Cloudflare Inc (NET)

Currency in USD
315.78
-15.05(-4.55%)
Closed·
315.45-0.33(-0.10%)
·
NET is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
315.19331.95
52 wk Range
158.83332.22
Key Statistics
Prev. Close
330.83
Open
331
Day's Range
315.19-331.95
52 wk Range
158.83-332.22
Volume
3.03M
Average Vol. (3m)
3.75M
1-Year Change
57.1749%
Book Value / Share
4.56
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
333.55
Upside
+5.63%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Cloudflare Inc News & Analysis

Show more

Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 333.55
(+5.63% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Susquehanna
Hold300.00-5.00%200.00MaintainAug 10, 2026
Stifel
Buy370.00+17.17%260.00MaintainAug 07, 2026
Bernstein SocGen Group
Hold164.00-48.07%136.00MaintainAug 07, 2026
Wells Fargo
Buy380.00+20.34%300.00MaintainAug 07, 2026
Citizens
Buy394.00+24.77%330.00MaintainAug 07, 2026

Cloudflare Inc SWOT Analysis


Market Dominance
Cloudflare captures increasing share of internet traffic through reverse proxy leadership, offering model-agnostic AI infrastructure across security, delivery, and network services
Valuation Debate
Analyst price targets range from $222 to $265, reflecting tension between explosive AI growth potential and premium 22x enterprise value-to-revenue multiple
Financial Trajectory
Revenue projected to reach $4.88B by 2028, targeting Rule of 50 profitability with operating margins expanding 10 percentage points through AI-driven efficiency
AI Infrastructure Bet
Cloudflare pivots from Infrastructure to Platform as a Service, targeting AI deployment with 1700% growth in AI agent requests year-over-yea
Read full SWOT analysis

Cloudflare Inc Earnings Call Summary for Q2/2026

  • Cloudflare Q2 2026 revenue hit $696.1M, up 36% YoY, beating estimates by 4.73%; EPS of $0.29 topped forecasts, driving shares up 17% after-hours.
  • Large customers rose 27% to 4,698, generating 73% of revenue; dollar-based net retention improved to 120%, up 6 points YoY amid strong AI demand.
  • Q3 revenue guidance of $736-737M implies 31% growth; full-year 2026 revenue projected at $2.864-2.870B with EPS of $1.25-1.26.
  • CEO Prince noted non-human traffic exceeded 50% for first time, signaling AI-driven shift; company targeting GAAP profitability ahead of 2028 goal.
  • Restructuring charges of up to $165M expected in 2026; gross margin declined 320bps YoY to 73.1% due to traffic mix, though free cash flow surged 69%.
Last Updated: 08/06/2026, 06:31 PM
Read Full Transcript

Earnings

Latest Release
Aug 06, 2026
EPS / Forecast
0.29 / 0.27
Revenue / Forecast
696.1M / 664.67M
EPS Revisions
Last 90 days

NET Income Statement

Compare NET to Peers and Sector

Metrics to compare
NET
Peers
Sector
Relationship
P/E Ratio
−545.1x−6.8x12.6x
PEG Ratio
7.86−0.480.01
Price / Book
69.4x3.7x2.4x
Price / LTM Sales
44.8x8.6x2.3x
Upside (Analyst Target)
7.3%5.0%29.7%
Fair Value Upside
Unlock−16.6%5.1%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
5156

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
172.80M48.53%54.57B
Other Institutional Investors
115.88M32.54%36.59B
Public Companies & Retail Investors
67.40M18.93%21.28B
Total
356.08M100.00%112.44B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Capital Research and Management Company9.70%34,547,43110,909,388
BlackRock, Inc.6.07%21,598,9076,820,503

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FAQ

What Is the Cloudflare (NET) Stock Price Today?

The Cloudflare stock price today is 315.78 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 117.80B USD.

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

The Cloudflare EPS (TTM) is -0.59.

When Is the Next Cloudflare Earnings Date?

Cloudflare will release its next earnings report on Oct 29, 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 5156 employees.

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

As of Aug 15, 2026, Cloudflare (NET) is trading at a price of 315.78 USD, with a previous close of 330.83 USD. The stock has fluctuated within a day range of 315.19 USD to 331.95 USD, while its 52-week range spans from 158.83 USD to 332.22 USD.

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

The average 12-month price target for Cloudflare is 333.55 USD, with a high estimate of 400 USD and a low estimate of 160 USD. 24 analysts recommend buying the stock, while 2 suggest selling, leading to an overall rating of Buy. The stock has an +5.63% Upside potential.

What Is the NET Premarket Price?

NET's last pre-market stock price is 330.00 USD. The pre-market share volume is 21,930.00, and the stock has decreased by -0.83, or -0.25%.

What Is the NET After Hours Price?

NET's last after hours stock price is 315.45 USD, the stock has decreased by -0.33, or -0.10%.
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