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NET
Cloudflare, Inc.
$306.53
-4.64
(-1.49%)
| Exchange: | NYSE |
| Market Cap: | 108.8B |
| Shares Outstanding: | 237.322M |
Delayed data
About The Company
| Sector: | TechnologyView sector performance | |||||
| Industry: | Software – InfrastructureView industry performance | |||||
| CEO: | Matthew Prince | |||||
| Full Time Employees: | 5156 | |||||
| Address: |
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| Website: | https://www.cloudflare.com |
Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including “on-ramps” that facilitate seamless connections for users, devices, or locations to its expansive network, alongside “filters” engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.
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Revenue Segmentation
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,296,745 | 1,669,626 | 2,167,937 |
| Gross Profit | 989,740 | 1,290,924 | 1,615,412 |
| EBITDA | -36,170 | 62,047 | 105,802 |
| Operating Income | -185,485 | -154,761 | -207,205 |
| Net Income | -183,949 | -78,800 | -102,267 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 2,759,767 | 3,301,162 | 6,036,256 |
| Total Liabilities | 1,996,720 | 2,254,961 | 4,577,133 |
| Total Stockholders Equity | 763,047 | 1,046,201 | 1,459,123 |
| Total Debt | 1,435,203 | 1,463,213 | 3,518,327 |
| Cash and Cash Equivalents | 86,864 | 147,691 | 943,536 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 254,406 | 380,429 | 603,114 |
| Capital Expenditure | -134,942 | -185,037 | -315,617 |
| Free Cash Flow | 119,464 | 195,392 | 287,497 |
| Net Income | -183,949 | -78,800 | -102,267 |
| Net Change in Cash | -123,980 | 62,990 | 800,143 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 6,727,130.598 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 7,426,493.004 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 6,989,800 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 2,372,930.202 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 2,620,176.801 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 2,465,791.014 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 1,428,334.472 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 1,623,659.285 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 1,501,694.514 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 4,294,149.050 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 4,740,575.111 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 4,461,819.582 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 4.310 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 4.660 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 4.100 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 15 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates NET intrinsic value between $8.10 – $8.42 per share. This depends on revenue growth, margins, and discount rate.
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NET
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Daily snapshot
-1.49
Trading Metrics:
| Open: | 312.81 | Previous Close: | 311.17 | |
| Day Low: | 302.88 | Day High: | 315.98 | |
| Year Low: | 158.83 | Year High: | 332.22 | |
| Price Avg 50: | 283.9 | Price Avg 200: | 223.97 | |
| Volume: | 2.434M | Average Volume: | 3.929M |
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Hey everyone, welcome back to MarketSnap. Cloudflare just hit a record high after revealing something wild — more than half the traffic on its network is no longer human. That's AI agents, bots, and automation talking to each other at scale. And if you're wondering whether the stock can keep running after a 65% surge in three months, you're not alone. Today we're putting NET through our full MarketSnap analysis — the financials, the growth story, the risks, and what…
