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NET Cloud, Data & AI Software

Cloudflare

Edge network and AI security

Detail page

Cloudflare's global edge network can support AI inference, security, routing, and developer services.

Price $218.38
1D change -2.54%
Market cap $77.51B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric NET
Price $218.38
1D Change -2.54%
Market Cap $77.51B
Enterprise Value $76.55B
Trailing P/E -909.9
Forward P/E 138.8
PEG Ratio 2.38x
Price / Sales 33.3
EV / Revenue 32.9
Revenue Growth 33.5%
Earnings Growth —
Gross Margin 73.3%
Operating Margin -9.7%
Net Margin -3.7%
ROE -5.9%
Free Cash Flow $755.0M
FCF Margin 32.4%
Debt / Equity 2.31x
Current Ratio 1.96x
Dividend Yield —
Next Earnings Jul 30, 2026
Quarterly Revenue $639.8M
Revenue QoQ +4.1%
Quarterly Net Income $-22.9M
Net Income QoQ -89.8%

NET thesis lens

Edge network and AI security

Why it could benefit

  • Cloudflare's global edge network can support AI inference, security, routing, and developer services.
  • AI traffic raises demand for bot management, security, and low-latency delivery.
  • Workers AI gives it a path into edge inference for developers.

Moat / edge

  • Large global edge network.
  • Integrated security, networking, and developer platform.
  • Self-serve plus enterprise go-to-market.

What to watch

  • Enterprise customer growth.
  • AI inference and developer-platform traction.
  • Security and zero-trust attach rates.

Key risks

  • High valuation depends on sustained growth.
  • Hyperscalers and security platforms can pressure product boundaries.