Cloudflare, Inc. (NET)

US — Technology Sector
Peers: SNPS  CDNS  SNOW  FTNT  NTES  CRWV  MRVL  MSTR  ZS  GLW 

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Key Metrics & Ratings

  • symbol NET
  • Rev/Share 5.8809
  • Book/Share 3.9345
  • PB 49.73
  • Debt/Equity 1.0064
  • CurrentRatio 2.0407
  • ROIC -0.0587

 

  • MktCap 68535428301.0
  • FreeCF/Share 0.632
  • PFCF 316.732
  • PE -650.1202
  • Debt/Assets 0.2343
  • DivYield 0
  • ROE -0.0815

 

  • Rating D+
  • Score 1
  • Recommendation Strong Sell
  • P/E Score 1
  • DCF Score 1
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Initiation NET Barclays -- Overweight -- $235 Dec. 2, 2025
Resumed NET Oppenheimer -- Outperform -- $260 Nov. 10, 2025
Upgrade NET DZ Bank Sell Hold -- $237 Nov. 5, 2025
Resumed NET Jefferies -- Hold -- $250 Oct. 31, 2025
Initiation NET KeyBanc Capital Markets -- Overweight -- -- June 6, 2025
Upgrade NET Mizuho Neutral Outperform -- $135 April 16, 2025
Upgrade NET BofA Securities Underperform Buy -- $160 March 25, 2025
Resumed NET Oppenheimer -- Outperform -- $150 March 20, 2025
Resumed NET Morgan Stanley -- Overweight -- -- March 18, 2025
Downgrade NET DZ Bank Hold Sell -- $145 Feb. 11, 2025

News

Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know
NET
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Read More
image for news Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know
The Zacks Analyst Blog Amazon, Atlassian and Cloudflare
AMZN, NET, TEAM
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Cloud computing demand is surging, and Amazon, Atlassian and Cloudflare stand out with strong growth drivers, rising estimates and solid rankings before 2026.

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image for news The Zacks Analyst Blog Amazon, Atlassian and Cloudflare
3 Cloud Computing Stocks That Investors Can Opt to Buy Before 2026
AMZN, NET, TEAM
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Cloud computing stocks AMZN, TEAM and NET show strong fundamentals and growth potential heading into 2026.

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image for news 3 Cloud Computing Stocks That Investors Can Opt to Buy Before 2026
Wall Street Analysts See a 26.38% Upside in Cloudflare (NET): Can the Stock Really Move This High?
NET
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Positive

The consensus price target hints at a 26.4% upside potential for Cloudflare (NET). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Read More
image for news Wall Street Analysts See a 26.38% Upside in Cloudflare (NET): Can the Stock Really Move This High?
NET Gains From Synergy in Its AI and Security Products: What's Next?
NET
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive

Cloudflare is leveraging deep AI and security product synergy, rising enterprise traction, and key partnerships to build a hard-to-match growth engine.

Read More
image for news NET Gains From Synergy in Its AI and Security Products: What's Next?
NET Surges 85% in a Year: Should You Buy, Sell or Hold the Stock?
NET
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Cloudflare's surging AI role, security traction and expanding partnerships fuel momentum as NET extends its bullish run.

Read More
image for news NET Surges 85% in a Year: Should You Buy, Sell or Hold the Stock?
Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
NET
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Cloudflare (NET). This makes it worthwhile to examine what the stock has in store.

Read More
image for news Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
Cloudflare Says It Resolved Services Issues Caused by Software Update
NET
Published: December 05, 2025 by: PYMNTS
Sentiment: Neutral

Cloudflare said Friday (Dec. 5) that it resolved an incident in which its network became unavailable for several minutes earlier in the day.

Read More
image for news Cloudflare Says It Resolved Services Issues Caused by Software Update
Cloudflare stumbles again, breaking big chunks of the internet
NET
Published: December 05, 2025 by: Proactive Investors
Sentiment: Negative

A glitch at internet infrastructure firm Cloudflare knocked out a swathe of major websites on Friday morning, causing widespread outages for users trying to access services like LinkedIn, Zoom, Canva and Shopify. The issue began shortly after 9am UK time, when Cloudflare reported problems with its dashboard and APIs.

