Cloudflare stock analysis
Cloudflare (8CF) Stock Price & Analysis
8CF Stock Chart & Stats
- Day’s Range
- EUR 254.20 - EUR 273.10
- 52-Week Range
- EUR 135.32 - EUR 325.60
- Previous Close
- EUR 245.70
- Volume
- N/A
- Average Volume (3M)
- 403
- Market Cap
- EUR 97.45B
- Enterprise Value
- EUR 123.59B
- Total Cash (Recent Filing)
- EUR 5.13B
- Total Debt (Recent Filing)
- EUR 4.71B
- Price to Earnings (P/E)
- ―
- Beta
- 0.38
- Next Earnings
- Feb 11, 2027 (Est.)
- EPS Estimate
- 0.39
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue Growth And Gross Margins
Cloudflare combines rapid multi-year revenue expansion with consistently high gross margins, indicating meaningful software economics and strong customer value. This scale can support continued investment in security, developer products, and network capacity while creating a foundation for improving profitability over time.
Cash Generation
Strong operating and free cash flow show that Cloudflare’s core business is generating cash despite reported accounting losses. This internally generated liquidity can fund network investment, product development, and customer growth while reducing reliance on external capital to sustain expansion.
Customer Expansion And Retention
A 122% net retention rate and faster growth among large customers demonstrate durable expansion within the installed base. Customers are increasing spending across Cloudflare’s broader platform, supporting recurring revenue growth, stronger account economics, and deeper enterprise relationships.
Bears Say
High Leverage
The sharp increase in debt materially raises financial risk while returns on equity remain negative. Higher obligations can reduce flexibility for investment or acquisitions and make sustainable profitability more important, particularly if cash generation weakens or operating performance falls short.
Unresolved GAAP Losses
Cloudflare has improved substantially from earlier losses, but it has not yet established consistent GAAP profitability and operating losses re-expanded in the TTM period. This leaves earnings conversion unproven and makes the business more dependent on continued growth and operating leverage.
Margin And Cash-Flow Pressure
Recent compression in gross margin and free-cash-flow margin indicates that growth is not translating into steadily improving efficiency across all periods. If these pressures persist, they could limit incremental cash generation and delay the benefits of Cloudflare’s strong revenue scale.
Cloudflare News
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Cloudflare Stock Smart Score
Company Description
Cloudflare
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.
- Sector
- Technology
- Industry
- Software - Infrastructure
- CEO
- Matthew Prince
- Employees
- 5,156
- Website
- www.cloudflare.com
- Address
- 101 Townsend Street, San Francisco, CA, 94107, US
Cloudflare (8CF) Earnings & Revenues
8CF Company Deck
8CF Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Management reported record revenue growth, profitability, customer additions, developer adoption, enterprise expansion, retention and operating leverage, while raising expectations for near-term profitability. The main challenges were gross-margin and free-cash-flow-margin declines, a difficult cybersecurity environment, organizational restructuring and uncertainty around the timing of significant Act 4 monetization. The highlights significantly outweighed the lowlights.
View all DE:8CF earnings summaries8CF Net sales Breakdown
- 84.39% Direct customers
- 15.61% Channel partners
8CF Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 6 | 2 |
| Technical Analysis | 3 | 6 | 1 |
| Moving Averages | 11 | 0 | 1 |












