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NET Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
204.269
Open
195.395
VWAP
196.76
Vol
6.50M
Mkt Cap
90.39B
Low
192.501
Amount
1.28B
EV/EBITDA(TTM)
--
Total Shares
351.98M
EV
68.43B
EV/OCF(TTM)
111.15
P/S(TTM)
29.49
Cloudflare, Inc. is a connectivity cloud company. The Company delivers a range of services to businesses of all sizes and in all geographies, enhancing the performance of business-critical applications. Its full suite of products consists of application services that help deliver security, performance, and reliability for any organization's applications connected to the Internet, including Websites and application programming interfaces (APIs) and its secure access service edge (SASE) platform, which contains its suite of and workplace security services and network services solutions to help ensure traffic in and out of an organization’s network and devices is verified and authorized and data is protected and secured, as well as to securely connect data centers, cloud services, and branch offices to an organization with its connectivity cloud. The Company also offers developer-based solutions which build and deploys serverless and artificial intelligence applications.
Show More

Events Timeline

(ET)
2026-05-08
16:30:00
Dow Jones Slightly Up, Nasdaq Surges After Jobs Report
select
2026-05-08
12:10:00
Cloudflare Shares Drop 24.3% to $194.50
select
2026-05-08
12:00:00
Nasdaq Rises as Chip Stocks Rebound
select
2026-05-08
09:00:00
Nasdaq Futures Rebound as Chip Stocks Rise
select
2026-05-08
07:40:00
Cloudflare Plans to Lay Off Approximately 1,100 Employees, Expects Costs of $150 Million
select

News

NASDAQ.COM
8.5
05-10NASDAQ.COM
PinnedCloudflare's New Role in AI Infrastructure
  • AI Infrastructure Positioning: Cloudflare is positioning itself as a key infrastructure layer for AI agents, enterprise security, and edge computing, with its Agent Cloud and Mesh products potentially increasing its importance as businesses adopt AI.
  • Market Optimism Reflection: While Cloudflare's stock already reflects significant market optimism, this sentiment also introduces clear valuation risks that investors need to consider carefully.
  • Investment Advisory Warning: Before investing in Cloudflare, the Motley Fool analyst team has highlighted that the company did not make their list of the 10 best stocks, which could indicate potential risks for future returns.
  • Historical Return Comparison: The Motley Fool's Stock Advisor program shows an average return of 986%, significantly outperforming the S&P 500's 207%, suggesting that investors should focus on long-term performance when selecting stocks.
Fool
9.5
05-11Fool
MNDY Surges on AI-Driven Efficiency Gain
  • Earnings Beat: monday.com (MNDY) reported Q1 revenue of $351.3 million, a 24% year-over-year increase that exceeded analyst expectations, showcasing the company's strong performance and growth potential in the market.
  • Strategic Shift: Leadership highlighted the transition to consumption-based pricing and the successful rollout of its AI Work Platform as key drivers, which not only enhanced customer satisfaction but also strengthened competitive positioning in the market.
  • Operational Leverage: CFO Eliran Glazer noted that internal AI productivity gains allow the company to scale revenue without increasing headcount, indicating a higher operational efficiency achieved in a complex environment.
  • Strong Cash Flow: The firm generated over $102 million in adjusted free cash flow, providing substantial capital to further invest in autonomous AI agents, thereby enhancing the sustainability of future growth.
Fool
9.5
05-11Fool
Cathie Wood Doubles Down on CoreWeave and Other Tech Stocks Amid Market Declines
  • CoreWeave Financial Analysis: CoreWeave's stock fell 11% on Friday despite a 112% year-over-year revenue increase to $2.078 billion in Q1, as a loss of $1.40 per share exceeded expectations, undermining investor confidence even as the company aggressively invests in growth amid surging AI demand.
  • Surge in Order Commitments: CoreWeave secured $40 billion in new order commitments this quarter, bringing its total backlog to a staggering $100 billion, indicating robust demand for high-performance GPU computing infrastructure and suggesting continued revenue growth potential despite current profitability challenges.
  • Cloudflare Earnings Review: Cloudflare's stock dropped 23.53% despite a 34% revenue increase to $640 million and adjusted earnings of $0.25 per share, as cautious guidance for future revenues and a decision to lay off 1,100 employees raised concerns about its long-term growth prospects in a competitive market.
  • Toast Market Performance: Toast's stock declined 14.74% despite doubling its net income and operating profit in Q1 and adding 7,000 new restaurant locations, reflecting market skepticism regarding short-term challenges in the restaurant industry and margin pressures that overshadowed its otherwise strong performance.
Yahoo Finance
5.0
05-10Yahoo Finance
Cloudflare Announces Major Layoff Plan Amid AI Transition
  • Layoff Announcement: Cloudflare revealed a plan to reduce its workforce by approximately 20%, incurring estimated restructuring costs of $140 million to $150 million, which raises significant concerns about the company's financial health and market confidence.
  • Revenue Growth vs. Loss: Despite a 34% year-over-year revenue increase to $639.8 million in Q1, the company reported an operating loss of $62 million, indicating high costs are pressuring profitability and potentially affecting investor sentiment.
  • AI Transition Strategy: CEO Matthew Prince emphasized that the layoffs are not merely a cost-cutting measure but a strategic shift towards an AI-driven operating model, with a full transition expected by Q3 2026, highlighting the company's commitment to future technological advancements.
  • Market Reaction: Following the layoff and earnings announcement, Cloudflare's stock plummeted 23% in a single day, reflecting investor skepticism about AI replacing human expertise, despite a 48% stock gain over the past year.
Fool
8.5
05-10Fool
Cloudflare Positions as Key AI Infrastructure Layer
  • AI Infrastructure Positioning: Cloudflare is positioning itself as a key infrastructure layer for AI agents, enterprise security, and edge computing, indicating its growing importance in the rapidly evolving AI landscape.
  • Product Innovation: The launch of its Agent Cloud and Mesh products could make the company increasingly vital as businesses adopt AI, potentially driving future business growth.
  • Market Optimism: Despite the optimistic outlook for Cloudflare, the stock price as of May 4, 2026, reflects this optimism, which also introduces significant valuation risks.
  • Investor Attention: As demand for AI solutions continues to rise, Cloudflare's strategic positioning may attract more investor interest, even though the current stock price already incorporates substantial future growth expectations.
Fool
8.5
05-08Fool
Rackspace Technology Shares Surge 55.97% on AI Partnership with AMD
  • Significant Stock Surge: Rackspace Technology's shares rose by 55.97% to close at $5.49, primarily driven by the announcement of an AI cloud infrastructure partnership with AMD, which is expected to enhance future demand and boost market confidence.
  • Volume Spike: The trading volume reached 150.9 million shares, approximately 389% above the three-month average of 30.6 million shares, indicating strong investor interest and heightened market activity surrounding the company's prospects.
  • Financial Recovery: The company reported a 2% year-over-year revenue increase to $678 million in Q1, with a net income of about $8 million, signaling a return to profitability after a 66% decline since its IPO, which has bolstered investor confidence.
  • Divergent Cloud Revenue: Public cloud revenue grew to $443 million while private cloud revenue fell to $235 million, highlighting performance disparities across different cloud service segments, necessitating attention on how to convert the AMD partnership into sustainable revenue streams.
Wall Street analysts forecast NET stock price to rise
25 Analyst Rating
Wall Street analysts forecast NET stock price to rise
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
131.00
Averages
253.24
High
318.00
Current: 0.000
sliders
Low
131.00
Averages
253.24
High
318.00
Susquehanna
Shyam Patil
Neutral
maintain
$190 -> $200
AI Analysis
2026-05-11
New
Reason
Susquehanna
Shyam Patil
Price Target
$190 -> $200
AI Analysis
2026-05-11
New
maintain
Neutral
Reason
Susquehanna analyst Shyam Patil raised the firm's price target on Cloudflare to $200 from $190 and keeps a Neutral rating on the shares. The firm said they reported a fine quarter coming in ahead on both the top and bottom line as strong growth continued, especially with large customers. The company provided more prudent guidance for 2Q, while also announcing a significant headcount reduction as it pivots toward an AI-first operating structure, aiming to drive efficiency and productivity.
Baird
NULL -> Outperform
maintain
$260 -> $270
2026-05-08
New
Reason
Baird
Price Target
$260 -> $270
2026-05-08
New
maintain
NULL -> Outperform
Reason
Baird raised the firm's price target on Cloudflare to $270 from $260 and keeps an Outperform rating on the shares. The firm updated its model following solid Q1 results.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for NET
Unlock Now

