Cloudflare, Inc. (NET)

US — Technology Sector
Peers: CRWD  ZS  OKTA  PATH  MDB  DDOG  FSLY  SNOW 

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Key Metrics & Ratings

  • symbol NET
  • Rev/Share 5.12
  • Book/Share 4.1243
  • PB 46.9142
  • Debt/Equity 1.0351
  • CurrentRatio 3.1964
  • ROIC -0.057

 

  • MktCap 67065640878.0
  • FreeCF/Share 0.5327
  • PFCF 364.1408
  • PE -818.6651
  • Debt/Assets 0.3966
  • DivYield 0
  • ROE -0.0755

 

  • 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 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
Downgrade NET Oppenheimer Outperform Perform -- -- Feb. 7, 2025
Downgrade NET Robert W. Baird Outperform Neutral $125 $140 Feb. 3, 2025
Upgrade NET Citigroup Neutral Buy $95 $145 Jan. 17, 2025
Initiation NET Cantor Fitzgerald -- Neutral -- $111 Jan. 17, 2025

News

Cloudflare vs. Fastly: Which Stock Has the Edge on CDN Space?
FSLY, NET
Published: July 10, 2025 by: Zacks Investment Research
Sentiment: Positive

NET and FSLY take different paths in the booming CDN market - one bets on global reach, the other on speed and programmability.

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image for news Cloudflare vs. Fastly: Which Stock Has the Edge on CDN Space?
Cloudflare Improves Sales Execution: Will Margin Gain Continue?
NET
Published: July 08, 2025 by: Zacks Investment Research
Sentiment: Positive

Cloudflare NET is continuously improving its sales and marketing (S&M) efficiency. This is reflected in the declining S&M expense to revenue ratio, which has been on a constant decline for the past several quarters.

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image for news Cloudflare Improves Sales Execution: Will Margin Gain Continue?
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
NET
Published: July 08, 2025 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 Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
Cloudflare launches tool to help publishers charge AI firms for content use
NET
Published: July 01, 2025 by: Proactive Investors
Sentiment: Positive

Cloudflare has unveiled new software that lets websites block unauthorised AI crawlers and set prices for access, in a bid to help content creators monetise their work amid declining referral traffic. The tool, announced on Tuesday, introduces a “pay per crawl” model allowing site owners to decide whether and how artificial intelligence models can use their material.

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image for news Cloudflare launches tool to help publishers charge AI firms for content use
Cybersecurity Stock Ready to Extend Run Higher
NET
Published: June 30, 2025 by: Schaeffers Research
Sentiment: Positive

Cloudflare Inc (NYSE:NET) shares are up 0.7% to trade at $195.32, and earlier surged to a more than three-year high of $196.20, with support from their 20-day moving average.

Read More
image for news Cybersecurity Stock Ready to Extend Run Higher
Why Cloudflare Could Be The Best Pure-Play On Edge Compute
NET
Published: June 30, 2025 by: Seeking Alpha
Sentiment: Positive

Cloudflare's evolution into a 'connectivity cloud' creates a unique, programmable global edge network, driving durable growth beyond its CDN origins. The company's integrated platform leverages edge GPUs for AI inference, Zero Trust security, and developer adoption, compounding network effects and switching costs. Financials show robust 27% revenue growth, expanding cash flow margins, and disciplined capex, supporting management's long-term model and premium valuation.

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image for news Why Cloudflare Could Be The Best Pure-Play On Edge Compute
Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
NET
Published: June 27, 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 Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
Cloudflare Expands AI Tools: Will Revenue Growth Follow?
NET
Published: June 25, 2025 by: Zacks Investment Research
Sentiment: Positive

NET sees AI-driven usage surge with rise in inference requests and growing enterprise adoption boosting prospects.

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image for news Cloudflare Expands AI Tools: Will Revenue Growth Follow?
Should You Buy, Sell or Hold NET Stock After a 68.5% YTD Surge?
NET
Published: June 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Cloudflare's strong growth in SASE, Zero Trust and developer platform shows positive signs, but high valuation may limit near-term upside.

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image for news Should You Buy, Sell or Hold NET Stock After a 68.5% YTD Surge?
Will the Traction in SASE and Zero Trust Keep Driving Cloudflare?
NET
Published: June 18, 2025 by: Zacks Investment Research
Sentiment: Positive

NET's Zero Trust and SASE momentum, major partnerships, and rising enterprise adoption fuel strong customer growth.

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image for news Will the Traction in SASE and Zero Trust Keep Driving Cloudflare?
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
BMI, NET
Published: June 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

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image for news These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
NET
Published: June 16, 2025 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 Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
Cloudflare vs. Akamai Technologies: Which CDN Stock Has an Edge?
AKAM, NET
Published: June 12, 2025 by: Zacks Investment Research
Sentiment: Neutral

NET flourishes in the CDN space with its innovative efforts, while AKAM struggles with declining delivery revenues and pricing shifts.

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image for news Cloudflare vs. Akamai Technologies: Which CDN Stock Has an Edge?
Can Cloudflare's Workers Platform Lead Its Next Phase of Growth?
NET
Published: June 11, 2025 by: Zacks Investment Research
Sentiment: Positive

NET's Workers platform powers explosive AI demand and a record deal, marking a turning point in its growth strategy.

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image for news Can Cloudflare's Workers Platform Lead Its Next Phase of Growth?
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
NET
Published: June 04, 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 a Trending Stock: Facts to Know Before Betting on It
This Palantir Rival Rockets 58% As AI Cloud Boom Drives Massive Security Need
NET
Published: June 03, 2025 by: Investors Business Daily
Sentiment: Positive

Cloudflare stock ranks second to Palantir in the enterprise software group and has gained 58% year to date.

