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Cloudflare (NET) Stock Price & Analysis

9,242 Followers

NET Stock Chart & Stats

$268.75$24.24(9.91%)
At close: 4:00 PM EST
$250$300$350Aug 10Aug 24Sep 8Sep 21Oct 5Oct 19Nov 2
Day’s Range
$265.00 - $286.97
52-Week Range
$158.83 - $370.35
Previous Close
$244.51
Volume
N/A
Average Volume (3M)
3.50M
Market Cap
$87.03B
Enterprise Value
$123.59B
Total Cash (Recent Filing)
$5.13B
Total Debt (Recent Filing)
$4.71B
Price to Earnings (P/E)
―
Beta
1.52
Next Earnings
Feb 11, 2027 (Est.)
EPS Estimate
0.43
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Rapid Recurring Growth

Cloudflare is expanding rapidly while retaining and growing existing customers, indicating durable product adoption across its platform. Strong RPO growth and 122% net retention support continued recurring-revenue expansion as customers add products, increase usage, and enlarge commitments.

Strong Cash Generation

Substantial operating and free cash flow demonstrate that Cloudflare’s core subscription business converts growth into liquidity despite reported accounting losses. This cash generation can fund network investment, product development, and strategic execution while reducing reliance on external financing.

Improving Operating Leverage

Lower operating expenses as a share of revenue show meaningful scalability in Cloudflare’s model. Management’s expectation of fourth-quarter GAAP profitability, substantially earlier than its prior outlook, suggests improving cost discipline could translate strong revenue growth into more durable earnings.

Bears Say

Higher Financial Leverage

The sharp increase in debt has materially reduced financial flexibility relative to the company’s equity base. Until profitability is consistently established, higher leverage can increase refinancing and interest obligations, constrain capital allocation, and make execution more sensitive to operating setbacks.

Profitability Remains Uneven

Cloudflare has improved substantially from earlier losses but has not yet demonstrated sustained GAAP profitability. Continued operating and net losses mean revenue growth is still required to support the cost structure, while any slower scaling could delay durable earnings and returns on equity.

Margin Pressure

Declining gross and free-cash-flow margins could limit how effectively Cloudflare converts strong demand into earnings and liquidity. Although gross margin remains within management’s long-term range, continued compression would weaken operating leverage and reduce cash available for investment or debt management.

Cloudflare News

NET FAQ

What was Cloudflare’s price range in the past 12 months?
Cloudflare lowest stock price was $158.83 and its highest was $370.35 in the past 12 months.
What is Cloudflare’s market cap?
Cloudflare’s market cap is $87.03B.
When is Cloudflare’s upcoming earnings report date?
Cloudflare’s next earnings report is estimated for Feb 11, 2027 (not yet confirmed), which is in 96 days.
How were Cloudflare’s earnings last quarter?
Cloudflare released its earnings results on Nov 05, 2026. The company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.342 by $0.038.
Is Cloudflare overvalued?
According to Wall Street analysts Cloudflare’s price is currently Undervalued.
Does Cloudflare pay dividends?
Cloudflare does not currently pay dividends.
What is Cloudflare’s EPS estimate?
Cloudflare’s EPS estimate is 0.43.
How many shares outstanding does Cloudflare have?
Cloudflare has 322,618,770 shares outstanding.
What happened to Cloudflare’s price movement after its last earnings report?
Cloudflare reported an EPS of $0.38 in its last earnings report, beating expectations of $0.342. Following the earnings report the stock price went up 9.914%.
Which hedge fund is a major shareholder of Cloudflare?
Hedge funds hold Cloudflare shares: the largest hedge-fund position in Cloudflare is 71,884,474 shares, and hedge funds decreased their holdings by 416.9K shares last quarter.
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