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Technology - Software - Infrastructure - NYSE - US
$ 98.36
1.32 %
$ 33.9 B
Market Cap
-427.65
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one NET stock under the worst case scenario is HIDDEN Compared to the current market price of 98.4 USD, Cloudflare, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one NET stock under the base case scenario is HIDDEN Compared to the current market price of 98.4 USD, Cloudflare, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one NET stock under the best case scenario is HIDDEN Compared to the current market price of 98.4 USD, Cloudflare, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart NET

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$180.0$180.0$170.0$170.0$160.0$160.0$150.0$150.0$140.0$140.0$130.0$130.0$120.0$120.0$110.0$110.0$100.0$100.0$90.0$90.0$80.0$80.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
1.67 B REVENUE
28.76%
-155 M OPERATING INCOME
16.56%
-78.8 M NET INCOME
57.16%
380 M OPERATING CASH FLOW
49.54%
-330 M INVESTING CASH FLOW
-77.35%
12.8 M FINANCING CASH FLOW
106.65%
460 M REVENUE
6.94%
-34.7 M OPERATING INCOME
-12.75%
-12.8 M NET INCOME
16.20%
127 M OPERATING CASH FLOW
21.56%
-167 M INVESTING CASH FLOW
-118.63%
8.03 M FINANCING CASH FLOW
433.14%
Balance Sheet Cloudflare, Inc.
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Current Assets 2.27 B
Cash & Short-Term Investments 1.86 B
Receivables 333 M
Other Current Assets 79.8 M
Non-Current Assets 1.03 B
Long-Term Investments 0
PP&E 636 M
Other Non-Current Assets 396 M
56.22 %10.10 %19.26 %12.01 %Total Assets$3.3b
Current Liabilities 794 M
Accounts Payable 106 M
Short-Term Debt 47.6 M
Other Current Liabilities 640 M
Non-Current Liabilities 1.46 B
Long-Term Debt 1.42 B
Other Non-Current Liabilities 45.7 M
4.69 %28.39 %62.78 %Total Liabilities$2.3b
EFFICIENCY
Earnings Waterfall Cloudflare, Inc.
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Revenue 1.67 B
Cost Of Revenue 379 M
Gross Profit 1.29 B
Operating Expenses 1.45 B
Operating Income -155 M
Other Expenses -76 M
Net Income -78.8 M
2b2b2b2b1b1b1b1b1b1b800m800m600m600m400m400m200m200m00(200m)(200m)2b(379m)1b(1b)(155m)76m(79m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
77.32% GROSS MARGIN
77.32%
-9.27% OPERATING MARGIN
-9.27%
-4.72% NET MARGIN
-4.72%
-398.06% ROE
-398.06%
-2.39% ROA
-2.39%
-6.73% ROIC
-6.73%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Cloudflare, Inc.
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200m200m150m150m100m100m50m50m00(50m)(50m)(100m)(100m)201720172018201820192019202020202021202120222022202320232024202420252025
Net Income -78.8 M
Depreciation & Amortization 85.6 M
Capital Expenditures -185 M
Stock-Based Compensation 338 M
Change in Working Capital 0
Others 33 M
Free Cash Flow 195 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Cloudflare, Inc.
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Wall Street analysts predict an average 1-year price target for NET of $92.6 , with forecasts ranging from a low of $68 to a high of $140 .
NET Lowest Price Target Wall Street Target
68 USD -30.87%
NET Average Price Target Wall Street Target
92.6 USD -5.81%
NET Highest Price Target Wall Street Target
140 USD 42.33%
Price
Max Price Target
Min Price Target
Average Price Target
18018016016014014012012010010080806060May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 7
6. Ownership
Insider Ownership Cloudflare, Inc.
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Sold
0-3 MONTHS
91.5 M USD 6
3-6 MONTHS
89.9 M USD 6
6-9 MONTHS
63.2 M USD 6
9-12 MONTHS
85.2 M USD 8
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Cloudflare Accelerates AI Agent Development With The Industry's First Remote MCP Server SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare's Developer Platform and global network are the best place to build and deploy AI agents. businesswire.com - 1 week ago
Cloudflare Acquires Outerbase to Expand Capabilities for Database and Agent Developer Experience SAN FRANCISCO--(BUSINESS WIRE)--Outerbase acquisition will simplify how developers build intelligent, contextual, and reliable AI applications on the Cloudflare Developer Platform. businesswire.com - 1 week ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NET Power Inc. - NPWR NEW YORK CITY, NY / ACCESS Newswire / April 6, 2025 / Pomerantz LLP is investigating claims on behalf of investors of NET Power Inc. ("Net Power" or the "Company") (NYSE:NPWR). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. accessnewswire.com - 1 week ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NET Power Inc. - NPWR NEW YORK CITY, NY / ACCESS Newswire / April 4, 2025 / Pomerantz LLP is investigating claims on behalf of investors of NET Power Inc ("Net Power" or the "Company") (NYSE:NPWR). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. accessnewswire.com - 2 weeks ago
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates. zacks.com - 2 weeks ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NET Power Inc. - NPWR NEW YORK, April 03, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  NET Power Inc (“Net Power” or the “Company”) (NYSE: NPWR).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. globenewswire.com - 2 weeks ago
Will Cloudflare (NET) Beat Estimates Again in Its Next Earnings Report? Cloudflare (NET) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. zacks.com - 2 weeks ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NET Power Inc. - NPWR NEW YORK, NY / ACCESS Newswire / April 1, 2025 / Pomerantz LLP is investigating claims on behalf of investors of NET Power Inc ("Net Power" or the "Company") (NYSE:NPWR). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. accessnewswire.com - 2 weeks ago
Cloudflare (NET) Stock Falls Amid Market Uptick: What Investors Need to Know The latest trading day saw Cloudflare (NET) settling at $112.69, representing a -1.94% change from its previous close. zacks.com - 2 weeks ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NET Power Inc. - NPWR NEW YORK , March 31, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of  NET Power Inc ("Net Power" or the "Company") (NYSE: NPWR). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. prnewswire.com - 2 weeks ago
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. zacks.com - 2 weeks ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NET Power Inc. - NPWR NEW YORK, March 30, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  NET Power Inc (“Net Power” or the “Company”) (NYSE: NPWR).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. globenewswire.com - 2 weeks ago
8. Profile Summary

Cloudflare, Inc. NET

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COUNTRY US
INDUSTRY Software - Infrastructure
MARKET CAP $ 33.9 B
Dividend Yield 0.00%
Description 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.
Contact 101 Townsend Street, San Francisco, CA, 94107 https://www.cloudflare.com
IPO Date Sept. 13, 2019
Employees 4263
Officers Mr. Philip Alan Winslow Jr., C.F.A., Jr. Vice President of Strategic Finance, Treasury and Investor Relations Ms. W. Ling Head of Governance Risk & Compliance Mr. Mark F. Anderson President of Revenue Ms. Janel Riley Vice President of Finance & Chief Accounting Officer Mr. Matthew Prince J.D. Co-Founder, Co-Chairman & Chief Executive Officer Mr. Douglas James Kramer J.D. Chief Legal Officer & Secretary Daniella Vallurupalli Vice President & Head of Global Communications Ms. Michelle Zatlyn Co-Founder, Chief Operating Officer, President & Co-Chair of the Board Mr. . John Chief Technology Officer Mr. Thomas Josef Seifert Chief Financial Officer