Cloudflare Inc Cl A (NET)

$212.45 +0.34 (0.16%)
Market Cap 74.42B
Revenue (ttm) 2.17B
Net Income (ttm) -102.27M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -4.72%
Debt to Equity Ratio 0.00
Volume 2,542,800
Avg Vol 4,791,286
Day's Range N/A - N/A
Shares Out 350.28M
Stochastic %K 89%
Beta 1.98
Analysts Strong Sell
Price Target $237.69

Company Profile

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,...

Industry: Software - Infrastructure
Sector: Technology
Phone: 888 993 5273
Address:
101 Townsend Street, San Francisco, United States
OnlyFibs
OnlyFibs Mar. 14 at 9:19 PM
$NET ☁️ 1-year ascending trendline being tested RIGHT NOW $109 (Mar 2025) → $260 ATH (Nov) → back to trendline at $206–$212 green volume at the touch = buyers defending hold $206 → targets: $218 → $224 → $234 → $260 ATH stop: lose $200 Q4 beat by $23M · +34% revenue $42.5M largest ACV deal ever new ACV +50% — fastest since 2021 FCF doubled to $99.4M $4.1B cash Iran conflict = cyberattack surge = Cloudflare demand AI re-platforming of internet = NET is the infrastructure Barclays OW $235 · 26 analysts Buy · avg PT $234 earnings Apr 30 trendline held all year buyers showed up again #NET #Cloudflare #Cybersecurity #hovdid
0 · Reply
Thelonius_Stonk
Thelonius_Stonk Mar. 14 at 7:51 PM
$NET strong
1 · Reply
MarketMaestro1
MarketMaestro1 Mar. 14 at 1:27 PM
In March 2026, SaaS valuation logic has shifted to "profitable growth." Investors are anchoring prices on Forward EV/Sales relative to NTM revenue growth, with a clear premium for efficiency. Profitability Reward: Companies with positive GAAP operating margins consistently cluster above the trend line. Profitability is no longer optional for a premium multiple. $PLTR (Palantir): The AI leader with +62% estimated growth, trading at top-tier multiples due to its dominant AI platform (AIP) narrative. $APP (AppLovin): A hyper-growth outlier (~38% NTM growth) powered by its AI ad engine, maintaining one of the dataset's highest multiples. $NET (Cloudflare): Reflects a strong platform narrative with ~29% growth, commanding a high EV/Sales premium. $CRWD & $DDOG: Both trade above trend, rewarded for growth durability (~23%) and high margins.
1 · Reply
jtc7jtc
jtc7jtc Mar. 13 at 5:30 PM
$NET people still paying .15 for 225 calls expiring today-- stupid or end of day rally
0 · Reply
ponderevo
ponderevo Mar. 13 at 3:27 PM
$NET Up 20% since post, an apex teaching moment. TLDR (or too lazy didn't read): 20ema on the max monthly is the only line that matters. Perfect bounce.
0 · Reply
SharesIsEndgame
SharesIsEndgame Mar. 13 at 2:57 PM
$NET Rejected at the same supply for like 10th time now lol
0 · Reply
machismo24
machismo24 Mar. 13 at 12:37 AM
$NET Relative strength this one together with $NBIS.
0 · Reply
NathanWolffe
NathanWolffe Mar. 12 at 10:31 PM
$IPM Recent news strengthen IPM position. With cybersecurity threats exponentially growing... Can this news = new contracts or partnerships for IPM? January 2026 : SOC 2 Type 1 compliance is widely recognized as a benchmark for data security and operational excellence. This achievement positions IPM to better serve enterprises seeking robust protection against evolving cyber threats. Their competitors are worth billions : $CRWD $PANW $FTNT $NET
0 · Reply
fredjara
fredjara Mar. 12 at 6:19 PM
$NET losing strength
0 · Reply
EingeLTrade
EingeLTrade Mar. 12 at 5:48 PM
$NET getting into strong supply zone
0 · Reply
Latest News on NET
These 4 cybersecurity stocks are Wall Street's favorite AI-proof plays

Mar 14, 2026, 8:30 AM EDT - 21 hours ago

These 4 cybersecurity stocks are Wall Street's favorite AI-proof plays

CRWD IGV OKTA PANW

What's Happening With Cloudflare Stock?

Mar 12, 2026, 1:10 PM EDT - 2 days ago

What's Happening With Cloudflare Stock?

