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Cloudflare (NET)
NYSE:NET

Cloudflare (NET) Price & Analysis

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8,381 Followers

NET Stock Chart & Stats

$195.68
-$0.89(-0.78%)
At close: 4:00 PM EST
$195.68
-$0.89(-0.78%)

Bulls Say, Bears Say

Bulls Say
AI StrategyCloudflare announced its intent to acquire Replicate to accelerate the company’s AI cloud strategy, significantly expanding its capabilities in the AI developer ecosystem.
Customer ExpansionNET impressively added a record number of net new large customers this quarter, including those spending both $1M+ and >$5M.
Revenue GrowthCloudflare reported a strong 3Q25 with revenue growth of 31% vs. Street’s 27%, with 4Q revenue growth guidance beating Street expectations by 200bps.
Bears Say
Gross Margins PressureStronger adoption of the Workers platform is pressuring near-term gross margins, with 3Q GM of 75.3% coming in 200bps below the Street.
Leadership ChangeThe departure of CJ Desai, who played a key role in the company's strategic direction, is notable.
Valuation RiskCloudflare stock trades at a premium valuation, leaving limited room for mis-execution.

Cloudflare News

NET FAQ

What was Cloudflare’s price range in the past 12 months?
Cloudflare lowest stock price was $89.42 and its highest was $260.00 in the past 12 months.
    What is Cloudflare’s market cap?
    Cloudflare’s market cap is $67.05B.
      When is Cloudflare’s upcoming earnings report date?
      Cloudflare’s upcoming earnings report date is Feb 05, 2026 which is in 47 days.
        How were Cloudflare’s earnings last quarter?
        Cloudflare released its earnings results on Oct 30, 2025. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.04.
          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 0.27.
              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 $0.27 in its last earnings report, beating expectations of $0.23. Following the earnings report the stock price went up 13.843%.
                  Which hedge fund is a major shareholder of Cloudflare?
                  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

                    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 (NET) Earnings & Revenues

                    NET Company Deck

                    NET Earnings Call

                    Q3 2025
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    Cloudflare reported strong financial and operational results with robust revenue growth and strategic partnerships driving its success. Despite the departure of a key executive, the company's future outlook remains positive, supported by increased sales productivity and strategic investments in AI and partnerships.View all NET earnings summaries

                    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

                    $253.27
                    ▲(29.43% 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 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 4</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":107.68,"date":1735689600000,"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 19, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":138.4,"date":1738368000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n        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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":122.61,"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":169.7,"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  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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            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 25,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":217.06,"date":1759276800000,"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 19, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      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                    Ownership Overview

                    0.90%34.43%30.78%16.07%
                    30.78% Other Institutional Investors
                    16.07% Public Companies and Individual Investors
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