Professional
Added to YB: 2025-02-07
Pitch date: 2024-12-31
NET [bullish]
Cloudflare, Inc.
+76.8%
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
$68.7B
Pitch Price
$114.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.5K
P/E
-660.07
EV/Sales
33.87
Sector
IT Services
Category
growth
Show full summary:
Baron Fifth Avenue Growth Fund Added On Position: Cloudflare, Inc.
NET added position: 28% YoY rev growth, 14.8% non-GAAP op margin (+210bps). Sales productivity +10%+ YoY boosting EMEA/APAC. Strong customer adds, RPO +39%. Hired CJ Desai (ex-ServiceNow) as President. Visionary mgmt, platform addressing multiple markets for networking modernization.
Read full article (1 min)