NET — Cloudflare, Inc.

NYSE · Information Technology · Software · CIK 1477333 ·
Last close
$224.94
Market Cap
$72.25B
52W High
$276.82
52W Low
$164.05
ADV30
4,000,902
Next earnings
2026-07-30
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-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 which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, 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, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026
Dec 2025 614,507,000 452,551,000 -49,234,000 -12,077,000 6,036,256,000 943,536,000 4,577,133,000
Sep 2025 562,027,000 415,711,000 -37,460,000 -1,290,000 5,786,395,000 1,052,644,000 4,439,379,000
Jun 2025 512,316,000 383,639,000 -67,264,000 -50,446,000 5,562,361,000 1,518,608,000 4,322,634,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$603,114,000
Investing CF
$-1,806,700,000
Financing CF
$2,003,729,000
CapEx
$-342,552,000
Dividends Paid
Buybacks
$0
EPS Diluted TTM
$-0.25
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-1,204,907,000
Inventory
Receivables
$406,019,000
ST Investments
$3,157,715,000
EBIT TTM
$-48,624,000
Pretax Income TTM
$-55,947,000
Interest Exp TTM
$7,323,000
Analysts
31

Yahoo Snapshot (yfinance, live)

Total Revenue
$2,328,604,928
EBITDA
$-36,283,000
Free Cash Flow
$754,998,272
Enterprise Value
$78,869,356,544
Total Cash
$4,163,877,888
Total Debt
$3,524,536,064
Shares Out
321,184,834
Trailing EPS
$-0.25
Book Value
$4.32
ROE
-5.9%
ROA
-2.7%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 2,167,937,000 -207,205,000 -102,267,000 6,036,256,000 4,577,133,000 603,114,000
Dec 2024 1,669,626,000 -154,761,000 -78,800,000 3,301,162,000 2,254,961,000 380,429,000
Dec 2023 1,296,745,000 -185,485,000 -183,949,000 2,759,767,000 1,996,720,000 254,406,000
Dec 2022 975,241,000 -201,203,000 -193,381,000 2,587,908,000 1,963,944,000 123,595,000

TTM Snapshot

Revenues TTM
$1,191,889,000
NetIncome TTM
$-188,747,000
OpCashFlow TTM
$0
Assets (Latest)
$3,301,162,000
Forward EPS
$1.57

Max Pain — expiry 2026-06-26

max pain strike: $225.00 · spot: $221.16 · call oi: 7,623 · put oi: 7,128
Expected Move to 2026-06-26: ±$11.07 (5.01%) — implied range $210.09$232.23 · ATM straddle on $220.00 strike

Peers — same industry

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NETTF NetEase, Inc. $77.72B $24.26
ADBE ADOBE INC. $78.48B $197.43

News headlines (Yahoo Finance, 1h cache)

Cloudflare (NET) Launches Browser Push To Sort Human And AI Traffic
2026-06-24 13:14 · Yahoo
How Investors May Respond To Cloudflare (NET) Giving Creators One-Click Control Over AI Content Scraping
2026-06-24 10:15 · Yahoo
Bots are taking over the internet. What’s a brand to do?
2026-06-23 17:55 · Yahoo
These AI Stocks Have Insider Selling, But Buyers Still Have a Reason to Stay
2026-06-23 15:10 · Yahoo
How Beehiiv and Cloudflare Are Giving Creators Control Over AI Scraping
2026-06-23 13:01 · Yahoo
Cloudflare and beehiiv Introduce AI Crawl Controls to Help Independent Publishers Navigate the AI Era
2026-06-23 13:00 · Yahoo
People Inc. CEO accuses Google of abusing its market power with web crawling
2026-06-23 11:41 · Yahoo
Is Cloudflare Overvalued?
2026-06-23 10:50 · Yahoo
Here's Why Cloudflare (NET) Fell More Than Broader Market
2026-06-22 22:00 · Yahoo
Cloudflare Stock Due for a Short-Term Bounce
2026-06-22 16:56 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.