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image for news Cloudflare stumbles again, breaking big chunks of the internet
The Big 3: CRM, CRWD, NET
CRWD, CRM, NET
Published: December 04, 2025 by: Schwab Network
Sentiment: Positive

Jason Brown (@brownreport) takes investors through software names he's watching for today's Big 3. He explains why Salesforce (CRM) adding clarity to A.I.

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image for news The Big 3: CRM, CRWD, NET
Net Stock Forecast: How Much Could Cloudflare Shares Drop?
NET
Published: December 03, 2025 by: Forbes
Sentiment: Negative

Cloudflare (NET) stock has decreased by 20.5% over a period of 21 trading days. This recent decline highlights renewed concerns regarding NET's network reliability following a global outage; however, significant drops like this often pose a more challenging question: is the decline temporary, or does it indicate deeper issues within the company?

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image for news Net Stock Forecast: How Much Could Cloudflare Shares Drop?
Cloudflare Stock Pops on Brand-New "Overweight" Rating
NET
Published: December 02, 2025 by: Schaeffers Research
Sentiment: Positive

Cloudflare Inc (NYSE:NET) stock is up 4.4% at $205.92 at last check, after Barclays initiated coverage with an "overweight" rating and price target of $235.

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image for news Cloudflare Stock Pops on Brand-New "Overweight" Rating
Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
NET
Published: November 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Read More
image for news Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
Cloudflare Just Broke the Internet, But It's Still a Red-Hot Buy
NET
Published: November 21, 2025 by: MarketBeat
Sentiment: Negative

Tech giant Cloudflare Inc. NYSE: NET found itself at the center of chaos on Tuesday, Nov. 18, when a global outage knocked many of the world's biggest companies and most used websites offline. OpenAI's ChatGPT, Shopify, and other major platforms were hit, reminding investors just how central certain enterprises' networks have become to the functioning of the modern internet.

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image for news Cloudflare Just Broke the Internet, But It's Still a Red-Hot Buy
Canadian Net Real Estate Investment Trust (NET.UN:CA) Q3 2025 Earnings Call Transcript
CNNRF, NET
Published: November 19, 2025 by: Seeking Alpha
Sentiment: Neutral

Canadian Net Real Estate Investment Trust ( NET.UN:CA ) Q3 2025 Earnings Call November 19, 2025 9:00 AM EST Company Participants Kevin Henley - President, CEO & Director Charles Gazith - CFO, Secretary & Treasurer Conference Call Participants Zachary Weisbrod - Canaccord Genuity Corp., Research Division Presentation Operator Good morning. I would like to welcome everyone to Canadian Net REIT's 2025 Third Quarter Earnings Conference Call.

Read More
image for news Canadian Net Real Estate Investment Trust (NET.UN:CA) Q3 2025 Earnings Call Transcript
Can Cloudflare Stock Drop More?
NET
Published: November 18, 2025 by: Forbes
Sentiment: Negative

Cloudflare (NET) stock has dropped by 20.2% in under a month, from $253.30 on 31st Oct, 2025 to $202.25 currently. What lies ahead?

Read More
image for news Can Cloudflare Stock Drop More?
Cloudflare says outage that hit X, ChatGPT and other sites is resolved
NET
Published: November 18, 2025 by: CNBC Television
Sentiment: Neutral

Cloudflare was hit by an outage that knocked several major websites and services offline for several hours. Many sites came back online within a few hours.

Read More
image for news Cloudflare says outage that hit X, ChatGPT and other sites is resolved
Cloudflare Outage Impacts ChatGPT, X, NJTransit and More
NET
Published: November 18, 2025 by: Bloomberg Markets and Finance
Sentiment: Negative

A worldwide Cloudflare outage has taken down the websites for everything from the chief US energy regulator, ChatGPT, the New Jersey transit authority and the social-media platform X. Bloomberg cybersecurity reporter Jordan Robertson joined Bloomberg Open Interest to talk about the outage.

