Added to YB: 2025-08-05
Pitch date: 2025-08-02
NET [neutral]
Cloudflare, Inc.
-1.04%
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
$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:
NET | Cloudflare Q2 2025 Highlights
NET (earnings update): Q2 beater - rev +28% YoY to $512.3M, EPS $0.21. Growth accelerating with RPO +39% YoY & large customer spending at highest since 2022. Raised FY25 guidance. Valuation $147-204 target based on 18-25x FY26 sales. Concern: Non-GAAP margins down 270bps to 76.3% - temporary or structural? FCF $33.3M (6% margin).
Read full article (6 min)