5 AI Stocks Wall Street Is Still Missing

Mar 6, 2026, 9:00 AM EST - 8 days ago

5 AI Stocks Wall Street Is Still Missing

DOCN JMIA PLTR SNOW

These are the hottest cybersecurity stocks in the wake of the Iran conflict

Mar 4, 2026, 2:37 PM EST - 10 days ago

These are the hottest cybersecurity stocks in the wake of the Iran conflict

ATEN CIBR CRWD FTNT PANW QLYS RDWR

Cloudflare, Inc. (NET) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Mar 4, 2026, 2:42 AM EST - 11 days ago

Cloudflare, Inc. (NET) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Cloudflare 2026 Threat Intelligence Report: Nation-State Actors and Cybercriminals Shift from 'Breaking In' to 'Logging In'

Mar 3, 2026, 9:00 AM EST - 11 days ago

Cloudflare 2026 Threat Intelligence Report: Nation-State Actors and Cybercriminals Shift from 'Breaking In' to 'Logging In'

Cyber Risks Rise Amid Conflict with Iran

Mar 2, 2026, 4:09 PM EST - 12 days ago

Cyber Risks Rise Amid Conflict with Iran

CRWD PANW ZS

Software stocks rebound as Anthropic announces new partnerships

Feb 24, 2026, 12:23 PM EST - 18 days ago

Software stocks rebound as Anthropic announces new partnerships

DOCU FDS GOOGL IBM INTU CRWD GOOG

Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears

Feb 23, 2026, 12:00 PM EST - 19 days ago

Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears

CRWD IHAK NTSK OKTA PANW S ZS

Cloudflare Becomes the First and Only SASE Platform to Support Modern Post-Quantum Encryption

Feb 23, 2026, 9:00 AM EST - 19 days ago

Cloudflare Becomes the First and Only SASE Platform to Support Modern Post-Quantum Encryption

4 reasons why cybersecurity stocks are primed for a turnaround

Feb 19, 2026, 2:15 PM EST - 23 days ago

4 reasons why cybersecurity stocks are primed for a turnaround

CRWD GEN HACK IGV PANW QLYS RPD

Cloudflare: AI Traffic And Workers Driving Upside

Feb 19, 2026, 2:17 AM EST - 24 days ago

Cloudflare: AI Traffic And Workers Driving Upside

Cloudflare: Accelerating Growth In Times Of Agentic AI

Feb 18, 2026, 10:25 AM EST - 24 days ago

Cloudflare: Accelerating Growth In Times Of Agentic AI

Cloudflare and Mastercard Partner to Extend Comprehensive Cyber Defense Across Critical Infrastructure and Small Businesses

Feb 17, 2026, 8:00 AM EST - 25 days ago

Cloudflare and Mastercard Partner to Extend Comprehensive Cyber Defense Across Critical Infrastructure and Small Businesses

MA

Cloudflare Reports Issues as X and Amazon Web Services Are Disrupted

Feb 16, 2026, 9:40 AM EST - 26 days ago

Cloudflare Reports Issues as X and Amazon Web Services Are Disrupted

AMZN

AI Agents Aid Cloudflare Earnings Growth, NET Example Options Trade

Feb 11, 2026, 11:30 AM EST - 4 weeks ago

AI Agents Aid Cloudflare Earnings Growth, NET Example Options Trade

Cloudflare pops 10% as AI agent wave led by viral Moltbot boosts security demand

Feb 11, 2026, 10:39 AM EST - 4 weeks ago

Cloudflare pops 10% as AI agent wave led by viral Moltbot boosts security demand

Wednesday's Earnings Movers: NET Surges, Unity (U) Sells, TMUS Sheds Customers

Feb 11, 2026, 10:30 AM EST - 4 weeks ago

Wednesday's Earnings Movers: NET Surges, Unity (U) Sells, TMUS Sheds Customers

TMUS U

Cloudflare stock surged after earnings: will the momentum continue?

Feb 11, 2026, 10:09 AM EST - 4 weeks ago

Cloudflare stock surged after earnings: will the momentum continue?

Jobs Report Looms, NET & SHOP Pop on Earnings

Feb 11, 2026, 8:23 AM EST - 4 weeks ago

Jobs Report Looms, NET & SHOP Pop on Earnings

SHOP

Cloudflare Stock Surges After Earnings Beat. Why It's Set to Win From a 'Dead Internet.

