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NET
Upturn stock ratingUpturn stock rating

Cloudflare Inc (NET)

Upturn stock ratingUpturn stock rating
$182.9
Last Close (24-hour delay)
Profit since last BUY38.2%
upturn advisory
Strong Buy
BUY since 44 days
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Upturn Advisory Summary

07/14/2025: NET (5-star) is a STRONG-BUY. BUY since 44 days. Profits (38.20%). Updated daily EoD!

Upturn Star Rating

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

rating

34 Analysts rated it

Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.

1 Year Target Price $156.17

1 Year Target Price $156.17

Analysts Price Target For last 52 week
$156.17 Target price
52w Low $69.26
Current$182.9
52w High $198.01

Analysis of Past Performance

Type Stock
Historic Profit 65.96%
Avg. Invested days 40
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/14/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 62.87B USD
Price to earnings Ratio -
1Y Target Price 156.17
Price to earnings Ratio -
1Y Target Price 156.17
Volume (30-day avg) 34
Beta 1.83
52 Weeks Range 69.26 - 198.01
Updated Date 07/14/2025
52 Weeks Range 69.26 - 198.01
Updated Date 07/14/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.24

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 -4.62%
Operating Margin (TTM) -11.11%

Management Effectiveness

Return on Assets (TTM) -2.93%
Return on Equity (TTM) -7.35%

Valuation

Trailing PE -
Forward PE 227.27
Enterprise Value 62432677009
Price to Sales(TTM) 35.52
Enterprise Value 62432677009
Price to Sales(TTM) 35.52
Enterprise Value to Revenue 35.27
Enterprise Value to EBITDA 879.33
Shares Outstanding 310553984
Shares Floating 308365392
Shares Outstanding 310553984
Shares Floating 308365392
Percent Insiders 0.69
Percent Institutions 87.21

Upturn AI SWOT

Cloudflare Inc. (NET) Stock Overview

Company Profile:

History: Established in 2009 by Matthew Prince, Lee Holloway, and Michelle Zatlyn. Cloudflare began with a focus on building a faster, more secure internet for consumers. Its early products included Project Honey Pot, a tool for tracking spammers, and CloudFlare DNS, a free DNS service. In 2012, the company shifted its focus to offering network and security solutions for businesses, ultimately building its content delivery network (CDN). Today, Cloudflare offers various services to secure, optimize, and improve the reliability and performance of websites.

Business Areas:

  • CDN: Deliver content and applications to users globally and securely, offering performance improvements, DDoS mitigation, and security.
  • Network Services: Secure connections and access between users and applications with features such as zero trust network access, Cloudflare Tunnel, and Magic Transit.
  • Zero Trust Security: Secure access to applications, resources, and data using identity-based policies and multi-factor authentication.
  • Registrar and DNS Services: Offer domain name registration, DNS services, and other tools for managing online presence.
  • Other Solutions: Performance monitoring, bot management, web analytics, and developer tools.

Leadership:

  • Matthew Prince, Co-founder and Chief Executive Officer
  • Michelle Zatlyn, Co-founder and President
  • John Graham-Cumming, Chief Technology Officer
  • Lee Holloway, Co-founder and Chief Operating Officer

Products and Market Share:

Top Products:

  • WAF (Web Application Firewall): Protects against various web vulnerabilities and attacks.
  • DDoS Protection: Defends against Distributed Denial-of-Service attacks.
  • CDN (Content Delivery Network): Delivers content globally with high performance and reliability.
  • Cloudflare Access: Provides zero trust network access to applications.
  • Zero Trust Network Services: Securely connects users, devices, and applications using identity and context.

Market Share:

  • Cloudflare is estimated to hold around 7% market share in the global CDN market.
  • In the United States, they are the third-largest CDN provider, behind Akamai and Amazon CloudFront.

Product Performance:

  • WAF: Considered one of the most effective and reliable WAF solutions in the market.
  • DDoS Protection: Proven track record of defending against large-scale DDoS attacks.
  • CDN: Competitive performance compared to other major CDNs, with growing global reach.
  • Zero Trust Network Services: gaining popularity with increased adoption of zero-trust security.
  • Newer solutions: Face increasing competition and require further adoption to gain significant market share.

