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Upturn AI SWOT - About
NET 
Cloudflare Inc (NET)
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Upturn Advisory Summary
10/15/2025: NET (5-star) is a STRONG-BUY. BUY since 28 days. Simulated Profits (-0.25%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
34 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $209.77
1 Year Target Price $209.77
| 14 | Strong Buy |
| 6 | Buy |
| 12 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 74.87% | Avg. Invested days 42 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 77.56B USD | Price to earnings Ratio - | 1Y Target Price 209.77 |
Price to earnings Ratio - | 1Y Target Price 209.77 | ||
Volume (30-day avg) 34 | Beta 1.99 | 52 Weeks Range 85.60 - 230.10 | Updated Date 10/14/2025 |
52 Weeks Range 85.60 - 230.10 | Updated Date 10/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -6.22% | Operating Margin (TTM) -13.13% |
Management Effectiveness
Return on Assets (TTM) -2.73% | Return on Equity (TTM) -11.04% |
Valuation
Trailing PE - | Forward PE 192.31 | Enterprise Value 77757418176 | Price to Sales(TTM) 41.22 |
Enterprise Value 77757418176 | Price to Sales(TTM) 41.22 | ||
Enterprise Value to Revenue 41.33 | Enterprise Value to EBITDA 1445.98 | Shares Outstanding 312872178 | Shares Floating 310713153 |
Shares Outstanding 312872178 | Shares Floating 310713153 | ||
Percent Insiders 0.66 | Percent Institutions 90.83 |
Upturn AI SWOT
Cloudflare Inc
Company Overview
History and Background
Cloudflare Inc. was founded in 2009 by Matthew Prince, Lee Holloway, and Michelle Zatlyn. Initially focused on website security, it has evolved into a comprehensive cloud services platform. It went public in 2019.
Core Business Areas
- Security Solutions: Offers protection against DDoS attacks, bot management, and other cyber threats. It acts as a reverse proxy between the website and the internet.
- Performance Solutions: Provides content delivery network (CDN) services to accelerate website loading speeds and improve user experience.
- Developer Platform: Enables developers to build and deploy serverless applications and integrate them with Cloudflare's network.
- Network Services: Offers solutions for network connectivity, including virtual private networks (VPNs) and private network interconnects.
Leadership and Structure
Matthew Prince is the Co-founder and CEO. Michelle Zatlyn is the Co-founder, President, and COO. The company has a traditional corporate structure with various departments like engineering, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Content Delivery Network (CDN): Cloudflare's CDN speeds up website loading times by caching content closer to users. Akamai and Fastly are competitors. No specific revenue or users data is public. Market share information in section 'Market Dynamics'.
- DDoS Protection: Cloudflare's DDoS protection shields websites from malicious attacks. Competitors include Akamai, Imperva. No specific revenue or users data is public. Market share information in section 'Market Dynamics'.
- Web Application Firewall (WAF): The WAF protects web applications from common vulnerabilities. Competitors include Akamai, Imperva and Fastly. No specific revenue or users data is public. Market share information in section 'Market Dynamics'.
- Zero Trust Solutions: Solutions that enable secure access to company resources. Competitors include Zscaler, Palo Alto Networks. No specific revenue or users data is public. Market share information in section 'Market Dynamics'.
Market Dynamics
Industry Overview
The cybersecurity and CDN market is rapidly growing due to increasing cyber threats and the demand for faster website performance. There is high competition with many players and price pressure. Increasing cloud adoption fuels the industry's growth.
Positioning
Cloudflare is a leading provider of cloud-based security and performance solutions, known for its extensive global network and comprehensive suite of services. Their competitive advantage lies in their vast network size and integrated services. They offer a free tier, attracting many users.
Total Addressable Market (TAM)
The TAM for Cloudflare's market is expected to be hundreds of billions USD. Cloudflare is well-positioned to capture a significant portion of this market with its broad range of services and large customer base.
Upturn SWOT Analysis
Strengths
- Extensive Global Network
- Comprehensive Suite of Services
- Large Customer Base
- Strong Brand Recognition
- Free Tier Offering
Weaknesses
- Profitability Concerns
- High Customer Acquisition Costs
- Reliance on Free Tier Users
- Complex Pricing Structure
Opportunities
- Expansion into New Markets
- Development of New Products and Services
- Increased Adoption of Cloud Security
- Growing Demand for CDN Services
- Partnerships and Acquisitions
Threats
- Intense Competition
- Evolving Cyber Threats
- Economic Downturn
- Data Breaches
- Changes in Regulations
Competitors and Market Share
Key Competitors
- AKAM
- FSLY
- DDOG
- ZS
Competitive Landscape
Cloudflare's advantages include its vast network and integrated services. Its disadvantages include profitability concerns and high customer acquisition costs. Akamai has a stronger enterprise focus, while Fastly has developer first focus. Zscaler is more focused on cloud security.
Major Acquisitions
Area 1 Security
- Year: 2022
- Acquisition Price (USD millions): 162
- Strategic Rationale: To enhance Cloudflare's email security capabilities and expand its security offerings.
Growth Trajectory and Initiatives
Historical Growth: Cloudflare has experienced rapid revenue growth in recent years, driven by increasing demand for its security and performance solutions.
Future Projections: Analysts project continued revenue growth for Cloudflare, driven by expansion into new markets and the development of new products and services. However, path to profitability is still being sought.
Recent Initiatives: Cloudflare has recently launched new products in the areas of zero trust security and serverless computing, and has expanded its global network.
Summary
Cloudflare demonstrates strong growth potential and innovation. However, the key challenge lies in achieving profitability and effectively managing customer acquisition costs. Its comprehensive product suite and global network provide a competitive edge. Investing in go-to-market is key to drive more growth from its expansive customer base while maintaining capital efficiency.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Research Reports
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Cloudflare Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2019-09-13 | Co-Founder, Co-Chairman & CEO Mr. Matthew Prince J.D. | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 4616 | Website https://www.cloudflare.com |
Full time employees 4616 | Website https://www.cloudflare.com | ||
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and website and application security products comprising web application firewall, bot management, distributed denial of service protection, API security, SSL/TLS encryption, script management, security center, and rate limiting products. It also offers website and application performance solutions, such as content delivery, load balancing, DNS, agro smart routing, video stream delivery, web optimization, cache reserve, cloudfare waiting room, and cloudfare data localization suite; SASE platform combines network services and Zero Trust security products that provides a cloud-based network-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, including cloudflare access and gateway, remote browser isolation, cloud access security broker, cloud email security, 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, cloudfare stream, cloudfare images, and cloudflare calls; and consumer offerings, such as 1.1.1.1, a DNS resolver, WARP, a virtual private network, and cloudfare registrar that secures registration and management of domain names. The company serves customers in the technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
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