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NET US​

Cloudflare, Inc. Class A(NET US)

$325.73+22.127.29%Ext:$317.45-8.282.54%(Market Closed · 00:00:02 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Cloudflare, Inc. Class A — Company Profile

Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including "on-ramps" that facilitate seamless connections for users, devices, or locations to its expansive network, alongside "filters" engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.

Sector
Industrials
Industry
Professional Services
Exchange
UN
CEO
Matthew Prince
Headquarters
San Francisco, CA, US
IPO Date
Sep 13, 2019
Employees
5,156
Website
www.cloudflare.com

Key Metrics

Price
$349.07
Market Cap
$123.90B
Revenue (TTM)
$639.75M
Net Income (TTM)
$-22927000.00
EPS (TTM)
-0.07
P/E (TTM)
-1428.39
P/B (TTM)
81.15
Dividend Yield
0.00%
ROE (TTM)
-1.50%
ROA (TTM)
-0.37%
Operating Margin
-9.69%
Beta
1.36

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Summary

Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including "on-ramps" that facilitate seamless connections for users, devices, or locations to its expansive network, alongside "filters" engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.

Website
www.cloudflare.com
Location
San Francisco, CA, US
Phone888 993 5273
Employees5,156
CEOMatthew Prince
Sector
Industrials
Industry
Professional Services
IPO DateSep 13, 2019

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Latest Documents

SEC Filings(1.2K)

Expand
  • 4Statement of changes in beneficial ownership19 Oct
  • 4Statement of changes in beneficial ownership19 Oct
  • 144SEIFERT THOMAS J19 Oct
  • 4Statement of changes in beneficial ownership7 Oct
  • 144Zatlyn Michelle5 Oct
  • 4Statement of changes in beneficial ownership23 Sep
  • 144Ledbetter Carl22 Sep
  • 4Statement of changes in beneficial ownership21 Sep
  • 144SEIFERT THOMAS J17 Sep
  • 4Statement of changes in beneficial ownership15 Sep
  • 4Statement of changes in beneficial ownership15 Sep
  • 4Zatlyn Michelle8 Sep
  • 4Statement of changes in beneficial ownership21 Aug
  • 4Statement of changes in beneficial ownership21 Aug
  • 4Statement of changes in beneficial ownership19 Aug
  • 4Statement of changes in beneficial ownership19 Aug
  • 4Statement of changes in beneficial ownership19 Aug
  • 4Statement of changes in beneficial ownership18 Aug
  • 4Statement of changes in beneficial ownership18 Aug
  • 4Statement of changes in beneficial ownership18 Aug

