Cloudflare, Inc. NET R3KAITECH
Company Overview
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.
Why Investors Should Care
Revenue has grown at a 41.5% CAGR over the past five years.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $2.17B (+29.8% YoY); net profit $-102.27M.
- Trailing 12 Months Year-on-year growth — revenue +33.5%.
- 5-Year Trend Long-term compounding — revenue CAGR 41.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 41.50% |
| 1 Year: | 33.50% |
Stock Price Performance
| 1 Year: | +39.92% |
| 6 Months: | +42.90% |
| 3 Months: | +11.52% |
| 1 Month: | -1.94% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
Workers AI inference at the edge; AI Gateway, Vectorize.
- Workers AI & inference at the edge Cloudflare runs AI inference on its global edge network (Workers AI), letting developers deploy models close to users.
- AI Gateway & security AI Gateway, bot management and AI-crawler controls help enterprises manage and secure AI traffic.
- Connectivity-cloud for AI Cloudflare's network positions it to serve and protect the AI applications of the future.
- Edge-AI inference is a differentiated, distributed alternative to centralised GPU clouds.
- Strong ~34% revenue growth with a large developer base and expanding platform.
- Still near break-even (slightly negative margins) — scaling toward profitability.
- Premium valuation prices in continued rapid growth.
Curated from public filings and analyst commentary; figures are illustrative.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 41.5% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NET Cloudflare, Inc. R3KAITECH | 278.92 | -1,072.77 | $89.98B | 0.00% | -5.62% | -5.88% | 41.50% | - |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 230.36 | 35.28 | $5.58T | 0.46% | 74.66% | 114.29% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 319.97 | 36.69 | $4.67T | 0.35% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 499.70 | 27.85 | $3.71T | 0.73% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 426.34 | 37.46 | $2.21T | 0.91% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 357.90 | 59.55 | $1.70T | 0.62% | 16.70% | 37.28% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 1,016.59 | 22.97 | $1.15T | 0.06% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 477.57 | 122.14 | $779.62B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,714.88 | 58.49 | $658.69B | 0.53% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 50.07M | 61.73M | 67.42M | 73.94M | 91.25M | 99.72M | 114.16M | 138.06M | 152.43M | 172.35M | 212.17M | 234.52M | 253.86M | 290.18M | 308.49M | 335.60M | 378.60M | 401.00M | 430.08M | 479.09M | 512.32M | 562.03M | 639.75M | 696.06M |
| Gross Profit | 38.86M | 47.37M | 52.59M | 57.91M | 70.43M | 75.56M | 87.16M | 105.97M | 117.40M | 134.82M | 165.12M | 178.71M | 191.89M | 219.74M | 233.27M | 257.53M | 293.56M | 311.99M | 334.12M | 363.51M | 383.64M | 415.71M | 455.60M | 499.52M |
| Operating Income | -36.47M | -17.15M | -19.77M | -41.09M | -36.07M | -24.70M | -21.25M | -31.25M | -28.87M | -26.49M | -40.02M | -64.54M | -45.95M | -47.27M | -56.17M | -39.21M | -54.55M | -34.70M | -30.79M | -53.25M | -67.26M | -37.46M | -61.99M | -205.70M |
| Net Income | -37.99M | -17.11M | -19.71M | -40.85M | -32.75M | -26.14M | -26.47M | -39.96M | -35.51M | -107.33M | -41.38M | -63.54M | -42.55M | -38.08M | -94.47M | -23.54M | -35.54M | -15.08M | -15.33M | -38.45M | -50.45M | -1.29M | -22.93M | -169.98M |
| Diluted EPS | - | - | - | - | - | -0.09 | -0.09 | -0.13 | -0.12 | -0.34 | -0.13 | -0.20 | -0.13 | -0.12 | -0.28 | -0.07 | -0.10 | -0.04 | -0.04 | -0.11 | -0.15 | 0.00 | -0.07 | -0.48 |
| R&D Expense | 14.83M | 17.65M | 18.87M | 27.86M | 33.35M | 28.13M | 30.90M | 39.53M | 41.35M | 46.77M | 67.05M | 75.11M | 76.43M | 81.54M | 89.61M | 90.59M | 87.70M | 102.55M | 110.91M | 115.09M | 134.56M | 120.96M | 150.97M | 159.49M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 134.91M | 192.67M | 287.02M | 431.06M | 656.43M | 975.24M | 1.30B | 1.67B | 2.17B |
| Gross Profit | 106.13M | 149.14M | 223.60M | 330.00M | 509.29M | 742.63M | 989.74M | 1.29B | 1.62B |
