NETCloudflare, Inc.

$284.11

$160.1952 weeks$330.92

Price

$284.11+35%1Y

1M+8.3%1Y+35%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Top tier

9/10

Value80

Quality48

Momentum65

Growth80

Strongest Value, weakest Quality · ranked vs Technology peers. The five questions below judge the company on its own terms.

What they do

Cloudflare is a leader in this Connectivity Cloud category. We deliver a broad range of services to businesses of all sizes and in all geographies — making them more secure, enhancing the performance of their business-critical applications, and eliminating the cost and complexity of managing individual network hardware. Our network serves as a scalable, easy-to-use, unified control plane to deliver security, performance, and reliability across on-premises, hybrid, cloud, and software-as-a-service (SaaS) applications.

In the company’s own words · 10-K filed Feb 26, 2026 · SEC EDGAR

P/E (TTM)-

Market Cap$79.53B

1Y Return+35%

5Y Return+140%

Business segments

Q1 2026 · $639.8M

The company’s own SEC segment disclosure.

US$315.8M49%
EMEA$175.7M27%
Asia Pacific$98.6M15%
Other Geographical Regions$49.6M8%

Cloudflare, Inc. (NET) reported revenue of $696M in Q2 2026 (quarter ended June 30, 2026), up 36% from the same quarter a year earlier. That came with a gross margin of 72% and net loss of $170M. For the full year FY2025, revenue was $2.17B (+30% year on year) and net income −$102M. Its largest region in 2026-Q1 was US at $316M, 49% of the disclosed total, just ahead of EMEA at 27%.

Raw charts

9 series · TTM

As reported to the SEC, without any scoring.

Software - Infrastructure

Ranks #11 of 78 by Smart Score