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CLOUDFLARE INC - CLASS A

NETNYSE
πŸ† #119 by market capEarnings Oct 29 Β· PostπŸ”’Cybersecurity
$351.60β–Ό $2.39 (βˆ’0.68%)
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24hβ–Ό 0.7%
7dβ–Ό 0.4%
14dβ–² 7.5%
30dβ–² 17.4%
ytdβ–² 78.4%
1yβ–² 60.9%
🏦Market Cap
$124.80B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
+29.9%
High Growth
πŸ“ŠGross Margin
72.6%
High
πŸ’΅FCF Margin
15.1%
Healthy
βš–οΈP/S Ratio
50.0x
Expensive
Otter Score
56
Weak

Trading Snapshot

Day Range
$346.73 – $358.30
52-Week Range
$158.83 – $367.43
Volume
$4.39B
Avg Volume
$4.78B
Shares Outstanding
354.9M
Next Earnings
Dec 13, 2026

Fundamentals Snapshot

Annual Revenue
$2.17B
Last Q Revenue
$696M
P/E Ratio
-607.5
P/S Ratio
50.0x
EPS (TTM)
$-0.58
Dividend Yield
0.00%
Dilution (1yr)
+2.1%

Why Investors Own NET

  • βœ“High-growth profile β€” revenue up +43.0% YoY with expanding Cybersecurity exposure.
  • βœ“Healthy economics β€” 44% gross margin and 5% free-cash-flow margin.
  • βœ“Mission-critical spend that holds up across budget cycles.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

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CLOUDFLARE INC - CLASS A

NET
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$2.2Bβ–² +29.8% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
74.5%β–Ό βˆ’3.6% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
βˆ’$207Mβ–² +33.9% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$324Mβ–² +66.0% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
351.1Mβ–² +2.1% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
βˆ’$2.8Bβ–Ό βˆ’$1.4B YoY
StockOtter Β· stockotter.space

About CLOUDFLARE INC - CLASS A

Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including "on-ramps" that facilitate seamless connections for users, devices, or locations to its expansive network, alongside "filters" engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Weak
56/100

Analyst Ratings

β“˜
Consensus
Buy
40 analysts
Strong Buy9
Buy20
Hold8
Sell1
Strong Sell2
Ratings as of Sep 2026

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