تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
Cloudflare, Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $69.3B | |
|---|---|---|
| Revenue (ttm) | 2.5B | |
| Net income (ttm) | -206.3M | |
| EPS (ttm) | -$0.59 | |
| Shares out | 356.1M | |
| P/E (forward) | 136.0x | |
| Volume | 1,867,183 | |
| Beta | 1.65 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | Trend |
|---|---|---|---|---|---|
| Period | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $975.2M | $1.30B | $1.67B | $2.17B | +30.5% |
| Gross profit | $742.6M | $989.7M | $1.29B | $1.62B | +29.6% |
| Operating income | $-185.7M | $-172.0M | $-65.7M | $-83.9M | — |
| Net income | $-193.4M | $-183.9M | $-78.8M | $-102.3M | — |
| EPS (diluted) | $-0.59 | $-0.55 | $-0.23 | $-0.29 | — |
| EBITDA | $-83.4M | $-36.2M | $62.0M | $105.8M | — |
| R&D | $298.3M | $358.1M | $421.4M | $512.5M | +19.8% |
| SG&A | $645.5M | $817.1M | $1.02B | $1.31B | +26.6% |
Recent company headlines from major financial publishers.
Cloudflare utterly dominates SASE and AI edge markets, sustaining >30% top-line compounding for five years and eventually achieving 30%+ operating margins, justifying a prolonged premium multiple phase.
Strong but naturally decelerating growth (from 29% to high teens) as the business scales. Structural operating margins eventually reach 22%, anchoring to a disciplined 8x terminal EV/Rev multiple.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 10.8% | $97.6 | $103 | $110 | $118 | $126 |
| 11.8% | $87.6 | $92.3 | $97.6 | $103 | $110 |
| 12.8% | $79.4 | $83.3 | $87.6 | $92.3 | $97.6 |
| 13.8% | $72.7 | $75.9 | $79.4 | $83.3 | $87.6 |
| 14.8% | $67.0 | $69.7 | $72.7 | $75.9 | $79.4 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
