CloudFlare, Inc. operates a cloud platform that offers a range of network services to companies around the world. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $2.51B |
| Gross Profit (TTM) | $1.82B |
| EBITDA | $-3.61M |
| Operating Margin | -7.60% |
| Return on Equity | -14.40% |
| Return on Assets | -2.04% |
| Revenue/Share (TTM) | $7.14 |
| Book Value | $4.55 |
| Price-to-Book | 72.61 |
| Price-to-Sales (TTM) | 46.38 |
| EV/Revenue | 46.57 |
| EV/EBITDA | 3025.16 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 35.90% |
| Shares Outstanding | $322.62M |
| Float | $320.45M |
| % Insiders | 0.62% |
| % Institutions | 90.19% |
Volatility is currently expanding
Connectivity cloud company Cloudflare has launched a setting that enables website owners to remain visible in search results while blocking crawlers from using their content for artificial intelligence training, the company said in a Tuesday (Sept. 15) press release.
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.
Cloudflare's stronger growth outlook, AI security demand and expanding Zero Trust adoption give NET an edge over CrowdStrike despite its premium valuation.
Shares of CoreWeave (NASDAQ:CRWV) are down 5% to $90.27 midday Thursday, sliding even after Michael Burry, the investor known for The Big Short, closed his highest-profile bearish bet against the AI infrastructure complex.
Cloudflare's large-customer gains are fueling revenue growth as rising spending, retention and multi-product adoption strengthen its expansion.
Cloudflare's stock has kept up its strong rally as demand for its services grows, buoyed by the ongoing AI agent boom. That momentum suggests the rally still has room to run.
Cloudflare, Inc. (NET) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
If AI and robotics suddenly feel like they are moving faster, August gave investors plenty of evidence that the pace really is accelerating. We saw longer-running agents, faster and cheaper inference, AI systems reaching into laboratories and physical equipment, robots learning from fewer demonstrations, and new capital and infrastructure forming around commercial deployment.
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are ripping higher in Wednesday morning trading on a security tie-in with privately held OpenAI that investors are treating as a marquee validation of the company's agentic-AI positioning.
NET's AI security, SASE and Workers momentum support growth, but margin pressure and a premium valuation warrant caution.
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