Cloudflare (NET) Stock Insights

NET price $318.77 -9.03 -2.75%

Ticker
NET
Price
$318.77
Change
-9.03 -2.75%
Market cap ?
$113.51B
P/E ?
-569.71
Forward P/E ?
252.65
Dividend yield ?
0.00%
Beta ?
1.65
Sector
Technology
Industry
Software - Infrastructure
Stocklytics score
34
Value
13
Quality
31
Growth
58

Stocklytics score rationale: value 13, quality 31, growth 58.

Financials

2016201720182019202020212022202320242025
84791000134915000192674000287022000431059000656426000975241000129674500016696260002167937000

Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud…

Fair value

NET fair value Not meaningful. Price $318.77.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Not meaningful. The model is more than 80% below the live price, which happens for unprofitable or very early companies and is not a price target.

Compare NET

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-05—0.34—736.80M
2026-08-060.290.27696.06M664.67M
2026-05-070.250.23639.75M620.83M
2026-02-100.280.27614.51M591.34M
2025-10-300.270.23562.03M544.65M
2025-07-310.210.18512.32M501.27M
2025-05-080.160.16479.09M469.28M
2025-02-060.190.18459.95M452.05M
2024-11-070.200.18430.08M424.14M
2024-08-010.200.14401.00M394.11M
2024-05-020.160.13378.60M373.24M
2024-02-080.150.12362.47M353.11M
2023-11-020.160.10335.60M330.53M
2023-08-030.100.07308.49M305.55M
2023-04-270.080.03290.18M307.00M
2023-02-090.060.05274.70M274.07M
2022-11-030.060.00253.86M250.62M
2022-08-04-0.20-0.09234.52M227.33M
2022-05-050.010.00212.17M205.66M
2022-02-10-0.24-0.12193.60M184.79M
2021-11-04-0.34-0.17172.35M165.66M
2021-08-05-0.02-0.01152.43M146.06M
2021-05-06-0.03-0.03138.06M130.97M
2021-02-11-0.02-0.01125.93M167.90M
2020-11-05-0.02-0.05114.16M114.16M
2020-08-06-0.03-0.0699.72M94.17M
2020-05-07-0.04-0.0691.25M86.85M
2020-02-13-0.06-0.0783.93M79.12M
2019-11-07-0.15-0.1573.94M61.00M
2019-09-13-0.07—67.42M—
2019-03-31-0.07—61.73M—
2018-12-31-0.07—55.50M—
2018-09-30-0.15—50.07M—
2018-06-30-0.08—45.28M—
2018-03-31-0.05—41.82M—

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency —.

Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-10-19Ledbetter CarlSell1.93K$303.64586.32K
2026-10-19Ledbetter CarlSell1.96K$304.47597.68K
2026-10-19Ledbetter CarlSell1.11K$305.60337.99K
2026-10-19SEIFERT THOMAS JSell12.50K$44.72559.00K
2026-10-19SEIFERT THOMAS JBuy12.50K$44.72559.00K
2026-10-19SEIFERT THOMAS JSell1.10K$297.29327.02K
2026-10-19SEIFERT THOMAS JSell3.40K$298.321.01M
2026-10-19SEIFERT THOMAS JSell3.76K$299.361.12M
2026-10-19SEIFERT THOMAS JSell2.64K$300.39793.93K
2026-10-19SEIFERT THOMAS JSell598$301.99180.59K
2026-10-19SEIFERT THOMAS JSell502$303.26152.23K
2026-10-19SEIFERT THOMAS JSell500$304.15152.07K
2026-10-15SEIFERT THOMAS JSell2.94K$316.32931.25K
2026-10-07Zatlyn MichelleSell33.00K$2.0467.33K
2026-10-07Zatlyn MichelleBuy33.00K——
2026-10-07Zatlyn MichelleSell5.69K$346.401.97M
2026-10-07Zatlyn MichelleSell9.02K$347.203.13M
2026-10-07Zatlyn MichelleSell7.69K$348.232.68M
2026-10-07Zatlyn MichelleSell3.90K$349.381.36M
2026-10-07Zatlyn MichelleSell4.24K$350.371.49M
2026-10-07Zatlyn MichelleSell2.16K$351.40759.73K
2026-10-07Zatlyn MichelleSell297$352.25104.62K
2026-10-07Zatlyn MichelleBuy33.00K——
2026-10-07Zatlyn MichelleSell33.00K——
2026-10-06Zatlyn MichelleSell33.00K$2.0467.33K
2026-10-06Zatlyn MichelleSell4.26K$364.391.55M
2026-10-06Zatlyn MichelleSell6.18K$365.692.26M
2026-10-06Zatlyn MichelleSell9.17K$366.653.36M
2026-10-06Zatlyn MichelleSell8.56K$367.723.15M
2026-10-06Zatlyn MichelleSell4.08K$368.591.50M
2026-10-06Zatlyn MichelleSell752$369.34277.74K
2026-10-05Zatlyn MichelleSell33.00K$2.0467.33K
2026-10-05Zatlyn MichelleSell3.62K$349.071.26M
2026-10-05Zatlyn MichelleSell2.68K$350.09939.29K
2026-10-05Zatlyn MichelleSell4.83K$351.301.70M
2026-10-05Zatlyn MichelleSell6.86K$352.392.42M
2026-10-05Zatlyn MichelleSell5.89K$353.352.08M
2026-10-05Zatlyn MichelleSell2.82K$354.321.00M
2026-10-05Zatlyn MichelleSell6.14K$355.452.18M
2026-10-05Zatlyn MichelleSell157$356.0555.90K
2026-09-22Ledbetter CarlSell5.00K$353.151.77M
2026-09-17SEIFERT THOMAS JBuy10.00K——
2026-09-17SEIFERT THOMAS JSell100$318.9031.89K
2026-09-17SEIFERT THOMAS JSell100$320.8932.09K
2026-09-17SEIFERT THOMAS JSell100$326.5632.66K
2026-09-17SEIFERT THOMAS JSell300$328.0498.41K
2026-09-17SEIFERT THOMAS JSell700$329.37230.56K
2026-09-17SEIFERT THOMAS JSell700$330.23231.16K
2026-09-17SEIFERT THOMAS JSell1.20K$331.59396.58K
2026-09-17SEIFERT THOMAS JSell1.60K$332.50533.33K
2026-09-17SEIFERT THOMAS JSell2.63K$333.62878.08K
2026-09-17SEIFERT THOMAS JSell1.87K$334.59625.02K
2026-09-17SEIFERT THOMAS JSell600$335.32201.19K
2026-09-17SEIFERT THOMAS JSell100$336.5133.65K
2026-09-17SEIFERT THOMAS JBuy10.00K——
2026-09-17SEIFERT THOMAS JSell10.00K——
2026-09-17SEIFERT THOMAS JSell10.00K$2.0420.40K
2026-09-15SEIFERT THOMAS JSell2.94K$327.23963.37K
2026-09-14Ledbetter CarlSell960$309.51297.13K
2026-09-14Ledbetter CarlSell440$310.54136.64K
2026-09-14Ledbetter CarlSell2.40K$312.86750.86K
2026-09-14Ledbetter CarlSell1.20K$313.71376.45K
2026-09-08Zatlyn MichelleSell33.00K$2.0467.33K
2026-09-08Zatlyn MichelleBuy33.00K——
2026-09-08Zatlyn MichelleSell1.71K$272.41466.64K
2026-09-08Zatlyn MichelleSell2.43K$273.09663.06K
2026-09-08Zatlyn MichelleSell2.20K$274.39604.21K
2026-09-08Zatlyn MichelleSell1.39K$276.58383.62K
2026-09-08Zatlyn MichelleSell4.82K$277.531.34M
2026-09-08Zatlyn MichelleSell14.96K$278.484.17M
2026-09-08Zatlyn MichelleSell5.49K$279.411.53M
2026-09-08Zatlyn MichelleBuy33.00K——
2026-09-08Zatlyn MichelleSell33.00K——
2026-09-04Zatlyn MichelleSell33.00K$2.0467.33K
2026-09-04Zatlyn MichelleSell2.75K$279.73770.10K
2026-09-04Zatlyn MichelleSell7.84K$281.022.20M
2026-09-04Zatlyn MichelleSell17.60K$281.934.96M
2026-09-04Zatlyn MichelleSell4.80K$282.871.36M
2026-09-03Zatlyn MichelleSell33.00K$2.0467.33K
2026-09-03Zatlyn MichelleSell7.20K$276.791.99M
2026-09-03Zatlyn MichelleSell7.27K$277.792.02M
2026-09-03Zatlyn MichelleSell5.40K$278.921.51M
2026-09-03Zatlyn MichelleSell4.74K$279.771.33M
2026-09-03Zatlyn MichelleSell6.18K$281.071.74M
2026-09-03Zatlyn MichelleSell2.21K$281.73622.62K
2026-08-21Zatlyn MichelleSell33.00K$2.0467.33K
2026-08-21Zatlyn MichelleBuy33.00K——
2026-08-21Zatlyn MichelleSell2.21K$274.47605.49K
2026-08-21Zatlyn MichelleSell8.99K$275.662.48M
2026-08-21Zatlyn MichelleSell4.24K$276.671.17M
2026-08-21Zatlyn MichelleSell5.64K$277.951.57M
2026-08-21Zatlyn MichelleSell5.62K$278.781.57M
2026-08-21Zatlyn MichelleSell5.26K$279.721.47M
2026-08-21Zatlyn MichelleSell956$280.42268.08K
2026-08-21Zatlyn MichelleSell90$281.3125.32K
2026-08-21Zatlyn MichelleBuy33.00K——
2026-08-21Zatlyn MichelleSell33.00K——
2026-08-20Zatlyn MichelleSell33.00K$2.0467.33K
2026-08-20Zatlyn MichelleSell7.01K$283.211.98M
2026-08-20Zatlyn MichelleSell8.65K$284.052.46M

