Added to YB: 2025-11-04
Pitch date: 2025-10-31
NET [neutral]
Cloudflare, Inc.
-24.43%
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
$254.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.3K
P/E
-667.26
EV/Sales
31.52
Sector
IT Services
Category
growth
Show full summary:
Cloudflare ($NET) Earnings Preview: Rising Demand, Rising Bar
NET (earnings): Developer momentum exploding w/ NPM downloads +4x YoY, paying customers +24.4% YoY to 275.6K, website traffic +38.6% YoY, dashboard engagement +35.9% YoY. AI inference platform gaining traction. Revenue est $545M (+27% YoY) but data suggests $560M+ possible. Risk: 143x FY'27 FCF requires perfect execution.
Read full article (2 min)