Cloudflare continues to expand its AI-related offerings, including tools to protect original content from AI crawlers, broadening its market opportunity. Despite strong business prospects and steady growth of nearly 30%, the stock's valuation has become disconnected from its fundamentals. Cloudflare now trades at over 35x 2025 sales and nearly 200x 2026 EPS, making the current price hard to jus...
NET's high-growth, profitable cadence and improving performance metrics have been well rewarded through the triple-digits stock price rally. The same has been observed in the overly expensive P/E valuations, albeit nearing meme-like levels, one that we have observed in PLTR and TSLA. Combined with the deteriorating balance sheet and the aggressive go-to-market strategies, we believe that NET's ...
“Frankly, if they're going to behave like hackers, then we're going to behave like trolls right back to them,” said Matthew Prince, chief executive of Cloudflare.
Cloudflare, Inc. (NYSE:NET ) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Matthew Prince - Co-Founder, Co-Chairman & CEO Philip Alan Winslow - Vice President of Strategic Finance, Treasury and Investor Relations Thomas Josef Seifert - Chief Financial Officer Conference Call Participants Adam Charles Borg - Stifel, Nicolaus & Company, Incorporated, Research Divi...
Cloudflare stock climbed after the company reported Q2 earnings that topped estimates and issued Q3 sales guidance above expectations.
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