Feb 11, 2026, 7:51 AM EST - 4 weeks ago

Cloudflare Stock Surges After Earnings Beat. Why It's Set to Win From a 'Dead Internet.

These Analysts Revise Their Forecasts On Cloudflare Following Q4 Results

Feb 11, 2026, 7:21 AM EST - 4 weeks ago

These Analysts Revise Their Forecasts On Cloudflare Following Q4 Results

Cloudflare, Inc. (NET) Q4 2025 Earnings Call Transcript

Feb 10, 2026, 10:14 PM EST - 4 weeks ago

Cloudflare, Inc. (NET) Q4 2025 Earnings Call Transcript

Cloudflare forecasts annual sales above estimates as AI drives cloud demand

Feb 10, 2026, 6:21 PM EST - 4 weeks ago

Cloudflare forecasts annual sales above estimates as AI drives cloud demand

Cloudflare Announces Fourth Quarter and Fiscal Year 2025 Financial Results

Feb 10, 2026, 4:15 PM EST - 4 weeks ago

Cloudflare Announces Fourth Quarter and Fiscal Year 2025 Financial Results

The Great AI Squeeze: High Costs Take Center Stage In Hyperscalers' Earnings Reports

Feb 10, 2026, 5:30 AM EST - 4 weeks ago

The Great AI Squeeze: High Costs Take Center Stage In Hyperscalers' Earnings Reports

ADBE AEP AMAT AMZN CMG CRM CSCO

Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning

Feb 2, 2026, 10:03 AM EST - 5 weeks ago

Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning

What's Fueling The Growth For Cloudflare Stock?

Jan 27, 2026, 2:26 PM EST - 6 weeks ago

What's Fueling The Growth For Cloudflare Stock?

Cloudflare's stock pops on viral Moltbot. Here's how a cybersecurity company became the newest AI winner.

Jan 27, 2026, 12:18 PM EST - 6 weeks ago

Cloudflare's stock pops on viral Moltbot. Here's how a cybersecurity company became the newest AI winner.

Cloudflare surges as viral AI agent buzz lifts expectations

Jan 27, 2026, 9:22 AM EST - 6 weeks ago

Cloudflare surges as viral AI agent buzz lifts expectations

Cloudflare Shares Climb Over 3% After Key Trading Signal

Jan 26, 2026, 4:56 PM EST - 6 weeks ago

Cloudflare Shares Climb Over 3% After Key Trading Signal

Cloudflare's Quiet Enterprise Inflection

Jan 21, 2026, 2:03 PM EST - 7 weeks ago

Cloudflare's Quiet Enterprise Inflection

Cloudflare Acquires Astro to Accelerate the Future of High-Performance Web Development

Jan 16, 2026, 9:00 AM EST - 2 months ago

Cloudflare Acquires Astro to Accelerate the Future of High-Performance Web Development

Cloudflare acquires AI data marketplace Human Native

Jan 15, 2026, 4:30 PM EST - 2 months ago

Cloudflare acquires AI data marketplace Human Native

Cloudflare Announces Date of Fourth Quarter 2025 Financial Results

Jan 15, 2026, 4:15 PM EST - 2 months ago

Cloudflare Announces Date of Fourth Quarter 2025 Financial Results

Cloudflare Strengthens Content Offering to AI Companies with Acquisition of Human Native

Jan 15, 2026, 9:00 AM EST - 2 months ago

Cloudflare Strengthens Content Offering to AI Companies with Acquisition of Human Native

New Cloudflare Report Warns of a ‘Technical Glass Ceiling' Stifling AI Growth and Weakening Cybersecurity

Jan 14, 2026, 9:00 AM EST - 2 months ago

New Cloudflare Report Warns of a ‘Technical Glass Ceiling' Stifling AI Growth and Weakening Cybersecurity

Stellar Gains, Heavy Losses: Cybersecurity Stocks Had a Mixed Year

Jan 9, 2026, 5:30 AM EST - 2 months ago

Stellar Gains, Heavy Losses: Cybersecurity Stocks Had a Mixed Year

BUG CIBR CRWD IHAK HACK

Evercore's Peter Levine talks 2026 cybersecurity playbook

Dec 29, 2025, 6:00 PM EST - 2 months ago

Evercore's Peter Levine talks 2026 cybersecurity playbook

CIBR CRWD FTNT PANW S

2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter

Dec 29, 2025, 11:25 AM EST - 2 months ago

2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter

ADBE APP CRM NOW PLTR SNOW WDAY

Cloudflare's Growth Story Warrants A Buy (Rating Upgrade)

