Added to YB: 2026-02-12
Pitch date: 2026-02-11
NET [bullish]
Cloudflare, Inc.
+0.86%
current return
Author Info
No bio for this author
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
$191.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.3K
P/E
-667.26
EV/Sales
31.52
Sector
IT Services
Category
growth
$NET Cloudflare Acceleration Signals Beat Potential Amid High Expectations
NET (earnings): Proprietary trackers show Q4 acceleration: developer activity +413% YoY, Workers platform usage up, CDN sites growing. Moltworker (Jan 29) captured viral agentic AI momentum. Heroku shift (Feb 6) opens migration path to Workers/Pages. Revenue forecast above consensus, RPO up, paying customers up. High multiples require strong execution to sustain premium.
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