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 Earnings Q2 2026
NET (earnings): Q2'26 rev $696.1M (+35.9% YoY) beat 4.7%, strongest beat since 2021; EPS $0.29 beat 7.4%. RPO +38.2%, DBNR 120%, net new ARR +70% YoY, 282 new $100k+ custs. GM/op margin reversed decline QoQ. FY guide raised 2% to $2.87B. AI tailwind: >50% traffic non-human, 80% top AI cos customers, Act Four/$300B TAM. Neg: GAAP margin -24.4% on $151M restructuring; SBC 20%. Shares +16%.
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