NET
Cloudflare Inc
$
195.380
- Overview
- Forecast
- Valuation
- Earnings
High
198.166
Open
195.970
VWAP
195.26
Vol
2.54M
Mkt Cap
68.09B
Low
192.955
Amount
495.12M
EV/EBITDA(TTM)
--
Total Shares
339.79M
EV
68.77B
EV/OCF(TTM)
143.98
P/S(TTM)
36.54
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
FY2025Q3
FY2025Q4
FY2026Q1
544.92M
+26.7%
0.234
+17.17%
580.82M
+26.28%
0.255
+34.02%
605.84M
+26.46%
0.239
+49.53%
Estimates Revision
The market is revising Upward the revenue expectations for Cloudflare, Inc. (NET) for FY2025, with the revenue forecasts being adjusted by 0.95% over the past three months. During the same period, the stock price has changed by 27.87%.
Revenue Estimates for FY2025
Revise Upward
+0.95%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+6.56%
In Past 3 Month
Stock Price
Go Up
+27.87%
In Past 3 Month
29 Analyst Rating
7.13% Upside
Wall Street analysts forecast NET stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NET is 209.31 USD with a low forecast of 111.00 USD and a high forecast of 250.00 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.
17 Buy
10 Hold
2 Sell
Moderate Buy
7.13% Upside
Current: 195.380
Low
111.00
Averages
209.31
High
250.00
7.13% Upside
Current: 195.380
Low
111.00
Averages
209.31
High
250.00
Citizens JMP
Outperform
maintain
$225 -> $250
2025-08-01
Reason
Citizens JMP
Price Target
$225 -> $250
2025-08-01
maintain
Outperform
Reason
Citizens JMP raised the firm's price target on Cloudflare to $250 from $225 and keeps an Outperform rating on the shares. Cloudflare reported "impressive" Q2 results, with CEO Matthew Prince saying that the company is "firing on all cylinders," the analyst tells investors in a research note. As a continuation of Cloudflare's multi-act narrative to articulate the platform's evolution and expansion, the company unveiled its Act IV during the Q2 earnings call, building upon its recently launched AI pay-per-crawl solution, the firm notes.
KeyBanc
Overweight
maintain
$210 -> $235
2025-08-01
Reason
KeyBanc
Price Target
$210 -> $235
2025-08-01
maintain
Overweight
Reason
KeyBanc raised the firm's price target on Cloudflare to $235 from $210 and keeps an Overweight rating on the shares. At this kind of valuation, it was going to take a significant beat and raise for the stock to react positively. Beating by 2.3% on the top line and raising by about double the beat should be enough to get the job done, the firm says.
BofA
Buy
maintain
$235 -> $240
2025-08-01
Reason
BofA
Price Target
$235 -> $240
2025-08-01
maintain
Buy
Reason
BofA raised the firm's price target on Cloudflare to $240 from $235 and keeps a Buy rating on the shares. Q2 revenue growth came in above the Street's view, while Q3 and Q4 revenue growth guidance also beat Street expectations, the analyst tells investors. The firm continues to believe the company is "firing on all cylinders, with strong demand signals," the analyst added.
Morgan Stanley
Overweight
maintain
$225 -> $235
2025-08-01
Reason
Morgan Stanley
Price Target
$225 -> $235
2025-08-01
maintain
Overweight
Reason
Morgan Stanley raised the firm's price target on Cloudflare to $235 from $225 and keeps an Overweight rating on the shares. . Investments Cloudflare has made in improving and expanding the solution portfolio, compounded by investments in expanding and maturing the go-to-market strategy, "yielded an impressive Q2 print," the analyst tells investors. The broader question which likely drives the direction of the stock remains the durability of growth, but the firm contends that the "durability of growth should prove the multiple durable."
Guggenheim
Sell
maintain
$70 -> $111
2025-08-01
Reason
Guggenheim
Price Target
$70 -> $111
2025-08-01
maintain
Sell
Reason
Guggenheim raised the firm's price target on Cloudflare to $111 from $70 and keeps a Sell rating on the shares, stating that the company reported "impressive results with improving business momentum." However, even assuming continued New ARR acceleration through the rest of this year and hyper growth in the next two, the firm notes that it arrives at a price target that is 47% below the after-hours price at which the stock was trading post-earnings.