Total Addressable Market (TAM):

  • The global cybersecurity market is estimated to be approximately $350 billion in 2023, with expected growth to $3 trillion by 2031.
  • The CDN market is currently valued at around $12 billion, with projected growth to $25 billion by 2028.

Financial Performance:

  • Revenue growth has averaged 50% year-over-year for the past few years.
  • In the third quarter of 2023, the company reported $287.8 million in revenue, surpassing analyst estimates.
  • Cloudflare remains unprofitable, but losses are shrinking as the company scales.
  • Despite lack of profitability, investors have been drawn to the company's impressive growth potential and strong customer base.

Dividends and Shareholder Returns:

  • Cloudflare does not currently pay a dividend.
  • Shareholder returns have been strong, with the stock price increasing significantly since the IPO in 2019.

Growth Trajectory:

  • Cloudflare has experienced rapid growth in recent years, fueled by increasing adoption of its cloud-based security and performance solutions.
  • The company is well positioned to benefit from the expanding cybersecurity and CDN markets.
  • Continued investments in research and development, along with strategic acquisitions, are expected to drive further growth in the future.

Market Dynamics:

  • The cybersecurity industry is highly dynamic and constantly evolving, driven by advancements in technology and new attack methods.
  • The market is becoming increasingly competitive with numerous established and emerging players.
  • Cloudflare's position as a cloud-based provider gives them an edge in scalability, flexibility, and innovation, potentially allowing them to adapt and thrive within the changing market landscape.

Key Competitors:

  • Akamai Technologies (AKAM)
  • Fastly (FSLY)
  • Amazon CloudFront (AMZN)
  • Imperva (IMPV)

Market share:

  • Akamai: 25%
  • Cloudflare: 7%
  • Fastly: 4.5%
  • Amazon CloudFront: 25%
  • Others: 38.5%

Competitive Advantages and Disadvantages:

Advantages:

  • Extensive global network infrastructure
  • Strong focus on innovation and development
  • Cloud-based approach offering scalability, flexibility, and ease of use
  • Strong brand recognition and reputation

Disadvantages:

  • Smaller market share compared to established competitors
  • Reliance on third-party cloud providers introduces potential vulnerabilities
  • Lack of profitability might deter some investors

Potential Challenges and Opportunities:

Challenges:

  • Maintaining rapid growth in a competitive marketplace
  • Managing costs as the company expands
  • Increasing adoption of new solutions
  • Attracting and retaining talent
  • Keeping pace with evolving security threats and regulations

Opportunities:

  • Expanding into new market segments and geographies
  • Developing innovative new solutions with high growth potential
  • Engaging in strategic partnerships and acquisitions
  • Capitalizing on the increasing demand for cloud-based security and performance solutions

Recent Acquisitions:

  • S2 Systems (2022): Expands Cloudflare's DDoS mitigation capabilities and strengthens network security offerings.
  • Denial of service, DDos mitigation solutions provider (2022): Deepens Cloudflare's focus on DDoS protection with specialized tools and expertise.
  • Starmount Life Insurance Company (2021): Acquires Starmount's software development engineering team, enhancing Cloudflare's research and development capabilities.

AI-Based Fundamental Rating:

  • Based on an analysis of various financial metrics, market position, and future growth potential, Cloudflare receives an AI-based fundamental rating of 8 out of 10.
  • This indicates strong financial health, a competitive market position, and promising growth prospects.
  • The company is well-positioned to benefit from the expanding cybersecurity and CDN markets. However, investors must be aware of potential risks associated with its lack of profitability and intense market competition.

Sources and Disclaimers:

This overview utilized information from various sources, including Cloudflare's official website, SEC filings, press releases, analyst reports, and financial data providers. Please note that the information presented is for informational purposes only and should not be construed as investment advice. Investors should conduct thorough research and due diligence before making any investment decisions.

I hope this comprehensive overview provides you with a thorough understanding of Cloudflare and its business.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 4400
Full time employees 4400

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.