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Cloudflare, Inc. (NET)

Technology | Software - Infrastructure | San Francisco, United States | NYSE
269.53 USD +1.13 (0.421%) ⇧ (July 13, 2026, 4:04 p.m. EDT)

Short-term:★★★★☆Long-term:★★★⯪☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 3:54 a.m. EDT

Cloudflare is currently riding a powerful momentum wave, having surged significantly over the last two weeks and trading well above its moving averages. The options market reflects this sentiment, with traders betting on a breakout toward the 300 level. However, the long-term picture is mixed; while revenue growth remains explosive at 33.5 percent and the company holds a fortress-like balance sheet with net cash, it is still unprofitable with negative operating margins and a forward P/E near 170. This valuation stretch and lack of earnings power prevent it from being a top-tier buy-and-hold candidate, making it a high-risk, high-reward play rather than a core holding. There is no dividend income to offset the volatility.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.085752
MSTL0.090248
AutoARIMA0.094598
AutoETS0.095831

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 38%
H-stat 0.85
Ljung-Box p 0.000
Jarque-Bera p 0.582
Excess Kurtosis -0.76
Attribute Value
Sector Technology
Debt to Equity Ratio 230.859
Revenue per Share 6.65
Market Cap 95,666,855,936
Forward P/E 170.74
Beta 1.67
Profit Margins -3.72%
Website https://www.cloudflare.com

As of July 11, 2026, 3:54 a.m. EDT: Speculators are positioning aggressively for upside, with call volume spiking at 300-strike levels well above current prices, while put open interest remains heavy on the downside for protection. Implied volatility is elevated on deep out-of-the-money strikes, indicating heightened uncertainty, but the call flow suggests a bullish bias on the immediate horizon.


Info Dump

Attribute Value
52 Week Change 0.46746862
Address1 101 Townsend Street
All Time High 280.14
All Time Low 14.5
Ask 272.12
Ask Size 100
Audit Risk 1
Average Analyst Rating 1.9 - Buy
Average Daily Volume10 Day 3,502,150
Average Daily Volume3 Month 4,089,655
Average Volume 4,089,655
Average Volume10Days 3,502,150
Beta 1.671
Bid 0.0
Bid Size 200
Board Risk 8
Book Value 4.32
City San Francisco
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 10
Country United States
Crypto Tradeable 0
Currency USD
Current Price 269.53
Current Ratio 1.956
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 276.3821
Day Low 263.37
Debt To Equity 230.859
Display Name Cloudflare
Earnings Call Timestamp End 1,778,187,600
Earnings Call Timestamp Start 1,778,187,600
Earnings Timestamp 1,778,184,000
Earnings Timestamp End 1,785,441,600
Earnings Timestamp Start 1,785,441,600
Ebitda -36,283,000
Ebitda Margins -0.015579999
Enterprise To Ebitda -2,608.12
Enterprise To Revenue 40.638
Enterprise Value 94,630,412,288
Eps Current Year 1.19994
Eps Forward 1.57863
Eps Trailing Twelve Months -0.24
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 231.3216
Fifty Day Average Change 38.208405
Fifty Day Average Change Percent 0.1651744
Fifty Two Week Change Percent 46.74686
Fifty Two Week High 280.14
Fifty Two Week High Change -10.610016
Fifty Two Week High Change Percent -0.037873976
Fifty Two Week Low 158.83
Fifty Two Week Low Change 110.7
Fifty Two Week Low Change Percent 0.6969716
Fifty Two Week Range 158.83 - 280.14
Financial Currency USD
First Trade Date Milliseconds 1,568,381,400,000
Float Shares 317,402,086
Forward Eps 1.57863
Forward P E 170.73665
Free Cashflow 754,998,272
Full Exchange Name NYSE
Full Time Employees 5,483
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.73327005
Gross Profits 1,707,497,984
Has Pre Post Market Data 1
Held Percent Insiders 0.00657
Held Percent Institutions 0.89565
Implied Shares Outstanding 354,939,564
Industry Software - Infrastructure
Industry Disp Software - Infrastructure
Industry Key software-infrastructure
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.
Long Name Cloudflare, Inc.
Market us_market
Market Cap 95,666,855,936
Market State PRE
Max Age 86,400
Message Board Id finmb_81851700
Most Recent Quarter 1,774,915,200
Net Income To Common -86,740,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 95,666,860,684
Number Of Analyst Opinions 31
Open 266.71
Operating Cashflow 615,660,032
Operating Margins -0.09689999
Overall Risk 10
Payout Ratio 0.0
Peg Ratio 2.38
Phone 888 993 5273
Pre Market Change -1.3599854
Pre Market Change Percent -0.5048951
Pre Market Price 268.0
Pre Market Time 1,784,028,889
Previous Close 268.4
Price Eps Current Year 224.61957
Price Hint 2
Price To Book 62.3912
Price To Sales Trailing12 Months 41.083336
Profit Margins -0.037249997
Quick Ratio 1.895
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.88235
Region US
Regular Market Change 1.13
Regular Market Change Percent 0.421015
Regular Market Day High 276.3821
Regular Market Day Low 263.37
Regular Market Day Range 263.37 - 276.3821
Regular Market Open 266.71
Regular Market Previous Close 268.4
Regular Market Price 269.53
Regular Market Time 1,783,973,077
Regular Market Volume 1,913,315
Return On Assets -0.026530001
Return On Equity -0.05876
Revenue Growth 0.335
Revenue Per Share 6.65
Sand P52 Week Change 0.20847368
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 10
Shares Outstanding 321,184,834
Shares Percent Shares Out 0.026099999
Shares Short 9,277,677
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 8,826,367
Short Name Cloudflare, Inc.
Short Percent Of Float 0.0328
Short Ratio 2.36
Source Interval 15
State CA
Symbol NET
Target High Price 314.0
Target Low Price 136.0
Target Mean Price 250.26161
Target Median Price 260.0
Total Cash 4,163,877,888
Total Cash Per Share 11.78
Total Debt 3,524,536,064
Total Revenue 2,328,604,928
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -0.24
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 209.32774
Two Hundred Day Average Change 60.202255
Two Hundred Day Average Change Percent 0.28759807
Type Disp Equity
Volume 1,913,315
Website https://www.cloudflare.com
Zip 94,107