Cloudflare, Inc. (NET)
| Market Cap | 96.32B +20.3% |
| Revenue (ttm) | 2.73B +35.7% |
| Net Income | -239.05M |
| EPS | -0.67 |
| Shares Out | 358.39M |
| PE Ratio | n/a |
| Forward PE | 154.20 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 9,428,425 |
| Open | 286.97 |
| Previous Close | 244.51 |
| Day's Range | 265.00 - 286.97 |
| 52-Week Range | 158.83 - 370.35 |
| Beta | 1.37 |
| Analysts | Buy |
| Price Target | 340.58 (+26.73%) |
| Earnings Date | Nov 5, 2026 |
About NET
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, client-side security, and security center products... [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 34 analysts, the average rating for NET stock is "Buy." The 12-month stock price target is $340.58, which is an increase of 26.73% from the latest price.
News
Cloudflare upgraded to Outperform from Peer Perform at Wolfe Research
Wolfe Research upgraded Cloudflare (NET) to Outperform from Peer Perform.
Cloudflare price target lowered to $350 from $405 at RBC Capital
RBC Capital lowered the firm’s price target on Cloudflare (NET) to $350 from $405 and keeps an Outperform rating on the shares. Cloudflare delivered impressive Q3 results with 39% revenue…
Cloudflare price target lowered to $360 from $390 at Scotiabank
Scotiabank lowered the firm’s price target on Cloudflare (NET) to $360 from $390 and keeps an Outperform rating on the shares. The company reported a “standout” Q3 revenue and a…
Cloudflare price target lowered to $300 from $350 at UBS
UBS analyst Roger Boyd lowered the firm’s price target on Cloudflare (NET) to $300 from $350 and keeps a Neutral rating on the shares.
Cloudflare price target lowered to $310 from $340 at Cantor Fitzgerald
Cantor Fitzgerald lowered the firm’s price target on Cloudflare (NET) to $310 from $340 and keeps a Neutral rating on the shares. Cloudflare delivered a strong Q3 with accelerating revenue…
Cloudflare stock surges 20% after strong Q3 earnings: here's what analysts say
Cloudflare shares NET surged more than 20% in premarket trading on Friday after the internet infrastructure and cybersecurity company delivered stronger-than-expected third-quarter results and raised ...
Cloudflare price target lowered to $335 from $413 at BTIG
BTIG lowered the firm’s price target on Cloudflare (NET) to $335 from $413 and keeps a Buy rating on the shares. The company reported another exceptional quarter – growth accelerated…
Cloudflare price target raised to $350 from $330 at Baird
Baird raised the firm’s price target on Cloudflare (NET) to $350 from $330 and keeps an Outperform rating on the shares. The firm updated its model following Q3 results. Published…
Cloudflare price target raised to $337 from $333 at Piper Sandler
Piper Sandler raised the firm’s price target on Cloudflare (NET) to $337 from $333 and keeps an Overweight rating on the shares. The firm notes Cloudflare showed an even better…
Cloudflare price target raised to $375 from $350 at JPMorgan
JPMorgan raised the firm’s price target on Cloudflare (NET) to $375 from $350 and keeps an Overweight rating on the shares. The firm upped the company’s estimates following the Q3…
Cloudflare price target raised to $190 from $160 at Guggenheim
Guggenheim raised the firm’s price target on Cloudflare (NET) to $190 from $160 and keeps a Sell rating on the shares. There are “not many public companies accelerating its top…
Cloudflare price target lowered to $315 from $320 at Jefferies
Jefferies lowered the firm’s price target on Cloudflare (NET) to $315 from $320 and keeps a Hold rating on the shares following earnings. While stating that Cloudflare “remains a clear…
Cloudflare Stock Got Battered in the Tech Rout. Why It's Up 12% After Earnings.
The cybersecurity company's rebound shows investors that the brutal tech selloff could still create buying opportunities.
Why Cloudflare Stock Surged After Hours and What Wall Street Sees Next
Cloudflare ($NET) stock rose 14.5% in after-hours trading on Thursday after the company reported better-than-expected Q3 results. Revenue reached $782.5 million, up 39% year-over-year and above the St...
Cloudflare's stock mounts a big comeback after fastest sales surge in nearly 4 years
Demand for automated AI protection is on the rise — and manifesting in Cloudflare's earnings results.
Cloudflare Stock Surges on Lifted Full-Year Outlook, Third-Quarter Revenue Growth
The connectivity cloud company upped its projections for revenue this year to around $2.96 billion, above its earlier guidance for revenue between $2.86 billion and $2.87 billion.
Cloudflare Earnings Call Transcript: Q3 2026
Q3 revenue rose 39% YoY to $782.5M as operating margin reached 17.5% and net retention rose to 122%. FY26 revenue guidance is $2.963B–$2.964B, with GAAP profitability now expected in Q4.
Cloudflare Earnings release: Q3 2026
Cloudflare released its Q3 2026 earnings on November 5, 2026, summarizing the period's financial results.
Cloudflare Quarterly report: Q3 2026
Cloudflare has published its Q3 2026 quarterly earnings report on November 5, 2026.
Cloudflare Slides: Q3 2026
Cloudflare has posted slides in relation to its Q3 2026 quarterly earnings report, which was published on November 5, 2026.
Cloudflare reports Q3 EPS 38c, consensus 34c
Reports Q3 revenue $782.5M, consensus $739.7M. “The third quarter was Cloudflare’s (NET) best quarter ever. We crossed $3 billion in annualized revenue with revenue of $782 million, up 39% year…
Cloudflare sees Q4 EPS 43c, consensus 38c
Sees Q4 revenue $845M-$846M, consensus $798.2M.
Cloudflare sees FY26 EPS $1.35, consensus $1.26
Sees FY26 revenue $2.963B-$2.964B, consensus $2.87B.
Cloudflare Appoints Christian Smith as President of Revenue
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the appointment of Christian Smith as President of Revenue to further accelerate t...
Cloudflare Announces Third Quarter 2026 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced financial results for its third quarter ended September 30, 2026. “The third quart...