NET Cloudflare, Inc.
USTechnologyAs of 2026-10-08
Why NET matters now
Cloudflare, Inc. (NET) is a US stock in Technology. The latest InvestLog snapshot shows $341.78 with -0.35% on the session and $121.31B 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 $35.2M of NET". The latest indexable market news headline is "Why Cloudflare Stock Rallied Nearly 14% in September" from The Motley Fool.
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 $35.2M of NETZatlyn Michelle 内部减持 NET $35.2M
Zatlyn Michelle (Director, Officer, President and Board Co-Chair) sold 99,009 shares of Cloudflare, Inc. (NET) from 2026-10-05 to 2026-10-07, at an average price of $355.88, for approximately $35.2M.Zatlyn Michelle(Director, Officer, President and Board Co-Chair)于 2026-10-05 至 2026-10-07 卖出 Cloudflare, Inc.(NET)99,009 股,平均价格 $355.88,合计约 $35.2M。该交易于 2026-10-07 通过 SEC 原始 Form 4 披露。
BTIG raises NET target to $413 from $382BTIG 上调目标价 NET:$382 → $413
On 2026-10-06, BTIG raised its NET price target to $413 from $382 (+8.1%).BTIG 于 2026-10-06 将 NET 目标价上调至 $413,此前为 $382,变动幅度 +8.1%。
Cloudflare, Inc. (NET) rises 4.33% to $364.20Cloudflare, Inc.(NET)上涨 4.33%,报 $364.20
Cloudflare, Inc. (NET) traded 4.33% higher at $364.20 as of 2026-10-05T14:35:44+00:00.Cloudflare, Inc.(NET)截至 2026-10-05T14:35:44+00:00 上涨 4.33%,报 $364.20。当日成交量为 723,149 股,成交额估算约 $263M。
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.