Added to YB: 2026-02-27
Pitch date: 2026-02-24
NET [neutral]
Cloudflare, Inc.
+6.64%
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
$57.6B
Pitch Price
$163.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
-558.10
EV/Sales
26.32
Sector
IT Services
Category
growth
Cloudflare: The Network is the Computer ($NET Deep Dive)
NET (deep dive): Consolidating corporate networks + building disruptive Workers cloud platform. Moat: lowest-cost producer via peering/bandwidth deals (many locations pay 0 bandwidth/electricity), serverless model (100x app density vs AWS containers), isolates tech, no egress fees. 34% rev growth Q4'25, breakeven profit. 26x '25 sales = premium but fair for quality + runway. Risks: Workers TAM smaller than hyperscale clouds, crowded corporate networking market.
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