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Cloudflare, Inc. (NET)

278.92 -5.59 (-1.96%)
At close: September 4 at 4:02:23 PM EDT
277.65 -1.27 (-0.46%)
After hours: September 4 at 7:59:31 PM EDT
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What's happening with NET?

5m ago
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Cloudflare (NET) faces challenges despite strong revenue growth, with recent stock performance lagging behind broader market trends. The upcoming earnings report is highly anticipated, with analysts projecting significant year-over-year increases in both earnings and revenue.

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  • Previous Close 284.51
  • Open 282.25
  • Bid 278.17 x 60000
  • Ask 279.00 x 10000
  • Day's Range 277.59 - 284.72
  • 52 Week Range 158.83 - 332.22
  • Volume 1,793,383
  • Avg. Volume 3,489,145
  • Market Cap (intraday) 99.318B
  • Beta (5Y Monthly) 1.66
  • PE Ratio (TTM) --
  • EPS (TTM) -0.56
  • Earnings Date (est.) Oct 29, 2026
  • Forward Dividend & Yield --
  • Ex-Dividend Date --
  • 1y Target Est 333.55

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.

www.cloudflare.com

5,156

Full Time Employees

December 31

Fiscal Year Ends

Technology

Sector

Recent News

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Performance Overview

Trailing total returns as of 9/4/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

NET
41.48%
S&P 500 (^GSPC)
12.75%

1-Year Return

NET
32.83%
S&P 500 (^GSPC)
18.71%

3-Year Return

NET
335.88%
S&P 500 (^GSPC)
70.93%

5-Year Return

NET
113.83%
S&P 500 (^GSPC)
70.18%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 696.06M
Earnings -169.98M
Profit Margin -24.42%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
200M
400M
600M
-20.0%
-15.0%
-10.0%
-5.0%

Analyst Insights

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Analyst Price Targets

160.00 Low
333.55 Average
278.92 Current
400.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 8/31/2026
Analyst Citizens
Rating Action Reiterates
Rating Market Outperform
Price Action Maintains
Price Target 394 -> 394

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (5yr expected)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    -8.21%

  • Return on Assets (ttm)

    -2.04%

  • Return on Equity (ttm)

    -14.43%

  • Revenue (ttm)

    2.51B

  • Net Income Avi to Common (ttm)

    -206.28M

  • Diluted EPS (ttm)

    -0.56

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    4.16B

  • Total Debt/Equity (mrq)

    217.86%

  • Levered Free Cash Flow (ttm)

    691.95M

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