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
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)