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Cloudflare (NET)
NYSE:NET
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Cloudflare (NET) Price & Analysis

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8,272 Followers

NET Stock Chart & Stats

$240.53
-$0.89(-0.78%)
At close: 4:00 PM EST
$240.53
-$0.89(-0.78%)

Bulls Say, Bears Say

Bulls Say
Enterprise Sales And Market PotentialThe company's go-to-market transformation to enterprise sales is progressing well, with significant growth in sales capacity.
Large Customer EngagementLarge customers, contributing significantly to revenue, grew 23% and sales productivity increased.
Revenue GrowthCloudflare delivered a standout quarter with 31% revenue growth coming in ahead of expectations.
Bears Say
Gross Margin PressureStronger adoption of the Workers platform is pressuring near-term gross margins, with 3Q GM of 75.3% coming in 200bps below the Street.
Leadership ChangesThe departure of CJ Desai, who played a key role in the company's strategic direction, is notable.
Monetization ChallengesMargins have fallen due to a higher mix of developer business and monetization of freemium customers.

Cloudflare News

NET FAQ

What was Cloudflare’s price range in the past 12 months?
Cloudflare lowest stock price was $87.77 and its highest was $260.00 in the past 12 months.
    What is Cloudflare’s market cap?
    Cloudflare’s market cap is $81.55B.
      When is Cloudflare’s upcoming earnings report date?
      Cloudflare’s upcoming earnings report date is Feb 05, 2026 which is in 86 days.
        How were Cloudflare’s earnings last quarter?
        Cloudflare released its earnings results on Oct 30, 2025. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.04.
          Is Cloudflare overvalued?
          According to Wall Street analysts Cloudflare’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cloudflare pay dividends?
            Cloudflare does not currently pay dividends.
            What is Cloudflare’s EPS estimate?
            Cloudflare’s EPS estimate is 0.27.
              How many shares outstanding does Cloudflare have?
              Cloudflare has 315,250,200 shares outstanding.
                What happened to Cloudflare’s price movement after its last earnings report?
                Cloudflare reported an EPS of $0.27 in its last earnings report, beating expectations of $0.23. Following the earnings report the stock price went up 13.843%.
                  Which hedge fund is a major shareholder of Cloudflare?
                  Currently, no hedge funds are holding shares in NET

                  Company Description

                  Cloudflare

                  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.

                  Cloudflare (NET) Earnings & Revenues

                  NET Company Deck

                  NET Earnings Call

                  Q3 2025
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  Cloudflare reported strong financial and operational results with robust revenue growth and strategic partnerships driving its success. Despite the departure of a key executive, the company's future outlook remains positive, supported by increased sales productivity and strategic investments in AI and partnerships.View all NET earnings summaries

                  NET Revenue Breakdown

                  84.39%84.39%15.61%
                  84.39% Direct customers
                  15.61% Channel partners
                  tipranks

                  NET Stock 12 Month Forecast

                  Average Price Target

                  $255.05
                  ▲(6.04% Upside)
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style=\"color:#199ca5\">Buy 40,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 30, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":115.66,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 33,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 30, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":122.61,"date":1746057600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 35,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":200.11,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 33,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":208.05,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 25,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      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                  Ownership Overview

                  0.95%35.96%0.20%45.73%
                  0.20% Other Institutional Investors
                  45.73% Public Companies and Individual Investors
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