NET Cloudflare, Inc.
USTechnologyAs of 2026-08-24
Why NET matters now
Cloudflare, Inc. (NET) is a US stock in Technology. The latest InvestLog snapshot shows $280.42 with -4.34% on the session and $99.53B 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 "Zatlyn Michelle sells $28.3M of NET". The latest indexable market news headline is "Nebius Group Falls 4% as $5B Convertible Settles, Datadog Drops 3%, Cloudflare Slips" from 24/7 Wall Street.
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
Zatlyn Michelle sells $28.3M of NETZatlyn Michelle 内部减持 NET $28.3M
On August 21, 2026, Zatlyn Michelle, President and Board Co-Chair of Cloudflare, Inc.2026年8月21日,Cloudflare(股票代码:NET)总裁兼董事会联合主席Zatlyn Michelle通过公开市场出售99,009股公司普通股,交易单价为每股285.71美元,总成交金额达28,287,684美元。该笔交易的Form 4内部人持股变更文件已于2026年8月21日提交至美国证券交易委员会(SEC)。
Cloudflare, Inc. files 8-K Item 2.03 debt financing — $2.50BCloudflare, Inc. (NET) 提交 8-K Item 2.03 债务融资披露
Cloudflare, Inc. (ticker: NET) filed a Form 8-K current report with the U.S. Securities and Exchange Commission (SEC) on August 13, 2026, corresponding to Item 2.03, disclosing a $2.Cloudflare, Inc.(股票代码:NET)于2026年8月13日向美国证券交易委员会(SEC)提交8-K当前报告,对应Item 2.03条款,披露了一笔总额25亿美元的直接债务融资义务。该备案的官方归档链接为 这笔25亿美元的债务属于重大直接财务义务,将直接改变公司的杠杆结构和流动性状况,投资者需重点关注公司后续资产负债表中的债务规模、利息支出及偿债计划变化。
NET earnings call: guidance, demand, margins, analyst Q&ACloudflare, Inc. (NET) 电话会要点:指引、需求、利润率、分析师问答
Thomas Seifert: For the full year 2026, we expect revenue in the range of $2.864 billion to $2.870 billion, representing an increase of 32% year-over-year.托马斯·赛弗特:我们预计2026年全年营收区间为28.64亿至28.70亿美元,同比增长32%。
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.