Valuation Metrics

The current forward P/E ratio for Cloudflare Inc (NET.N) is 192.31, compared to its 5-year average forward P/E of -1143.36. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-1143.36
Current PE
192.31
Overvalued PE
4903.74
Undervalued PE
-7190.46

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
229.73
Current EV/EBITDA
2306.34
Overvalued EV/EBITDA
529.88
Undervalued EV/EBITDA
-70.43

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
24.14
Current PS
25.40
Overvalued PS
38.02
Undervalued PS
10.26

Financials

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Whales Holding NET

P
Polar Capital Holdings Plc
Holding
NET
+33.81%
3M Return
M
More Investment House Ltd.
Holding
NET
+24.34%
3M Return
G
Grandeur Peak Global Advisors, LLC
Holding
NET
+20.49%
3M Return
F
Fred Alger Management, LLC
Holding
NET
+15.28%
3M Return
S
Squarepoint OPS LLC
Holding
NET
+14.25%
3M Return
T
Two Sigma Investments, LP
Holding
NET
+14.11%
3M Return

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Frequently Asked Questions

What is Cloudflare Inc (NET) stock price today?

The current price of NET is 193.52 USD — it has decreased -1.33

What is Cloudflare Inc (NET)'s business?

Cloudflare, Inc. is a connectivity cloud company. The Company delivers a range of services to businesses of all sizes and in all geographies, enhancing the performance of business-critical applications. Its full suite of products consists of application services that help deliver security, performance, and reliability for any organization's applications connected to the Internet, including Websites and application programming interfaces (APIs) and its secure access service edge (SASE) platform, which contains its suite of and workplace security services and network services solutions to help ensure traffic in and out of an organization’s network and devices is verified and authorized and data is protected and secured, as well as to securely connect data centers, cloud services, and branch offices to an organization with its connectivity cloud. The Company also offers developer-based solutions which build and deploys serverless and artificial intelligence applications.

What is the price predicton of NET Stock?

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 is253.24 USD with a low forecast of 131.00 USD and a high forecast of 318.00 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.

What is Cloudflare Inc (NET)'s revenue for the last quarter?

Cloudflare Inc revenue for the last quarter amounts to 639.75M USD, increased 33.54

What is Cloudflare Inc (NET)'s earnings per share (EPS) for the last quarter?

Cloudflare Inc. EPS for the last quarter amounts to -0.07 USD, decreased -36.36

How many employees does Cloudflare Inc (NET). have?

Cloudflare Inc (NET) has 5156 emplpoyees as of May 12 2026.

What is Cloudflare Inc (NET) market cap?

Today NET has the market capitalization of 90.39B USD.