Added to YB: 2025-09-22
Pitch date: 2025-09-18
NET [neutral]
Cloudflare, Inc.
-9.62%
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
$224.00
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: reacceleration, product velocity—yet is the valuation running ahead?
NET (overview): Strong Q2 w/ record 15.1K customers (+27% YoY), net new ARR $133M (+48%), enterprise >$1M/>$5M revenue accelerating fastest since 2022. RPO +39% outpacing revenue +28%. NDR recovered to 114%. Guidance implies potential 29.5% growth if beats again. Risk: 31.1x fwd EV/Sales vs 18.1 median.
Read full article (15 min)