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Cloudflare (NET)
NYSE:NET

Cloudflare (NET) Price & Analysis

8,645 Followers

NET Stock Chart & Stats

$166.99
-$0.89(-0.78%)
At close: 4:00 PM EST
$166.99
-$0.89(-0.78%)

Bulls Say, Bears Say

Bulls Say
Edge Compute Competitive AdvantageNetwork and edge compute performance can be more efficient for many AI workloads than major cloud providers, positioning the platform to capture AI workload share and pull through security and networking services.
Enterprise Contract MomentumSecuring the company's largest-ever annual contract and other very large deals signals strong enterprise demand and the ability to win sizable commitments that can expand platform usage and revenues.
Product MonetizationIntegration with hosting platforms enables site owners to allow, block, or charge AI crawlers, creating new protection and monetization options that can drive paid adoption of the company's Act 4 features.
Bears Say
Concentration And Growth SustainabilityA large portion of backlog growth was driven by a single very large contract, creating concentration risk that could exaggerate momentum and make future revenue growth more volatile if that customer reduces commitments.
Early-stage Monetization RiskPay-per-crawl revenue remains negligible and monetization from Act 4 is still nascent, which limits the near-term revenue impact from AI-focused product enhancements.
Margin PressureProfitability guidance came in modestly below analyst expectations and gross margin compression from shifting more paid traffic into cost of goods sold indicates sustained pressure on overall margins.

Cloudflare News

NET FAQ

What was Cloudflare’s price range in the past 12 months?
Cloudflare lowest stock price was $100.25 and its highest was $260.00 in the past 12 months.
    What is Cloudflare’s market cap?
    Cloudflare’s market cap is $58.78B.
      When is Cloudflare’s upcoming earnings report date?
      Cloudflare’s upcoming earnings report date is Apr 30, 2026 which is in 17 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 317,576,100 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 5.239%.
                  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

                    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 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

                    $232.00
                    ▲(38.93% Upside)
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                    Ownership Overview

                    0.80%33.96%0.07%47.06%
                    0.07% Other Institutional Investors
                    47.06% Public Companies and Individual Investors
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