Added to YB: 2026-02-13
Pitch date: 2026-02-11
NET [neutral]
Cloudflare, Inc.
+0.86%
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
$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
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.
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