Cloudflare, Inc. (NET)

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

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News

Why Cloudflare Stock Sank Today
NET
Published: February 19, 2025 by: The Motley Fool
Sentiment: Negative

Cloudflare (NET -4.87%) stock saw a significant sell-off in Wednesday's trading. The cybersecurity and web services company's share price closed out the daily session down 4.9% and had been off as much as 5.3% earlier in trading.

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Cloudflare: Dominating The Global CDN Market
NET
Published: February 18, 2025 by: Seeking Alpha
Sentiment: Positive

Cloudflare's competitive advantage lies in its extensive ISP partnerships, enabling lower pricing and broad adoption, ranking it second only to Akamai in the CDN market. The CDN market is projected to grow at a CAGR of 17.9%, driven by increasing cybersecurity concerns, higher Internet bandwidth, and growing demand for video streaming. Cloudflare's market share is expanding due to its affordable pricing and free tier offerings, making it attractive to a large number of smaller websites to adopt.

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image for news Cloudflare: Dominating The Global CDN Market
Cloudflare Q4: AI Agents & Inference Driving Up Enterprise Momentum (Downgrade)
NET
Published: February 13, 2025 by: Seeking Alpha
Sentiment: Positive

Cloudflare, Inc.'s stock has outperformed the S&P 500, growing over 89% since my last publication, but future growth estimates are fully priced in, leading me to downgrade it to a “hold” with a $175 price target. The company reported a 27% YOY revenue increase and a 68% rise in non-GAAP operating income, driven by robust enterprise momentum, with the number of $500K+ and $1M+ customers growing even faster. Management is expanding sales capacity and capex to capture AI inference market share with its Worker AI platform, sacrificing short-term margins for long-term growth.

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image for news Cloudflare Q4: AI Agents & Inference Driving Up Enterprise Momentum (Downgrade)
Double-Digit Gains Ahead? These 2 Cybersecurity Stocks Look Ready
FTNT, NET
Published: February 13, 2025 by: MarketBeat
Sentiment: Positive

Fortinet NASDAQ: FTNT and Cloudflare NYSE: NET are two cybersecurity stocks poised for double-digit gains in 2025. They are poised for double-digit gains because of their differentiated positions in a rapidly growing market, utility to clients, 2024 results, 2025 guidance, cash flow, and analysts' sentiment.

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image for news Double-Digit Gains Ahead? These 2 Cybersecurity Stocks Look Ready
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
NET
Published: February 10, 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.

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image for news Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
Cyber Threats Escalating Globally: Time to Bet on CRWD & NET?
CRWD, NET
Published: February 10, 2025 by: Zacks Investment Research
Sentiment: Negative

The rise of artificial intelligence (AI) and cloud computing has revolutionized business operations while also increasing cybersecurity risks. As threats become more advanced, AI-driven security solutions are now crucial for safeguarding sensitive data, preventing breaches and detecting fraud in real-time.

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image for news Cyber Threats Escalating Globally: Time to Bet on CRWD & NET?

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.