Added to YB: 2025-05-16
Pitch date: 2025-05-13
NET [neutral]
Cloudflare, Inc.
+26.74%
current return
Author Info
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Company Info
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Market Cap
$68.9B
Pitch Price
$152.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.3K
P/E
-667.26
EV/Sales
31.52
Sector
IT Services
Category
growth
Show full summary:
Nu, On Running & Cloudflare Earnings Reviews
NET (earnings update): Record $100M deal leads large enterprise momentum; GTM fixes working - 3rd straight 10% sales productivity growth. AI traction w/ 4000% YoY inference requests. Workers platform ahead of schedule. 28.5% 2Y CAGR, 111% NRR, 4Q22 & Q1 guidance missed. Expensive at 167x fwd EPS.
Read full article (10 min)