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Cloudflare (GB:0A3Z)
LSE:0A3Z

Cloudflare (0A3Z) Price & Analysis

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0A3Z Stock Chart & Stats

$164.71
$0.82(0.72%)
At close: 4:00 PM EST
$164.71
$0.82(0.72%)

Bulls Say, Bears Say

Bulls Say
AI-driven Monetization And Product Cross-sellRising AI agent activity and growing adoption of developer and security offerings create a usage flywheel that drives more traffic and enables cross-selling of higher-value platform services.
Enterprise Deal MomentumSigning very large annual contracts and closing outsized enterprise deals strengthens bookings and demonstrates the ability to win high-value customers that can increase long-term revenue.
Network And AI PerformanceCloudflare's edge network performance and architecture provide low latency and optimized inference, positioning the company to capture AI workloads and gain share from major cloud providers.
Bears Say
Backlog Concentration RiskA large portion of backlog growth stems from a single very large contract, creating concentration risk that could exaggerate apparent momentum if the contract changes.
Investment And Cash Generation HeadwindsPlanned acceleration of sales and marketing investments alongside guidance that implies softer revenue growth may pressure cash generation and challenge conversion to sustained free cash flow.
Margin Pressure And Guidance MissManagement's profitability guidance and signs of gross margin compression are modestly below analyst expectations, which could limit operating margin expansion and weigh on earnings.

Cloudflare News

0A3Z FAQ

What was Cloudflare’s price range in the past 12 months?
Cloudflare lowest share price was $88.90 and its highest was $259.72 in the past 12 months.
    What is Cloudflare’s market cap?
    Cloudflare’s market cap is $57.30B.
      When is Cloudflare’s upcoming earnings report date?
      Cloudflare’s upcoming earnings report date is Apr 30, 2026 which is in 63 days.
        How were Cloudflare’s earnings last quarter?
        Cloudflare released its earnings results on Feb 10, 2026. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.271 by $0.009.
          Is Cloudflare overvalued?
          According to Wall Street analysts Cloudflare’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cloudflare pay dividends?
            Cloudflare does not currently pay dividends.
            What is Cloudflare’s EPS estimate?
            Cloudflare’s EPS estimate is 0.23.
              How many shares outstanding does Cloudflare have?
              Cloudflare has 315,250,200 shares outstanding.
                What happened to Cloudflare’s price movement after its last earnings report?
                Cloudflare reported an EPS of $0.28 in its last earnings report, beating expectations of $0.271. Following the earnings report the stock price went up 4.688%.
                  Which hedge fund is a major shareholder of Cloudflare?
                  Currently, no hedge funds are holding shares in GB:0A3Z
                  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

                    CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

                    Cloudflare (0A3Z) Earnings & Revenues

                    0A3Z Company Deck

                    0A3Z Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented strong top-line acceleration, robust enterprise momentum, record new ACV, substantial customer additions, improving retention, and materially stronger free cash flow and profitability — all signaling successful execution of go-to-market and product strategies. Headwinds include a modest gross-margin decline (below target), higher network expense allocation and capital intensity, and increasing revenue variability from usage-based pool-of-funds deals. On balance, the positive operational and financial momentum, large-enterprise wins, AI-driven demand tailwind, and cash generation materially outweigh the margin and variability challenges.View all GB:0A3Z earnings summaries

                    0A3Z Revenue Breakdown

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

                    0A3Z Stock 12 Month Forecast

                    Average Price Target

                    $231.80
                    ▲(40.73% 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 32,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 24, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":142.2,"date":1740787200000,"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 40,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 30, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":113.912,"date":1743465600000,"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 33,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 30, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":124.69,"date":1746057600000,"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 35,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 28, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":169.04,"date":1748736000000,"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 28,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 19, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":185.74,"date":1751328000000,"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 20, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":199.69,"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 34,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":250.21,"date":1761955200000,"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 26,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 32, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":198.545,"date":1764547200000,"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 28,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 41, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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