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Cloudflare Inc (NET)
NYSE:NET
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Cloudflare (NET) Price & Analysis

8,975 Followers

NET Stock Chart & Stats

$200.99
-$0.89(-0.78%)
At close: 4:00 PM EST
$200.99
-$0.89(-0.78%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationSustained, sizable operating and free cash flow provides durable funding for network CapEx, AI investments, and restructuring without immediate reliance on external financing. Positive FCF improves strategic optionality, reduces liquidity risk, and supports reinvestment and M&A flexibility over the next several quarters.
Scale & High Gross MarginsRapid scale combined with persistently high gross margins reflects strong delivery economics and pricing power in edge networking and security. Durable scale supports investing in global infrastructure and product development while enabling operating leverage as enterprise adoption and higher-margin offerings expand.
Enterprise Growth & Customer RetentionGrowing large-customer base and 118% dollar-based net retention indicate strong product stickiness and upsell potential. Expansion in >$100k and $1M+ deals diversifies and stabilizes revenue, enhancing predictability and enabling sustainable margin improvement through deeper enterprise penetration.
Bears Say
Elevated Financial LeverageHigh debt relative to equity materially increases financial risk and constrains flexibility. If growth or margins decelerate, servicing debt and meeting covenants could force tougher capital decisions or dilutive financing, limiting long-term strategic investments during the AI transition and network build-out.
Ongoing GAAP LossesPersistent GAAP losses mean reported profitability lags cash profitability and can weigh on investor access and returns. Until GAAP net income consistently turns positive, structural ROE and retained-earnings build will be limited, leaving the capital structure and equity holders more exposed over the medium term.
Margin & Capital-Intensity PressureA structural mix shift toward lower-margin developer offerings plus materially higher network CapEx to support AI inference raises capital intensity and may compress gross margins and FCF conversion. Sustained margin pressure would require either pricing power or upsell to higher-margin security/enterprise products to offset.

Cloudflare News

NET FAQ

What was Cloudflare Inc’s price range in the past 12 months?
Cloudflare Inc lowest stock price was $158.83 and its highest was $291.00 in the past 12 months.
    What is Cloudflare Inc’s market cap?
    Cloudflare Inc’s market cap is $96.76B.
      When is Cloudflare Inc’s upcoming earnings report date?
      Cloudflare Inc’s upcoming earnings report date is Aug 06, 2026 which is in 20 days.
        How were Cloudflare Inc’s earnings last quarter?
        Cloudflare Inc released its earnings results on May 07, 2026. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.231 by $0.019.
          Is Cloudflare Inc overvalued?
          According to Wall Street analysts Cloudflare Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cloudflare Inc pay dividends?
            Cloudflare Inc does not currently pay dividends.
            What is Cloudflare Inc’s EPS estimate?
            Cloudflare Inc’s EPS estimate is 0.27.
              How many shares outstanding does Cloudflare Inc have?
              Cloudflare Inc has 321,184,840 shares outstanding.
                What happened to Cloudflare Inc’s price movement after its last earnings report?
                Cloudflare Inc reported an EPS of $0.25 in its last earnings report, beating expectations of $0.231. Following the earnings report the stock price went down -23.622%.
                  Which hedge fund is a major shareholder of Cloudflare Inc?
                  Currently, no hedge funds are holding shares in NET
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Cloudflare Inc

                    Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including "on-ramps" that facilitate seamless connections for users, devices, or locations to its expansive network, alongside "filters" engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.

                    Cloudflare (NET) Earnings & Revenues

                    NET Revenue Breakdown

                    84.39%84.39%15.61%
                    84.39% Direct customers
                    15.61% Channel partners
                    tipranks

                    NET Stock 12 Month Forecast

                    Average Price Target

                    $257.42
                    ▲(28.08% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 18, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":200.11,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 32,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":208.05,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":205.43,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 29,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":217.5,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      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                    Ownership Overview

                    0.84%32.08%0.20%48.24%
                    0.20% Other Institutional Investors
                    48.24% Public Companies and Individual Investors
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