Read More
image for news This Palantir Rival Rockets 58% As AI Cloud Boom Drives Massive Security Need
Cloudflare Stock: Strong Key Metrics Driving The Rise In Share Price
NET
Published: May 27, 2025 by: Seeking Alpha
Sentiment: Positive

Cloudflare is delivering strong revenue growth, driven by enterprise customers and large contracts, especially for its Workers developer platform. The company's revamped sales strategy, focusing on large enterprise customers and go-to-market activities, is proving successful. The company landed the largest contract for $130 million during Q1 2025.

Read More
image for news Cloudflare Stock: Strong Key Metrics Driving The Rise In Share Price
Cloudflare Rises 9% in 3 Months: Should You Hold or Fold NET Stock?
NET
Published: May 27, 2025 by: Zacks Investment Research
Sentiment: Neutral

NET stock gains 9% in 3 months as AI and Zero Trust deals drive growth, but slowing revenues and rising competition support a cautious hold.

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image for news Cloudflare Rises 9% in 3 Months: Should You Hold or Fold NET Stock?
Cloudflare CEO on the rise of 'zero-click searches': It'll be much harder to be a content creator
NET
Published: May 21, 2025 by: CNBC Television
Sentiment: Neutral

Cloudflare co-founder and CEO Matthew Prince joins 'Squawk Box' to discuss the rise of zero-click searches, how AI is disrupting the search economy, the future of content creators, and more.

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image for news Cloudflare CEO on the rise of 'zero-click searches': It'll be much harder to be a content creator
1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Soars Even Higher
NET
Published: May 16, 2025 by: The Motley Fool
Sentiment: Positive

The past month has been a solid one for Cloudflare (NET -1.12%) investors as share prices of the company have shot up an impressive 39%. Even better, it looks like its impressive rally is here to stay following the release of its latest quarterly results.

Read More
image for news 1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Soars Even Higher
Big Earnings Beats: 6 Stocks That Spiked After Reporting Results
AXON, BROS, CDE, CVNA, NET, TEM
Published: May 13, 2025 by: 24/7 Wall Street
Sentiment: Neutral

We're winding down earnings season, and the old Wall Street adage that “earnings drive stock prices” continues to prove true.

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image for news Big Earnings Beats: 6 Stocks That Spiked After Reporting Results
Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
NET
Published: May 12, 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 Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
Cloudflare Stock Jumps After Earnings. This Analyst Is Still on the Sidelines.
NET
Published: May 09, 2025 by: Barrons
Sentiment: Neutral

Jefferies analyst Brent Thill lowered his price target on Cloudflare to $150 from $170.

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image for news Cloudflare Stock Jumps After Earnings. This Analyst Is Still on the Sidelines.
These Analysts Revise Their Forecasts On Cloudflare Following Q1 Results
NET
Published: May 09, 2025 by: Benzinga
Sentiment: Neutral

Cloudflare Inc NET reported mixed first-quarter financial results after the market close on Thursday.

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image for news These Analysts Revise Their Forecasts On Cloudflare Following Q1 Results
Cloudflare Stock Rises 8% as Q1 Earnings Match Estimates, Revenues Top
NET
Published: May 09, 2025 by: Zacks Investment Research
Sentiment: Positive

NET's Q1 results reflect benefits of large enterprise deal wins, driven by the growing need for stronger security and a zero-trust approach.

Read More
image for news Cloudflare Stock Rises 8% as Q1 Earnings Match Estimates, Revenues Top
10 Stocks Reporting Earnings Today With Up To 74% Upside
AFRM, COIN, DKNG, INOD, MARA, NET, RKLB, SOUN, TTD, WOLF
Published: May 08, 2025 by: 24/7 Wall Street
Sentiment: Positive

Earnings season is in full swing with hundreds of stocks scheduled to report results after the closing bell.

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image for news 10 Stocks Reporting Earnings Today With Up To 74% Upside
3 Cloud and AI Stocks That Could Help Set You Up for Life
FIVN, MSFT, NET
Published: May 07, 2025 by: The Motley Fool
Sentiment: Positive

The cloud and artificial intelligence (AI) markets expanded rapidly over the past decade. Many companies realized it was more convenient to use cloud-based services instead of desktop-based software -- which required more on-site computing power, maintenance, and manual updates -- and they used AI algorithms to crunch all of that cloud-based data to make smarter decisions.

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image for news 3 Cloud and AI Stocks That Could Help Set You Up for Life
Cloudflare to Post Q1 Earnings: Time to Buy, Sell or Hold the Stock?
NET
Published: May 06, 2025 by: Zacks Investment Research
Sentiment: Positive

NET's Q1 results are likely to reflect benefits from expanding enterprise client base and AI-driven innovation.

Read More
image for news Cloudflare to Post Q1 Earnings: Time to Buy, Sell or Hold the Stock?
Cloudflare Helps Anthropic and Leading Tech Companies to Unlock Real AI Agent Experiences Through Claude
NET
Published: May 01, 2025 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare offers the first and only simple toolkit to quickly, securely, and remotely connect leading SaaS services to Anthropic's Claude.

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image for news Cloudflare Helps Anthropic and Leading Tech Companies to Unlock Real AI Agent Experiences Through Claude
Cloudflare Rises 7% in a Month: Should You Hold or Fold the Stock?
NET
Published: April 29, 2025 by: Zacks Investment Research
Sentiment: Positive

NET's growth prospects remain strong on the back of strong AI, web infrastructure and security services offerings.

Read More
image for news Cloudflare Rises 7% in a Month: Should You Hold or Fold the Stock?

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.