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NET 
Cloudflare Inc (NET)
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Upturn Advisory Summary
12/01/2025: NET (5-star) is currently NOT-A-BUY. Pass it for now.
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 $242.46
1 Year Target Price $242.46
| 14 | Strong Buy |
| 6 | Buy |
| 12 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 81.72% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 12/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 70.13B USD | Price to earnings Ratio - | 1Y Target Price 242.46 |
Price to earnings Ratio - | 1Y Target Price 242.46 | ||
Volume (30-day avg) 34 | Beta 1.93 | 52 Weeks Range 89.42 - 260.00 | Updated Date 11/30/2025 |
52 Weeks Range 89.42 - 260.00 | Updated Date 11/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.3 |
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 -5.12% | Operating Margin (TTM) -6.67% |
Management Effectiveness
Return on Assets (TTM) -2.71% | Return on Equity (TTM) -8.88% |
Valuation
Trailing PE - | Forward PE 161.29 | Enterprise Value 69588035043 | Price to Sales(TTM) 34.83 |
Enterprise Value 69588035043 | Price to Sales(TTM) 34.83 | ||
Enterprise Value to Revenue 34.56 | Enterprise Value to EBITDA 793.61 | Shares Outstanding 315250214 | Shares Floating 313067294 |
Shares Outstanding 315250214 | Shares Floating 313067294 | ||
Percent Insiders 0.68 | Percent Institutions 90.43 |
Upturn AI SWOT
Cloudflare Inc
Company Overview
History and Background
Cloudflare Inc. was founded in 2009. Initially focused on providing website security and performance enhancements, it has evolved into a comprehensive cloud platform offering a wide array of services.
Core Business Areas
- Security: Provides protection against DDoS attacks, bot management, and other online threats. Protects websites, applications, and networks from malicious activity.
- Performance: Offers content delivery network (CDN) services, DNS management, and website optimization tools to accelerate website loading times and improve user experience.
- Edge Computing: Enables developers to deploy and run code closer to end-users, reducing latency and improving application performance.
- Network Services: Offers secure and reliable network connectivity, including virtual private networks (VPNs) and network interconnections.
Leadership and Structure
Matthew Prince (CEO), Michelle Zatlyn (President & COO), and Thomas Seifert (CFO). Cloudflare operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- Content Delivery Network (CDN): Cloudflare's CDN accelerates website loading times by caching content on servers closer to users. Competitors include Akamai (AKAM), Amazon CloudFront (AMZN), Fastly (FSLY). Market share is estimated to be around 25% of the overall CDN market.
- DDoS Mitigation: Offers protection against distributed denial-of-service (DDoS) attacks, ensuring website availability. Competitors include Akamai (AKAM), Radware (RDWR), Imperva. Cloudflare is a market leader in this area.
- Web Application Firewall (WAF): Protects web applications from various security threats, such as SQL injection and cross-site scripting. Competitors include Akamai (AKAM), Imperva, F5 (FFIV).
- Zero Trust Solutions: Provides solutions for secure access to internal resources and applications, verifying user identity and device posture. Competitors include Zscaler (ZS) and Palo Alto Networks (PANW).
Market Dynamics
Industry Overview
The cloud services market is experiencing rapid growth, driven by increasing adoption of cloud computing and the need for robust security and performance solutions.
Positioning
Cloudflare is a leading provider of cloud-based security and performance solutions, known for its comprehensive platform and ease of use. It differentiates itself through its global network and innovative offerings.
Total Addressable Market (TAM)
The TAM for Cloudflare's services is estimated to be over $100 billion and is continuously expanding due to the increased use of internet services and data on the cloud. Cloudflare is well-positioned to capitalize on this growing market through its comprehensive platform and extensive global network.
Upturn SWOT Analysis
Strengths
- Large global network
- Comprehensive product portfolio
- Strong brand reputation
- Scalable business model
Weaknesses
- Profitability challenges
- Complexity of offerings
- Reliance on free tier users
- Competition in some segments
Opportunities
- Expanding product offerings
- Increasing enterprise adoption
- Geographic expansion
- Partnerships and integrations
Threats
- Intense competition
- Evolving security landscape
- Economic downturn
- Regulatory changes
Competitors and Market Share
Key Competitors
- AKAM
- FSLY
- AMZN
- ZS
Competitive Landscape
Cloudflare competes with a variety of companies in the cloud security and performance space. It differentiates itself through its comprehensive platform, large global network, and ease of use. However, it faces stiff competition from larger players such as Akamai (AKAM) and Amazon Web Services (AMZN).
Major Acquisitions
Area 1 Security
- Year: 2022
- Acquisition Price (USD millions): 162
- Strategic Rationale: Expanded Cloudflare's email security capabilities, enhancing its overall security platform.
Growth Trajectory and Initiatives
Historical Growth: Cloudflare has experienced rapid revenue growth in recent years, driven by increased adoption of its security and performance solutions.
Future Projections: Analysts project continued revenue growth for Cloudflare in the coming years, driven by expansion into new markets and product offerings. Profitability is expected to improve over time.
Recent Initiatives: Cloudflare has recently launched new products and features, such as Cloudflare One (Zero Trust) and enhanced edge computing capabilities.
Summary
Cloudflare exhibits strong revenue growth and a leading position in its market, but it's still working towards consistent profitability. The company's comprehensive security and performance solutions, along with a vast global network, are significant strengths. However, they must continue to innovate and manage profitability to navigate the competitive landscape and economic uncertainties.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data and analysis provided are 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. Market share estimates are approximate and based on available data.
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 4838 | Website https://www.cloudflare.com |
Full time employees 4838 | 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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