Added to YB: 2025-09-19
Pitch date: 2025-06-30
NET [neutral]
Cloudflare, Inc.
-1.36%
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
$68.9B
Pitch Price
$195.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.3K
P/E
-667.26
EV/Sales
31.52
Sector
IT Services
Category
growth
Show full summary:
Sands Capital Global Growth Strategy Portfolio Holding: Cloudflare, Inc.
NET (holding update): Strong Q with largest deal ever—$130M 5-yr Workers contract vs hyperscalers. Major Zero Trust wins incl $12.7M 7-yr deal + gov contract. Rev beat consensus, 25% growth guidance reaffirmed. CapEx up on tariff pull-forwards but FY targets intact. Mgmt sees more 9-figure deals ahead.
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