Cloudflare (NET) Stock Price & Analysis
NET Stock Chart & Stats
- Day’s Range
- MXN 5,140.00 - MXN 5,495.00
- 52-Week Range
- MXN 2,745.92 - MXN 6,745.00
- Previous Close
- MXN 5,755.07
- Volume
- 59
- Average Volume (3M)
- 366
- Market Cap
- MXN 1.88T
- Enterprise Value
- MXN 86.27B
- Total Cash (Recent Filing)
- MXN 4.16B
- Total Debt (Recent Filing)
- MXN 3.53B
- Price to Earnings (P/E)
- ―
- Beta
- -0.08
- Next Earnings
- Nov 05, 2026 (Est.)
- EPS Estimate
- 6.43
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Strong Revenue And Customer Expansion
Rapid revenue growth alongside expansion in large enterprise customers indicates broadening adoption across Cloudflare’s platform. A growing enterprise base can improve recurring revenue durability, increase cross-selling opportunities, and strengthen the company’s competitive position over the next several quarters.
High Customer Retention And Expansion
A 120% dollar-based net retention rate shows existing customers are expanding their spending rather than merely renewing. This land-and-expand model supports predictable subscription growth, raises customer lifetime value, and provides a durable foundation for continued revenue compounding.
Improving Cash Generation
Strong free cash flow demonstrates that Cloudflare’s subscription and usage-based model is converting growth into real liquidity despite GAAP losses. A substantial cash balance also supports infrastructure investment, product development, and strategic flexibility without relying solely on external financing.
Bears Say
Persistent GAAP Losses
Persistent GAAP losses show that Cloudflare has not yet established durable bottom-line profitability, even as revenue scales. Continued losses can constrain internal capital formation, increase dependence on non-GAAP adjustments, and make execution on the path to sustainable earnings especially important.
Elevated Leverage
Leverage is high relative to the company’s current profitability profile and reduces financial flexibility if growth slows or funding conditions tighten. Debt obligations can absorb cash that could otherwise support investment, while negative returns on equity indicate that borrowed capital is not yet producing durable shareholder returns.
Gross Margin Pressure
The year-over-year gross margin decline indicates that incremental growth is currently carrying a heavier network-cost burden. If this pressure persists, it could limit operating leverage, reduce the cash contribution from each dollar of revenue, and make future profitability improvement more difficult.
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 (NET) Earnings & Revenues
NET Company Deck
NET Earnings Call
Earnings Call SentimentPositive
The call conveyed strong business momentum: double‑digit top-line growth (+36% YoY), expanding large-customer base, 120% dollar-based net retention, outsized developer and paying-customer acquisition, record bookings/pipeline acceleration, meaningful free cash flow and substantial enterprise wins. Management also laid out a confident outlook with robust guidance. Key negatives include a meaningful year-over-year gross margin decline (320 bps), sizable restructuring and severance charges (Q2: $151M; FY up to $165M), increased network CapEx expectations and added forecasting variability from new consumption and pool-of-funds contract structures. Overall, the positives — product adoption, customer expansion, cash generation and positioning for agentic AI — materially outweigh the near-term margin and one-time cost challenges.
View all MX:NET earnings summariesNET Net sales Breakdown
- 84.39% Direct customers
- 15.61% Channel partners
NET Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 8 | 4 | 10 |
| Technical Analysis | 4 | 4 | 2 |
| Moving Averages | 4 | 0 | 8 |
