Cloudflare Inc

Cloudflare Inc (NET) Stock Analysis

$299.840

-8.156 (-2.72%)At close

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High
307.500
Open
306.210
VWAP
301.79
Vol
2.55M
Mkt Cap
27.79B
Low
298.020
Amount
769.36M
EV/EBITDA, TTM
3,185.02

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.

AI analysis of Cloudflare Inc (NET)

buy

Cloudflare Inc (NET) is a good buy right now due to its strong revenue growth of 36% in the latest quarter and a current price of $299.84, which is below several analyst price targets, including $400 from Citi and $380 from BofA. The stock has shown resilience with a year-to-date change of +52.96%, indicating strong market performance. However, the main risk is its negative net income, which reached -169.98 million in Q2 2026, highlighting ongoing profitability challenges.

Analyst Ratings (1)

-15.54% downside
Sell
0 Buy
0 Hold
1 Sell
Current: 299.84
Low
131.00
Average
253.24
High
318.00

Susquehanna

2026-08-10

Price Target

$300

Neutral

Citi

2026-08-10

Price Target

$400

Buy

BofA

2026-08-07

Price Target

$380

Buy

Truist

2026-08-07

Price Target

$350

Buy

Needham

2026-08-07

Price Target

$380

Buy

Valuation Metrics

The current forward P/E ratio for Cloudflare Inc (NET) is 217.39, compared to its 5-year average forward P/E of -1045.53.

Forward P/E

Fair
5Y Average P/E
-1045.53
Current P/E
217.39
Overvalued
5009.60
Undervalued
-7100.67

Forward EV/EBITDA

Strongly Overvalued
5Y Average EV/EBITDA
39.93
Current EV/EBITDA
3185.02
Overvalued
1163.93
Undervalued
-1084.06

Forward P/S

Fair
5Y Average P/S
22.86
Current P/S
29.71
Overvalued
35.56
Undervalued
10.16

Alphio AI Price Scenarios for NET

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%NET

$239.17

Scenario price

B

Base

Base · 50%NET

$236.95

Scenario price

B

Bear

Bear · 25%NET

$213.72

Scenario price

Whales holding NET

U

Union Asset Management Holding AG

+ HoldingNET

+2.64%

3M Return

P

Pictet Asset Management Limited

+ HoldingNET

+1.48%

3M Return

M

Marshall Wace LLP

+ HoldingNET

+0.07%

3M Return

V

Voya Investment Management LLC

+ HoldingNET

-3.15%

3M Return

Events Timeline

2026-08-27 (ET)

09:30:00

JFrog Launches New Solutions Integrated with Zscaler, Cloudflare, and Netskope

2026-08-12 (ET)

09:30:00

Cloudflare Becomes Independent Auditor for Signal

2026-08-10 (ET)

09:30:00

Cloudflare Achieves High Risk Certification for Government

News

NET FAQ — answered by Alphio AI

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. It operates in the Technology sector (SERVICES-PREPACKAGED SOFTWARE industry).

Cloudflare Inc (NET) is a good buy right now due to its strong revenue growth of 36% in the latest quarter and a current price of $299.84, which is below several analyst price targets, including $400 from Citi and $380 from BofA. The stock has shown resilience with a year-to-date change of +52.96%, indicating strong market performance. However, the main risk is its negative net income, which reached -169.98 million in Q2 2026, highlighting ongoing profitability challenges.

1 analysts cover NET: 0 rate it Buy, 0 Hold and 1 Sell. The average price target is 253.24.

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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