| Operating Income | -9.73M | -84.90M | -107.95M | -106.77M | -127.68M | -201.20M | -185.49M | -154.76M | -207.21M |
| Net Income | -10.75M | -87.16M | -105.83M | -119.37M | -260.31M | -193.38M | -183.95M | -78.80M | -102.27M |
| Diluted EPS | - | - | -0.72 | -0.40 | -0.83 | -0.59 | -0.55 | -0.23 | -0.29 |
| R&D Expense | 33.65M | 54.46M | 90.67M | 127.14M | 189.41M | 298.30M | 358.14M | 421.37M | 512.49M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 298.38M | 830.82M | 1.38B | 2.37B | 2.59B | 2.76B | 3.30B | 6.04B |
| Total Equity | -53.39M | -59.83M | -113.50M | 725.83M | 816.94M | 811.36M | 623.96M | 763.05M | 1.05B | 1.46B |
| Cash & Equivalents | - | - | 25.05M | 138.98M | 108.89M | 313.78M | 204.18M | 86.86M | 147.69M | 943.54M |
| Total Liabilities | - | - | 80.36M | 105.00M | 563.71M | 1.56B | 1.96B | 2.00B | 2.25B | 4.58B |
| Current Liabilities | - | - | 61.38M | 83.88M | 141.38M | 288.56M | 397.87M | 567.08M | 793.65M | 2.35B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 3.17M | -43.28M | -38.92M | -17.13M | 64.65M | 123.59M | 254.41M | 380.43M | 603.11M |
| Investing Cash Flow | 9.54M | -120.80M | -417.64M | -515.27M | -709.32M | -235.70M | -186.20M | -330.22M | -1.81B |
| Financing Cash Flow | -149.00K | 168.62M | 570.77M | 504.91M | 847.49M | 6.35M | -192.19M | 12.79M | 2.00B |
| Capital Expenditure | -19.03M | -25.47M | -43.29M | -56.38M | -92.99M | -143.61M | -114.40M | -185.04M | -315.62M |
| Free Cash Flow | -15.86M | -68.75M | -82.21M | -73.50M | -28.34M | -20.01M | 140.01M | 195.39M | 287.50M |
| Share Buybacks | 16.00K | 65.00K | 283.00K | 157.00K | 189.00K | 3.00K | 34.00K | 0 | 0 |
Ratios (Annual)
Figures in %.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | 78.7% | 77.4% | 77.9% | 76.6% | 77.6% | 76.1% | 76.3% | 77.3% | 74.5% |
| Operating Margin % | -7.2% | -44.1% | -37.6% | -24.8% | -19.5% | -20.6% | -14.3% | -9.3% | -9.6% |
| Net Margin % | -8.0% | -45.2% | -36.9% | -27.7% | -39.7% | -19.8% | -14.2% | -4.7% | -4.7% |
| ROE % | 18.0% | 76.8% | -14.6% | -14.6% | -32.1% | -31.0% | -24.1% | -7.5% | -7.0% |
| ROCE % | - | -35.8% | -14.5% | -8.6% | -6.1% | -9.2% | -8.5% | -6.2% | -5.6% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Capital World Investors | 7.57% | 24.33M | $7.29B |
| 2 | Blackrock Inc. | 6.72% | 21.60M | $6.48B |
| 3 | Vanguard Portfolio Management LLC | 5.24% | 16.82M | $5.04B |
| 4 | Morgan Stanley | 4.75% | 15.26M | $4.58B |
| 5 | BAILLIE GIFFORD & CO | 4.55% | 14.60M | $4.38B |
| 6 | Vanguard Capital Management LLC | 4.49% | 14.43M | $4.33B |
| 7 | FMR, LLC | 3.94% | 12.66M | $3.79B |
| 8 | Capital International Investors | 3.42% | 10.98M | $3.29B |
| 9 | State Street Corporation | 2.31% | 7.42M | $2.23B |
| 10 | Geode Capital Management, LLC | 1.86% | 5.96M | $1.79B |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for NET
NET Stock Tanks After Axing 1,100 Employees Amid AI Push; Lifts Full-Year Earnings Outlook - Stocktwits
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Cloudflare (NET) Stock Could Be 42% Above Fair Value Despite Adaptive Intelligence Launch - Yahoo Finance
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The EU was guest of honour at a 6,000-person AI congress. Lleida.net showcased digital trust. - Stock Titan
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NET — Frequently Asked Questions
What is the current share price of Cloudflare, Inc. (NET)?
As of 2026-09-07 16:24 PDT, Cloudflare, Inc. (NET) trades at $278.92 on NYSE. Its 52-week range is $160.19 to $330.83.
What is the market capitalisation of NET?
Cloudflare, Inc. (NET) has a market capitalisation of $89.98B on NYSE.
What is the P/E ratio of NET?
NET trades at a trailing price-to-earnings (P/E) ratio of -1,072.77. The industry average P/E is 32.42. Its price-to-book (P/B) ratio is 69.51.
What is the return on equity (ROE) of NET?
NET has a return on equity (ROE) of -5.88%. Its return on capital employed (ROCE) is -5.62%.
Is NET a good stock to buy?
This page provides a data-driven analysis of Cloudflare, Inc. (NET), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.