NETCloudflare, Inc.

$284.26

$160.1952 weeks$330.92

Price

$284.26+40%1Y

1M-14%1Y+40%

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

Above average

8/10

Value97

Quality30

Momentum48

Growth75

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$80.45B

1Y Return+40%

5Y Return+139%

Business segments

Q2 2026 · $696.1M

The company’s own SEC segment disclosure.

United States$354.4M51%
EMEA$187.0M27%
Asia Pacific$99.4M14%
Other Geographical Regions$55.1M8%

Cloudflare, Inc. (NET) reported revenue of $696M in Q2 2026 (quarter ended Jun 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 Q2 2026 was United States at $354M, 51% of the disclosed total, well ahead of EMEA at 27%.

Raw charts

9 series · TTM

As reported to the SEC, without any scoring.

Software - Infrastructure

Ranks #9 of 64 by Smart Score