Lumida
/NET
⌘K
Cloudflare Inc

Cloudflare Inc

NET
$306.53USD-1.49%-4.64 today

MARKET CAP

109.1B

P/E (TTM)

FWD P/E

DAY RANGE

$303 – $316

52W RANGE

$159
$332

AI Summary

Stalk
StalkMedium

NET remains in a Stage 2 uptrend with rising EMAs and a Bearish Exhaustion inflection signaling sellers losing control. Price has recovered above the 9- and 20-day EMAs but is now extended and overbought, suggesting a pullback is more favorable than chasing. We defer new buys into pullbacks near the rising EMAs, while the long-term uptrend remains intact and anchors overall bullish polarity.

  • Q2 2026 revenue rose 36% YoY to $696.1 M; Adj EPS $0.29
  • AI-driven traffic exceeded 50% of network volume, driving demand
  • Earnings yield is deeply negative, suggesting lofty valuation
Full analysis →
STATEMENT·Income statement
USD · GAAP
METRICFY 2021FY 2022FY 2023FY 2024FY 2025TREND
Sales, Adj.$656.4M$975.2M$1.3B$1.7B$2.2B
YoY %+52.3%+48.6%+33.0%+28.8%+29.8%
P / Sales62.6x14.4x20.4x22.0x31.7x
EV / Sales64.5x16.2x21.9x23.3x33.4x
Gross Profit, Adj.$509.3M$742.6M$989.7M$1.3B$1.6B
YoY %+54.3%+45.8%+33.3%+30.4%+25.1%
Margin %77.6%76.1%76.3%77.3%74.5%
EV / Gross Profit83.1x21.3x28.7x30.1x44.8x
EBITDA, Adj.$-31.8M$-53.8M$11.7M$50.8M$84.2M
YoY %+20.6%-69.0%+121.8%+333.7%+65.7%
Margin %-4.8%-5.5%0.9%3.0%3.9%
EV / EBITDA-1330.2x-293.9x2424.2x765.4x859.4x
EBIT$-127.7M$-201.2M$-185.5M$-154.8M$-207.2M
YoY %-19.6%-57.6%+7.8%+16.6%-33.9%
Margin %-19.5%-20.6%-14.3%-9.3%-9.6%
EV / EBIT-331.4x-78.5x-153.0x-251.2x-349.0x
Net Income$-260.3M$-193.4M$-183.9M$-78.8M$-102.3M
YoY %-118.1%+25.7%+4.9%+57.2%-29.8%
Net Margin-39.7%-19.8%-14.2%-4.7%-4.7%
EPS (GAAP)-$0.83-$0.59-$0.55-$0.23-$0.29
YoY %-107.5%+28.9%+6.8%+58.2%-26.1%