Cloudflare Inc (NET)

Currency in USD
273.33
-8.41(-2.99%)
Real-time Data·
Trading near 52-week High
NET is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
271.13290.98
52 wk Range
158.83290.98
Key Statistics
Prev. Close
281.75
Open
289
Day's Range
271.13-290.98
52 wk Range
158.83-290.98
Volume
1.96M
Average Volume (3m)
4.04M
1-Year Change
46.0983%
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
250.26
Downside
-8.44%
Members' Sentiments
Bearish
Bullish
ProTips
RSI suggests the stock is in overbought territory

Cloudflare Inc News & Analysis

Show more

Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 250.26
(-8.44% Downside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Mizuho
Buy310.00+13.38%260.00MaintainJul 15, 2026
TD Cowen
Buy300.00+9.72%265.00MaintainJul 13, 2026
Barclays
Buy300.00+9.72%250.00MaintainJul 13, 2026
Scotiabank
Buy300.00+9.72%-UpgradeJul 07, 2026
Citizens
Buy270.00-1.25%-MaintainJun 15, 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: 05/08/2026, 11:58 AM
Read Full Transcript

Earnings

Latest Release
May 07, 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
−1,109.6x−8.1x12.6x
PEG Ratio
-−0.150.01
Price/Book
63.0x3.8x2.4x
Price / LTM Sales
41.3x7.7x2.3x
Upside (Analyst Target)
−7.7%8.3%31.7%
Fair Value Upside
Unlock−15.8%6.9%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
170.51M48.24%45.96B
Other Institutional Investors
117.00M33.10%31.53B
Public Companies & Retail Investors
65.96M18.66%17.78B
Total
353.47M100.00%95.27B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Capital Research and Management Company9.77%34,547,4319,311,569
BlackRock, Inc.5.97%21,094,2825,685,542

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FAQ

What Is the Cloudflare (NET) Stock Price Today?

The Cloudflare stock price today is 273.33 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 96.65B 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 Aug 06, 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.

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 Jul 15, 2026, Cloudflare (NET) is trading at a price of 273.33 USD, with a previous close of 281.75 USD. The stock has fluctuated within a day range of 271.13 USD to 290.98 USD, while its 52-week range spans from 158.83 USD to 290.98 USD.

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

The average 12-month price target for Cloudflare is 250.26 USD, with a high estimate of 314 USD and a low estimate of 136 USD. 24 analysts recommend buying the stock, while 2 suggest selling, leading to an overall rating of Buy. The stock has an -8.44% Downside potential.

What Is the NET Premarket Price?

NET's last pre-market stock price is 287.93 USD. The pre-market share volume is 30,530.00, and the stock has decreased by 6.18, or 2.19%.

What Is the NET After Hours Price?

NET's last after hours stock price is 281.07 USD, the stock has decreased by -0.68, or -0.24%.
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