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Added to YB: 2025-08-05

Pitch date: 2025-08-01

NET [neutral]

Cloudflare, Inc.

-1.04%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$204.57

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:
My Stock Portfolio Review, July 2025 - Cloudflare, Inc.

NET (earnings update): Q1 rev $512.3M (+27.8% YoY), EPS $0.21 (+16.7% vs est). Strong growth signals: DBNRR 114%, RPO $1.98B (+39.1%), billings $559M (+32.6%), CAC improved to 21.5mo. Raised FY25 guidance to $2.11B. Concerns: declining margins, rising SBC (26%), dilution. New AI crawler blocking boosts value proposition.

Read full article (2 min)