Professional
Added to YB: 2025-11-24
Pitch date: 2025-10-03
NET [bullish]
Cloudflare, Inc.
-10.39%
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
$219.50
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:
Vision Capital New Portfolio Holding: Cloudflare, Inc.
NET (new position): Dominant connectivity cloud w/ 80% website usage, 20% of internet traffic. 265k+ customers, large ones (>$100k ARR) growing faster at 71% of Q2 rev. Global Tier 1 network across 330 cities, 125 countries, blocking 190bn daily cyber threats. Network effects strengthen security as traffic grows.
Read full article (2 min)