Cloudflare, Inc. NET
Nov 12, 2026, 9:37 AM EST
- YTD
- +59.75%
- 1 year
- +39.56%
- Market cap
- 112.56B
- Revenue (ttm)
- 2.73B
- Profit margin
- -8.75%
- EPS (ttm)
- -0.67
- Shares out
- 325.09M
- Forward P/E
- 170.39
- YTD return
- +59.75%
- 1-year return
- +39.56%
- Volume
- 197.37K
- Avg volume
- 3.43M
- Open
- 305.67
- Previous close
- 315.00
- Day's range
- 305.00 – 315.50
- 52-week range
- 160.19 – 360.93
- Beta
- 1.37
- Analysts
- Buy
- Price target
- 341.09 (+8.3%)
- Earnings date
- Feb 9, 2027
5D +42.08 (+15.45%)
Key statistics
- Enterprise value
- 109.18B
- PEG ratio
- 2.38
- Price / sales
- 41.32
- Price / book
- 77.06
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 39.20%
- Free cash flow
- 801.45M
- Total cash
- 5.13B
- Total debt
- 4.71B
- Return on equity
- -17.00%
- Short % of float
- 2.77%
- 50-day average
- 318.11
- 200-day average
- 251.43
Analyst view
Consensus: buy
- Target (low)
- 190.00
- Target (mean)
- 341.09
- Target (high)
- 430.00
- Strong buy8
- Buy17
- Hold8
- Sell1
- Strong sell1
Next earnings
Feb 9, 2027
Expected Feb 9, 2027. Consensus EPS estimate 0.43198.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 9, 2027 | Dec 30, 2026 | 0.39 | — | — | — |
| Nov 5, 2026 | Sep 30, 2026 | 0.3424 | 0.38 | +0.04 | +10.98% |
| Aug 5, 2026 | Jun 30, 2026 | 0.2684 | 0.29 | +0.02 | +8.05% |
| May 7, 2026 | Mar 31, 2026 | 0.2306 | 0.25 | +0.02 | +8.41% |
| Feb 10, 2026 | Dec 31, 2025 | 0.2713 | 0.28 | +0.01 | +3.21% |
| Oct 30, 2025 | Sep 30, 2025 | 0.2301 | 0.27 | +0.04 | +17.34% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 6, 2026 | Jefferies | main | Hold | Hold |
| Nov 6, 2026 | JP Morgan | main | Overweight | Overweight |
| Nov 6, 2026 | Scotiabank | main | Sector Outperform | Sector Outperform |
| Nov 6, 2026 | RBC Capital | main | Outperform | Outperform |
| Nov 6, 2026 | Wolfe Research | up | Peer Perform | Outperform |
| Nov 6, 2026 | Keybanc | reit | Overweight | Overweight |
About Cloudflare, Inc.
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.
- Sector
- Technology
- Industry
- Software - Infrastructure
- Country
- United States
- Website
- cloudflare.com
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Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| GRAHAM-CUMMING JOHN | Director | Conversion of Exercise of derivative security | Aug 9, 2026 | 494,909 |
| KRAMER DOUGLAS JAMES | Officer | Sale | Feb 1, 2026 | 101,101 |
| LEDBETTER CARL | Director | Sale | Oct 18, 2026 | 0 |
| PRINCE MATTHEW | Chief Executive Officer | Conversion of Exercise of derivative security | Aug 4, 2026 | 0 |
| RILEY JANEL | Officer | Sale | Aug 17, 2026 | 41,547 |
| SANDELL SCOTT D | Director | Stock Award(Grant) | Jun 29, 2026 | 222,912 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Capital World Investors | 7.48% | 24,325,692 | 7.67B | Jun 29, 2026 |
| Blackrock Inc. | 6.64% | 21,598,907 | 6.81B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 5.17% | 16,819,726 | 5.30B | Jun 29, 2026 |
| Morgan Stanley | 4.69% | 15,258,327 | 4.81B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.44% | 14,430,365 | 4.55B | Jun 29, 2026 |
| FMR, LLC | 4.03% | 13,091,785 | 4.13B | Sep 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Growth Fund of America | 5.02% | 16,332,067 | 5.15B | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.12% | 10,144,098 | 3.20B | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 2.13% | 6,923,487 | 2.18B | Jun 29, 2026 |
| NEW PERSPECTIVE FUND | 1.77% | 5,744,708 | 1.81B | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.13% | 3,664,345 | 1.15B | Jun 29, 2026 |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | 1.13% | 3,670,785 | 1.16B | Sep 29, 2026 |
