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Added to YB: 2025-08-06

Pitch date: 2025-08-04

NET [neutral]

Cloudflare, Inc.

-3.14%

current return

Author Info

Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. 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

$209.00

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:
Cloudflare's Q2: Why Accelerating Growth Justifies the 30x Multiple

NET (earnings update): Strong Q2 with 28% YoY revenue growth ($512.3M), accelerating from 27% in Q1. Large customers grew 22% YoY with 35% revenue growth. Operating profit +27% YoY. $15M AI inference deal showcases strategy to take workloads from hyperscalers. 'Pool of Funds' contracts driving DBNR to 114%. Targeting $245B TAM.

Read full article (7 min)