Added to YB: 2026-04-22
Pitch date: 2026-04-20
NET [neutral]
Cloudflare, Inc.
+0.65%
current return
Author Info
No bio for this author
Company Info
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Market Cap
$72.1B
Pitch Price
$206.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.0K
P/E
-697.78
EV/Sales
32.98
Sector
IT Services
Category
growth
Day twenty-five: Cloudflare $NET
NET (update): Rev growth accelerated Q1-Q4 from 27%→34% YoY, ARR $2.46B (+34%), NRR 120%, Q4 new ACV +50% YoY (fastest since 2021). Agent requests doubled in Jan alone. Key $85M AI co contract, AI scraping driving demand. 4.5M devs on platform. Risks: competition from Zscaler/PANW/hyperscalers, model vendors controlling inference. At 28.5x EV/ARR (2nd highest in SaaS), priced for perfection despite strong metrics/positioning.
Read full article (4 min)