Added to YB: 2025-11-04
Pitch date: 2025-10-31
NET [neutral]
Cloudflare, Inc.
-20.58%
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
$254.91
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 Q3 2025 Earnings Analysis
NET (earnings): $562M rev (+30.7% YoY) beat by 3.3%, EPS $0.27 beat by 17.4%. DBNR 119%, RPO $2.14B (+42.6%). Guidance raised: Q4 $588.5-589.5M, FY $2.14B. Workers AI scaling, 80% top AI firms use platform. Zero Trust/SASE momentum via partners. Risk: GM down 350bps YoY on mix shift, CPO departing.
Read full article (7 min)