Added to YB: 2026-04-10
Pitch date: 2026-04-08
NET [neutral]
Cloudflare, Inc.
-8.51%
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
$76.1B
Pitch Price
$211.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.1K
P/E
-736.90
EV/Sales
34.85
Sector
IT Services
Category
growth
Cloudflare Is Winning Big in AI Infrastructure — Is It Already Priced In?
NET (overview): Rev growth accelerated to 33.6%, RPO +47.9%, NDR 120%. Record net new ARR +76% YoY, CAC payback 15.3mo, RDI 2.08 (best-in-class). Workers AI & Zero Trust driving expansion; AI agent traffic 2x in Jan creates demand for bot mgmt/security. Record $210M Q4 net new ARR, 4,298 $100K+ customers (+23% YoY), 269 $1M+ (+55%). Pool-of-funds contracts 20% Q4 ACV. Trades 26.9x NTM EV/S, 192.8x fwd P/E, 6.2 PEG—premium valuation but justified by execution & Agentic Web positioning. Largest holding at 15.1%.
Read full article (14 min)