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Added to YB: 2026-02-13

Pitch date: 2026-02-11

NET [neutral]

Cloudflare, Inc.

+0.86%

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

$68.9B

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

Show full summary:
Cloudflare Earnings

NET (earnings): Q4 rev $614.5M (+33.6% YoY) beat by 4.3%; net new ARR $210M (+76% YoY); RPO $2.5B (+48%); DBNR 120%; $1M+ customers +55% YoY to 269; largest ACV $42.5M annually. FY26 guide $2.79B (+28-29%). FCF margin 16.2% (+5.8pps). Risks: GM down 270bps to 74.9% on AI traffic costs; pool-of-funds contracts (20% Q4 ACV) add revenue variability.

Read full article (6 min)