Cloudflare, Inc.
NET
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Cloudflare operates in a rapidly growing industry with increasing demand for cybersecurity and performance solutions, positioning itself as a leader in the software infrastructure market.
- Revenue increased by 9% compared to the prior quarter, reaching $696 million.
- Gross margin improved to 71.8%, up from 71.2% in the previous quarter.
- The company is currently experiencing negative profit margins, which raises concerns about its long-term profitability and financial health.
- Net income for the most recent quarter was -$169.981 million, indicating ongoing losses.
- Operating margin remains negative at -7.9%, despite a slight improvement from previous quarters.
Fundamentals
| Market cap | $121.74B | Enterprise value | $121.11B | Trailing P/E | — | Forward P/E | 203.97 |
| PEG | 2.38 | Price / book | 75.11 | Beta | 1.65 | Dividend yield | 0.00% |
| Revenue growth | 35.9% | Earnings growth | — | Gross margin | 72.6% | Operating margin | -7.6% |
| Profit margin | -8.2% | ROE | -14.4% | ROA | -2.0% | Debt / equity | 2.18 |
| Current ratio | 1.82 | Free cash flow | $691.95M | Analyst recommendation | buy | Mean target | $339.71 |
| 52w high | $370.35 | 52w low | $158.83 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $696M | $640M | $615M | $562M | $512M |
| Op margin | -7.9% | -9.7% | -8.0% | -6.7% | -13.1% |
| Net income | -$170M | -$22.9M | -$12.1M | -$1.3M | -$50.4M |
| Gross margin | 71.8% | 71.2% | 73.6% | 74.0% | 74.9% |
| Gross profit | $500M | $456M | $453M | $416M | $384M |
| Operating income | -$55.0M | -$62.0M | -$49.2M | -$37.5M | -$67.3M |
- Revenue +9% vs prior quarter ($696M vs $640M).
- Gross margin 71.8% (was 71.2% prior quarter).
- Operating margin expanded to -7.9%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $2.2B | $1.7B | $1.3B | $975M | — |
| Op margin | -9.6% | -9.3% | -14.3% | -20.6% | — |
| Net income | -$102M | -$78.8M | -$184M | -$193M | — |
| Gross margin | 74.5% | 77.3% | 76.3% | 76.1% | — |
| Gross profit | $1.6B | $1.3B | $990M | $743M | — |
| Operating income | -$207M | -$155M | -$185M | -$201M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · What Sent Cloudflare Stock Higher?
2026-10-08 · JPMorgan Names Four Software Stock Picks as Rally Builds
2026-10-08 · Cloudflare (NET) Stock May Be Overvalued After Post Quantum Security Push
2026-10-08 · 2 Growth Stocks Set to Flourish and 1 Facing Headwinds
2026-10-08 · Why Cloudflare Stock Rallied Nearly 14% in September
2026-10-08 · What Could Cloudflare (NET) New Trust And Data Push Mean For Its Future?
2026-10-08 · Cloudflare Insider Sold Shares Worth $35,235,659, According to a Recent SEC Filing
2026-10-07 · Jim Cramer Loves Cloudflare (NET), but There’s a Catch
2026-10-07 · BeInCrypto Launches The State of AI Agent Payments 2026 Report at TOKEN2049 Singapore
2026-10-07 · Meta Enterprise Platform: The "Next Major Pillar" of Zuckerberg's AI Vision
2026-10-07 · Cloudflare's Data Platform Expands: Is Basin the Next Growth Driver?
2026-10-07 · Brokers Suggest Investing in Cloudflare (NET): Read This Before Placing a Bet
Price (daily)
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