Cloudflare Inc (NET)

Currency in USD
300.27
+15.84(+5.57%)
Closed·
302.01+1.74(+0.58%)
·
Unusual trading volume
Trading near 52-week High
NET is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
295.89324.73
52 wk Range
158.83324.73
Key Statistics
Prev. Close
284.43
Open
318
Day's Range
295.89-324.73
52 wk Range
158.83-324.73
Volume
8.77M
Average Volume (3m)
3.97M
1-Year Change
46.7595%
Book Value / Share
4.56
Fair Value
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Fair Value Upside
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NET Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
314.58
Upside
+4.77%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Cloudflare Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Neutral
Technical Indicators
Neutral
Moving Averages
Buy

Analyst Ratings

24 Buy
8 Hold
2 Sell
Ratings:
34 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 314.58
(+4.77% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Stifel
Buy370.00+23.22%260.00MaintainAug 07, 2026
Bernstein SocGen Group
Hold164.00-45.38%136.00MaintainAug 07, 2026
Wells Fargo
Buy380.00+26.55%300.00MaintainAug 07, 2026
Citizens
Buy394.00+31.22%330.00MaintainAug 07, 2026
Oppenheimer
Buy380.00+26.55%330.00MaintainAug 07, 2026

Cloudflare Inc SWOT Analysis


AI Infrastructure Bet
Cloudflare transitions from basic infrastructure to comprehensive AI platform, positioning itself as critical enabler for enterprise AI deployment through model-agnostic framework
Ambitious Growth Path
Revenue targets reach $5 billion by 2028, with analyst price targets averaging $239, ranging from $222 to $265, reflecting confidence in sustained expansion
Market Share Momentum
The company doubled its application performance and security market share since 2021, now commanding over 8 percent while handling 20 percent of global internet traffic
Valuation Premium
Trading above 15 times forward sales with elevated stock-based compensation, the company prioritizes growth over profitability while pursuing the software industry's Rule of 40
Read full SWOT analysis

Cloudflare Inc Earnings Call Summary for Q2/2026

  • Cloudflare Q2 2026 revenue hit $696.1M, up 36% YoY, beating estimates by 4.73%; EPS of $0.29 topped forecasts, driving shares up 17% after-hours.
  • Large customers rose 27% to 4,698, generating 73% of revenue; dollar-based net retention improved to 120%, up 6 points YoY amid strong AI demand.
  • Q3 revenue guidance of $736-737M implies 31% growth; full-year 2026 revenue projected at $2.864-2.870B with EPS of $1.25-1.26.
  • CEO Prince noted non-human traffic exceeded 50% for first time, signaling AI-driven shift; company targeting GAAP profitability ahead of 2028 goal.
  • Restructuring charges of up to $165M expected in 2026; gross margin declined 320bps YoY to 73.1% due to traffic mix, though free cash flow surged 69%.
Last Updated: 06/08/2026, 23:32
Read Full Transcript

Earnings

Latest Release
Aug 06, 2026
EPS / Forecast
0.29 / 0.27
Revenue / Forecast
696.1M / 664.67M
EPS Revisions
Last 90 days

NET Income Statement

Compare NET to Peers and Sector

Metrics to compare
NET
Peers
Sector
Relationship
P/E Ratio
−518.3x−8.5x12.6x
PEG Ratio
7.11−0.460.01
Price/Book
66.0x3.7x2.4x
Price / LTM Sales
42.6x8.6x2.3x
Upside (Analyst Target)
16.6%−2.7%31.6%
Fair Value Upside
Unlock−19.3%3.8%Unlock

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

Employees
5483

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
172.87M48.70%51.91B
Other Institutional Investors
117.32M33.05%35.23B
Public Companies & Retail Investors
64.75M18.24%19.44B
Total
354.94M100.00%106.58B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Capital Research and Management Company9.73%34,547,43110,373,557
BlackRock, Inc.5.94%21,094,2826,333,980

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FAQ

What Is the Cloudflare (NET) Stock Price Today?

The Cloudflare stock price today is 300.27 USD.

What Stock Exchange Does Cloudflare Trade On?

Cloudflare is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Cloudflare?

The stock symbol for Cloudflare is "NET."

What Is the Cloudflare (NET) Afterhours Price Today? (Afterhours variable test: 302.01) Current Date: Aug 08, 2026

After hours price: 302.01. After hours price change (units): 1.74. Price change percentage: 0.58%

What Is the Cloudflare Market Cap?

As of today, Cloudflare market cap is 101.28B USD.

What Is Cloudflare's Earnings Per Share (TTM)?

The Cloudflare EPS (TTM) is -0.59.

When Is the Next Cloudflare Earnings Date?

Cloudflare will release its next earnings report on Oct 29, 2026.

From a Technical Analysis Perspective, Is NET a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Cloudflare Stock Split?

Cloudflare has split 0 times.

How Many Employees Does Cloudflare Have?

Cloudflare has 5483 employees.

What is the current trading status of Cloudflare (NET)?

As of Aug 08, 2026, Cloudflare (NET) is trading at a price of 300.27 USD, with a previous close of 284.43 USD. The stock has fluctuated within a day range of 295.89 USD to 324.73 USD, while its 52-week range spans from 158.83 USD to 324.73 USD.

What Is Cloudflare (NET) Price Target According to Analysts?

The average 12-month price target for Cloudflare is 314.58 USD, with a high estimate of 394 USD and a low estimate of 160 USD. 24 analysts recommend buying the stock, while 2 suggest selling, leading to an overall rating of Buy. The stock has an +4.77% Upside potential.

What Is the NET Premarket Price?

NET's last pre-market stock price is 317.00 USD. The pre-market share volume is 249,090.00, and the stock has decreased by 32.57, or 11.45%.

What Is the NET After Hours Price?

NET's last after hours stock price is 302.01 USD, the stock has decreased by 1.74, or 0.58%.
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