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Cloudflare/$NET

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About Cloudflare

Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.
Ticker
$NET
Sector
Business services
Primary listing
NYSE
Employees
5,156

Cloudflare Metrics

BasicAdvanced
$100B
-
-$0.59
1.65
-

What the Analysts think about Cloudflare

Analyst ratings (Buy, Hold, Sell) for Cloudflare stock.
Analyst projections of the future price of Cloudflare stock.

Bulls say / Bears say

Cloudflare is gaining scale in AI-related development: it said its developer base grew from 7.4 million to more than 10 million in one quarter, while daily AI-agent requests on its network rose more than 1,700% year on year. That gives the company a growing base of potential users for its compute, storage and security products. (Cloudflare)
Second-quarter revenue grew 36% year on year and current remaining performance obligations rose 35%, pointing to strong demand as well as a healthy near-term revenue pipeline. (Cloudflare)
The company generated $96.1 million of non-GAAP operating income and $56.4 million of free cash flow in the second quarter, both above the year-earlier figures. This shows it can produce operating profit and cash while investing in growth. (Cloudflare)
Non-GAAP gross margin fell to 73.1% from 76.3% a year earlier, while the GAAP operating loss widened to $205.7 million. Higher infrastructure costs and the challenge of turning fast sales growth into durable margins remain concerns. (Cloudflare)
Cloudflare disclosed that 155 responses from its Workers AI model contained information from other customers’ requests. This cross-customer data exposure could weaken trust in products sold on their security and isolation capabilities. (eWeek)
At about 34 times forward sales and 210 times forward earnings, the shares leave little room for growth or execution to disappoint. That premium could magnify a share-price fall if results fail to meet high expectations. (Yahoo Finance)
Data summarised monthly by Lightyear AI. Last updated on 30 Oct 2026.

Cloudflare Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Cloudflare Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Cloudflare

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