Added to YB: 2026-07-23
Pitch date: 2026-07-21
NET [neutral]
Cloudflare, Inc.
-1.02%
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
$96.7B
Pitch Price
$271.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.7K
P/E
-1.1K
EV/Sales
41.23
Sector
IT Services
Category
growth
Cloudflare ($NET): The AI Toll Booth
NET (watchlist): AI toll booth—~20% of web behind its network, x402/Pay Per Crawl monetizes AI crawlers. Q1'26 rev $639.8M (+34%), FY guide $2.81B; 20% layoffs pivot to agentic AI. But 41.8x P/S vs Akamai 4.6x, 8% above $254 consensus, insiders selling highs, Akamai won $1.8B Anthropic deal (NET -23%). Sept 15 default-block catalyst. Watch, not own; prefers FSLY on valuation despite bad mgmt.
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