Cloudflare Inc (NET)

Currency in USD
201.39
-0.37(-0.18%)
Real-time Data·
NET is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
200.42208.67
52 wk Range
154.93260.00
Key Statistics
Prev. Close
201.75
Open
203.66
Day's Range
200.42-208.67
52 wk Range
154.93-260
Volume
1.82M
Average Volume (3m)
4.47M
1-Year Change
27.9012%
Book Value / Share
4.34
Fair Value
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Fair Value Upside
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NET Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
234.18
Upside
+16.28%
Members' Sentiments
Bearish
Bullish
ProTips
8 analysts have revised their earnings downwards for the upcoming period

Cloudflare Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Buy

Analyst Ratings

22 Buy
10 Hold
2 Sell
Ratings:
34 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 234.18
(+16.28% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Susquehanna
Hold200.00-0.44%190.00Maintain11/05/2026
Stifel
Buy260.00+29.42%275.00Maintain08/05/2026
Baird
Buy270.00+34.40%260.00Maintain08/05/2026
Piper Sandler
Buy250.00+24.45%222.00Maintain08/05/2026
Wolfe Research
Hold---Maintain08/05/2026

Cloudflare Inc SWOT Analysis


AI-Driven Innovation
Explore Cloudflare's strategic focus on AI integration, positioning its Workers platform for edge computing and enhancing security solutions
Market Dominance
Discover how Cloudflare powers 20% of the internet, offering a diverse product range that spans security, networking, and developer services
Financial Trajectory
Delve into Cloudflare's robust financial performance, with analysts projecting 25-30% year-over-year revenue growth and a $2.58 billion forecast by 2026
Valuation Insights
Analysts' price targets range from $125 to $180, reflecting varied perspectives on Cloudflare's premium valuation and growth potential in a $231B market
Read full SWOT analysis

Cloudflare Inc Earnings Call Summary for Q1/2026

  • Cloudflare Q1 2026 revenue hit $639.8M (up 34% YoY), beating estimates of $620.83M; EPS of $0.25 surpassed forecast of $0.23 by 8.7%
  • Stock surged 3.3% to $251.39 in aftermarket trading; market cap reached $90.63B with shares up 106.57% over past year
  • Q2 2026 guidance projects $664-665M revenue (30% YoY growth), operating income of $90-91M, and diluted EPS of $0.27
  • Company announced major organizational restructuring focused on AI-first strategies; gross margin declined 130 bps to 72.8%
  • Operating income rose 31% YoY to $73.1M; free cash flow of $84.1M (13% of revenue) despite restructuring costs
Last Updated: 08/05/2026, 01:58 pm
Read Full Transcript

Earnings

Latest Release
07/05/2026
EPS / Forecast
0.25 / 0.23
Revenue / Forecast
639.8M / 620.83M
EPS Revisions
Last 90 days

NET Income Statement

Compare NET to Peers and Sector

Metrics to compare
NET
Peers
Sector
Relationship
P/E Ratio
−829.2x13.3x13.0x
PEG Ratio
-1.030.01
Price/Book
47.1x5.7x2.4x
Price / LTM Sales
30.9x5.3x2.5x
Upside (Analyst Target)
20.4%23.9%23.5%
Fair Value Upside
Unlock21.6%1.9%Unlock

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.

Employees
5483

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
177.12M50.11%35.73B
Other Institutional Investors
110.49M31.26%22.29B
Public Companies & Retail Investors
65.86M18.63%13.29B
Total
353.47M100.00%71.31B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Capital Research and Management Company10.29%36,368,1567,337,275
The Vanguard Group, Inc.9.17%32,407,6466,538,243

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FAQ

What Is the Cloudflare (NET) Stock Price Today?

The Cloudflare stock price today is 201.39 USD.

What Stock Exchange Does Cloudflare Trade On?

Cloudflare is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Cloudflare?

The stock symbol for Cloudflare is "NET."

What Is the Cloudflare Market Cap?

As of today, Cloudflare market cap is 71.25B USD.

What Is Cloudflare's Earnings Per Share (TTM)?

The Cloudflare EPS (TTM) is -0.25.

When Is the Next Cloudflare Earnings Date?

Cloudflare will release its next earnings report on 30/07/2026.

From a Technical Analysis Perspective, Is NET a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Sell.

How Many Times Has Cloudflare Stock Split?

Cloudflare has split 0 times.

How Many Employees Does Cloudflare Have?

Cloudflare has 5483 employees.

What is the current trading status of Cloudflare (NET)?

As of 19/05/2026, Cloudflare (NET) is trading at a price of 201.39 USD, with a previous close of 201.75 USD. The stock has fluctuated within a day range of 200.42 USD to 208.67 USD, while its 52-week range spans from 154.93 USD to 260.00 USD.

What Is Cloudflare (NET) Price Target According to Analysts?

The average 12-month price target for Cloudflare is 234.18 USD, with a high estimate of 300 USD and a low estimate of 135 USD. 22 analysts recommend buying the stock, while 2 suggest selling, leading to an overall rating of Buy. The stock has an +16.28% Upside potential.

What Is the NET Premarket Price?

NET's last pre-market stock price is 202.00 USD. The pre-market share volume is 47,050.00, and the stock has decreased by 0.25, or 0.12%.

What Is the NET After Hours Price?

NET's last after hours stock price is 201.50 USD, the stock has decreased by -0.25, or -0.12%.
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