Added to YB: 2026-02-17
Pitch date: 2026-02-13
NET [neutral]
Cloudflare, Inc.
-1.21%
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
$195.00
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 Q4 2025
NET (earnings): Q4 rev +34% YoY, new ACV bookings surged 50% (best since 2021). GTM retooling paying off with record $42.5M annual contract & more $1M+ customers. AI agents driving exponential traffic growth; winning compute displacement deals vs hyperscalers. Rule of 40 score ~50 (34% growth+16% FCF margin). FY26 guide: 28-29% growth, 14% op margin. Risks: gross margin compression to 74.9%, hyperscaler retaliation, premium valuation at 15x+ sales requires perfection.
Read full article (7 min)