Opinion | How I Choose Which Cloudflare Employees to Replace With AI
The company has less need for middle managers, operations jobs and other ‘measuring' positions.
Fiscal Year: January - December
Cloudflare, Inc. (NET), listed on the NYSE, has a market capitalization of $75.16B. As of May 22, 2026, the stock is trading at $212.65 per share@else an unavailable price , offering investors a clear view of its current market value. Cloudflare, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of N/A , investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Cloudflare, Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Cloudflare, Inc. (NET) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Cloudflare, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Cloudflare, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Cloudflare, Inc. is 242.51, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Cloudflare, Inc. (NET) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Cloudflare, Inc. (NET) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Cloudflare, Inc. (NET) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Cloudflare, Inc.. To access the full SS Score, consider upgrading your subscription.
Cloudflare, Inc. is a significant player in the industry sector, with a market capitalization of $75.16B and a competitive P/E ratio of N/A . Investors should compare these metrics with industry peers to gauge whether Cloudflare, Inc. is outperforming or underperforming within its sector.
The company has less need for middle managers, operations jobs and other ‘measuring' positions.
JLens announced that Cloudflare (NET) has a record of providing critical web services to high-threat sites that peddle violent extremism and terrorism, according to research from ADL published. JLens ...
Cloudflare (NET) announced it is collaborating with Anthropic to launch Cloudflare Environments for Claude Managed Agents. This integration allows organizations to run core agent loops on the Claude p...
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it is collaborating with Anthropic to launch Cloudflare Environments for Claude Ma...
Cloudflare ($NET) reported its strongest quarterly revenue to date on May 7. In my opinion, its positioning inside the artificial intelligence (AI) infrastructure buildout is as compelling as ever, pa...
Cloudflare NYSE: NET reported a strong first quarter of 2026, with revenue rising 34% year over year to $639.8 million, as executives said demand tied to AI, agentic workloads and its Workers develope...
Cybersecurity companies Fortinet ($FTNT) and Cloudflare ($NET) could be two winners from rising post-quantum cryptography spending, according to BTIG. The investment firm’s argument starts with “Q-Day...
Susquehanna analyst Shyam Patil raised the firm’s price target on Cloudflare (NET) to $200 from $190 and keeps a Neutral rating on the shares. The firm said they reported a…
Cloudflare CEO Matthew Prince doesn't love his company's name. Cloudflare is often mispronounced and misspelled, but he said it's better than his original idea.
Cloudflare (NET) is down -24.3%, or -$62.29 to $194.50.
Cloudflare on Thursday joined a growing list of tech companies — including Meta, Microsoft, and Google — that have reported increased revenue alongside and massive layoffs, attributing both trends to ...
Bernstein lowered the firm’s price target on Cloudflare (NET) to $136 from $146 and keeps a Market Perform rating on the shares. The firm notes Cloudflare’s Q1 earnings fell flat,…
April was not a good month for the tech industry in terms of job losses. Last month, major firms—including Microsoft, Meta Platforms, and Snap—all announced significant workforce reductions.
Cloudflare's stock could be set to lose one-quarter of its value in a single session after the web security company announced a big round of layoffs, citing AI.
Cloudflare (NET) says it is slashing more than 1k jobs, something Diane King Hall reports is indicative of a shift to an agentic AI model. She reacts to the stock's plummet after a 1Q earnings beat be...
Baird raised the firm’s price target on Cloudflare (NET) to $270 from $260 and keeps an Outperform rating on the shares. The firm updated its model following solid Q1 results.
Stifel lowered the firm’s price target on Cloudflare (NET) to $260 from $275 and keeps a Buy rating on the shares.
While investors and traders await April's jobs report, Friday's premarket climb catches the eye of Kevin Green. He and Diane King Hall discuss the setup heading into the weekend before breaking down a...
Cloudflare (NET) announced Thursday actions designed to “further accelerate Cloudflare’s evolution to an agentic AI-first operating model.” As part of the plan, Clouflare expects to reduce its current...
Cloudflare shares tumbled more than 15% in premarket trading on Friday, after its quarterly revenue forecast disappointed investors who had bet the stock would be a major beneficiary in the race to a...
Piper Sandler analyst James Fish raised the firm’s price target on Cloudflare (NET) to $250 from $222 and keeps an Overweight rating on the shares. The firm says it is…
Cloudflare ($NET) stock tanked more than 17% in Friday’s pre-market trading despite the internet infrastructure and cybersecurity company announcing better-than-expected first-quarter results. The com...
The internet security and cloud networking firm revealed the massive cuts on Thursday.
Cloudflare shares plummeted after-hours Thursday as the company announced it is cutting over one-fifth of its workforce. The company's first-quarter earnings beat analysts' expectations.
Notable companies reporting after the market close, with earnings consensus, include Gilead (GILD), consensus $1.91… Mckesson (MCK), consensus $11.57… Cloudflare (NET), consensus 23c… Airbnb (ABNB), c...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 366.75M | Analyst x18 | |
| 2027 | 519.63M | 41.68% | Analyst x17 |
| 2028 | 763.25M | 46.88% | Analyst x5 |
| 2029 | 1,161.85M | 52.22% | Analyst x2 |
| 2030 | 1,668.40M | 43.60% | Analyst x2 |
| 2031 | 1,970.34M | 18.10% | Est @18.1% |
| 2032 | 2,235.60M | 13.46% | Est @13.5% |
| 2033 | 2,464.13M | 10.22% | Est @10.2% |
| 2034 | 2,646.97M | 7.42% | Est @7.4% |
| 2035 | 2,804.09M | 5.94% | Est @5.9% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 195.39M | 1.00 | 195.39M |
| 2025A | 287.50M | 1.00 | 287.50M |
| 2026E | 366.75M | 1.10 | 333.43M |
| 2027E | 519.63M | 1.21 | 429.48M |
| 2028E | 763.25M | 1.33 | 573.52M |
| 2029E | 1.16B | 1.46 | 793.71M |
| 2030E | 1.67B | 1.61 | 1.04B |
| 2031E | 1.97B | 1.77 | 1.11B |
| 2032E | 2.24B | 1.95 | 1.15B |
| 2033E | 2.46B | 2.14 | 1.15B |
| 2034E | 2.65B | 2.36 | 1.12B |
| 2035E | 2.80B | 2.59 | 1.08B |
| Terminal | 38.35B | 2.59 | 14.79B |
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