Cloudflare, Inc. NET

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266.58 USD -7.04 (-2.57%)

At closeNov 4, 2026, 7:42 PM EST

264.00 -2.58 -0.97%

After hours · Nov 4, 7:42 PM ET

257.83 Day range 273.00
158.83 52-week range 370.35
YTD
+35.22%
1 year
+14.46%
Market cap
94.92B
Revenue (ttm)
2.51B
Profit margin
-8.21%
EPS (ttm)
-0.57
Shares out
322.62M
Forward P/E
157.69
YTD return
+35.22%
1-year return
+14.46%
Volume
3.41M
Avg volume
3.41M
Open
268.20
Previous close
273.62
Day's range
257.83 – 273.00
52-week range
158.83 – 370.35
Beta
1.37
Analysts
Buy
Price target
345.16 (+29.5%)
Earnings date
Nov 5, 2026

2Y +178.87 (+203.93%)

100200300Jan 25Jun 25Nov 25Apr 26Aug 26266.58

Key statistics

Enterprise value
96.80B
PEG ratio
2.38
Price / sales
37.82
Price / book
58.62
Dividend yield
0.00%
Payout ratio
0.00%
Revenue growth
35.90%
Free cash flow
691.95M
Total cash
4.16B
Total debt
3.53B
Return on equity
-14.43%
Short % of float
2.81%
50-day average
320.03
200-day average
248.95

Financials — quick view

All financials
NET Revenue — quarterly 696.06M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
NET Net income — quarterly -169.98M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
NET EPS — quarterly -0.48
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

NET recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Nov 5, 2026Sep 30, 20260.3424———
Aug 5, 2026Jun 30, 20260.26840.29+0.02+8.05%
May 7, 2026Mar 31, 20260.23060.25+0.02+8.41%
Feb 10, 2026Dec 31, 20250.27130.28+0.01+3.21%
Oct 30, 2025Sep 30, 20250.23010.27+0.04+17.34%
Jul 31, 2025Jun 30, 20250.18340.21+0.03+14.50%

Upgrades / downgrades

NET analyst upgrades and downgrades
DateFirmActionFromTo
Nov 3, 2026JP MorganupNeutralOverweight
Nov 2, 2026JefferiesmainHoldHold
Oct 29, 2026BernsteinmainMarket PerformMarket Perform
Oct 28, 2026Wells FargomainOverweightOverweight
Oct 13, 2026TD CowenmainBuyBuy
Oct 12, 2026BarclaysmainOverweightOverweight

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

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Insider holders

NET insider holders
InsiderRelationLatest transactionDateShares held
GRAHAM-CUMMING JOHNDirectorSaleAug 9, 2026494,909
KRAMER DOUGLAS JAMESOfficerSaleFeb 1, 2026101,101
LEDBETTER CARLDirectorSaleOct 18, 20260
PRINCE MATTHEWChief Executive OfficerSaleAug 4, 20260
RILEY JANELOfficerSaleAug 17, 202641,547
SANDELL SCOTT DDirectorStock Award(Grant)Jun 29, 2026222,912

Institution ownership

NET institution ownership
Holder% heldSharesValueReported
Capital World Investors7.57%24,325,6926.49BJun 29, 2026
Blackrock Inc.6.72%21,598,9075.76BJun 29, 2026
Vanguard Portfolio Management LLC5.24%16,819,7264.49BJun 29, 2026
Morgan Stanley4.75%15,258,3274.07BJun 29, 2026
BAILLIE GIFFORD & CO4.55%14,598,5943.90BJun 29, 2026
Vanguard Capital Management LLC4.49%14,430,3653.85BJun 29, 2026

Fund ownership

NET fund ownership
Holder% heldSharesValueReported
Growth Fund of America5.08%16,332,0674.36BSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.16%10,144,0982.71BJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund2.16%6,923,4871.85BJun 29, 2026
NEW PERSPECTIVE FUND1.79%5,744,7081.53BSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund1.14%3,664,345977.72MJun 29, 2026
AMERICAN FUNDS INSURANCE SERIES-Growth Fund1.14%3,670,785979.44MSep 29, 2026