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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 $268.75
1D change +9.91%
Market cap $96.32B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

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 $268.75
1D Change +9.91%
Market Cap $96.32B
Enterprise Value $95.90B
Trailing P/E -401.1
Forward P/E 148.0
PEG Ratio 2.38x
Price / Sales 35.2
EV / Revenue 35.1
Revenue Growth 39.2%
Earnings Growth —
Gross Margin 71.9%
Operating Margin -7.3%
Net Margin -8.7%
ROE -17.0%
Free Cash Flow $801.4M
FCF Margin 29.3%
Debt / Equity 3.21x
Current Ratio 3.80x
Dividend Yield 0.00%
Next Earnings —
Quarterly Revenue $696.1M
Revenue QoQ +8.8%
Quarterly Net Income $-170.0M
Net Income QoQ -641.4%

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.