Dec 28, 2025, 9:09 PM EST - 2 months ago

Cloudflare's Growth Story Warrants A Buy (Rating Upgrade)

Cloudflare Publishes Fifth Annual Impact Report

Dec 19, 2025, 9:00 AM EST - 3 months ago

Cloudflare Publishes Fifth Annual Impact Report

Cloudflare and JD Cloud Announce Partnership to Accelerate AI Inference Deployment and Scaling for Global Developers

Dec 17, 2025, 9:00 AM EST - 3 months ago

Cloudflare and JD Cloud Announce Partnership to Accelerate AI Inference Deployment and Scaling for Global Developers

Cloudflare Publishes Top Internet Trends for 2025

Dec 15, 2025, 9:00 AM EST - 3 months ago

Cloudflare Publishes Top Internet Trends for 2025

Cloudflare Says It Resolved Services Issues Caused by Software Update

Dec 5, 2025, 10:15 AM EST - 3 months ago

Cloudflare Says It Resolved Services Issues Caused by Software Update

Several websites down after Cloudflare outage

Dec 5, 2025, 7:47 AM EST - 3 months ago

Several websites down after Cloudflare outage

Cloudflare restores services after minor dashboard outage

Dec 5, 2025, 7:12 AM EST - 3 months ago

Cloudflare restores services after minor dashboard outage

Cloudflare Slips In Premarket After Brief Outage Hits Zoom, LinkedIn And Fortnite

Dec 5, 2025, 6:40 AM EST - 3 months ago

Cloudflare Slips In Premarket After Brief Outage Hits Zoom, LinkedIn And Fortnite

