Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
NET 
Cloudflare Inc (NET)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: 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 $209.01
1 Year Target Price $209.01
| 14 | Strong Buy |
| 6 | Buy |
| 12 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 75.3% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 71.52B USD | Price to earnings Ratio - | 1Y Target Price 209.01 |
Price to earnings Ratio - | 1Y Target Price 209.01 | ||
Volume (30-day avg) 34 | Beta 1.84 | 52 Weeks Range 74.88 - 219.00 | Updated Date 08/28/2025 |
52 Weeks Range 74.88 - 219.00 | Updated Date 08/28/2025 | ||
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 2025-07-31 | When After Market | Estimate 0.18 | Actual 0.21 |
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 238.1 | Enterprise Value 71024753915 | Price to Sales(TTM) 38.01 |
Enterprise Value 71024753915 | Price to Sales(TTM) 38.01 | ||
Enterprise Value to Revenue 37.75 | Enterprise Value to EBITDA 1320.78 | Shares Outstanding 312872000 | Shares Floating 310633002 |
Shares Outstanding 312872000 | Shares Floating 310633002 | ||
Percent Insiders 0.66 | Percent Institutions 90.98 |
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 evolved into a comprehensive platform for improving website performance and reliability. The company launched in 2010 at TechCrunch Disrupt and went public in 2019.
Core Business Areas
- Security Solutions: Provides protection against DDoS attacks, bot management, web application firewalls (WAF), and API security.
- Performance Solutions: Offers content delivery network (CDN) services, DNS management, load balancing, and website optimization features.
- Developer Platform: Provides tools and infrastructure for developers to build and deploy serverless applications and customize Cloudflare's services.
- Network Services: Offers solutions that improve network connectivity and performance, including virtual networking and SD-WAN.
Leadership and Structure
Matthew Prince serves as the CEO and co-founder. Michelle Zatlyn is the President and COO. The company has a typical corporate structure with various departments reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Content Delivery Network (CDN): Cloudflare's CDN is a global network of servers that caches website content to improve loading speeds. Competitors include Akamai (AKAM), Fastly (FSLY), and AWS CloudFront (AMZN). Cloudflare claims to serve over 20% of the webu2019s traffic but specific revenue figures for just the CDN offering are not publically available. Market share fluctuates, but Cloudflare is a major player.
- Number of Users: Millions of websites use Cloudflare's CDN.
- DDoS Mitigation: Cloudflare's DDoS mitigation services protect websites from distributed denial-of-service attacks. Competitors include Akamai (AKAM), Radware (RDWR), and Imperva. Cloudflare claims significant market share in this segment based on the number of attacks mitigated, however, precise revenue is not disaggregated.
- Number of Users: Tens of thousands of websites rely on Cloudflare's DDoS protection.
- Web Application Firewall (WAF): Cloudflare's WAF protects web applications from common exploits and vulnerabilities. Competitors include Akamai (AKAM), Fastly (FSLY), and Imperva. The exact revenue contribution is not broken down in financial statements.
Market Dynamics
Industry Overview
The market for cloud-based security and performance services is experiencing rapid growth due to increasing cyber threats and the need for faster website performance. Trends include edge computing, zero-trust security, and serverless architectures.
Positioning
Cloudflare positions itself as a leading provider of integrated security and performance solutions. Its competitive advantages include its global network, ease of use, and free basic tier.
Total Addressable Market (TAM)
Cloudflare estimates its TAM to be hundreds of billions of dollars. The company is strategically positioned to capture a significant share of this market by expanding its product offerings and targeting new customer segments.
Upturn SWOT Analysis
Strengths
- Large and growing global network
- Comprehensive product suite
- Strong brand recognition
- Free basic tier attracts a wide user base
- Innovative culture
Weaknesses
- Profitability concerns
- Reliance on freemium model
- Competition from larger players with more resources
- Dependence on network uptime.
Opportunities
- Expansion into new markets (e.g., IoT, 5G)
- Development of new products and services
- Increased adoption of cloud computing
- Growing demand for cybersecurity solutions
- Strategic acquisitions
Threats
- Intense competition
- Evolving cyber threats
- Economic downturn
- Regulatory changes
- Data privacy concerns
Competitors and Market Share
Key Competitors
- AKAM
- FSLY
- AMZN
Competitive Landscape
Cloudflare competes with a range of companies in the security and performance space. Its advantages include its integrated platform, large network, and free basic tier. Disadvantages include competition from larger players with more resources and profitability concerns.
Major Acquisitions
Area 1 Security
- Year: 2022
- Acquisition Price (USD millions): 162
- Strategic Rationale: Enhanced Cloudflare's email security capabilities.
Growth Trajectory and Initiatives
Historical Growth: Cloudflare has experienced significant revenue growth over the past several years, driven by increased adoption of its services and expansion into new markets.
Future Projections: Analyst estimates suggest continued revenue growth for Cloudflare. However, profitability remains a key focus for the company.
Recent Initiatives: Cloudflare has recently launched new products and services in areas such as serverless computing, zero-trust security, and network as a service.
Summary
Cloudflare is a rapidly growing company with a strong position in the cybersecurity and web performance market. The company's expansive network, coupled with its focus on innovation, enables it to provide a wide array of solutions to enterprises. While revenue continues to grow, Cloudflare will have to manage expenses and work towards profitability, and increased competition from larger, well-established players also remains a challenge. Continued execution on strategic initiatives and expansion into new markets will be critical for maintaining its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Cloudflare Investor Relations
- Company SEC Filings
- Third-party Market Research Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. The data provided may not be completely accurate or up-to-date. Please consult with a qualified financial advisor before making any investment decisions.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.