Technology -
Software - Infrastructure - NYSE - US
$ 198.35
3.19 %
$ 68.8 B
Market Cap
-858.04
P/E
1. INTRINSIC VALUE
Balance Sheet
Cloudflare, Inc.
| Current Assets | 2.27 B |
| Cash & Short-Term Investments | 1.86 B |
| Receivables | 333 M |
| Other Current Assets | 75.5 M |
| Non-Current Assets | 1.03 B |
| Long-Term Investments | 0 |
| PP&E | 636 M |
| Other Non-Current Assets | 396 M |
| 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 |
EFFICIENCY
Earnings Waterfall
Cloudflare, Inc.
| 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 |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Cloudflare, Inc.
| Net Income | -78.8 M |
| Depreciation & Amortization | 128 M |
| Capital Expenditures | -185 M |
| Stock-Based Compensation | 338 M |
| Change in Working Capital | -109 M |
| Others | 33 M |
| Free Cash Flow | 195 M |
Wall Street Analysts Price Targets
Cloudflare, Inc.
Wall Street analysts predict an average 1-year price target for NET of $110 , with forecasts ranging from
a
low of
$85 to a high of $140 .
NET Lowest Price Target
Wall Street Target
85 USD
-57.15%
NET Average Price Target
Wall Street Target
110 USD
-44.34%
NET Highest Price Target
Wall Street Target
140 USD
-29.42%
4. DIVIDEND
ANALYSIS
NET does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Cloudflare, Inc.
Sold
0-3 MONTHS
140 M USD 7
3-6 MONTHS
112 M USD 6
6-9 MONTHS
87.5 M USD 6
9-12 MONTHS
68.4 M USD 6
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, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
zacks.com
- 5 days ago
NET Power: Unlocking Value After The Hype Fades
NET Power: Unlocking Value After The Hype Fades
seekingalpha.com
- 5 days ago
3 Stocks Soared After This Tool Flagged Them — and Here Are 2 More
Tom Yeung here with your Sunday Digest . In January, I introduced TradeSmith's latest trading strategy, a tool that CEO Keith Kaplan called their biggest breakthrough since creating TradeStops 20 years ago.
investorplace.com
- 6 days ago
NET Surges 87.3% in 3 Months: Should You Buy, Sell or Hold the Stock?
Cloudflare stock skyrockets in three months, but stretched valuation, slowing growth and fierce competition raise tough questions.
zacks.com
- 1 week ago
Lasso Unveils GenAI Security Cloudflare Integration for Real-Time Monitoring and Protection
TEL AVIV, Israel--(BUSINESS WIRE)--Lasso, a leader in Generative AI security, today announced the launch of its GenAI Security Cloudflare integration, a powerful new integration designed to secure and monitor GenAI traffic in real-time at the network level for Cloudflare customers. The solution enables comprehensive visibility and control over GenAI traffic across web and cloud environments, helping to prevent data leaks, GenAI misuse, and other policy violations. GenAI traffic flowing through.
businesswire.com
- 1 week ago
Why the Market Dipped But Cloudflare (NET) Gained Today
Cloudflare (NET) reached $186.97 at the closing of the latest trading day, reflecting a +2.23% change compared to its last close.
zacks.com
- 1 week ago
CrowdStrike vs. Cloudflare: Which Cybersecurity Stock Wins?
CrowdStrike Holdings Inc. NASDAQ: CRWD is one of the best-performing technology stocks of 2025, with shares up 50% year-to-date. That rally reflects renewed investor confidence in its Falcon platform, which is a true comeback story following the high-profile service outage in 2024.
marketbeat.com
- 2 weeks ago
Cloudflare Stock Has Plenty of Room to Run
Subscribers to Schaeffer's Weekend Trader options recommendation service received this NET commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
schaeffersresearch.com
- 2 weeks ago
Cloudflare (NET) Stock Dips While Market Gains: Key Facts
Cloudflare (NET) closed at $181.92 in the latest trading session, marking a -5.98% move from the prior day.
zacks.com
- 2 weeks ago
Cloudflare vs. Fastly: Which Stock Has the Edge on CDN Space?
NET and FSLY take different paths in the booming CDN market - one bets on global reach, the other on speed and programmability.
zacks.com
- 2 weeks ago
Changing Trends In Tech Sector - What To Watch Out For?
