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
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)