Cloudflare, Inc.(NET)Earnings, Financials & Key RatiosCloudflare, Inc. (NET) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company maintains a robust 33.5% revenue growth rate, the current negative operating margin of -9.6% and high debt-to-equity ratio of 2.31 suggest that the risks associated with aggressive scaling currently offset the potential for near-term GAAP profitability.
Cloudflare, Inc. (NET) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Cloudflare, Inc. (NET) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.25vs $0.23+8.4% | $640Mvs $621M+3.0% |
| Q1 2026 | Feb 10, 2026 | $0.28vs $0.27+3.2% | $615Mvs $591M+3.9% |
| Q4 2025 | Oct 30, 2025 | $0.27vs $0.23+17.3% | $562Mvs $545M+3.2% |
| Q3 2025 | Jul 31, 2025 | $0.21vs $0.18+14.5% | $512Mvs $501M+2.2% |
Recent stock market news and headlines for Cloudflare, Inc. (NET)
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target.
A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.
/PRNewswire/ -- Equity Insider News Commentary, One of the quieter but more consequential races in technology is the effort to rebuild the world's encryption
Cloudflare Inc. (NET) shares climbed 7% on Tuesday after Scotiabank upgraded the cloud infrastructure and cybersecurity company, citing growing confidence in its long-term role in artificial intelligence infrastructure and raising its price target on the stock. The brokerage upgraded Cloudflare to Sector Outperform from Sector Perform and increased its price target to $300 from $225, pointing to multiple catalysts that it believes could drive stronger revenue growth over the coming quarters.
Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq getting hammered after a gangbuster start to the first full trading week of the third quarter. All of the major indices finished the day higher, with chip stocks once again leading the way. When the dust settled at the close, the Nasdaq finished the day... Here Are Tuesday's Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and More
Key metrics vs top competitors for Cloudflare, Inc. (NET)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $268.77 | $95B | -926.78 | 29.85% | -4.72% | -8.16% | — | |
| $18.59 | $2.91B | -22.40 | 14.78% | -15.79% | -10.89% | — | |
| $114.37 | $16.63B | 37.25 | 5.44% | 10.2% | 9.12% | — | |
| $67.56 | $2.16B | -157.12 | 0.71% | 1.96% | 4.04% | — | |
| $149.50 | $24.18B | -553.70 | 23.31% | -2.44% | -3.71% | — | |
| $337.04 | $229.7B | 210.65 | 14.87% | 7.95% | 6.3% | — |
Cloudflare, Inc. (NET) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Cloudflare, Inc. (NET) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 7, 2026·SEC
Feb 10, 2026·SEC
Feb 10, 2026·SEC
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Cloudflare, Inc. (NET) stock FAQ — growth, dividends, profitability & financials explained
Cloudflare, Inc. (NET) reported $2.33B in revenue for fiscal year 2025. This represents a 1626% increase from $134.9M in 2017.
Cloudflare, Inc. (NET) grew revenue by 29.8% over the past year. This is strong growth.
Cloudflare, Inc. (NET) reported a net loss of $86.7M for fiscal year 2025.
Cloudflare, Inc. (NET) has a return on equity (ROE) of -8.2%. Negative ROE indicates the company is unprofitable.
Cloudflare, Inc. (NET) generated $378.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
