Analisi facoltativa del prodotto
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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.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
