/NET
Cloudflare, Inc.
NET • NYSENET • NYSE • Technology
$177.14-8.05%-15.50
$177.14-8.05%(-15.50)Technology
GoAI Score
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Valuation
50Fair Value
Sentiment
96Bullish
Risk
41Moderate
Momentum
26Negative
Institutional-Grade Intelligence
🏆PRO
Actionable Intelligence
AI-driven stance, execution logic & risk thresholds
Catalyst Roadmap
Event timeline with expected impact & market context
Deep Insights
Fact-checked analysis & score logic breakdown
Financial Statements
Margin Trends
Gross
74.4%▼2.9pp
Revenue after COGS
Operating
-9.4%▼0.1pp
After operating expenses
Net
-4.7%▲0.0pp
Bottom-line profitability
Gross Margin
Operating Margin
Net Margin
Valuation Snapshot
P/E Ratio
-671.7
Price vs earnings
EV/EBITDA
811.3
Enterprise value
FCF Yield
0.4%
Cash generation
Earnings Yield
-0.1%
Inverse of P/E
Capital Efficiency
-4
GoAI Quality ScorePoor
ROEReturn on Equity
-7.0%Weak
ROAReturn on Assets
-1.7%Weak
ROICReturn on Invested Capital
-4.0%Weak
Financial Health
Current RatioHealthy
1.98
Short-term solvency (>1.5)
Net Debt / EBITDAHigh
31.30x
Debt repayment capacity (<3x)
Income QualityWeak
-5.90
Cash backs earnings (>1)
Revenue & Profitability
Revenue
Net Income
Net Loss
Income Statement
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $2.17B | $1.67B | $1.30B | $975.24M | $656.43M |
| Gross Profit | $1.61B | $1.29B | $989.74M | $742.63M | $509.29M |
| Gross Margin | 74.4% | 77.3% | 76.3% | 76.1% | 77.6% |
| Operating Income | -$203.30M | -$154.76M | -$250.88M | -$248.76M | -$148.20M |
| Net Income | -$102.27M | -$78.80M | -$183.95M | -$193.38M | -$260.31M |
| Net Margin | -4.7% | -4.7% | -14.2% | -19.8% | -39.7% |
| EPS | -$0.29 | -$0.23 | -$0.55 | -$0.59 | -$0.83 |
Average Price Target
$230.20▲ 30.0% Upside
Past 12 Months
12 Month Forecast
Based on 50 Wall Street analysts offering 12 month price targets for Cloudflare, Inc., the average price target is $230.20, with a high forecast of $300.00 and a low forecast of $140.00. The average price target represents a 30.0% increase from the current price of $177.14.
Highest
$300.00
Average
$230.20
Lowest
$140.00
Rating Distribution
Strong Buy
0
0%
Buy
27
68%
Hold
11
28%
Sell
2
5%
Strong Sell
0
0%
Recent Analyst Ratings
FirmActionRatingDate
Citigroup● Maintain
Buy
2026-02-12Barclays● Maintain
Overweight
2026-02-11Scotiabank● Maintain
Sector Perform
2026-02-11Guggenheim● Maintain
Sell
2026-02-11Jefferies● Maintain
Hold
2026-02-11Piper Sandler● Maintain
Neutral
2026-02-11Wells Fargo● Maintain
Overweight
2026-02-11BTIG● Maintain
Buy
2026-02-11Needham● Maintain
Buy
2026-02-11RBC Capital● Maintain
Outperform
2026-02-11Earnings History & Surprises
BEAT RATE
78%
Last 18 quarters
AVG SURPRISE
+242.9%
EPS vs Estimate
BEATS / MISSES
14/4
Last 18 quarters
LATEST EPS
$0.28
Q1 '26
QUARTERLY EPS TREND
Estimated
Beat
Miss
QUARTERLY DETAIL
Q1 '26
+3.2%
$0.28 vs $0.27
Q4 '25
+17.3%
$0.27 vs $0.23
Q3 '25
+14.5%
$0.21 vs $0.18
Q2 '25
-2.3%
$0.16 vs $0.16
Q1 '25
+5.6%
$0.19 vs $0.18
Q4 '24
+11.5%
$0.20 vs $0.18
Q3 '24
+42.0%
$0.20 vs $0.14
Q2 '24
+21.4%
$0.16 vs $0.13
Q1 '24
+23.9%
$0.15 vs $0.12
Q4 '23
+60.0%
$0.16 vs $0.10
Q3 '23
+42.9%
$0.10 vs $0.07
Q2 '23
+133.4%
$0.08 vs $0.03
Investor Q&A
Top questions investors are asking about Cloudflare, Inc.
3 Questions
Latest News
No news available