
Palo Alto Networks' stronger execution, SASE growth and lower valuation give it an edge over Cloudflare despite Cloudflare's AI security momentum.
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 | $-5.05M |
| Operating Margin | -7.90% |
| Return on Equity | -14.40% |
| Return on Assets | -2.05% |
| Revenue/Share (TTM) | $7.14 |
| Book Value | $4.32 |
| Price-to-Book | 69.41 |
| Price-to-Sales (TTM) | 43.51 |
| EV/Revenue | 44.5 |
| EV/EBITDA | 2890.92 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 35.90% |
| Shares Outstanding | $322.62M |
| Float | $320.49M |
| % Insiders | 0.65% |
| % Institutions | 90.79% |
Volatility is currently expanding

Palo Alto Networks' stronger execution, SASE growth and lower valuation give it an edge over Cloudflare despite Cloudflare's AI security momentum.

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Jon Quast, Matt Frankel, and Tyler Crowe discuss:

NET's AI security strategy is driving SASE and Zero Trust demand, while creating opportunities to win larger enterprise deals.

Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) are up 18% Wednesday morning to $227.70, extending a remarkable run for the AI cloud upstart.

NET's AI security demand and large-customer growth are fueling gains, while its premium valuation reflects high expectations for future growth.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that Cloudflare for Government achieved the Federal Risk and Authorization Management Program (FedRAMP®) High certification and GovRAMP™ Moderate authorization. These achievements enable Federal, State and Local government, defense, education and highly-regulated organizations to use Cloudflare's suite of integrated security, performance, AI and developer services to advance the.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (“Cloudflare”) (NYSE: NET) today announced its intention to offer, subject to market conditions and other factors, $2.175 billion aggregate principal amount of convertible senior notes due 2031 (the “notes”) in a private offering (the “offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act of 1933, as amended (the “Securities Act”). Cloudflare also expects to grant.

Cloudflare shares are soaring to new highs on the back of a strong second-quarter earnings report.

NET's Q2 earnings beat estimates as large-customer growth, Workers adoption and stronger execution drive 35.9% revenue growth.

Cloudflare is the latest company to join the race to build a new web browser. But instead of pitching a Chrome alternative to consumers, the internet infrastructure provider launched Kitesurf, a cloud-hosted browser designed specifically for AI agents.
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