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NET Stock Chart & Stats
$262.15
$2.67(1.02%)
At close: 4:00 PM EDT
$262.15
$2.67(1.02%)
Day’s Range― - ―
52-Week Range$158.83 - $332.22
Previous CloseN/A
Volume1.16M
Average Volume (3M)3.00M
Market Cap
$107.31B
Enterprise Value$86.27K
Total Cash (Recent Filing)$4.16B
Total Debt (Recent Filing)$3.53B
Price to Earnings (P/E)―
Beta1.42
Next Earnings
Oct 29, 2026EPS Estimate
0.34Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.58
Shares Outstanding322,618,770
10 Day Avg. Volume2,825,937
30 Day Avg. Volume3,003,331
Financial Highlights & Ratios
PEG Ratio-26.06
Price to Book (P/B)47.08
Price to Sales (P/S)31.69
P/FCF Ratio211.80
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$343.46Price Target Upside31.02% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)1.26
Revenue Forecast (FY)$2.81B
Bulls Say, Bears Say
Bulls Say
Strong Revenue GrowthSustained high growth indicates strong demand for Cloudflare’s security, performance and developer services. The recurring subscription model, broad product portfolio and enterprise expansion can support durable revenue scaling over the next several quarters.
Customer Expansion And RetentionHigh retention and growing enterprise adoption show that customers are expanding usage rather than merely being added. This supports recurring revenue visibility, cross-selling across products and a stronger position with larger, more valuable accounts.
Cash Generation And Public-Sector AccessImproving free cash flow provides internal funding for network investment and product development. Government security certifications also expand access to regulated customers, creating a durable channel for integrated security and infrastructure services.
Bears Say
Persistent GAAP LossesDespite strong revenue and non-GAAP earnings, recurring GAAP operating losses indicate that durable bottom-line profitability has not yet been established. Continued losses may constrain financial quality and increase dependence on equity-based compensation or financing.
Elevated LeverageLeverage is high for a software company and reduces flexibility if growth slows or investment needs rise. Although Cloudflare has substantial liquidity, modest debt coverage leaves the business more sensitive to refinancing, execution and funding risks.
Margin And Investment PressureHigher network costs, elevated infrastructure spending and organizational charges can suppress operating leverage while Cloudflare scales. If usage growth requires continued heavy investment, margin recovery and the conversion of revenue growth into durable earnings may be delayed.
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 $332.22 in the past 12 months.
What is Cloudflare Inc’s market cap?
Cloudflare Inc’s market cap is $107.31B.
When is Cloudflare Inc’s upcoming earnings report date?
Cloudflare Inc’s upcoming earnings report date is Oct 29, 2026 which is in 70 days.
How were Cloudflare Inc’s earnings last quarter?
Cloudflare Inc released its earnings results on Aug 06, 2026. The company reported $0.29 earnings per share for the quarter, beating the consensus estimate of $0.268 by $0.022.
Is Cloudflare Inc overvalued?
According to Wall Street analysts Cloudflare Inc’s price is currently Undervalued.
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 0.34.
How many shares outstanding does Cloudflare Inc have?
Cloudflare Inc has 322,618,770 shares outstanding.
What happened to Cloudflare Inc’s price movement after its last earnings report?
Cloudflare Inc reported an EPS of $0.29 in its last earnings report, beating expectations of $0.268. Following the earnings report the stock price went up 5.569%.
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
Cloudflare Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$343.46 (31.02% Upside)
$343.46 (31.02% Upside)
Blogger Sentiment
Neutral
NET Sentiment 59%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 444.2K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.7%
Last 30 Days ▲ 8.1%
Last 30 Days ▲ 8.1%
News Sentiment
Bullish
Bullish news 75%
Bearish news 25%
Bearish news 25%
Technicals
SMA
Positive
20 days / 200 days
Momentum
33.86%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
16.39%
Trailing 12-Months
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.
NET Company Deck
NET Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong business momentum: double‑digit top-line growth (+36% YoY), expanding large-customer base, 120% dollar-based net retention, outsized developer and paying-customer acquisition, record bookings/pipeline acceleration, meaningful free cash flow and substantial enterprise wins. Management also laid out a confident outlook with robust guidance. Key negatives include a meaningful year-over-year gross margin decline (320 bps), sizable restructuring and severance charges (Q2: $151M; FY up to $165M), increased network CapEx expectations and added forecasting variability from new consumption and pool-of-funds contract structures. Overall, the positives — product adoption, customer expansion, cash generation and positioning for agentic AI — materially outweigh the near-term margin and one-time cost challenges.View all NET earnings summariesNET Revenue Breakdown
84.39% Direct customers
15.61% Channel partners

NET Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$343.46
▲(31.02% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Ownership Overview
0.81% Insiders
31.93% Mutual Funds
28.37% Other Institutional Investors
20.38% Public Companies and Individual Investors












