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
A5.0
Quality
C+2.0
Profitability
F4.3
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
| Metric | 2022 | 2023 | 2024 | 2025 | TTM | 2026 (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
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-22 | ZATLYN, MICHELLE | Sale | 25,641 | — |
| 2026-04-22 | ZATLYN, MICHELLE | Buy | 25,641 | — |
| 2026-04-22 | ZATLYN, MICHELLE | Buy | 25,641 | — |
Peer comparison
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—