Cloudflare, Inc.
NETNYSE
$277.66
↑ +1.9%Jul 17 close · end-of-day
Price
1Y↑ +46.3%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$97.9B
Enterprise Value
$93.7B
P/E
—
P/S
42.0
P/B
64.1
EV/EBITDA
—
PEG
—
FCF Yield
0.3%
Dividend Yield
—
Revenue (TTM)
$2.3B
Net Income (TTM)
-$86.7M
Free Cash Flow (TTM)
$320.7M
Gross Margin
73.3%
Operating Margin
-9.3%
Net Margin
-3.7%
ROE
-5.7%
ROIC
—
Debt / Equity
—
Net Cash
$4.2B
Return 1Y
+45.2%
Company profile
CloudFlare, Inc. offers an integrated cloud-based security solution to secure a range of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions.
- CEO
- Matthew B. Prince
- Sector
- Services
- Industry
- Computer Software
- Employees
- 3,220
- Headquarters
- California
- Website
- cloudflare.com
Management & directors
- Seifert Thomas JChief Financial Officer
- Zatlyn MichellePresident and Board Co-Chair
- Prince MatthewCEO and Board Co-Chair
- Starzak Alissa MichelleChief Legal Officer
- Riley JanelChief Accounting Officer
- Kramer Douglas JamesChief Legal Officer
Roles derived from SEC Form 4 filings.
Earnings
NET Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$639.8M↑ +33.5%
Diluted EPS-$0.07↓ -36.4%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $431.1M | $656.4M | $975.2M | $1.3B | $1.7B | $2.2B |
| Gross profit | $330.0M | $509.3M | $742.6M | $989.7M | $1.3B | $1.6B |
| Operating income | -$106.8M | -$127.7M | -$201.2M | -$185.5M | -$154.8M | -$207.2M |
| Net income | -$119.4M | -$260.3M | -$193.4M | -$183.9M | -$78.8M | -$102.3M |
| Diluted EPS | -$0.40 | -$0.83 | -$0.59 | -$0.55 | -$0.23 | -$0.29 |
| Operating cash flow | -$17.1M | $64.6M | $123.6M | $254.4M | $380.4M | $603.1M |
| Free cash flow | -$73.5M | -$28.3M | -$20.0M | $140.0M | $195.4M | $287.5M |
| Gross margin | 76.6% | 77.6% | 76.1% | 76.3% | 77.3% | 74.5% |
| Operating margin | -24.8% | -19.5% | -20.6% | -14.3% | -9.3% | -9.6% |
| Net margin | -27.7% | -39.7% | -19.8% | -14.2% | -4.7% | -4.7% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $401.0M | $430.1M | $459.9M | $479.1M | $512.3M | $562.0M | $614.5M | $639.8M |
| Gross profit | $312.0M | $334.1M | $351.3M | $363.5M | $383.6M | $415.7M | $452.6M | $455.6M |
| Operating income | -$34.7M | -$30.8M | -$34.7M | -$53.2M | -$67.3M | -$37.5M | -$49.2M | -$62.0M |
| Net income | -$15.1M | -$15.3M | -$12.8M | -$38.5M | -$50.4M | -$1.3M | -$12.1M | -$22.9M |
| Diluted EPS | -$0.04 | -$0.04 | -$0.05 | -$0.11 | -$0.15 | $0.00 | -$0.03 | -$0.07 |
| Operating cash flow | $74.8M | $104.7M | $127.3M | $145.8M | $99.8M | $167.1M | $190.4M | $158.3M |
| Free cash flow | $45.2M | $54.5M | $54.2M | $59.9M | $39.9M | $82.5M | $105.2M | $93.1M |
| Gross margin | 77.8% | 77.7% | 76.4% | 75.9% | 74.9% | 74.0% | 73.6% | 71.2% |
| Operating margin | -8.7% | -7.2% | -7.5% | -11.1% | -13.1% | -6.7% | -8.0% | -9.7% |
| Net margin | -3.8% | -3.6% | -2.8% | -8.0% | -9.8% | -0.2% | -2.0% | -3.6% |
Company news
Jul 20, 2026
Jul 17, 2026
- 2d agoCloudflare (NET) Gains As Market Dips: What You Should Knowfinance.yahoo.com
- 3d agoJim Cramer Says There Will Always Be Another DeepSeek — Here Are the 5 Best Cybersecurity Stocks to Own Right Now247wallst.com
