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Cloudflare, Inc. Stock Price

NYSE:NET Community·US$95.3b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 383 Fair Values set on narratives written by author

NET Share Price Performance

US$0
-182.90 (-100.00%)
US$167.45
Fair Value
US$0
-182.90 (-100.00%)
Price US$0

NET Community Narratives

Fair Value
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Fair Value US$167.45 68.3% overvalued intrinsic discount

Q-Day: Quantum Hype vs Quantum-Safe Infrastructure

1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
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Fair Value US$305 7.6% undervalued intrinsic discount

AI And Multi Cloud Adoption Will Drive Powerful Long Term Upside Potential

0users have liked this narrative
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5users have followed this narrative
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Fair Value US$155.03 81.7% overvalued intrinsic discount

Rising Cybersecurity Regulation And Hyperscaler Pressure Will Erode Margins

0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
US$155.03
81.7% overvalued intrinsic discount
Profit Margin
7.82%
Future PE
200.57x
Price in 2029
US$199.44

Trending Discussion

Updated Narratives

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Q-Day: Quantum Hype vs Quantum-Safe Infrastructure

Fair Value: US$167.45 68.3% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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NET: Agentic AI Platform Expansion Will Drive Long Term Margin Upside

Fair Value: US$305 7.6% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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NET: AI Agent Hype Will Continue To Outrun Sustainable Margin Delivery

Fair Value: US$155.03 81.7% overvalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with excellent balance sheet.

0 Risks
1 Reward

Cloudflare, Inc. Key Details

US$2.3b

Revenue

US$621.1m

Cost of Revenue

US$1.7b

Gross Profit

US$1.8b

Other Expenses

-US$86.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.25
73.33%
-3.72%
214.0%
View Full Analysis

About NET

Founded
2009
Employees
5483
CEO
Matthew Prince
WebsiteView website
www.cloudflare.com

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.

Recent NET News & Updates

Seeking Alpha 2h

Cloudflare: Valuation Is Now A Real Issue

Summary Cloudflare delivered robust Q1 revenue growth but faces near-term uncertainty following a 20% workforce reduction and moderating sales momentum. Momentum across the company's portfolio, supported by AI tailwinds, should drive long-term upside, yet the timing and magnitude of these tailwinds remain uncertain. Despite a positive long-term outlook, the current setup is unattractive due to the combination of Cloudflare's extreme valuation and the limited potential for a near-term growth acceleration. Read the full article on Seeking Alpha

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