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Cloudflare, Inc. (NET)

Technology | Software - Infrastructure | San Francisco, United States | NYSE
299.84 USD -8.39 (-2.722%) ⇩ (Aug. 28, 2026, 4:04 p.m. EDT)
After hours: 301.61 +1.77 (0.591%) ⇧ (Aug. 28, 2026, 7:57 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★⯪☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 3:38 a.m. EDT

Cloudflare presents a classic high-growth, high-risk profile where the business trajectory is stellar but the financials are not yet mature. The revenue growth of nearly 36% is exceptional, and the company generates free cash flow despite operating losses, which is a strong sign of operational efficiency. However, the valuation is aggressive, with a forward P/E exceeding 175 times, pricing in perfection. The long-term outlook is positive due to the dominant market position and cash generation, but the lack of profitability prevents a top-tier rating. On the short end, momentum is building as the stock trades well above its moving averages, yet the high beta and institutional selling pressure suggest caution. Options flow confirms a tug-of-war, with bulls pushing for upside while bears secure downside protection. Investors should view this as a speculative growth play rather than a stable income vehicle.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.173015
MSTL0.189164
AutoARIMA0.207279
AutoETS0.207281

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 35%
H-stat 2.67
Ljung-Box p 0.000
Jarque-Bera p 0.939
Excess Kurtosis -0.19
Attribute Value
Sector Technology
Debt to Equity Ratio 217.858
Revenue per Share 7.14
Market Cap 106,766,942,208
Forward P/E 179.44
Beta 1.66
Profit Margins -8.21%
Website https://www.cloudflare.com

As of Aug. 22, 2026, 3:38 a.m. EDT: Speculators are positioning for continued volatility with a bullish bias. Call volume is concentrated near the money and slightly out-of-the-money (300-320 strikes), suggesting bets on a move higher toward analyst targets. However, significant put open interest exists at lower strikes (140-260 range), indicating a hedge against a sharp correction or a contrarian bet on a downside reversal. Implied volatility remains elevated, reflecting uncertainty around the near-term price path.


Info Dump

Attribute Value
52 Week Change 0.44119203
Address1 101 Townsend Street
All Time High 332.22
All Time Low 14.5
Ask 301.17
Ask Size 100
Audit Risk 1
Average Analyst Rating 1.9 - Buy
Average Daily Volume10 Day 2,916,110
Average Daily Volume3 Month 3,654,514
Average Volume 3,654,514
Average Volume10Days 2,916,110
Beta 1.66
Bid 299.4
Bid Size 100
Board Risk 8
Book Value 4.552
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 299.84
Current Ratio 1.818
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 307.48
Day Low 298.02
Debt To Equity 217.858
Display Name Cloudflare
Earnings Call Timestamp End 1,786,050,000
Earnings Call Timestamp Start 1,786,050,000
Earnings Timestamp 1,786,046,400
Earnings Timestamp End 1,793,304,000
Earnings Timestamp Start 1,793,304,000
Ebitda -3,610,000
Ebitda Margins -0.0014399999
Enterprise To Ebitda -29,399.86
Enterprise To Revenue 42.245
Enterprise Value 106,133,495,808
Eps Current Year 1.26262
Eps Forward 1.67098
Eps Trailing Twelve Months -0.57
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 274.0422
Fifty Day Average Change 25.79779
Fifty Day Average Change Percent 0.09413802
Fifty Two Week Change Percent 44.1192
Fifty Two Week High 332.22
Fifty Two Week High Change -32.380005
Fifty Two Week High Change Percent -0.09746555
Fifty Two Week Low 158.83
Fifty Two Week Low Change 141.01
Fifty Two Week Low Change Percent 0.8878045
Fifty Two Week Range 158.83 - 332.22
Financial Currency USD
First Trade Date Milliseconds 1,568,381,400,000
Float Shares 320,453,940
Forward Eps 1.67098
Forward P E 179.4396
Free Cashflow 691,946,368
Full Exchange Name NYSE
Full Time Employees 5,156
Fullday Change -8.39001
Fullday Change Percent -2.722
Fullday Price 301.611
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.72577006
Gross Profits 1,823,376,000
Has Pre Post Market Data 1
Held Percent Insiders 0.00616
Held Percent Institutions 0.90196
Implied Shares Outstanding 356,079,715
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 106,766,942,208
Market State CLOSED
Max Age 86,400
Message Board Id finmb_81851700
Most Recent Quarter 1,782,777,600
Net Income To Common -206,275,008
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 109,754,450,554
Number Of Analyst Opinions 31
Open 306.21
Operating Cashflow 633,427,968
Operating Margins -0.07603
Overall Risk 10
Payout Ratio 0.0
Peg Ratio 2.38
Phone 888 993 5273
Post Market Change 1.7709961
Post Market Change Percent 0.59064704
Post Market Price 301.611
Post Market Time 1,787,961,450
Previous Close 308.23
Price Eps Current Year 237.47446
Price Hint 2
Price To Book 65.86995
Price To Sales Trailing12 Months 42.49684
Profit Margins -0.082100004
Quick Ratio 1.755
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.88235
Region US
Regular Market Change -8.39001
Regular Market Change Percent -2.722
Regular Market Day High 307.48
Regular Market Day Low 298.02
Regular Market Day Range 298.02 - 307.48
Regular Market Open 306.21
Regular Market Previous Close 308.23
Regular Market Price 299.84
Regular Market Time 1,787,947,473
Regular Market Volume 2,541,324
Return On Assets -0.02037
Return On Equity -0.14425999
Revenue Growth 0.359
Revenue Per Share 7.14
Sand P52 Week Change 0.20204377
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 10
Shares Outstanding 322,618,775
Shares Percent Shares Out 0.0209
Shares Short 7,432,334
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 9,834,475
Short Name Cloudflare, Inc.
Short Percent Of Float 0.026099999
Short Ratio 1.9
Source Interval 15
State CA
Symbol NET
Target High Price 400.0
Target Low Price 160.0
Target Mean Price 333.55194
Target Median Price 355.0
Total Cash 4,162,798,080
Total Cash Per Share 11.691
Total Debt 3,529,349,888
Total Revenue 2,512,349,952
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -0.57
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 220.6472
Two Hundred Day Average Change 79.192795
Two Hundred Day Average Change Percent 0.3589114
Type Disp Equity
Volume 2,541,324
Website https://www.cloudflare.com
Zip 94,107