Cloudflare Inc (NET)

Currency in USD
216.17
+3.52(+1.66%)
Closed·
214.74-1.43(-0.66%)
·
NET is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
211.07216.79
52 wk Range
158.83260.00
Key Statistics
Prev. Close
212.65
Open
214.6
Day's Range
211.07-216.79
52 wk Range
158.83-260
Volume
2.12M
Average Volume (3m)
4.36M
1-Year Change
36.7818%
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
+8.33%
Members' Sentiments
Bearish
Bullish
ProTips
8 analysts have revised their earnings downwards for the upcoming period

Cloudflare Inc News & Analysis

Show more

Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 234.18
(+8.33% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
RBC Capital
Buy240.00+11.02%-Maintain22-05-2026
Susquehanna
Hold200.00-7.48%190.00Maintain11-05-2026
Stifel
Buy260.00+20.28%275.00Maintain08-05-2026
Baird
Buy270.00+24.90%260.00Maintain08-05-2026
Piper Sandler
Buy250.00+15.65%222.00Maintain08-05-2026

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, 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
−880.9x14.0x12.7x
PEG Ratio
-1.080.01
Price/Book
50.0x5.9x2.4x
Price / LTM Sales
32.8x5.5x2.4x
Upside (Analyst Target)
15.6%18.6%22.5%
Fair Value Upside
Unlock18.1%2.8%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%37.66B
Other Institutional Investors
110.49M31.26%23.50B
Public Companies & Retail Investors
65.86M18.63%14.00B
Total
353.47M100.00%75.16B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Capital Research and Management Company10.29%3,63,68,15677,33,688
The Vanguard Group, Inc.9.17%3,24,07,64668,91,486

FAQ

What Is the Cloudflare (NET) Share Price Today?

The Cloudflare share price today is 216.17.

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

As of 23-05-2026, the Cloudflare share price is 216.17, with a previous close of 212.65. The share price has ranged from 211.07 to 216.79 today, while the 52-week range spans from 158.83 to 260.00.

What Is the Cloudflare Market Cap?

As of today, Cloudflare market cap is 76.41B.

What Is the Cloudflare (NET) Share Price Target?

The average 12-month share price target for Cloudflare is 234.18, with a high estimate of 300 and a low estimate of 135. 22 analysts recommend buying, while 2 suggest selling, with an overall rating of Buy and +8.33% Upside 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 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 Neutral.

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 213.83. The pre-market share volume is 15,660.00, and the stock has changed by 1.18, or 0.55%.

What Is the NET After Hours Price?

NET's last after hours stock price is 214.74, the stock has changed by -1.43, or -0.66%.
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