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Cloudflare, Inc.

NET · NYQ
$349.02-2.73%
52W Low: $158.8352W High: $367.43
Current: $349.02  ·  91% of 52-week range
TechnologySoftware - InfrastructureNYQ
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Cloudflare, Inc. (NET) is a technology company in the software - infrastructure industry with $2.51B in trailing revenue — analyst consensus: buy.

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

Key Statistics

Market Cap$124.28B
Revenue (TTM)$2.51B
EPS (TTM)$-0.59
EPS (Fwd est.)$1.68
Employees5,156
Forward P/E208.23
PEG Ratio2.38
Price / Sales49.47
Price / Book76.67
EV / EBITDA-34250.83
Beta (5Y)1.66

Analyst Consensus

Consensus
Buy
Analyst Price Target
-3.5% downside
Target: $336.81

Annual Revenue & Net Income

RevenueNet Income
'22
$980.00M
$-190.00M
'23
$1.30B
$-180.00M
'24
$1.67B
$-80.00M
'25
$2.17B
$-100.00M

Earnings History


QuarterActual EPSEstimateResult
Aug 2026
$0.29
$0.27Beat (+7.5%)
May 2026
$0.25
$0.23Beat (+7.0%)
Feb 2026
$0.28
$0.27Beat (+3.2%)
Oct 2025
$0.27
$0.23Beat (+15.4%)

Next Earnings Report

Cloudflare, Inc. is next expected to report earnings on 29 Oct 2026.

Profitability

72.6%
-7.6%
-8.2%
Gross
Margin
Operating
Margin
Net
Margin
Revenue Growth (YoY)35.9%
Return on Equity-14.4%
Return on Assets-2.0%

Balance Sheet

Cash & Equivalents$4.16B
Total Debt$3.53B
Net Position$630.00M (net cash)
Free Cash Flow (TTM)$690.00M
Debt / Equity217.86

Share Ownership

Institutions 90.2%
Insiders 0.6%
Public 9.2%

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Frequently Asked Questions

What does Cloudflare, Inc. (NET) do?
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application fi…
What is NET's market cap?
Cloudflare, Inc. has a market capitalization of approximately $124.28B.
How much revenue does NET generate?
Cloudflare, Inc. generated $2.51B in trailing 12-month revenue.
What do analysts say about NET?
The analyst consensus rating for Cloudflare, Inc. is buy, with a mean price target of $336.81. That implies -3.5% upside from the current price.
When does NET report earnings?
Cloudflare, Inc. is next scheduled to report earnings on 29 Oct 2026.
Does NET pay a dividend?
Cloudflare, Inc. does not currently pay a regular dividend.

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