Cloudflare Inc (NET)

Currency in USD
272.42
-5.24(-1.89%)
Closed·
270.97-1.45(-0.53%)
·
NET is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
272.12280.57
52 wk Range
158.83291.00
Key Statistics
Prev. Close
272.42
Open
278.84
Day's Range
272.12-280.57
52 wk Range
158.83-291
Volume
3.11M
Average Volume (3m)
3.96M
1-Year Change
37.7528%
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
257.26
Downside
-5.56%
Members' Sentiments
Bearish
Bullish
ProTips
Stock price movements are quite volatile

Cloudflare Inc News & Analysis

Show more

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 257.26
(-5.56% Downside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Truist Securities
Buy300.00+10.12%250.00Maintain21/07/2026
Wells Fargo
Buy300.00+10.12%270.00Maintain20/07/2026
Citizens
Buy330.00+21.14%270.00Maintain20/07/2026
Morgan Stanley
Buy322.00+18.20%305.00Maintain17/07/2026
RBC Capital
Buy290.00+6.45%260.00Maintain16/07/2026

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, 04:58
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

Compare NET to Peers and Sector

Metrics to compare
NET
Peers
Sector
Relationship
P/E Ratio
−1,114.7x−7.5x12.3x
PEG Ratio
-−0.140.01
Price/Book
63.3x3.7x2.4x
Price / LTM Sales
41.5x7.6x2.2x
Upside (Analyst Target)
−2.7%14.0%39.2%
Fair Value Upside
Unlock−15.1%10.8%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
172.56M48.62%47.01B
Other Institutional Investors
115.01M32.40%31.33B
Public Companies & Retail Investors
67.38M18.98%18.35B
Total
354.94M100.00%96.69B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Capital Research and Management Company9.73%34,547,4319,411,411
BlackRock, Inc.5.94%21,094,2825,746,504

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FAQ

What Is the Cloudflare (NYSE: NET) Share Price Today?

The Cloudflare stock price today is 272.42 USD.

What Stock Exchange Does Cloudflare (NET) Trade On?

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

What Is the Ticker (Stock Symbol) for Cloudflare?

The stock symbol (also called a 'ticker') for Cloudflare is "NET."

What Is the Current Cloudflare Market Capitalisation?

As of today, Cloudflare (NYSE: NET) market cap is 96.69B USD.

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

The Cloudflare EPS is currently -0.25 (Trailing Twelve Months).

When Is the Next Cloudflare Earnings Date?

Cloudflare's next earnings report will be released on 06/08/2026.

Is NET a Buy or Sell From a Technical Analyst Perspective?

Based on today's Cloudflare moving averages and other technical indicators, the daily buy/sell signal for NET stock is Strong Buy.

How Many Times Has Cloudflare Stock Split?

Cloudflare has split 0 times. (See the NET stock split history page for full effective split date and price information.)

How Many Employees Does Cloudflare Have?

Cloudflare has 5483 employees, based on their latest Companies House report.

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

As of 21/07/2026, Cloudflare (NET) is trading at a share price of 272.42 USD, with a previous close of 272.42 USD. The stock has fluctuated within a day range of 272.12 USD to 280.57 USD, while its 52-week range spans from 158.83 USD to 291.00 USD.

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

The average 12-month price target for Cloudflare is 257.26 USD, with a high estimate of 330 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 -5.56% Downside potential.

What Is the NET Premarket Price?

NET's last pre-market stock price is 270.97 USD. The pre-market share volume is 10,180.00, and the stock has decreased by -1.45, or -0.53%.

What Is the NET After Hours Price?

NET's last after hours stock price is 271.01 USD, the stock has decreased by -1.41, or -0.52%.
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