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":173.98,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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style=\"color:#199ca5\">Buy 35,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":218.05,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":170.66,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 24,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":149.74,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 33,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":177.76,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 29,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      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