← AI Companies
Cloudflare, Inc. provides cloud-based infrastructure services, including content delivery, security, and DNS solutions, essential for AI workloads and applications.
- Share Price
- 305.80USD
- Market Cap
- 109.60BUSD
- Revenue
- 2.73BUSD
- Net Income
- -239.05MUSD
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
305.80 USD |
| Market Cap |
109.60B USD |
| Shares Outstanding |
325.09M |
| Shares Float |
322.93M |
| 52w Low |
158.83 USD |
| 52w High |
370.35 USD |
| Avg Volume |
3.43M |
Valuation
| P/E (forward) |
165.3x |
| P/B |
74.79x |
| Enterprise Value |
109.18B USD |
| Book Value / Share |
4.09 USD |
| PEG Ratio |
2.38x |
| P/S |
40.10x |
| EV / Revenue |
39.95x |
| EV / EBITDA |
-16939.51x |
Income
| Revenue |
2.73B USD |
| Revenue / Share |
7.61 USD |
| EBITDA |
-6.45M USD |
| Net Income |
-239.05M USD |
| EPS (trailing) |
-0.67 USD |
| EPS (forward) |
1.85 USD |
Margins & Profitability
| Gross Margin |
71.9% |
| Operating Margin |
-7.3% |
| Profit Margin |
-8.8% |
| EBITDA Margin |
-0.2% |
| Return on Equity |
-17.0% |
| Return on Assets |
-2.0% |
Cash & Debt
| Total Cash |
5.13B USD |
| Total Debt |
4.71B USD |
| Free Cash Flow |
801.45M USD |
| Operating Cash Flow |
681.67M USD |
| Debt / Equity |
3.21x |
| Current Ratio |
3.80x |
| Quick Ratio |
3.66x |
Analyst Consensus
| Target (Mean) |
341.23 USD |
| Target (Median) |
350.00 USD |
| Target (High) |
430.00 USD |
| Target (Low) |
190.00 USD |
| Analysts' Rating |
Buy |
| # Analysts |
31 |
Identifiers
| ISIN | US18915M1071 |
| CUSIP | 18915M107 |
| FIGI | BBG001WMKHH5 |
| SEDOL | BJXC5M4 |
Sentiment 68.0%
as of 11-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Cloudflare benefited from heightened demand for edge computing and AI inference infrastructure, with multiple analyst upgrades citing its expanding role in supporting generative AI workloads. Strategic partnerships with major AI developers and continued revenue growth in the security and developer segments reinforced positive investor sentiment. The company's innovation in zero-trust security solutions aligned well with enterprise AI adoption trends during the period.
Neutral / mixed
Broader market volatility in tech stocks and macroeconomic uncertainty around interest rates created mixed trading patterns for NET shares. Regulatory scrutiny on data privacy and cloud services remained a background factor without major new developments. Valuation multiples stayed elevated but stable, reflecting balanced views on growth sustainability versus competition.
Negative drivers
Intense competition from hyperscalers like AWS and Microsoft Azure pressured margins and market share in certain segments. Reports of slower-than-expected enterprise spending in non-AI areas weighed on near-term growth projections. Occasional outages and security incidents highlighted operational risks, tempering enthusiasm among some investors.
Bottom line
Overall sentiment for Cloudflare remained moderately positive, driven primarily by its positioning in the AI infrastructure boom despite competitive and macroeconomic headwinds. The stock is viewed as a key beneficiary of long-term AI trends with some near-term execution risks.
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