$
197.350
+6.1(3.190%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings
Line
Line
|
Candle
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
197.350
Open
191.710
VWAP
195.89
Vol
4.22M
Mkt Cap
68.40B
Low
191.5275
Amount
826.02M
EV/EBITDA(TTM)
--
Total Shares
339.79M
EV
67.78B
EV/OCF(TTM)
149.74
P/S(TTM)
38.26
Cloudflare, Inc. is a connectivity cloud company. Its full suite of products consists of its website and application services to deliver security, performance, and reliability for an organization's websites, applications, and application programming interfaces (APIs); its secure access service edge (SASE) platform, which contains its suite of Zero Trust and network services solutions to help ensure traffic in and out of an organization’s internal network and devices is verified and authorized as well as to securely connect data centers, cloud services, and branch offices to an organization with its Connectivity Cloud; its developer-based solutions to build and deploy serverless applications with scale, performance, security and reliability, and its consumer offerings. Its website and application security product offerings include Web Application Firewall, Bot Management, Distributed Denial of Service Protection, API Security, SSL/TLS Encryption, Script Management, and Security Center.
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Market Estimates

Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q4
FY2025Q3
FY2025Q2
577.24M
+25.5%
0.233
+22.59%
538.55M
+25.22%
0.213
+6.73%
501.58M
+25.08%
0.182
-9.1%
Estimates Revision
The market is revising Upward the revenue expectations for Cloudflare, Inc. (NET) for FY2025, with the revenue forecasts being adjusted by 0.01% over the past three months. During the same period, the stock price has changed by 93.27%.
Revenue Estimates for FY2025
Revise Upward
up Image
+0.01%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
up Image
+0.05%
In Past 3 Month
Stock Price
Go Up
up Image
+93.27%
In Past 3 Month
26 Analyst Rating
down Image
-16.48% Downside
Wall Street analysts forecast NET stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NET is 164.83 USD with a low forecast of 70.00 USD and a high forecast of 240.00  USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
9 Hold
1 Sell
Moderate Buy
down Image
-16.48% Downside
Current: 197.350
sliders
Low
70.00
Averages
164.83
High
240.00
Mizuho
Outperform
maintain
$155 -> $220
2025-07-16
New
Reason
Mizuho raised the firm's price target on Cloudflare to $220 from $155 and keeps an Outperform rating on the shares as part of a Q2 earnings preview for the software group. The firm says its Q2 checks were good overall, with cybersecurity demand "generally healthy" and artificial intelligence adoption "very strong. However, several contacts noted slightly more deal pushouts than expected, which could constrain fundamental upside in the quarter, the analyst tells investors in a research note. Mizuho's favorite stocks to own ahead of the print are Cyberark (CYBR) and Microsoft (MSFT).
Morgan Stanley
Overweight
maintain
$150 -> $225
2025-07-11
Reason
Morgan Stanley raised the firm's price target on Cloudflare to $225 from $150 and keeps an Overweight rating on the shares. Cloudflare screens as a Best Athlete in software given the innovation engine, world class management team and market leadership, all of which enables a multi-product expansion story, the analyst tells investors in a research note.
Goldman Sachs
downgrade
2025-07-01
Reason
Goldman Sachs analysts removed Cloudflare from its US Conviction List as part of its monthly update.
BofA
analyst
maintain
$160 -> $235
2025-06-17
Reason
BofA raised the firm's price target on Cloudflare to $235 from $160 and keeps a Buy rating on the shares. In the near term, the firm expects Cloudflare to continue to take share in the secure access service edge, or SASE, market as Enterprises modernize network security, says the analyst, whose target valuation increase is based on the reacceleration of growth, underpinned by increasing platform adoption and strong positioning in attractive markets.
TD Cowen
Buy
maintain
$150 -> $200
2025-06-17
Reason
TD Cowen raised the firm's price target on Cloudflare to $200 from $150 and keeps a Buy rating on the shares. The firm updated its model following meetings with management and came away believing despite an uncertain macro, demand for its platform remains strong as Internet and security mission criticality outweigh concerns and last week's brief outage, caused by a 3rd party, was swiftly dealt with, leaving no impact.
Oppenheimer
Phil Winslow
Outperform
maintain
$165 -> $200
2025-06-05
Reason
Oppenheimer raised the firm's price target on Cloudflare to $200 from $165 and keeps an Outperform rating on the shares after speaking with Phil Winslow, Cloudflare's VP of Strategic Finance & Investor Relations. The firm came away incrementally bullish on Cloudflare's growth opportunity, driven by SASE security -- aided by Magic WAN adoption and continued improvement in security capabilities around CASB and DLP; Worker -- expanding features have increased traction with developers who appreciate the shift-left model; and Focus on AI workloads -- new AI-focused edge compute technologies such as MCP and A2A, as well as a new container service for AI workloads. Oppenheimer is particularly confident in the company's ability to deliver out-performance to expectations for CY25, re-accelerate top line to over 30%, and attain its $5B ARR target exiting CY28.

Valuation Metrics

The current forward P/E ratio for Cloudflare Inc (NET.N) is 231.60, compared to its 5-year average forward P/E of -1302.25. For a more detailed relative valuation and DCF analysis to assess Cloudflare Inc 's fair value, click here.

Forward PE

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-1302.25
Current PE
231.60
Overvalued PE
4718.98
Undervalued PE
-7323.49

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
278.01
Current EV/EBITDA
134.16
Overvalued EV/EBITDA
587.51
Undervalued EV/EBITDA
-31.49

Forward PS

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average PS
25.56
Current PS
30.81
Overvalued PS
40.02
Undervalued PS
11.10

Financials

Annual
Quarterly
FY2025Q1
YoY :
+26.54%
479.09M
Total Revenue
FY2025Q1
YoY :
-2.59%
-53.14M
Operating Profit
FY2025Q1
YoY :
+8.19%
-38.45M
Net Income after Tax
FY2025Q1
YoY :
+10.00%
-0.11
EPS - Diluted
FY2025Q1
YoY :
+48.47%
52.87M
Free Cash Flow
FY2025Q1
YoY :
-2.14%
75.88
Gross Profit Margin - %
FY2025Q1
YoY :
+2.06%
10.40
FCF Margin - %
FY2025Q1
YoY :
-14.48%
-8.03
Net Margin - %

Trading Trends

Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
132.7M
USD
28
3-6
Months
101.6M
USD
27
6-9
Months
96.9M
USD
31
0-12
Months
51.9M
USD
22
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
71.3K
Volume
1
6-9
Months
860.7K
Volume
3
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
2
46.7K
Volume
Months
6-9
4
1.6M
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
32.5K
USD
1
3-6
Months
16.0K
USD
2
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
1
8.0K
USD
Months
3-6
2
16.0K
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months

NET News & Events

Events Timeline

2025-07-01 (ET)
2025-07-01
13:18:07
Cloudflare to block AI crawlers by default
select
2025-06-13 (ET)
2025-06-13
05:58:09
Google Cloud suffered outage on Thursday, TechCrunch reports
select
link
2025-06-11 (ET)
2025-06-11
16:04:54
Cloudflare announces $1.75B convertible senior notes offering
select
Sign Up For More Events

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The current price of NET is 197.35 USD — it has increased 3.19 % in the last trading day.

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