Added to YB: 2026-09-11
Pitch date: 2026-09-09
NET [bullish]
Cloudflare, Inc.
Author Info
No bio for this author
Company Info
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Market Cap
$111.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.5K
P/E
-535.92
EV/Sales
44.28
Sector
IT Services
Category
growth
Razor's Edge: Agent Economy - Cloudflare, Inc.
NET: Cloudflare is emerging as infrastructure for the agent economy: Workers and Durable Objects manage persistent sessions, while Containers, Sandbox, R2, networking and security increasingly provide the execution layer beneath agents. Ramp, Cursor and Devin show sophisticated teams independently placing Cloudflare in similar architectures. The opportunity extends beyond AI-driven traffic, but Cursor and Devin’s deployments remain new and optional, and Ramp still uses an external vendor for sandbox compute.
Read full article (5 min)