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Added to YB: 2025-11-04

Pitch date: 2025-10-31

NET [neutral]

Cloudflare, Inc.

-20.58%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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

$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

Show full summary:
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)