- 3d ago1 Unprofitable Stock with Exciting Potential and 2 Facing Challengesfinance.yahoo.com
- 3d agoCloudflare (NET) Stock Gets Fair Value Boost As Analysts Raise AI And Security Targetsfinance.yahoo.com
Jul 16, 2026
- 3d agoCloudflare (NET) Stock May Be Fully Priced As AI Search News Lifts Hopesfinance.yahoo.com
- 4d agoOracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave?247wallst.com
- 4d agoAre You Looking for a Top Momentum Pick? Why Cloudflare (NET) is a Great Choicefinance.yahoo.com
- 4d agoCloudflare (NET) Launches Precursor To Take On More Sophisticated Bot Attacksfinance.yahoo.com
Jul 15, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 3,299 | $277.68 | $916,056.09 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 1,741 | $276.63 | $481,618.05 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 1,559 | $275.79 | $429,951.31 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 1,201 | $278.76 | $334,785.60 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 800 | $279.91 | $223,928.72 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 500 | $274.60 | $137,302.00 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 300 | $281.29 | $84,387.99 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 300 | $270.50 | $81,150.99 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 200 | $266.19 | $53,238.00 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | Sale | 100 | $267.76 | $26,776.00 | filing |
| 2026-07-17 | SEIFERT THOMAS J· Chief Financial Officer | C | 10,000 | — | — | filing |
| 2026-07-15 | Zatlyn Michelle· President and Board Co-Chair | Sale | 8,444 | $286.66 | $2.4M | filing |
| 2026-07-15 | Zatlyn Michelle· President and Board Co-Chair | Sale | 7,201 | $285.81 | $2.1M | filing |
| 2026-07-15 | Zatlyn Michelle· President and Board Co-Chair | Sale | 6,912 | $289.07 | $2.0M | filing |
| 2026-07-15 | Zatlyn Michelle· President and Board Co-Chair | Sale | 5,248 | $284.68 | $1.5M | filing |
| 2026-07-15 | Zatlyn Michelle· President and Board Co-Chair | Sale | 3,257 | $283.69 | $923,974.75 | filing |
| 2026-07-15 | SEIFERT THOMAS J· Chief Financial Officer | Tax withholding | 2,943 | $281.75 | $829,190.25 | filing |
| 2026-07-15 | Zatlyn Michelle· President and Board Co-Chair | Sale | 1,185 | $287.56 | $340,760.85 | filing |
| 2026-07-15 | Zatlyn Michelle· President and Board Co-Chair | Sale | 756 | $289.88 | $219,145.95 | filing |
| 2026-07-15 | Zatlyn Michelle· President and Board Co-Chair | C | 33,003 | — | — | filing |
| 2026-07-14 | Zatlyn Michelle· President and Board Co-Chair | Sale | 9,617 | $281.40 | $2.7M | filing |
| 2026-07-14 | Zatlyn Michelle· President and Board Co-Chair | Sale | 5,093 | $280.13 | $1.4M | filing |
| 2026-07-14 | Zatlyn Michelle· President and Board Co-Chair | Sale | 2,861 | $282.13 | $807,181.65 | filing |
| 2026-07-14 | Zatlyn Michelle· President and Board Co-Chair | Sale | 2,671 | $276.93 | $739,678.16 | filing |
| 2026-07-14 | Zatlyn Michelle· President and Board Co-Chair | Sale | 2,194 | $275.02 | $603,402.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.