Cloudflare, Inc. (NET)
| Market Cap | 60.45B +1.6% |
| Revenue (ttm) | 2.17B +29.8% |
| Net Income | -102.27M |
| EPS | -0.29 |
| Shares Out | 351.89M |
| PE Ratio | n/a |
| Forward PE | 152.68 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 3,881,314 |
| Open | 163.79 |
| Previous Close | 163.81 |
| Day's Range | 162.53 - 173.26 |
| 52-Week Range | 89.42 - 260.00 |
| Beta | 1.98 |
| Analysts | Buy |
| Price Target | 234.58 (+36.54%) |
| Earnings Date | Feb 10, 2026 |
About NET
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and website and application security products comprising web application firewall, bot management, distributed denial of service protection, API security, SSL/TLS encryption, script management, secu... [Read more]
Financial Performance
In 2025, Cloudflare's revenue was $2.17 billion, an increase of 29.85% compared to the previous year's $1.67 billion. Losses were -$102.27 million, 29.8% more than in 2024.
Financial StatementsAnalyst Summary
According to 26 analysts, the average rating for NET stock is "Buy." The 12-month stock price target is $234.58, which is an increase of 36.54% from the latest price.
News
Software stocks rebound as Anthropic announces new partnerships
Anthropic announced new AI tools that connect with Salesforce-owned Slack, Intuit, Docusign, LegalZoom, FactSet and Google's Gmail. Cybersecurity and software names have sold off heavily in recent wee...
Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears
Cybersecurity stocks dropped for a second day as the threat of AI to the industry loomed large with Anthropic's latest AI tool that can scan code for vulnerabilities. Investors are worried these new t...
Cloudflare Becomes the First and Only SASE Platform to Support Modern Post-Quantum Encryption
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it has achieved a major milestone by delivering the world's first complete Secure ...
Cloudflare: AI Traffic And Workers Driving Upside
Cloudflare delivered robust Q4 results, with revenue growth continuing to accelerate. NET's go-to-market transition is gaining traction, evidenced by record large customer additions and the highest qu...
Cloudflare: Accelerating Growth In Times Of Agentic AI
Cloudflare is at the epicenter of AI-driven growth. While other software companies are under pressure, Cloudflare is exceeding expectations and even accelerating. Valuation is demanding, but Cloudflar...
Cloudflare and Mastercard Partner to Extend Comprehensive Cyber Defense Across Critical Infrastructure and Small Businesses
SAN FRANCISCO & PURCHASE, N.Y.--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, and Mastercard Incorporated (NYSE: MA) today announced a strategic partnership wi...
Cloudflare Reports Issues as X and Amazon Web Services Are Disrupted
Cloudflare, the tech company that provides services for a wide range of apps and websites, said it was working to fix an internal issue.
AI Agents Aid Cloudflare Earnings Growth, NET Example Options Trade
Cloudflare (NET) saw a strong rally Wednesday after posting stronger-than-expected earnings Tuesday evening. Marley Kayden explains why Cloudflare management calls the report its "strongest quarter ye...
Cloudflare pops 10% as AI agent wave led by viral Moltbot boosts security demand
Cloudflare beat Wall Street's fourth-quarter estimates and issued upbeat guidance as artificial intelligence hikes adoption of its networking and security solutions. CEO Matthew Prince said more agent...
Wednesday's Earnings Movers: NET Surges, Unity (U) Sells, TMUS Sheds Customers
Wednesday morning's earnings movers has one big winner and two notable losers, says Diane King Hall. She explains why Cloudflare's (NET) growth tied to AI agents has investors rewarding the stock with...
Cloudflare stock surged after earnings: will the momentum continue?
Cloudflare stock price surged by over 15% in the extended hours after the tech giant released strong financial results and boosted its guidance amid the ongoing AI demand. NET jumped to $208, up sharp...
Jobs Report Looms, NET & SHOP Pop on Earnings
Following the "aggressive" selloff seen in the software names, Kevin Green points to Cloudflare's (NET) surge higher after an earnings beat as a potential boon for the overall group. Meanwhile, Shopif...
Cloudflare Stock Surges After Earnings Beat. Why It's Set to Win From a 'Dead Internet.
Cloudflare stock surged on an upbeat outlook. Its services are in high demand as AI drives an increasing amount of internet traffic.
These Analysts Revise Their Forecasts On Cloudflare Following Q4 Results
Cloudflare Inc. (NYSE: NET) reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates on Tuesday.
Cloudflare, Inc. (NET) Q4 2025 Earnings Call Transcript
Cloudflare, Inc. (NET) Q4 2025 Earnings Call Transcript
Cloudflare forecasts annual sales above estimates as AI drives cloud demand
Cloudflare forecast annual and first-quarter sales above Wall Street estimates on Tuesday, betting on the rapid development of artificial intelligence technology to drive demand for its cloud services...
Cloudflare Announces Fourth Quarter and Fiscal Year 2025 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced financial results for its fourth quarter and fiscal year ended December 31, 2025. ...
The Great AI Squeeze: High Costs Take Center Stage In Hyperscalers' Earnings Reports
With more than half of S&P 500® companies reporting thus far, EPS growth for Q4 2025 currently stands at 13%. This week, 1,662 companies are expected to report, including results from McDonald's, Cisc...
Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning
Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning
What's Fueling The Growth For Cloudflare Stock?
Cloudflare (NYSE: NET)'s stock increased by 54%, in the past nine months, driven not only by a significant rise in revenue and improved valuations but also by a series of impressive earnings surprises...
Cloudflare's stock pops on viral Moltbot. Here's how a cybersecurity company became the newest AI winner.
Shares of cybersecurity company Cloudflare are on an unexpected tear this week thanks to the rise of a new artificial-intelligence agent.
Cloudflare surges as viral AI agent buzz lifts expectations
Cloudflare shares surged about 14% premarket on Tuesday as social media buzz around the "Clawdbot" AI agent rekindled investor enthusiasm for the company's tools that help run the technology.
Cloudflare Shares Climb Over 3% After Key Trading Signal
Cloudflare Inc (NYSE: NET) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retai...
Cloudflare's Quiet Enterprise Inflection
Cloudflare, Inc.'s enterprise customers reached 4,009, up 23% year over year, now generating 73% of total revenue versus 67% last year. Dollar-based net retention accelerated to 119% sequentially, dri...
