Technology
Cloudflare, Inc.(NET)
Live Price
Offline$224.06
-1.24% today
1Y Change
+18.31%
Window
Jun 25, 2025 โ Jun 23, 2026
- Market Cap
- $76.56B
- Revenue Growth
- +29.8%
- EPS Growth
- -26.1%
- Dividend Yield
- 0.0%
Coverage: 249 bars ยท Jun 25, 2025 โ Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Cloudflare, Inc. (NET) is a Technology stock with a market cap of $76.56B and listed on NYSE. The stock last traded around $224.06 and up 18.3% across the available one-year price window (Jun 25, 2025 โ Jun 23, 2026). Baseline metrics include revenue growth of +29.8%, EPS growth of -26.1%, a dividend yield of 0.0%. What stands out right now is revenue +29.8%, EPS -26.1%, free cash flow +66.0% with operating margin -9.4% and ROIC -4.0%. Valuation already assumes a fairly strong business story at price/sales 35.3. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines NET price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+29.8% vs +11.9% peer median
Operating Margin
Below sector median
-9.4% vs +22.0% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 14, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +29.8% and EPS is at -26.1%, with operating margin around -9.4%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +4.8% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 14, 2026 | โ | -1.1% | +6.4% | +14.3% |
2026 Feb 10, 2026 | +3.2% | +5.2% | +6.4% | +18.3% |
2025 Oct 30, 2025 | +17.3% | +13.8% | +1.5% | -10.0% |
Benchmark Edge
NET vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
NET
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
NET Max Drawdown
-36.76%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for NET and SPY.
Company Overview
Cloudflare, Inc.
New York Stock Exchange
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.
- Leadership
- Matthew Prince
- IPO Date
- Sep 13, 2019
- Employees
- 4.4k
- Street Address
- 101 Townsend Street
- Mailing
- San Francisco, CA, 94107
- Region
- San Francisco, CA, US
- Reporting Currency
- USD
- Investor Line
- 888 993 5273
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- 334.1
- Price/Sales
- 35.3
- Price/Book
- 52.3
Growth
- Revenue
- +29.8%
- EPS
- -26.1%
- Free Cash Flow
- +66.0%
Profitability
- Gross Margin
- 74.7%
- Operating Margin
- -9.4%
- Net Margin
- -4.7%
- ROE
- -7.5%
- ROIC
- -4.0%
Balance Sheet
- Debt/Equity
- 2.54
- Current Ratio
- 1.98
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.