Added to YB: 2025-06-05
Pitch date: 2025-03-31
NET [neutral]
Cloudflare, Inc.
+72.29%
current return
Author Info
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Company Info
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Market Cap
$68.7B
Pitch Price
$114.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.5K
P/E
-660.07
EV/Sales
33.87
Sector
IT Services
Category
growth
Show full summary:
Sands Capital Select Growth Strategy Portfolio Holding: Cloudflare, Inc.
NET (holding update): Shares rallied on improved enterprise sales execution & AI inference potential. Lower costs could boost AI app deployment, increasing demand for Workers edge computing platform. Analyst day showed focus on enterprise/developer go-to-market, with developer adoption likely contributing sooner than expected.
Read full article (1 min)