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 46.3891
  • Debt/Equity 2.5996
  • CurrentRatio 2.0407
  • ROIC -0.0391

 

  • MktCap 63933318418.0
  • FreeCF/Share 0.632
  • PFCF 295.4637
  • PE -606.4444
  • Debt/Assets 0.6052
  • 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

Cloudflare (NET) Reports Next Week: Wall Street Expects Earnings Growth
NET
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloudflare (NET) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Cloudflare (NET) Reports Next Week: Wall Street Expects Earnings Growth
Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning
NET
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Negative

Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning

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image for news Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning
4 Software Stocks Set to Pull Off a Beat This Earnings Season
MTCH, NET, SNOW, SNPS
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Let us examine software stocks, such as SNOW, MTCH, SNPS and NET, which are poised to surpass earnings estimates this season.

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image for news 4 Software Stocks Set to Pull Off a Beat This Earnings Season
Is Trending Stock Cloudflare, Inc. (NET) a Buy Now?
NET
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Read More
image for news Is Trending Stock Cloudflare, Inc. (NET) a Buy Now?
What's Fueling The Growth For Cloudflare Stock?
NET
Published: January 27, 2026 by: Forbes
Sentiment: Positive

Cloudflare (NYSE: NET)'s stock increased by 54%, in the past nine months, driven not only by a significant rise in revenue and improved valuations but also by a series of impressive earnings surprises, new partnerships, and a surge in optimistic analyst outlooks. Let's explore the main factors behind this substantial market gain.

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image for news What's Fueling The Growth For Cloudflare Stock?
Cloudflare's stock pops on viral Moltbot. Here's how a cybersecurity company became the newest AI winner.
NET
Published: January 27, 2026 by: Market Watch
Sentiment: Positive

Shares of cybersecurity company Cloudflare are on an unexpected tear this week thanks to the rise of a new artificial-intelligence agent.

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image for news Cloudflare's stock pops on viral Moltbot. Here's how a cybersecurity company became the newest AI winner.
Cloudflare surges as viral AI agent buzz lifts expectations
NET
Published: January 27, 2026 by: Reuters
Sentiment: Positive

Cloudflare shares surged about 14% premarket on Tuesday as social media buzz around the "Clawdbot" AI agent rekindled investor ​enthusiasm for the company's tools that help run ‌the technology.

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image for news Cloudflare surges as viral AI agent buzz lifts expectations
Cloudflare's Quiet Enterprise Inflection
NET
Published: January 21, 2026 by: Seeking Alpha
Sentiment: Positive

Cloudflare, Inc.'s enterprise customers reached 4,009, up 23% year over year, now generating 73% of total revenue versus 67% last year. Dollar-based net retention accelerated to 119% sequentially, driven by pool-of-funds contracts expanding usage across more than 55 products. Remaining performance obligations rose to $2.143 billion, up 43% year over year, materially outpacing reported revenue growth of 30.7%.

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image for news Cloudflare's Quiet Enterprise Inflection
Cloudflare Acquires Astro to Accelerate the Future of High-Performance Web Development
NET
Published: January 16, 2026 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET) announced that The Astro Technology Company team, the creators of the Astro web framework, will be joining Cloudflare.

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image for news Cloudflare Acquires Astro to Accelerate the Future of High-Performance Web Development
Will Cloudflare (NET) Beat Estimates Again in Its Next Earnings Report?
NET
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloudflare (NET) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Will Cloudflare (NET) Beat Estimates Again in Its Next Earnings Report?
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
NET
Published: January 06, 2026 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.

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image for news Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter
ADBE, APP, CRM, NET, NOW, PLTR, SNOW, WDAY
Published: December 29, 2025 by: CNBC Television
Sentiment: Positive

Byron Deeter, partner at Bessemer Venture Partners, joins CNBC's ‘Squawk on the Street' to discuss why AI software will be a key focus next year, where he sees opportunities in the AI boom, and more.

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image for news 2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter
Cloudflare vs. Fastly: Which CDN Player is a Safe Investment Bet?
FSLY, NET
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

NET's global edge, AI monetization and security scale give it an edge over FSLY as CDN competition heats up.

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image for news Cloudflare vs. Fastly: Which CDN Player is a Safe Investment Bet?
Can Cloudflare's Edge AI Inference Reshape Cost Economics?
NET
Published: December 23, 2025 by: Zacks Investment Research
Sentiment: Positive

NET's edge AI inference bets on efficiency over scale, using custom Rust-based Infire to boost GPU use, cut latency, and reshape inference costs.

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image for news Can Cloudflare's Edge AI Inference Reshape Cost Economics?
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.

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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.

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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.

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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.

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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.

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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?

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image for news Can Cloudflare Stock Drop More?

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.