Added to YB: 2026-05-12
Pitch date: 2026-05-08
NET [neutral]
Cloudflare, Inc.
-0.96%
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
$69.3B
Pitch Price
$195.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.9K
P/E
-791.73
EV/Sales
29.50
Sector
IT Services
Category
growth
Cloudflare Earnings
NET (earnings): Q1 rev $639.8M (+33.5% YoY) beat by 3.1%; EPS $0.25 beat by 8.7%. Billings +37.8% YoY to $709M. 4,416 $100k+ customers (+25.2% YoY). Workers hit 5.5M devs (+1M in Q1). Deals >$1M +73% YoY. DBNR fell to 118% from 120%. GM compressed to 72.8% on Workers mix. Cutting 20% workforce (~1,100) while protecting sales. FY26 guide raised to $2.805B-$2.813B (+29.6% YoY). CapEx to rise 14-15% of rev. Act Four/agentic AI thesis early but promising
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