Cloudflare Inc (NET)

Currency in USD
268.98
-3.33(-1.22%)
Closed·
269.26+0.28(+0.10%)
·
Earnings results expected in 14 days
NET is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
265.07272.50
52 wk Range
158.83291.00
Key Statistics
Prev. Close
268.98
Open
271.75
Day's Range
265.07-272.5
52 wk Range
158.83-291
Volume
2.56M
Average Volume (3m)
3.98M
1-Year Change
42.2046%
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
258.87
Downside
-3.76%
Members' Sentiments
Bearish
Bullish
ProTips
Stock price movements are quite volatile

Cloudflare Inc News & Analysis

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Technical Analysis

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

Analyst Ratings

24 Buy
8 Hold
2 Sell
Ratings:
34 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 258.87
(-3.76% Downside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Oppenheimer
Buy330.00+22.69%300.00Maintain23-07-2026
Truist Securities
Buy300.00+11.53%250.00Maintain21-07-2026
Wells Fargo
Buy300.00+11.53%270.00Maintain20-07-2026
Citizens
Buy330.00+22.69%270.00Maintain20-07-2026
Morgan Stanley
Buy322.00+19.71%305.00Maintain17-07-2026

Cloudflare Inc SWOT Analysis


AI Infrastructure Bet
Cloudflare transitions from basic infrastructure to comprehensive AI platform, positioning itself as critical enabler for enterprise AI deployment through model-agnostic framework
Ambitious Growth Path
Revenue targets reach $5 billion by 2028, with analyst price targets averaging $239, ranging from $222 to $265, reflecting confidence in sustained expansion
Market Share Momentum
The company doubled its application performance and security market share since 2021, now commanding over 8 percent while handling 20 percent of global internet traffic
Valuation Premium
Trading above 15 times forward sales with elevated stock-based compensation, the company prioritizes growth over profitability while pursuing the software industry's Rule of 40
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, 09:28 am
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
−1,100.7x−7.2x12.4x
PEG Ratio
-−0.140.01
Price/Book
62.5x3.4x2.4x
Price / LTM Sales
41.0x7.2x2.2x
Upside (Analyst Target)
−1.1%18.4%35.4%
Fair Value Upside
Unlock−13.4%6.5%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
172.56M48.62%46.41B
Other Institutional Investors
115.00M32.40%30.93B
Public Companies & Retail Investors
67.38M18.98%18.12B
Total
354.94M100.00%95.47B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Capital Research and Management Company9.73%3,45,47,43192,92,568
BlackRock, Inc.5.94%2,10,94,28256,73,940

FAQ

What Is the Cloudflare (NET) Share Price Today?

The Cloudflare share price today is 268.98.

What is the current Cloudflare (NET) share price and day range?

As of 23-07-2026, the Cloudflare share price is 268.98, with a previous close of 268.98. The share price has ranged from 265.07 to 272.50 today, while the 52-week range spans from 158.83 to 291.00.

What Is the Cloudflare Market Cap?

As of today, Cloudflare market cap is 95.47B.

What Is the Cloudflare (NET) Share Price Target?

The average 12-month share price target for Cloudflare is 258.87, with a high estimate of 330 and a low estimate of 136. 24 analysts recommend buying, while 2 suggest selling, with an overall rating of Buy and -3.76% Downside potential.

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 06-08-2026.

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 Strong Buy.

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."

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 NET Premarket Price?

NET's last pre-market stock price is 269.26. The pre-market share volume is 1,740.00, and the stock has changed by 0.28, or 0.10%.

What Is the NET After Hours Price?

NET's last after hours stock price is 267.52, the stock has changed by -1.46, or -0.54%.
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