Cloudflare's revenue growth accelerated to 35.9% YoY in 2026Q2, driven by AI demand and a robust deferred revenue balance of $852.4M, indicating strong forward visibility. However, gross margin erosion to 71.8% and a widening operating loss of -$205.7M, couple...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 35.9% YoY in 2026Q2, but gross margin declined to 71.8% and operating margin worsened to -29.6%, reflecting rising costs and SBC.
Cloudflare's AI infrastructure is uniquely positioned as AI inference shifts from centralized data centers to the edge, leveraging its 320-city network for proximity to users and devices.
The company manages 20% of global web traffic, creating strong network effects that enhance its service offerings and competitive moat.
Cloudflare exhibits a strong growth trajectory with a stock price appreciation of approximately 83.36%, indicating robust market confidence.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.29+8.0% vs $0.27 | $696M+4.7% vs $665M |
Q2 2026 May 7, 2026 | $0.25+8.4% vs $0.23 | $640M+3.0% vs $621M |
Q1 2026 Feb 10, 2026 | $0.28+3.2% vs $0.27 | $615M+3.9% vs $591M |
Q4 2025 Oct 30, 2025 | $0.27+17.3% vs $0.23 | $562M+3.2% vs $545M |
Fastly (NASDAQ:FSLY) is at the center of a same-session bid across edge security and artificial intelligence (AI) traffic infrastructure, with two large peers rising alongside it on no news of their own.
Ritholtz Wealth Management CEO Josh Brown and colleague Sean Russo used their latest “The Best Stocks in the Market” column at CNBC to stake out a clear position on security software: four names earn a spot, two do not.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Envirotech Vehicles (NASDAQ: AZIO - Get Free Report) and Cloudflare (NYSE: NET - Get Free Report) are both technology companies, but which is the better business? We will compare the two companies based on the strength of their valuation, risk, analyst recommendations, profitability, institutional ownership, dividends and earnings. Analyst Ratings This is a summary of current ratings
Benchmark NET against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cloudflare, Inc. (NET)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $351.75 | $124.85B | -1212.93 | 29.85% | -4.72% | -8.16% | — | |
| $27.42 | $4.29B | -33.04 | 14.78% | -11.8% | -8.46% | — | |
| $117.41 | $17.07B | 38.24 | 5.44% | 9.51% | 8.49% | — | |
| $54.31 | $1.75B | -126.30 | 0.71% | 0.27% | 0% | — | |
| $207.13 | $33.49B | -767.15 | 23.31% | -1.88% | -2.76% | — | |
| $371.76 | $253.36B | 232.35 | 14.87% | 2.67% | 1.68% | — |
Cloudflare, Inc. (NET) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Cloudflare, Inc. (NET) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 30, 2026·SEC
May 7, 2026·SEC
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Cloudflare, Inc. (NET) stock FAQ — growth, dividends, profitability & financials explained
Cloudflare, Inc. (NET) reported $2.51B in revenue for fiscal year 2025. This represents a 1762% increase from $134.9M in 2017.
Cloudflare, Inc. (NET) grew revenue by 29.8% over the past year. This is strong growth.
Cloudflare, Inc. (NET) reported a net loss of $206.3M for fiscal year 2025.
Cloudflare, Inc. (NET) has a return on equity (ROE) of -8.2%. Negative ROE indicates the company is unprofitable.
Cloudflare, Inc. (NET) generated $462.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
