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, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.

Ticker

$NET

Sector

Business services

Primary listing

NYSE

Employees

4,616

Cloudflare Metrics

BasicAdvanced
$72B
-
-$0.34
1.85
-

What the Analysts think about Cloudflare

Analyst ratings (Buy, Hold, Sell) for Cloudflare stock.

Bulls say / Bears say

Cloudflare’s Q2 revenue rose 28% year-over-year to $512.3 million, beating analyst forecasts and reflecting robust enterprise demand across its core CDN and security services (Reuters)
The company raised its full-year fiscal 2025 revenue guidance to $2,113.5 million–$2,115.5 million, up from the prior $2,090 million–$2,094 million range, indicating management’s confidence in sustaining growth momentum (Reuters)
Cloudflare introduced a tool enabling website owners to control and monetize AI bot crawler access—with major publishers like Condé Nast and the Associated Press backing the ‘pay-per-crawl’ model—positioning the firm as an innovator in securing content rights in the AI era (Reuters)
Cloudflare trades at a steep premium, with its median 12-month analyst price target of $186 representing an 8% downside from its July 30 close, while the stock’s next-12-month P/E has surged to 214×, signaling stretched valuation and heightened downside risk (Reuters)
Intense competition in cybersecurity and CDN services from peers such as Palo Alto Networks, CrowdStrike, and Akamai—each beefing up consolidated platform offerings—threatens Cloudflare’s market share and could pressure pricing power amid customer budget cuts (Reuters)
Cloudflare’s reliance on large enterprise contracts introduces revenue concentration risk, exemplified by its record-breaking $100 million+ deal in Q1, which if not matched by comparable renewals or new large wins could lead to lumpy growth and volatility (Barron's)
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 2025.

Cloudflare Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Cloudflare Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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