Added to YB: 2026-03-04
Pitch date: 2026-03-02
NET [neutral]
Cloudflare, Inc.
+1.31%
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
$60.6B
Pitch Price
$176.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.5K
P/E
-586.65
EV/Sales
27.69
Sector
IT Services
Category
growth
My Stock Portfolio Review, February 2026 - Cloudflare, Inc.
NET (holding update): Q4 rev $614.5M (+33.6% YoY), beat by 4.3%; 3rd straight acceleration. Net new ARR $210M (+76% YoY), $1M+ customers 269 (+55% YoY). FCF margin 16.2% (+5.8pp YoY). FY26 guide $2.79B (+28-29% YoY), above est. Gross margin 74.9% (-2.7pp YoY) pressured by AI traffic. Stock +15.8% post-ER.
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