News

  • Cloudflare Climbs 6% as Cloud Stocks Rebound; Datadog Rises 5%, Snowflake Edges Higher23 Oct
  • Perspective's [212Pb]Bamzireotide Navoxetan (VMT-α-NET) Demonstrates Encouraging Safety, Durable Disease Control, and Robust Tumor Response Across Multiple Dose Cohorts in Phase 1/2a Trial in Advanced SSTR2-Expressing NETs23 Oct
  • CLICK HOLDINGS LIMITED CEO JEFFREY CHAN ISSUES LETTER TO SHAREHOLDERS HIGHLIGHTING 61.9% REVENUE GROWTH, SWING TO OPERATING PROFIT AND RECORD NET INCOME OF HK$14.6 MILLION23 Oct
  • FLAGSTAR BANK REPORTS THIRD QUARTER 2026 NET INCOME ATTRIBUTABLE TO COMMON STOCKHOLDERS OF $0.01 PER DILUTED SHARE23 Oct
  • Cloudflare: Even AI Will Have To Pay The Door Fee - Strong Buy22 Oct
  • Nebius Declines 6% Despite Fresh Citi Financing; CoreWeave Drops 5%, Cloudflare Edges Higher22 Oct
  • Wall Street Breakfast Podcast: PHP Flaws Set Off Cyber Alarm22 Oct
  • Commerce and Cloudflare Bring AI Shopping Assistants to BigCommerce Merchants' Online Stores with WebMCP21 Oct
  • Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know20 Oct
  • More than 10 Million Developers Are Building on Cloudflare20 Oct
  • KEYCORP REPORTS THIRD QUARTER 2026 NET INCOME OF $537 MILLION, OR $0.51 PER DILUTED COMMON SHARE; DILUTED EPS INCREASED 24% YEAR-OVER-YEAR20 Oct
  • Cloudflare's AI Workspace Platform Partners with Leading Applications and Deployment Teams to Make AI Productive in the Enterprise19 Oct
  • 48,806 Cloudflare, Inc. $NET Shares Acquired by Assenagon Asset Management S.A.18 Oct
  • Cloudflare (NYSE:NET) Stock Falls 5.9% – Time to Sell?18 Oct
  • As AI Supercharges Hackers, Cybersecurity Stocks Split Into Platforms and Point Solutions17 Oct
  • Cloud Stocks Retreat as AI Financing Worries Spread: Snowflake and Cloudflare Tumble 7%, Datadog Drops 6%16 Oct
  • Cloudflare (NET) Stock Slides as Market Rises: Facts to Know Before You Trade15 Oct
  • Software Stock Pullback Signaling Bulls to Move In15 Oct
  • Cloudflare, Inc. $NET Stock: Krilogy Financial LLC Grows Holdings15 Oct
  • NET vs. FTNT: Which Cybersecurity Stock Should You Buy Right Now?14 Oct

Mentions in Filings

  • … ion Committee reviewed the compensation peer group to be used for compensation decision-making for fiscal year 2027. The Compensation Committee approved certain changes to the existing peer group based on relative size. <strong>Cloudflare</strong>, Datadog and Snowflake were removed based on their relative size. The Compensation Committee approved the addition of Akamai Technologies, Commvault Systems and DocuSign to the peer group for fiscal year 2027. Both the …
    Nutanix, Inc.Cloudflare, Inc. Class A·ARS - Annual report to security holders·FY26·20 Oct
  • … ion Committee reviewed the compensation peer group to be used for compensation decision-making for fiscal year 2027. The Compensation Committee approved certain changes to the existing peer group based on relative size. <strong>Cloudflare</strong>, Datadog and Snowflake were removed based on their relative size. The Compensation Committee approved the addition of Akamai Technologies, Commvault Systems and DocuSign to the peer group for fiscal year 2027. Both the …
    Nutanix, Inc.Cloudflare, Inc. Class A·DEF 14A - Definitive proxy statement·Q2 27·20 Oct
  • … ategy and operating model. At this meeting, Oasis did not disclose whether it owned any shares of the Company. On May 16, 2025, a Park City-based media outlet reported for the first time that Matthew Prince, the CEO of <strong>Cloudflare</strong>, was interested in acquiring Park City Mountain Resort from the Company. Since then, Mr. Prince has conducted other print media and podcast interviews and made dozens of social media posts and comments in which he is hi …
    VAIL RESORTS INCCloudflare, Inc. Class A·PREC14A - Preliminary proxy statement (contested)·Q1 27·19 Oct
  • … s these days. The humans are telling the machines much greater context about what they want. I want to look at each of those in turn, and then look at what that means for merchants and how we can help them. According to <strong>Cloudflare</strong>, 62% of traffic on the web now is bot traffic, and it is growing. It is almost two to one. That gap is widening. Why? You make a query to an AI engine, as Dan mentioned earlier, and it does multiple queries behind the s …
    REZOLVE AI PLCCloudflare, Inc. Class A·EX-99.1 - 6-K - Current report (foreign private issuer)·Q4 26·8 Oct
  • … e. Value comes from applications that run across several hardware platforms and fit existing systems, not from owning a quantum processor. The regulatory clock 2024 NIST finalizes first three PQC standards 2029 Google · <strong>Cloudflare</strong> migration targets 2030 NIST IR 8547 (draft): RSA · ECC deprecated 2035 Quantum-vulnerable algorithms disallowed Sources: NIST FIPS 203, 204 and 205 (Aug 2024); Google Cloud – Post Quantum Cryptography Roadmap; NIST IR 8 …
    Charlton Aria Acquisition CorpCloudflare, Inc. Class A·EX-99.1 - 425 - INVESTOR PRESENTATION, DATED OCTOBER 2026·Q4 26·8 Oct
  • … e. Value comes from applications that run across several hardware platforms and fit existing systems, not from owning a quantum processor. The regulatory clock 2024 NIST finalizes first three PQC standards 2029 Google · <strong>Cloudflare</strong> migration targets 2030 NIST IR 8547 (draft): RSA · ECC deprecated 2035 Quantum-vulnerable algorithms disallowed Sources: NIST FIPS 203, 204 and 205 (Aug 2024); Google Cloud – Post Quantum Cryptography Roadmap; NIST IR 8 …
    Charlton Aria Acquisition CorpCloudflare, Inc. Class A·EX-99.1 - 8-K - Regulation FD Disclosure·Q4 26·8 Oct

