Professional
Added to YB: 2025-09-12
Pitch date: 2025-07-30
NET [neutral]
Cloudflare, Inc.
-1.14%
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
$204.77
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:
Carillon Scout Mid Cap Fund Portfolio Holding: Cloudflare, Inc.
NET (holding update): Internet infrastructure co showing solid enterprise penetration & cloud security adoption with record Workers platform deal & multi-year contracts. Improving metrics: shorter sales cycles, stable churn, rising net-new ARR growth. Competitive AI inferencing platform positioned for rapid growth & margin expansion next few years.
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