Added to YB: 2026-03-18
Pitch date: 2026-03-16
NET [bullish]
Cloudflare, Inc.
+2.47%
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
$74.8B
Pitch Price
$206.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.1K
P/E
-723.81
EV/Sales
34.22
Sector
IT Services
Category
turnaround
Built to Last: 10 AI-proof SaaS Rebounds for 2026 - Cloudflare, Inc.
NET: Down 32% from Nov '25 peak on AI disruption fears despite beating 2026 rev guidance ($2.79B vs $2.74B est). Fell 10% on Anthropic security tool release. However, positioned as AI beneficiary: network reaches 95% of internet users in <50ms, enabling low-latency edge inference for agentic AI. CEO sees AI driving security flywheel as agent traffic grows. Trades 40x FY29 EV/FCF. Potential opportunity if market sells off further given critical internet infrastructure role.
Read full article (2 min)