Global websites back online as Cloudflare issues fix for dashboard issue

Dec 5, 2025, 4:20 AM EST - 3 months ago

Global websites back online as Cloudflare issues fix for dashboard issue

The Big 3: CRM, CRWD, NET

Dec 4, 2025, 1:00 PM EST - 3 months ago

The Big 3: CRM, CRWD, NET

CRWD CRM

OnlyFibs
OnlyFibs Mar. 14 at 9:19 PM
$NET ☁️ 1-year ascending trendline being tested RIGHT NOW $109 (Mar 2025) → $260 ATH (Nov) → back to trendline at $206–$212 green volume at the touch = buyers defending hold $206 → targets: $218 → $224 → $234 → $260 ATH stop: lose $200 Q4 beat by $23M · +34% revenue $42.5M largest ACV deal ever new ACV +50% — fastest since 2021 FCF doubled to $99.4M $4.1B cash Iran conflict = cyberattack surge = Cloudflare demand AI re-platforming of internet = NET is the infrastructure Barclays OW $235 · 26 analysts Buy · avg PT $234 earnings Apr 30 trendline held all year buyers showed up again #NET #Cloudflare #Cybersecurity #hovdid
0 · Reply
Thelonius_Stonk
Thelonius_Stonk Mar. 14 at 7:51 PM
$NET strong
1 · Reply
MarketMaestro1
MarketMaestro1 Mar. 14 at 1:27 PM
In March 2026, SaaS valuation logic has shifted to "profitable growth." Investors are anchoring prices on Forward EV/Sales relative to NTM revenue growth, with a clear premium for efficiency. Profitability Reward: Companies with positive GAAP operating margins consistently cluster above the trend line. Profitability is no longer optional for a premium multiple. $PLTR (Palantir): The AI leader with +62% estimated growth, trading at top-tier multiples due to its dominant AI platform (AIP) narrative. $APP (AppLovin): A hyper-growth outlier (~38% NTM growth) powered by its AI ad engine, maintaining one of the dataset's highest multiples. $NET (Cloudflare): Reflects a strong platform narrative with ~29% growth, commanding a high EV/Sales premium. $CRWD & $DDOG: Both trade above trend, rewarded for growth durability (~23%) and high margins.
1 · Reply
jtc7jtc
jtc7jtc Mar. 13 at 5:30 PM
$NET people still paying .15 for 225 calls expiring today-- stupid or end of day rally
0 · Reply
ponderevo
ponderevo Mar. 13 at 3:27 PM
$NET Up 20% since post, an apex teaching moment. TLDR (or too lazy didn't read): 20ema on the max monthly is the only line that matters. Perfect bounce.
0 · Reply
SharesIsEndgame
SharesIsEndgame Mar. 13 at 2:57 PM
$NET Rejected at the same supply for like 10th time now lol
0 · Reply
machismo24
machismo24 Mar. 13 at 12:37 AM
$NET Relative strength this one together with $NBIS.
0 · Reply
NathanWolffe
NathanWolffe Mar. 12 at 10:31 PM
$IPM Recent news strengthen IPM position. With cybersecurity threats exponentially growing... Can this news = new contracts or partnerships for IPM? January 2026 : SOC 2 Type 1 compliance is widely recognized as a benchmark for data security and operational excellence. This achievement positions IPM to better serve enterprises seeking robust protection against evolving cyber threats. Their competitors are worth billions : $CRWD $PANW $FTNT $NET
0 · Reply
fredjara
fredjara Mar. 12 at 6:19 PM
$NET losing strength
0 · Reply
EingeLTrade
EingeLTrade Mar. 12 at 5:48 PM
$NET getting into strong supply zone
0 · Reply
THECORLEONEFAMILY
THECORLEONEFAMILY Mar. 12 at 5:01 PM
$ALTS $WLFI.X $ETH.X $XRP.X $NET
0 · Reply
Kboon
Kboon Mar. 12 at 4:57 PM
$NET vertical rip straight into the low end of the previous balance range, while AI threat to growth persists (the whole narrative for the draw down) War was a good excuse to let this run, but make no mistake this was a counter trend move on a company that still can't find a way to turn a profit. The valuation just doesn't hold up in this environment.
2 · Reply
prophetmeir
prophetmeir Mar. 12 at 4:07 PM
$GME $META $NET $RDDT $XCORP because BOTS use it for information not to make comments . Imagine open claw finding answers etc , that’s the play . They just need user information it does not have to be a ton of people. It’s literally an AI information hub
0 · Reply
KoolMandate
KoolMandate Mar. 12 at 3:47 PM
$RDDT was logging into stock twits and and I was remined why I'm short selling $RDDT . $NET asked me "verify you are human" , why doesnt $RDDT use this verification feature as a $NET customer? Because it would actually stop bots, and their "daily active user" growth fiction-story would crumble like a house of cards. Just wait until advertisers realize real humans are leaving platforms like $RDDT, and also $XCORP and last to go will be $META , because their trust is already in full erosion mode. What happens when advertisers realize their ad-budget is being shown to LLM's dont buy products? Here's a hint : $RDDT stock goes sub-$10/share 📉 Sharing this a public service. Dont mistake short interest as "bullish" because of the $GME anomoly
1 · Reply
Realtrader77
Realtrader77 Mar. 12 at 3:12 PM
$NTSK buy at this level. 3b$ market cap. ARR -~ 1b starting 2027. Growing at 25-30% YOY for next few years. Focuses on edge Ai and AI security. 1.2b$ cash. So it’s trading at 2x sales and for AI security company it’s cheap . $NET $CRWD - they all trade at 20x sales.
0 · Reply
LuisBurton1989
LuisBurton1989 Mar. 12 at 1:53 PM
$NET liquid software leader and if growth keeps attracting money this can confirm higher
0 · Reply
whan7
whan7 Mar. 12 at 12:42 PM
$NET there is a bunch of good stuff in here and worth a read if you own NET
0 · Reply
Uver
Uver Mar. 12 at 10:52 AM
$CRWD $NET would be essentials in the era of rogue A.I agents.
0 · Reply
Andy1063
Andy1063 Mar. 12 at 10:06 AM
$NET It's started... https://nypost.com/2026/03/12/us-news/iran-linked-hacker-group-launches-debilitating-cyberattack-against-us-medical-company/
0 · Reply
Ponderevor
Ponderevor Mar. 12 at 9:26 AM
$NET beastly, thx for helping out
0 · Reply
Stackdoe101
Stackdoe101 Mar. 12 at 12:29 AM
$HUBS $MU $NET 🫠✨️
0 · Reply
RaymondR3ddington
RaymondR3ddington Mar. 11 at 7:14 PM
$NET today I exited my position after many years. This has been a great ride and I expect outperformance to continue. I’m restructuring my portfolio a bit, and sometimes that means getting off the train. 500%+ gain is a fantastic ride in my opinion.
1 · Reply