Key Stats

Trading

Px/Chg 1D$349.07 / -0.55%
Avg Volume4.27M
Beta1.36
Mkt Cap123.90B
FD Mkt Cap106.43B

Float

Shrs Out/Float354.94M / 317.73M
Short Float0.03%
Days to Cover2.75
Stock Repurchased$0.00

Current Valuation

EV126.48B
EV/EBITDA917.27
EV/Sales54.32
P/B81.15
P/S53.21
FCF Yield0.07%
ROE-1.50%
ROA-0.37%
Current Ratio1.96

Estimates

P/E-1,428.39
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgApr '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings-2,731.32-100.44-159.69-527.32-7,465.07-5,404.05
Price / Sales81.5719.9222.6524.89146.71193.67
Price / Book Value50.4631.1338.5039.7261.7981.15
Price / Free Cash Flow404.58-488.40245.89212.67579.071,473.69
ENTERPRISE VALUE METRICS
Enterprise Value62,756.220,796.230,723.442,868.792,912.4126,480.1
Enterprise Value / Sales83.9221.3223.6925.68151.20197.70
Enterprise Value / EBITDA980.72-249.31-849.42690.912,066.333,245.08
Enterprise Value / EBIT-3,969.81-111.96-178.63-652.74-12,191.63-6,714.09

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue34.8%656.4975.21,296.71,669.62,167.9
Gross Income33.5%509.3742.6989.71,290.91,615.4
EBITDA—-132.1-83.4-36.262.0105.8
EBIT-19.4%-198.7-185.7-172.0-65.7-83.9
Net Income-20.8%-260.3-193.4-183.9-78.8-102.3
EPS (Diluted)-23.1%-0.83-0.59-0.55-0.23-0.29
BALANCE SHEET
Cash & ST Inv22.5%1,821.81,649.91,673.71,860.24,101.3
Total Assets26.3%2,372.12,587.92,759.83,301.26,036.3
Total Liabilities31%1,556.31,963.91,996.72,255.04,577.1
Total Shareholder Equity15.6%815.8624.0763.01,046.21,459.1
CASH FLOW
Net Operating Cash Flow79.2%64.6123.6254.4380.4666.9
Cap Ex33.5%-107.7-163.4-134.9-185.0-342.6
Free Cash Flow—-43.1-39.8119.5195.4324.3

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)323.82
Basic Shares354.94
Market Cap114,936.5
Diluted Shares352.63
Fully Diluted Shares Outstanding352.63
Fully Diluted Market Cap114,187.0
+Consolidated Debt3,524.5
−In-the-Money Convertible Debt—
+Capital Leases182.1
+Operating Leases—
−Cash & Equivalents-943.2
−Short-term Investments-3,231.7
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value117,517.9

Segment data

Revenue

by Products and services

  • Reportable Segment100%

Revenue

by Geography

  • United States49%
  • Emea28%
  • Asia Pacific15%
  • Other Geographical Regions8%

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