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 1.33K, holders +104 vs prior quarter. Ownership 81.24%.

HolderSharesChangeChange %Value
CAPITAL WORLD INVESTORS24.33M1.59M+6.99%5.97B
BLACKROCK, INC.21.60M504.62K+2.39%5.30B
VANGUARD PORTFOLIO MANAGEMENT LLC16.82M779.84K+4.86%4.13B
MORGAN STANLEY15.26M-624.99K-3.93%3.74B
BAILLIE GIFFORD & CO14.60M-1.33M-8.33%3.58B
VANGUARD CAPITAL MANAGEMENT LLC14.43M714.17K+5.21%3.54B
FMR LLC12.66M-904.98K-6.67%3.10B
CAPITAL INTERNATIONAL INVESTORS10.98M87.84K+0.81%2.69B
STATE STREET CORP7.42M242.05K+3.37%1.82B
GEODE CAPITAL MANAGEMENT, LLC5.96M-29.52K-0.49%1.46B
JENNISON ASSOCIATES LLC5.42M1.02M+23.32%1.33B
JPMORGAN CHASE & CO5.27M-633.18K-10.73%1.28B
AMERICAN CENTURY COMPANIES INC4.29M658.90K+18.17%1.05B
WELLINGTON MANAGEMENT GROUP LLP4.05M37.92K+0.95%993.08M
FIRST TRUST ADVISORS LP3.76M-17.38K-0.46%921.43M
FRANKLIN TEMPLETON INC3.73M379.20K+11.32%914.89M
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN3.68M2.80M+316.98%902.09M
NORGES BANK3.60M3.60MNew882.24M
JANE STREET GROUP, LLC3.34M2.34M+234.56%818.72M
SANDS CAPITAL MANAGEMENT, LLC3.24M-422.25K-11.53%794.59M
INVESCO LTD.3.10M-9.73K-0.31%761.30M
GOLDMAN SACHS GROUP INC3.07M619.60K+25.27%753.49M
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.98M2.62M+721.24%731.79M
LEGAL & GENERAL GROUP PLC2.64M-312.65K-10.58%647.91M
TWO SIGMA INVESTMENTS, LP2.59M-233.65K-8.29%634.34M

Insights

Revenue by product
PeriodValue
FY2024Reportable Segment: 1669626000.0
FY2025Reportable Segment: 2167937000.0
Revenue by region
PeriodValue
FY2019Asia Pacific: 42253000.0, CHINA: 12878000.0, EMEA: 68418000.0, Other Geographical Regions: 18898000.0, UNITED STATES: 144575000.0
FY2020Asia Pacific: 76177000.0, EMEA: 109274000.0, Other Geographical Regions: 27417000.0, UNITED STATES: 218191000.0
FY2021Asia Pacific: 96537000.0, EMEA: 172129000.0, Other Geographical Regions: 45182000.0, UNITED STATES: 342578000.0
FY2022Asia Pacific: 133353000.0, EMEA: 258291000.0, Other Geographical Regions: 67875000.0, UNITED STATES: 515722000.0
FY2023Asia Pacific: 168826000.0, EMEA: 356569000.0, Other Geographical Regions: 93166000.0, UNITED STATES: 678184000.0
FY2024Asia Pacific: 223234000.0, EMEA: 466499000.0, Other Geographical Regions: 130393000.0, UNITED STATES: 849500000.0
FY2025Asia Pacific: 329760000.0, EMEA: 598624000.0, Other Geographical Regions: 166557000.0, UNITED STATES: 1072996000.0

Insights · Dividends · Forecast · Financials · Learn

Stocklytics home · Screener

Cloudflare (NET) Stock Insights

NET$318.77-9.03 -2.75%

$113.51B

Market Cap

-569.71

P/E

252.65

Forward P/E

34

Score

Price History