NET Cloudflare, Inc.
USTechnologyAs of 2026-07-10 16:02
Why NET matters now
Cloudflare, Inc. (NET) is a US stock in Technology. The latest InvestLog snapshot shows $268.40 with -2.68% on the session and $95.27B in market capitalization; recent performance reads 1-month +8.41% and YTD +13.67%.
The latest financial table shown here is Q1 2026, with revenue of $639.8M, net income of $-22.9M, and EPS of $-0.07. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield 0.4%.
InvestLog's latest related AI research is a Insider Sale note titled "Prince Matthew sells $38.7M of NET". The latest indexable market news headline is "5 Cloud Computing Stocks to Buy for 2H 2026 as Digital Demand Soars" from Zacks Investment Research.
Additional event context on this page matters because analyst consensus is Buy with a median target of $250.00; recent insider activity includes Zatlyn Michelle filing C-Conversion; recent congressional disclosure data includes Josh Gottheimer Sale. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
—
PEG
—
P/B
51.76
P/S
34.16
EV/EBITDA
595.61
DCF Value
$7.60
FCF Yield
0.4%
Div Yield
0.0%
Margins & Returns
Gross Margin
73.3%
Operating Margin
-9.3%
Net Margin
-3.7%
ROE
-6.2%
ROA
-1.4%
ROIC
-4.2%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $639.8M | $-22.9M | $-0.07 |
| Q4 2025 | $614.5M | $-12.1M | $-0.03 |
| FY 2025 | $2.17B | $-102.3M | $-0.29 |
| Q3 2025 | $562.0M | $-1.3M | $-0.00 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$229.12
Target (Median)
$250.00
Target Range
$136.00 - $305.00
Trading Activity
Insider Trades
Congress Trades
Related AI Research
Prince Matthew sells $38.7M of NETPrince Matthew 内部减持 NET $38.7M
On July 6, 2026, Prince Matthew—CEO, Co-Chair of the Board, 10% owner, and director of Cloudflare Inc.2026年7月6日,Cloudflare Inc.(股票代码:NET)的首席执行官兼联合董事会主席、10%持股董事Prince Matthew完成一笔场内公开市场股票出售:售出157,188股NET普通股,平均成交价246.20美元,总交易金额约38,700,245美元。该交易当日同步提交Form 4内幕交易备案文件。
Matthew Prince files Form 144 planned sale of NET worth $34.3MMatthew Prince 提交 Form 144,计划减持 Cloudflare, Inc. (NET) $34.3M
On June 22, 2026, Cloudflare, Inc. (ticker: NET) executive Matthew Prince filed a Form 144 preliminary sale notice with the U.S.2026年6月22日,Cloudflare(股票代码:NET)高管Matthew Prince向美国SEC提交了Form 144预先出售通知文件,计划出售157,152股公司普通股,总市值达34,318,853.76美元,拟出售日期与文件提交日完全一致。
Related Stocks
Latest News
Company Info
Sector
Technology
Industry
Software - Infrastructure
Country
US
Exchange
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Beta
1.67
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.