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image for news Cloudflare Outage Impacts ChatGPT, X, NJTransit and More
Baron Opportunity Fund Q3 2025 Portfolio Update
AMZN, ANET, ARGX, AVGO, CYBR, DDOG, DUOL, IT, LLY, META, MSFT, NET, NVDA, ODD, SHOP, SNPS, SPOT, TSLA
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Neutral

This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acquisition by Palo Alto Networks was announced.

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image for news Baron Opportunity Fund Q3 2025 Portfolio Update
Cloudflare outage downs major websites, including X, Shopify and ChatGPT
NET, SHOP
Published: November 18, 2025 by: Proactive Investors
Sentiment: Negative

Cloudflare (NYSE:NET) shares moved lower in early trade on Tuesday after the web application security and performance firm was hit by an outage that downed major websites, including social media app X, eCommerce platform Shopify and OpenAI's AI chatbot ChatGPT. A Cloudflare spokesperson said the company saw a “spike in unusual traffic” to one of its services at 6.20 am Eastern Time on Tuesday, which caused some of Cloudflare's global network services to experience errors, including widespread HTTP 500 errors.

Read More
image for news Cloudflare outage downs major websites, including X, Shopify and ChatGPT
Cloudflare Reports Outages. It's Slamming the Stock.
NET
Published: November 18, 2025 by: Barrons
Sentiment: Negative

The cloud-service provider reported widespread outages, which affected sites including X and ChatGPT.

Read More
image for news Cloudflare Reports Outages. It's Slamming the Stock.
Cloudflare down: Company blames 'unusual' spike in traffic before outage errors
NET
Published: November 18, 2025 by: CNBC
Sentiment: Negative

Cloudflare was hit by an outage that knocked several major websites and services offline for global users. OpenAI's ChatGPT and Elon Musk's social media platform X appear to have been affected by the Cloudflare issues.

Read More
image for news Cloudflare down: Company blames 'unusual' spike in traffic before outage errors
What is Cloudflare, and why is it causing outages across the internet today
NET
Published: November 18, 2025 by: Market Watch
Sentiment: Negative

As services like X and ChatGPT experience disruptions, attention turns to Cloudflare, the $70 billion company that helps route network traffic behind the scenes.

Read More
image for news What is Cloudflare, and why is it causing outages across the internet today
X and Cloudflare down for thousands of users
NET
Published: November 18, 2025 by: Skynews
Sentiment: Negative

Social media platform X was down for thousands of users in the US, according to Downdetector.

Read More
image for news X and Cloudflare down for thousands of users
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
NET
Published: November 17, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Cloudflare (NET). This makes it worthwhile to examine what the stock has in store.

Read More
image for news Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
3 Internet Software Stocks to Buy From a Prospering Industry
NET, PLTR, RDDT
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Internet software industry participants like PLTR, NET and RDDT are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.

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image for news 3 Internet Software Stocks to Buy From a Prospering Industry
Surging Earnings Estimates Signal Upside for Cloudflare (NET) Stock
NET
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Positive

Cloudflare (NET) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Read More
image for news Surging Earnings Estimates Signal Upside for Cloudflare (NET) Stock
Why Cloudflare (NET) is a Top Growth Stock for the Long-Term
NET
Published: November 05, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

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image for news Why Cloudflare (NET) is a Top Growth Stock for the Long-Term
Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know
NET
Published: November 04, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Cloudflare (NET). This makes it worthwhile to examine what the stock has in store.

Read More
image for news Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know
Cloudflare Stock Rises 8% as Q3 Earnings and Revenues Crush Estimates
NET
Published: October 31, 2025 by: Zacks Investment Research
Sentiment: Positive

NET shares soar after Q3 earnings and revenues beat estimates, with the company raising its full-year outlook.

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image for news Cloudflare Stock Rises 8% as Q3 Earnings and Revenues Crush Estimates

About Cloudflare, Inc. (NET)

  • IPO Date 2019-09-13
  • Website https://www.cloudflare.com
  • Industry Software - Infrastructure
  • CEO Matthew Prince
  • Employees 4400

CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.