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Cloudflare, Inc. Stock AnalysisComprehensive stock analysis for Cloudflare, Inc. (NET) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisNET
NET
Cloudflare, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
NET
Home🔹Stocks🔹Cloudflare, Inc.

Cloudflare, Inc.

🇺🇸NET•NYSE

Cloudflare, Inc.

🇺🇸NET•NYSE
Market cap
$108.80B
Sentiment

Your view on NET

Mkt Cap
$108.80B
Sentiment
Your view
NET
Cloudflare, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
NET
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Cloudflare, Inc.

Industry
Software - Infrastructure
Sector
Technology
CEO
Matthew Prince
Headquarters
101 Townsend Street, San Francisco, CA, US
Industry
Software - Infrastructure
Sector
Technology
CEO
Matthew Prince
Headquarters
101 Townsend Street, San Francisco, CA, US
Description

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.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Cloudflare, Inc., and the rating behind it. NET last traded at $306.53; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Cloudflare, Inc.. Starting points for Cloudflare, Inc.: EPS -$0.58, beta 1.66 — an Software - Infrastructure name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Cloudflare, Inc.. Cloudflare, Inc. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Cloudflare, Inc.. Trailing twelve-month EPS for Cloudflare, Inc. stands at -$0.58. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Cloudflare, Inc.. Cloudflare, Inc. has reported as a listed company since 2019. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Cloudflare, Inc. valued side by side against its closest peers. Cloudflare, Inc. is measured against Software - Infrastructure peers within the Technology sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Cloudflare, Inc., and how their positions are changing. At a $108.80B market value, institutional positions materially move Cloudflare, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Cloudflare, Inc. executives and directors. Shares of Cloudflare, Inc. have traded between $89.42 and $260.00 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Cloudflare, Inc.. Cloudflare, Inc. is a $108.80B Technology company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Cloudflare, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Cloudflare, Inc.. Coverage tracks Cloudflare, Inc. within Software - Infrastructure (Technology). Press releases and market coverage, newest first.

Peer companies

  • CDNS — Cadence Design Systems, Inc.
  • CRWV — CoreWeave, Inc. Class A Common Stock
  • FTNT — Fortinet, Inc.
  • GLW — Corning Incorporated
  • MRVL — Marvell Technology, Inc.
  • MSTR — Strategy Inc
  • NTES — NetEase, Inc.
  • SNOW — Snowflake Inc.

More Software - Infrastructure companies

  • BKKT — Bakkt Holdings, Inc.
  • BLIN — Bridgeline Digital, Inc.
  • BLZE — Backblaze, Inc.
  • BNAI — Brand Engagement Network, Inc.
  • BNAIW — Brand Engagement Network, Inc.
  • BOX — Box, Inc.
  • BPAIF — BrandPilot AI Inc.
  • BRUN — Boost Run Inc. Class A Common Stock
  • BRUNW — Boost Run Inc. Warrant
  • BSQKZ — Block, Inc.
  • BTQ — BTQ Technologies Corp. Common Stock
  • BTQ.NE — BTQ Technologies Corp.

ETFs holding Cloudflare, Inc.

  • XDAT — Franklin Exponential Data ETF (12.12%)
  • MID — American Century Mid Cap Growth Impact ETFAmerican Century Mid Cap Growth Impact ETFAmerican Century Mid Cap Growth Impact ETF (7.80%)
  • SPRX — Spear Alpha ETF (7.75%)
  • LRNZ — TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF (7.46%)
  • BGGG — Baillie Gifford Long Term Global Growth ETF (6.69%)
  • TSSD — Truth Social Funds - American Security & Defense ETF (5.84%)
  • HACK — Amplify Cybersecurity ETF (5.78%)
  • GGME — Invesco Next Gen Media and Gaming ETF (5.75%)

News

Latest Market News