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Cloudflare, Inc. provides cloud-based infrastructure services, including content delivery, security, and DNS solutions, essential for AI workloads and applications.
Snapshot
| Country |
USA
|
| Exchange | NYSE |
| AI Layer |
infra
|
| Category |
3.60 Cloud & AI Compute Platforms
|
| Sentiment |
68.0% |
| USD Mkt Cap | 109.15B |
| USD Revenue | 2.51B |
| USD Net Income | -206.28M |
| fwd P/E | 182.88 |
| PEG | 2.38 |
| Price 3M | +34.5% |
| Price 6M | +43.5% |
| Price 1Y | +37.8% |
| Price 2Y | +286.7% |
| USD Share Price | 304.92 |
Price & Size
| Price |
306.53 USD |
| Market Cap |
109.15B USD |
| Shares Outstanding |
322.62M |
| Shares Float |
320.45M |
| 52w Low |
158.83 USD |
| 52w High |
332.22 USD |
| Avg Volume |
3.42M |
Valuation
| P/E (forward) |
182.9x |
| P/B |
67.34x |
| Enterprise Value |
108.52B USD |
| Book Value / Share |
4.55 USD |
| PEG Ratio |
2.38x |
| P/S |
43.45x |
| EV / Revenue |
43.19x |
| EV / EBITDA |
-30059.74x |
Income
| Revenue |
2.51B USD |
| Revenue / Share |
7.14 USD |
| EBITDA |
-3.61M USD |
| Net Income |
-206.28M USD |
| EPS (trailing) |
-0.58 USD |
| EPS (forward) |
1.68 USD |
Margins & Profitability
| Gross Margin |
72.6% |
| Operating Margin |
-7.6% |
| Profit Margin |
-8.2% |
| EBITDA Margin |
-0.1% |
| Return on Equity |
-14.4% |
| Return on Assets |
-2.0% |
Cash & Debt
| Total Cash |
4.16B USD |
| Total Debt |
3.53B USD |
| Free Cash Flow |
691.95M USD |
| Operating Cash Flow |
633.43M USD |
| Debt / Equity |
2.18x |
| Current Ratio |
1.82x |
| Quick Ratio |
1.75x |
Analyst Consensus
| Target (Mean) |
336.26 USD |
| Target (Median) |
355.00 USD |
| Target (High) |
400.00 USD |
| Target (Low) |
160.00 USD |
| Recommendation |
buy |
| # Analysts |
31 |
Identifiers
| ISIN | US18915M1071 |
| CUSIP | 18915M107 |
| FIGI | BBG001WMKHH5 |
| SEDOL | BJXC5M4 |
Sentiment 68.0%
as of Sep 12, 2026
Positive drivers
Strong adoption of Cloudflare's AI security and inference products drove revenue growth above expectations in the period. Positive analyst upgrades highlighted expanding enterprise deals and margin expansion. Investor optimism around AI infrastructure tailwinds boosted the stock despite broader market swings.
Neutral / mixed
Mixed macroeconomic signals and interest rate uncertainty created volatility without clear directional impact. Cloudflare's valuation multiples remained elevated but stable relative to peers. Ongoing competition in edge computing was noted but did not materially shift sentiment.
Negative drivers
A minor earnings beat was offset by cautious forward guidance citing potential slowdown in non-AI segments. Regulatory scrutiny on data privacy in key markets introduced some overhang. Short-term profit-taking after prior rallies capped upside momentum.
Bottom line
Overall sentiment remained moderately positive, anchored by AI-driven growth prospects. Investors appear to be balancing near-term uncertainties with longer-term structural tailwinds for Cloudflare.