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NET Cloudflare, Inc.

USTechnology
$268.40-2.68%ClosedMarket Cap: $95.27B

As 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

PeriodRevenueNet IncomeEPS
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

Strong Buy: 6Buy: 16Hold: 10Sell: 1Strong Sell: 1
CitizensMarket Outperform
2026-06-15
Truist SecuritiesBuy
2026-06-11
Cantor FitzgeraldNeutral
2026-06-10
UBSNeutral
2026-06-10
MizuhoOutperform
2026-06-10

Trading Activity

Insider Trades

Zatlyn Michelledirector, officer: President and Board Co-Chair
Sell2026-06-18
Zatlyn Michelledirector, officer: President and Board Co-Chair
Sell2026-06-18
Zatlyn Michelledirector, officer: President and Board Co-Chair
Sell2026-06-18
Zatlyn Michelledirector, officer: President and Board Co-Chair
Sell2026-06-18
Zatlyn Michelledirector, officer: President and Board Co-Chair
Sell2026-06-18

Congress Trades

Josh GottheimerSell
2026-03-17

Company Info

Sector

Technology

Industry

Software - Infrastructure

Country

US

Exchange

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.