Cloudflare, Inc. (net)
NET — Company Overview
Investors tracking NET follow a Software - Infrastructure name listed on NYQ within Technology.
| Ticker | NET |
| Sector | Technology |
| Industry | Software - Infrastructure |
| Exchange | NYQ |
| Market cap | $125.46B |
| Last price | $352.33 |
| Size category | Large Cap |
NET — Business Description
The business profile of Cloudflare, Inc. (NET) reflects its role in Software - Infrastructure. Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiti…
Official website: https://www.cloudflare.com.
NET — Investment Thesis
Cloudflare, Inc. (NET) attracts investors weighing Software - Infrastructure fundamentals against current market pricing.
- Revenue is expanding at roughly 35.9% year-over-year (public data).
- Equity market capitalization is approximately $125.46B.
See the free estimates and earnings pages for public targets and growth metrics. Ownership, live news, and deeper models remain in Vest Terminal.
NET — Financial Health
NET financial profile reflects operating efficiency and capital structure using available market fundamentals.
Negative profit margin (-8.2%) signals near-term profitability pressure. Positive free cash flow of $691.95M supports balance-sheet flexibility. Debt-to-equity of 217.86 warrants monitoring in a higher-rate environment.
| Forward P/E | 210.20× |
| Price / Sales | 49.94× |
| Price / Book | 77.40× |
| Gross margin | 72.6% |
| Operating margin | -7.6% |
| Profit margin | -8.2% |
| Return on equity | -14.4% |
| Debt / Equity | 217.86 |
| Free cash flow | $691.95M |
NET — Growth Outlook
Growth outlook for Cloudflare, Inc. (NET) depends on demand trends in Software - Infrastructure and the company's ability to convert revenue into sustainable earnings.
- Revenue growth of 35.9% indicates strong top-line momentum.
- Price is 3.3% below the 52-week high.
NET — Competitive Position
Cloudflare, Inc. (NET) is evaluated against peers on scale, margin structure, and capital efficiency within Technology.
- Competes within Technology, specifically in Software - Infrastructure.
- Market capitalization of $125.46B places NET among large-cap peers.
- Gross margin near 72.6% may reflect pricing power or favorable mix.
NET — Strengths
Strengths for Cloudflare, Inc. (NET) inferred from public financial metrics:
- Revenue growth of 35.9% year-over-year.
- Gross margin of 72.6% supports competitive unit economics.
- Positive free cash flow ($691.95M).
- Large Cap scale ($125.46B) may provide distribution and funding advantages.
- Price near 52-week highs — positive price momentum on public markets.
NET — Weaknesses
Weaknesses and pressure points for Cloudflare, Inc. (NET) based on available data:
- Thin profit margin (-8.2%).
- Elevated debt-to-equity (217.86).
- High beta (1.66) amplifies market swings.
NET — Opportunities
- Sustained revenue growth (35.9%) could support multiple expansion if margins hold.
- Positive free cash flow enables reinvestment, debt reduction, or shareholder returns.
NET — Risks
- Beta of 1.66 implies above-market volatility.
- Leverage (debt/equity 217.86) raises sensitivity to credit conditions.
- Thin margins leave less room for operational missteps.
NET — Summary
Cloudflare, Inc. (NET) is a large-cap Technology company focused on Software - Infrastructure, listed on NYQ. Last price $352.33 with market cap $125.46B. Revenue grew 35.9% year-over-year per public data. Notable strengths include revenue growth of 35.9% year-over-year. Key watch items include thin profit margin (-8.2%). Review free estimates and earnings pages for NET; upgrade for institutional ownership and live headlines.
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Cloudflare, Inc. FAQ
What does Cloudflare, Inc. (NET) do?
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-se…
What is NET's P/E ratio?
Cloudflare, Inc. has a trailing P/E of N/A× based on publicly available market data.
Does NET pay a dividend?
Indicated dividend yield: none reported. Confirm ex-dates and payout history in Vest Terminal.
What sector is NET in?
Cloudflare, Inc. is classified in Technology (Software - Infrastructure) on NYQ.
What is NET's market capitalization?
Approximate market cap: $125.46B.
What are the main risks for NET?
Key risks include above-average volatility (beta 1.66), among factors on this page.
What are the strengths of NET?
Potential positives include revenue growth of 35.9% year-over-year, gross margin of 72.6% supports competitive unit economics.
Where can I get analyst estimates for NET?
Public analyst price targets and consensus for Cloudflare, Inc. are on the free /stocks/net/estimates page. Deeper estimate history and models are available in Vest Terminal.