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NET Stock Chart & Stats
$200.99
-$0.89(-0.78%)
At close: 4:00 PM EST
$200.99
-$0.89(-0.78%)
Day’s Range― - ―
52-Week Range$158.83 - $291.00
Previous CloseN/A
Volume641.50K
Average Volume (3M)3.22M
Market Cap
$96.70B
Enterprise Value$72.11K
Total Cash (Recent Filing)$4.17B
Total Debt (Recent Filing)$3.52B
Price to Earnings (P/E)―
Beta1.37
Next Earnings
Aug 06, 2026EPS Estimate
0.27Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.25
Shares Outstanding321,184,840
10 Day Avg. Volume3,297,375
30 Day Avg. Volume3,217,007
Financial Highlights & Ratios
PEG Ratio-26.06
Price to Book (P/B)47.08
Price to Sales (P/S)31.69
P/FCF Ratio211.80
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$260.11Price Target Upside29.41% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)1.2
Revenue Forecast (FY)$2.81B
Bulls Say, Bears Say
Bulls Say
Recurring Subscription ModelCloudflare's core business is subscription-based across security, performance and developer services, producing predictable recurring revenue and high lifetime value. Tiered packaging, self-serve funnels and enterprise upsells create durable revenue expansion channels that support long-term margin and cash conversion as customers adopt more modules.
Revenue Scale And High Gross MarginsRapid scaling to multi-billion revenue combined with persistently high gross margins indicates strong pricing power and efficient network delivery. This scale affords operating leverage: fixed network costs can be spread over larger volumes, enabling sustainable margin improvement and the ability to invest in product development without proportionate gross margin erosion.
Strong Operating And Free Cash FlowConsistent positive operating and free cash flow provides durable financial flexibility: funds AI and network investments, services debt, and supports strategic M&A or buybacks without relying on continual equity issuance. Strong cash conversion also cushions execution risk during the company’s multi-year AI and product transitions.
Bears Say
Elevated LeverageHigh leverage materially constrains financial flexibility over the medium term: interest and principal servicing amplify sensitivity to slower revenue or margin softness. Even with sizable cash balances, a debt-heavy capital structure increases refinancing and covenant risk if macro conditions tighten or if the company needs to fund additional strategic investments.
GAAP Profitability Not Yet ConsistentDespite improving EBITDA and operating cash flow, persistent GAAP losses signal that noncash charges, restructuring, and other items still depress reported earnings. Continued lack of sustained GAAP profitability can limit return on equity, complicate investor confidence, and prolong dependence on positive cash flow rather than earnings to validate capital structure.
Margin And Capex Pressure From AI & Product MixThe strategic shift to support agentic AI and inference workloads increases capital intensity and drives a higher-capex profile. Simultaneously, faster growth in lower-margin developer products and paid traffic mix compresses gross margins. Together these structural trends raise the hurdle for durable margin expansion and require sustained high revenue growth to offset higher recurring costs.
Cloudflare News
NET FAQ
What was Cloudflare Inc’s price range in the past 12 months?
Cloudflare Inc lowest stock price was $158.83 and its highest was $291.00 in the past 12 months.
What is Cloudflare Inc’s market cap?
Cloudflare Inc’s market cap is $96.70B.
When is Cloudflare Inc’s upcoming earnings report date?
Cloudflare Inc’s upcoming earnings report date is Aug 06, 2026 which is in 14 days.
How were Cloudflare Inc’s earnings last quarter?
Cloudflare Inc released its earnings results on May 07, 2026. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.231 by $0.019.
Is Cloudflare Inc overvalued?
According to Wall Street analysts Cloudflare Inc’s price is currently Undervalued.
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 0.27.
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 $0.25 in its last earnings report, beating expectations of $0.231. Following the earnings report the stock price went down -23.622%.
Which hedge fund is a major shareholder of Cloudflare Inc?
Currently, no hedge funds are holding shares in NET
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
Cloudflare Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$260.11 (29.41% Upside)
$260.11 (29.41% Upside)
Blogger Sentiment
Bullish
NET Sentiment 70%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Increased
By 444.2K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Positive
Last 7 Days ▼ 1.0%
Last 30 Days ▲ 4.1%
Last 30 Days ▲ 4.1%
News Sentiment
Bullish
Bullish news 67%
Bearish news 33%
Bearish news 33%
Technicals
SMA
Positive
20 days / 200 days
Momentum
37.69%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
65.64%
Trailing 12-Months
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.
NET Revenue Breakdown
84.39% Direct customers
15.61% Channel partners
NET Stock 12 Month Forecast
Average Price Target
$260.11
▲(29.41% Upside)
Technical Analysis
Ownership Overview
0.84% Insiders
32.08% Mutual Funds
0.60% Other Institutional Investors
47.69% Public Companies and Individual Investors