Added to YB: 2026-08-11
Pitch date: 2026-08-07
NET [neutral]
Cloudflare, Inc.
+5.11%
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
$106.9B
Pitch Price
$295.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.5K
P/E
-512.20
EV/Sales
42.31
Sector
IT Services
Category
growth
Cloudflare Q2 2026 revenue up 36% year-over-year, with 73% gross margin and robust large customer growth
NET (earnings): Q2'26 rev $696.1M (+36% YoY) beat $666M est; adj EPS $0.29 vs $0.27; op income $96.1M (13.8% margin); FCF $56.4M (+69%). Large customers +27% YoY (4,698 >$100k); NRR 120%. Gross margin 73.1% (+seq first in 8 qtrs). Raised FY26 rev to $2.86-2.87B. GAAP net loss $170M on $151M restructuring. AI/agentic internet positioning. 31 straight qtrs >25% growth.
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