NET$225.68
$226.01
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Performance
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AI NET Summary
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Powered by LiveAIOverall Analysis
BuyCloudflare exhibits strong thematic alignment with digital transformation and cybersecurity trends. Fundamentals show consistent revenue growth but ongoing losses. Technicals suggest a bullish trend facing some near-term resistance.
Thematic
Cloudflare is a key enabler of digital transformation, providing essential services for performance, security, and reliability on the internet. Its offerings align with several strong secular growth trends.
Fundamental
Cloudflare demonstrates robust revenue growth and expanding service offerings. However, the company is not yet profitable on a GAAP basis, and its valuation metrics are high, reflecting significant growth expectations.
Technical
The stock is trading within a generally upward trend but has recently shown signs of consolidation. Momentum indicators are mixed, suggesting a need for careful observation of short-term price action.
| Factor | Score |
|---|---|
| Digital Transformation & Cloud Adoption | 95 |
| Cybersecurity & Zero Trust | 92 |
| Edge Computing & IoT | 85 |
| AI Infrastructure & Services | 80 |
| Regulatory & Compliance Environment | 70 |
| Factor | Score |
|---|---|
| Valuation | 30 |
| Profitability | 20 |
| Growth | 90 |
| Balance Sheet Health | 50 |
| Cash Flow | 75 |
| Factor | Score |
|---|---|
| Trend Analysis | 70 |
| Momentum | 65 |
| Volume Confirmation | 70 |
| Support & Resistance | 75 |
AI Investing Checklist
Powered by LiveAIBullish Points (6)
Positive EPS Surprises
Cloudflare, Inc. (NET) has consistently beaten EPS estimates, with a significant positive surprise of 39.21% in Q3 2024 and an average surprise of 23.85% over the last five quarters.
Improving Price-to-Sales Ratio
The Price/Sales (P/S) ratio has decreased from 62.2 in 2021 to 20.0 in 2024, suggesting that the market is valuing each dollar of revenue more reasonably over time.
Bearish Points (6)
Negative Earnings and High P/E
Cloudflare, Inc. (NET) reported a negative EPS of -0.25 for TTM and a negative net income for 2024 (-$78.8 million), resulting in a very high negative P/E ratio (-996.6 TTM), indicating current unprofitability.
Persistent Net Losses
Cloudflare, Inc. has consistently reported net losses, with a net margin of -14.2% in 2023 and -4.7% in 2024, suggesting ongoing challenges in converting revenue into profit.
Calendar
August 2025
1
Next Earnings Date
H: $0.19
A: $0.18
L: $0.18
H: 509.74M
A: 501.59M
L: 500.00M
Profile
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and website and application security products comprising web application firewall, bot management, distributed denial of service protection, API security, SSL/TLS encryption, script management, security center, and rate limiting products. It also offers website and application performance solutions, such as content delivery, load balancing, DNS, agro smart routing, video stream delivery, web optimization, cache reserve, cloudfare waiting room, and cloudfare data localization suite; SASE platform combines network services and Zero Trust security products that provides a cloud-based network-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, including cloudflare access and gateway, remote browser isolation, cloud access security broker, cloud email security, 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, cloudfare stream, cloudfare images, and cloudflare calls; and consumer offerings, such as 1.1.1.1, a DNS resolver, WARP, a virtual private network, and cloudfare registrar that secures registration and management of domain names. The company serves customers in the technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
Seasonals
Price Target
171.95 USD
The 39 analysts offering 1 year price forecasts for NET have a max estimate of 240.00 and a min estimate of 70.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
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Direct competitor in CDN, web security, DDoS protection, and edge computing services, serving a similar enterprise customer base.
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Leading competitor in zero trust security, SASE (Secure Access Service Edge), and cloud security, directly overlapping with Cloudflare's enterprise security offerings.
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Major cybersecurity company offering SASE (Prisma Access), network security, and cloud security solutions that compete with Cloudflare's enterprise security portfolio.