WallStSmart
NET

Cloudflare Inc

NYSE: NET · TECHNOLOGY · SOFTWARE - INFRASTRUCTURE

$204.97
-3.30% today

Updated 2026-04-30

Market cap
$72.88B
P/E ratio
P/S ratio
33.62x
EPS (TTM)
$-0.29
Dividend yield
52W range
$117 – $260
Volume
4.1M

WallStSmart proprietary scores

35
out of 100
Grade: D
Sell
Investment rating
8.0
Growth
A
5.0
Quality
C+
2.0
Profitability
F
4.3
Valuation
C
/9
Piotroski F-Score
Altman Z-Score
Industry rank
View all highly rated stocks (75+) →200 stocks currently score above 75

Price targets

Analyst target
$231.85
+13.11%
12-Month target
Intrinsic (DCF)
$165.80
Margin of safety
-14.24%
5 Strong Buy17 Buy11 Hold1 Sell1 Strong Sell

Price chart

X-Ray snapshot

Strengths
+ Free cash flow $155.69M — positive
+ Revenue growth 33.60% QoQ
Risks
- Thin margins at -4.72%
- 14.24% above intrinsic value

Key financials

Revenue Net Income Free Cash Flow
Metric2022202320242025TTM2026 (E)
Revenue$975.24M$1.30B$1.67B$2.17B$2.17B$2.8B
Net income$-193.38M$-183.95M$-78.80M$-102.27M$-12.08M
EPS$-0.29$1.15
Free cash flow$-39.77M$119.46M$195.39M$324.32M$155.69M
Profit margin-19.83%-14.19%-4.72%-4.72%-4.72%

Recent insider activity

DateInsiderTypeSharesPrice
2026-04-22ZATLYN, MICHELLESale25,641
2026-04-22ZATLYN, MICHELLEBuy25,641
2026-04-22ZATLYN, MICHELLEBuy25,641

Peer comparison

CompanyMkt CapScoreGrowthProfitValueQualityMoSRating
NET$72.88B358.02.04.35.0-14.24%Hold
NVDA$5.06T7910.010.05.78.5Strong Buy
AAPL$3.98T656.710.04.35.5Buy
MSFT$3.16T748.79.54.76.5-85.32%Strong Buy
TSM$2.09T849.310.06.79.0+72.43%Exceptional Buy
AVGO$2.00T789.39.55.06.5Strong Buy

Smart narrative

Cloudflare Inc trades at $204.97. Our Smart Value Score of 35/100 indicates the stock is weak. TTM revenue stands at $2.17B. with profit margins at -4.72%. Our DCF model estimates intrinsic value at $165.80.

Frequently asked questions

What is Cloudflare Inc's stock price?
Cloudflare Inc (NET) trades at $204.97.
Is Cloudflare Inc overvalued?
Smart Value Score 35/100 (Grade D, Sell). DCF value $165.80.
What is the price target of Cloudflare Inc (NET)?
The analyst target price is $231.85, representing +13.1% upside from the current price of $204.97.
What is the intrinsic value of Cloudflare Inc (NET)?
Based on our DCF model, intrinsic value is $165.80, a -14.2% margin of safety versus $204.97.
What is Cloudflare Inc's revenue?
TTM revenue is $2.17B.

Company info

SectorTECHNOLOGY
IndustrySOFTWARE - INFRASTRUCTURE
CountryUSA
ExchangeNYSE
CurrencyUSD

Quick metrics

P/S ratio33.62x
ROE-8.16%
Beta1.88
50D MA$198.10
200D MA$202.47
Shares out0.32B
Float0.32B
Short ratio
Avg volume4.1M

Performance

1 week+3.40%
1 month+2.73%
3 months+17.51%
YTD+7.52%
1 year
3 years
5 years