Cloudflare: Policing The Internet
Cloudflare continues to expand its AI-related offerings, including tools to protect original content from AI crawlers, broadening its market opportunity. Despite strong business prospects and steady g...
Fiscal Year: January - December
Cloudflare, Inc. (NET), listed on the NYSE, has a market capitalization of $. As of Aug 19, 2025, the stock is trading at $202.37 per share, 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 338.28, 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 $ 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.
Cloudflare continues to expand its AI-related offerings, including tools to protect original content from AI crawlers, broadening its market opportunity. Despite strong business prospects and steady g...
NET's high-growth, profitable cadence and improving performance metrics have been well rewarded through the triple-digits stock price rally. The same has been observed in the overly expensive P/E valu...
Cloudflare, Inc. NET reported better-than-expected second-quarter financial results and raised its FY25 guidance on Thursday.
“Frankly, if they're going to behave like hackers, then we're going to behave like trolls right back to them,” said Matthew Prince, chief executive of Cloudflare.
Cloudflare, Inc. (NYSE:NET) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Matthew Prince - Co-Founder, Co-Chairman & CEO Philip Alan Winslow - Vice President of Strat...
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced financial results for its second quarter ended June 30, 2025. “We had an excellent...
TEL AVIV, Israel--(BUSINESS WIRE)--Lasso, a leader in Generative AI security, today announced the launch of its GenAI Security Cloudflare integration, a powerful new integration designed to secure and...
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the second quarter ended June 30, 20...
Cloudflare wants AI companies to pay up. The cloud infrastructure provider, which powers around 20% of the web, is launching a new experiment that would let publishers charge AI firms every time their...
Cloudflare is uniquely positioned at the intersection of internet infrastructure and AI, with its Workers platform and MCP protocol driving new developer and enterprise adoption. The shift toward an A...
Cloudflare CEO Matthew Prince talks his company's new service blocking AI bots from unauthorized content scraping and shares his outlook for the state of cybersecurity.
Starting Tuesday, every new web domain that signs up to Cloudflare will be asked if they want to allow or block AI crawlers. At least 16% of the world's internet traffic gets routed through Cloudflare...
Cloudflare has launched a tool that blocks bot crawlers from accessing content without permission or compensation to help websites make money from AI firms trying to access and train on their content,...
The tech company's customers can automatically block A.I. companies from exploiting their websites, it said, as it moves to protect original content online.
SAN FRANCISCO--(BUSINESS WIRE)--Empowers leading publishers and AI companies to stop the scraping and use of original content without permission.
Cloudflare's evolution into a 'connectivity cloud' creates a unique, programmable global edge network, driving durable growth beyond its CDN origins. The company's integrated platform leverages edge G...
Cloudflare stock price has gone parabolic and crossed an important resistance level as demand for its services and its market share soared. NET jumped to a high of $195, its highest level since Novemb...
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company on a mission to help build a better Internet, today announced that it has been named a TIME100 Most...
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, announced the general availability of Cloudflare Log Explorer, to help give businesses instant acc...
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (“Cloudflare”) (NYSE: NET) today announced the pricing of $1.75 billion aggregate principal amount of Convertible Senior Notes due 2030 (the “notes”) i...
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (“Cloudflare”) (NYSE: NET) today announced its intention to offer, subject to market conditions and other factors, $1.75 billion aggregate principal am...
While President Donald Trump took to Truth Social and declared May "the best in 30 years," Wall Street's AI infrastructure darlings were busy scripting their own version of greatness. CoreWeave Inc CR...
SAN FRANCISCO--(BUSINESS WIRE)--New certifications reinforce Cloudflare's commitment to privacy – demonstrating adherence to data protection standards in 39 jurisdictions globally.
Cloudflare (NET) is currently navigating the 7th Phase of its 18-Phase Adhishthana Cycle. While the structure remains constructive, investors expecting a breakout may need to exercise patience as the ...
MEXICO CITY & SÃO PAULO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, and TD SYNNEX (NYSE: SNX), a leading IT solutions distributor, today announced they are ...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 274.08M | 40.27% | Est @40.3% |
2026 | 352.76M | 28.71% | Analyst x18 |
2027 | 539.42M | 52.91% | Analyst x9 |
2028 | 840.45M | 55.81% | Analyst x2 |
2029 | 1,237.20M | 47.21% | Analyst x2 |
2030 | 1,474.19M | 19.16% | Est @19.2% |
2031 | 1,682.05M | 14.10% | Est @14.1% |
2032 | 1,859.67M | 10.56% | Est @10.6% |
2033 | 2,010.02M | 8.09% | Est @8.1% |
2034 | 2,129.20M | 5.93% | 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 |
---|---|---|---|
2023A | 140.01M | 1.00 | 140.01M |
2024A | 195.39M | 1.00 | 195.39M |
2025E | 274.08M | 1.10 | 249.86M |
2026E | 352.76M | 1.20 | 293.18M |
2027E | 539.42M | 1.32 | 408.70M |
2028E | 840.45M | 1.45 | 580.53M |
2029E | 1.24B | 1.59 | 779.07M |
2030E | 1.47B | 1.74 | 846.29M |
2031E | 1.68B | 1.91 | 880.30M |
2032E | 1.86B | 2.10 | 887.28M |
2033E | 2.01B | 2.30 | 874.28M |
2034E | 2.13B | 2.52 | 844.30M |
Terminal | 30.35B | 2.52 | 12.03B |
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