Piper Sandler
James Fish
Neutral
maintain
$151 -> $224
2025-08-01
Reason
Piper Sandler
James Fish
Price Target
$151 -> $224
2025-08-01
maintain
Neutral
Reason
Piper Sandler analyst James Fish raised the firm's price target on Cloudflare to $224 from $151 and keeps a Neutral rating on the shares. While the bar is very high, Cloudflare was able to jump over it, accelerating RPO and topline primarily due to large, existing customers, the firm says. Piper thinks this is one of the best assets for long-term focused investors, but even on revised numbers and the path for further positive revisions, it remains sidelined. The firm would be constructive on a pullback.
See All Ratings
Valuation Metrics
The current forward P/E ratio for Cloudflare Inc (NET.N) is 199.94, compared to its 5-year average forward P/E of -1296.69. For a more detailed relative valuation and DCF analysis to assess Cloudflare Inc 's fair value, click here.
Forward PE
The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
N/A
5Y Average PE
-1296.69
Current PE
199.94
Overvalued PE
4728.25
Undervalued PE
-7321.64
Forward EV/EBITDA
The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
N/A
5Y Average EV/EBITDA
258.67
Current EV/EBITDA
131.41
Overvalued EV/EBITDA
534.75
Undervalued EV/EBITDA
-17.41
Forward PS
The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
Fair
5Y Average PS
25.63
Current PS
29.69
Overvalued PS
40.10
Undervalued PS
11.16
Financials
Annual
Quarterly
FY2025Q2
YoY :
+27.76%
512.32M
Total Revenue
FY2025Q2
YoY :
+83.65%
-63.42M
Operating Profit
FY2025Q2
YoY :
+234.57%
-50.45M
Net Income after Tax
FY2025Q2
YoY :
+275.00%
-0.15
EPS - Diluted
FY2025Q2
YoY :
-13.05%
33.28M
Free Cash Flow
FY2025Q2
YoY :
-3.75%
74.88
Gross Profit Margin - %
FY2025Q2
YoY :
-11.77%
9.52
FCF Margin - %
FY2025Q2
YoY :
+161.97%
-9.85
Net Margin - %
Trading Trends
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
119.1M
USD
26
3-6
Months
94.1M
USD
24
6-9
Months
113.4M
USD
30
0-12
Months
73.7M
USD
30
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
0.0
USD
0
3-6
Months
48.5K
USD
3
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
1
8.0K
USD
Months
3-6
0
0.0
USD
Months
6-9
2
16.0K
USD
Months
0-12
0
0.0
USD
Months
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
119.1M
USD
26
3-6
Months
94.1M
USD
24
6-9
Months
113.4M
USD
30
0-12
Months
73.7M
USD
30
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
NET News & Events
Events Timeline
2025-08-04 (ET)
2025-08-04
12:09:05
Cloudflare says Perplexity using stealth behavior to evade website directives
2025-07-31 (ET)
2025-07-31
16:34:14
Cloudflare sees FY25 EPS 85c-86c, consensus 80c
2025-07-31
16:33:22
Cloudflare sees Q3 EPS 23c, consensus 21c
Sign Up For More Events
Sign Up For More Events
News
2.0
08-13NASDAQ.COMNotable ETF Inflow Detected - CGGR, V, GOOGL, NET
3.0
08-11NASDAQ.COMValidea Detailed Fundamental Analysis - NET
3.0
08-08NASDAQ.COMValidea Detailed Fundamental Analysis - NET
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FAQ
What is Cloudflare Inc (NET) stock price today?
The current price of NET is 195.38 USD — it has decreased -1.99 % in the last trading day.
What is Cloudflare Inc (NET)'s business?
What is the price predicton of NET Stock?
What is Cloudflare Inc (NET)'s revenue for the last quarter?
What is Cloudflare Inc (NET)'s earnings per share (EPS) for the last quarter?
What changes have occurred in the market's expectations for Cloudflare Inc (NET)'s fundamentals?
How many employees does Cloudflare Inc (NET). have?