In May this year, Alphabet Inc. GOOG unveiled a "total reimagining of search" with the launch of AI mode – the chatbot-style search engine feature that would let users converse with the search engine; besides using AI agents to execute tasks on behalf of the user. This announcement follows the launch of features like AI overviews that make Google Search a ‘Zero Click' affair. In search engine parlance, zero click refers to those internet searches that do not require the user to click and visit a webpage in order to get their questions answered. With AI overviews answering questions right on the search result pages, there is little incentive for search users to actually click and visit webpages to find their answers. This presents an existential threat to organizations that have built their business on top of Google's search engine platform. Ironically, Google's steadfast adoption of AI into their search engine is itself propelled by the existential threat presented by the emerging dominance of new-age search engines like ChatGPT, and Perplexity. Earlier this year, educational resource company Chegg Inc. (CHGG) sued Google claiming that their AI Overviews was driving publishers out of business. Prior to this, a class action lawsuit was filed against Google in 2023 accusing the company of theft of American personal and creative data for AI modeling. The introduction of AI and the subsequent lawsuits have made the online economy quite volatile and in a constant state of flux. While this may be good for intraday or swing traders, long-term investors may continue to stay wary. However, this is not bad news. The AI economy is still in its infancy and this presents investors with profitable opportunities to take advantage of. In a recent report, Envato identified 8 emerging digital marketing trends that are likely to shape the future of the online economy. These trends offer us a glimpse of technology that is proliferating the internet landscape, and will potentially grow to be million dollar opportunities for investors. Identifying the companies that make these technologies possible and investing in them can be a profitable investment strategy. At the top of the list are businesses that build the infrastructure to enable the adoption of AI. This includes companies like NVIDIA Corporation (NVDA), Taiwan Semiconductor (TSM), Advanced Micro Devices Inc. (AMD) to mention a few. The rationale behind investing in these stocks is clear – AI is expected to continue growing for the next several years, which means that the hardware necessary to keep this momentum growing is continuing its upward trajectory too. Regardless of how hot NVDA may be at this point, it is expected to keep going up in the long term. These are companies that you invest in and do not touch for the next many years. If investing in one stock sounds risky, you could consider sector-specific ETFs focusing on AI hardware manufacturers. The Envato study predicts that videos will continue their upward trajectory through 2025 and beyond. Unlike text or even images, videos consume a lot of bandwidth, and their growth signals the continuation in the growth of networking and infrastructure providers. This would mean upward movement for stocks like Akamai Technologies (AKAM), and Cloudflare, Inc. (NET). There are of course other players in the industry that may benefit. For example, Amazon AWS, Microsoft Azure, and Google Cloud provide the cloud infrastructure necessary for video usage to grow. However, since these are part of bigger organizations, their fortunes are tied to multiple parameters and so it won't be prudent to make a more educated guess on the fortune of these stocks. Currently, the internet landscape is mostly made of unstructured data (text, images, and video). However, as we move towards Generative AI, and AI optimization, we are seeing a rise in structured data that enables content to be more organized and machine-readable. This is critical to drive search, automation, AI, and analytics. The rise in the use of structured data would also contribute towards an increase in the adoption of standards and formats, data wrangling, ETL tools, and databases. Stocks that would benefit from this adoption include Snowflake, Inc. (SNOW) which is a dominant player in data lakes and warehousing, Oracle Corp. (ORCL), a market leader in relational databases, MongoDB (MDB), Palantir (PLTR), and DataDog (DDOG). Analytics is a major gainer in the growth of structured data. Tableau, which is owned by Salesforce Inc. (CRM), and privately owned Qlik are expected to be winners here. Generative AI has unleashed a wave of hyper-personalization across the online landscape. Traditional Google search is being replaced by AI-driven search answers that bring in a great deal of personalization in the search answers. This technology is also being replicated across different spheres of the online economy with the help of AI agents. AI agents are online tools that make use of Artificial Intelligence (AI) and integration to do tasks on behalf of humans. For example, businesses can make use of AI agents to interact and engage with customers without the need for canned responses, or even regular chatbots. Such productivity enhancing software tools are driven by personalization engines operated by companies like Adobe Inc. (ADBE), while Microsoft, Amazon, and Google power the other parts of the infrastructure that drives this personalization. One of the key drivers of personalization is digital identity. Understanding who your user is, and tracking their online behavior is vital to building a personalization engine. There are several technological tools that enable this. One of the most popular tools in this space is Okta, Inc. (OKTA) that delivers identity and access management tools. LiveRamp, Inc. (RAMP) is another big player with a stake in digital identity – they are a data connectivity platform who help unify customer and prospect data. With growth in AI-driven personalization, these tools are likely to see increased growth. The world is in a very volatile state at the moment, and the movement towards greater AI adoption is being driven by some of the biggest corporations of our time. This could mean heavy lobbying in favor of keeping AI relatively less regulated. However, Generative AI brings with it concerns related to deepfakes and cybersecurity frauds. As such, the time is ripe for heavy regulation in terms of who gets access to such tools. While growth in AI-driven technologies is expected to continue unfettered, it is important to acknowledge the risks posed by regulations and how this could dampen this growth. Benzinga Rankings give you vital metrics on any stock – anytime. © 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
http://feeds.benzinga.com
- 2 weeks ago
Kuehn Law Encourages Investors of NET Power Inc. to Contact Law Firm
NEW YORK , July 9, 2025 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of NET Power Inc. (NYSE: NPWR) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at NET Power caused the company to misrepresent or fail to disclose that (i) Net Power was unlikely to complete Project Permian on schedule, and the project was likely to be significantly more expensive than had been represented, because of, inter alia, supply chain issues and numerous site- and region-specific challenges; (ii) accordingly, projections regarding the time and capital needed to complete Project Permian were unrealistic; (iii) the increased time and capital needed to complete Project Permian were likely to have a significant negative impact on the Company's business and financial results; and (iv) as a result, public statements were materially false and misleading at all relevant times.
prnewswire.com
- 2 weeks ago
8. Profile
Summary
Cloudflare, Inc. NET
COUNTRY
US
INDUSTRY
Software - Infrastructure
MARKET CAP
$ 68.8 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
4400
Officers
Daniella Vallurupalli
Vice President & Head of Global Communications
Ms. W. Ling
Head of Governance Risk & Compliance
Mr. Douglas James Kramer J.D.
Chief Legal Officer & Secretary
Ms. Michelle Zatlyn
Co-Founder, President & Co-Chair of the Board
Mr. Dane Knecht
Senior Vice President of Emerging Technology & Incubation
Mr. Matthew Prince J.D.
Co-Founder, Co-Chairman & Chief Executive Officer
Mr. Mark F. Anderson
President of Revenue
Ms. Janel Riley
Vice President of Finance & Chief Accounting Officer
Mr. Philip Alan Winslow Jr., C.F.A., Jr.
Vice President of Strategic Finance, Treasury and Investor Relations
Mr. Thomas Josef Seifert
Chief Financial Officer